Aegon Asset Management Uk Plc Top Holdings and 13F Report (2025) About Aegon Asset Management Uk PlcInvestment ActivityAegon Asset Management Uk Plc has $7.81 million in total holdings as of June 30, 2025.Aegon Asset Management Uk Plc owns shares of 153 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 7.67% of the portfolio was purchased this quarter.About 6.95% of the portfolio was sold this quarter.This quarter, Aegon Asset Management Uk Plc has purchased 153 new stocks and bought additional shares in 58 stocks.Aegon Asset Management Uk Plc sold shares of 73 stocks and completely divested from 10 stocks this quarter.Largest Holdings Microsoft $695,033NVIDIA $545,230Broadcom $390,274Apple $349,717Meta Platforms $333,153 Largest New Holdings this Quarter 651639106 - Newmont $38,009 Holding45073V108 - ITT $21,894 Holding69608A108 - PALANTIR TECHNOLOGIES INC $19,359 Holding48020Q107 - Jones Lang LaSalle $17,667 Holding45167R104 - IDEX $10,971 Holding Largest Purchases this Quarter Netflix 35,698 shares (about $47.78K)Rockwell Automation 121,380 shares (about $40.29K)Newmont 652,510 shares (about $38.01K)Automatic Data Processing 112,934 shares (about $34.74K)American Tower 135,451 shares (about $29.92K) Largest Sales this Quarter Alphabet 199,339 shares (about $35.35K)Stifel Financial 277,490 shares (about $28.79K)Apple 139,641 shares (about $28.63K)Micron Technology 170,211 shares (about $20.97K)Nucor 147,727 shares (about $19.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAegon Asset Management Uk Plc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$695,033$2,769 ▲0.4%1,398,3208.9%Computer and TechnologyNVDANVIDIA$545,230$3,681 ▲0.7%3,453,8817.0%Computer and TechnologyAVGOBroadcom$390,274$6,916 ▼-1.7%1,418,4165.0%Computer and TechnologyAAPLApple$349,717$28,633 ▼-7.6%1,705,5234.5%Computer and TechnologyMETAMeta Platforms$333,153$20,137 ▲6.4%451,5494.3%Computer and TechnologyAMZNAmazon.com$325,146$14,734 ▼-4.3%1,482,2494.2%Retail/WholesaleJPMJPMorgan Chase & Co.$197,874$6,149 ▲3.2%683,5662.5%FinanceGOOGLAlphabet$165,629$17,670 ▼-9.6%939,3222.1%Computer and TechnologyGOOGAlphabet$144,709$35,349 ▼-19.6%816,0461.9%Computer and TechnologyTXNTexas Instruments$134,780$13,017 ▲10.7%649,6411.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$132,403$7,565 ▲6.1%584,3231.7%Computer and TechnologyADPAutomatic Data Processing$118,951$34,736 ▲41.2%386,7391.5%Computer and TechnologyMSMorgan Stanley$112,224$5,956 ▲5.6%797,1911.4%FinanceABBVAbbVie$109,311$887 ▲0.8%590,5601.4%MedicalMRKMerck & Co., Inc.$105,419$7,214 ▲7.3%1,332,7231.3%MedicalNOWServiceNow$96,365$8,667 ▲9.9%93,8191.2%Computer and TechnologyVVisa$95,263$10,003 ▼-9.5%268,5521.2%Business ServicesCLColgate-Palmolive$94,237$2,538 ▼-2.6%1,040,3411.2%Consumer StaplesHDHome Depot$93,073$3,544 ▲4.0%253,6741.2%Retail/WholesaleJNJJohnson & Johnson$88,782$5,050 ▼-5.4%581,7451.1%MedicalCMECME Group$81,201$2,069 ▼-2.5%294,8511.0%FinanceAMTAmerican Tower$81,154$29,922 ▲58.4%367,3641.0%FinanceMETMetLife$78,089$3,689 ▼-4.5%971,3811.0%FinanceNFLXNetflix$74,247$47,775 ▲180.5%55,4781.0%Consumer DiscretionaryTSLATesla$72,958$2,520 ▼-3.3%229,7310.9%Auto/Tires/TrucksMELIMercadoLibre$70,685$9,193 ▼-11.5%27,0880.9%Retail/WholesaleBRK.BBerkshire Hathaway$70,389$2,895 ▼-4.0%145,0840.9%FinanceCMICummins$68,821$5,552 ▼-7.5%210,2030.9%Auto/Tires/TrucksCSCOCisco Systems$66,438$1,893 ▲2.9%958,2880.9%Computer and TechnologyDRIDarden Restaurants$62,704$4,625 ▲8.0%288,1920.8%Retail/WholesaleADSKAutodesk$62,145$2,720 ▼-4.2%200,8560.8%Computer and TechnologyMCOMoody's$59,778$14,728 ▲32.7%119,2550.8%FinanceCINFCincinnati Financial$57,931$1,710 ▲3.0%389,8940.7%FinanceCRWDCrowdStrike$57,823$2,457 ▼-4.1%113,5990.7%Computer and TechnologyROKRockwell Automation$57,017$40,290 ▲240.9%171,7740.7%Computer and TechnologyCOSTCostco Wholesale$55,876$18,254 ▼-24.6%56,4830.7%Retail/WholesaleUBERUber Technologies$55,832$17,255 ▲44.7%598,6700.7%Computer and TechnologyPGRProgressive$54,695$5,420 ▼-9.0%204,9800.7%FinanceRSGRepublic Services$54,327$8,617 ▼-13.7%220,3770.7%Business ServicesKLACKLA$54,152$11,051 ▲25.6%60,4950.7%Computer and TechnologyPEPPepsiCo$53,934$15,911 ▼-22.8%409,1820.7%Consumer StaplesLLYEli Lilly and Company$53,572$1,928 ▼-3.5%68,7690.7%MedicalNEENextEra Energy$53,170$1,957 ▼-3.5%763,8430.7%UtilitiesCFGCitizens Financial Group$52,514$6,437 ▼-10.9%1,174,2830.7%FinanceMUMicron Technology$51,476$20,966 ▼-28.9%417,8950.7%Computer and TechnologyWSOWatsco$51,133$1,610 ▲3.3%116,2250.7%ConstructionCDNSCadence Design Systems$51,124$18,852 ▲58.4%166,0100.7%Computer and TechnologyXYLXylem$49,209$2,286 ▼-4.4%380,4620.6%Business ServicesURIUnited Rentals$47,458$5,674 ▼-10.7%63,0040.6%ConstructionNETCloudflare$42,272$4,652 ▼-9.9%216,0810.5%Computer and TechnologyKMBKimberly-Clark$41,180$10,465 ▲34.1%319,4450.5%Consumer StaplesORCLOracle$40,679$2,140 ▲5.6%186,1400.5%Computer and TechnologyPHMPulteGroup$39,125$21,348 ▲120.1%371,0280.5%ConstructionWMTWalmart$38,717$5,741 ▼-12.9%396,0840.5%Retail/WholesaleNEMNewmont$38,009$38,009 ▲New Holding652,5100.5%Basic MaterialsSHOPShopify$37,264$487 ▼-1.3%323,8620.5%Computer and TechnologySTTState Street$36,752$161 ▼-0.4%345,5420.5%FinanceSLBSchlumberger$35,919$11,614 ▲47.8%1,063,6330.5%EnergyAVYAvery Dennison$35,114$10,054 ▲40.1%200,2950.4%IndustrialsVEEVVeeva Systems$34,489$1,848 ▲5.7%119,8490.4%MedicalSTLDSteel Dynamics$33,859$853 ▲2.6%264,0130.4%Basic MaterialsWTRGEssential Utilities$33,422$5,187 ▲18.4%900,3800.4%UtilitiesKRKroger$33,271$5,736 ▼-14.7%464,1630.4%Retail/WholesaleOKEONEOK$33,079$7,345 ▼-18.2%405,5290.4%EnergyARISTA NETWORKS INC$32,552$3,449 ▼-9.6%318,1080.4%COMMON STOCK USDUL SOLUTIONS INC$31,090$11,120 ▲55.7%427,1710.4%COMMON STOCK USDUSBU.S. Bancorp$30,337$2,003 ▼-6.2%670,7270.4%FinanceDHRDanaher$30,179$1,579 ▲5.5%152,8370.4%MedicalEXPEExpedia Group$30,052$18,500 ▲160.1%178,2350.4%Retail/WholesalePODDInsulet$28,910$3,067 ▼-9.6%92,0410.4%MedicalGILDGilead Sciences$28,058$3,611 ▼-11.4%253,2290.4%MedicalWMSAdvanced Drainage Systems$27,497$3,652 ▲15.3%239,4820.4%ConstructionWCCWESCO International$27,176$4,074 ▼-13.0%146,6300.3%Computer and TechnologyAMDAdvanced Micro Devices$26,353$48 ▼-0.2%185,7250.3%Computer and TechnologyBLACKROCK INC$26,298$1,510 ▼-5.4%25,0860.3%COMMON STOCK USDIDXXIDEXX Laboratories$25,887$8,701 ▲50.6%48,3080.3%MedicalSHWSherwin-Williams$25,456$2,725 ▲12.0%74,2470.3%Basic MaterialsBACBank of America$23,969$5,621 ▲30.6%507,0610.3%FinanceAPHAmphenol$23,388$1,466 ▲6.7%236,9130.3%Computer and TechnologyCVXChevron$22,448$7,251 ▲47.7%156,8610.3%EnergyXOMExxon Mobil$22,119$8,140 ▼-26.9%205,2660.3%EnergyITTITT$21,894$21,894 ▲New Holding139,6110.3%Multi-Sector ConglomeratesTMUST-Mobile US$21,550$2,353 ▼-9.8%90,4510.3%Computer and TechnologyPFGCPerformance Food Group$21,534$52 ▲0.2%246,3320.3%Retail/WholesaleDTDynatrace$21,295$1,114 ▼-5.0%385,9970.3%Computer and TechnologyDGXQuest Diagnostics$21,248$4,347 ▼-17.0%118,3910.3%MedicalDEDeere & Company$21,012$1,679 ▼-7.4%41,3530.3%IndustrialsBKNGBooking$21,000$9,333 ▲80.0%3,6340.3%Retail/WholesaleCEGConstellation Energy$20,924$485 ▼-2.3%64,8650.3%EnergyOMCOmnicom Group$20,607$14,368 ▼-41.1%286,4860.3%Business ServicesMMCMarsh & McLennan Companies$19,636$2,598 ▼-11.7%89,7930.3%FinancePALANTIR TECHNOLOGIES INC$19,359$19,359 ▲New Holding142,0150.2%COMMON STOCK USDWTSWatts Water Technologies$19,164$2,989 ▲18.5%77,8920.2%Computer and TechnologyORLYO'Reilly Automotive$19,088$17,422 ▲1,045.8%211,8720.2%Retail/WholesaleTMOThermo Fisher Scientific$18,951$34 ▼-0.2%46,7590.2%MedicalHDBHDFC Bank$18,675$98 ▲0.5%243,6410.2%FinanceMSIMotorola Solutions$18,466$4,123 ▲28.7%43,9540.2%Computer and TechnologyJLLJones Lang LaSalle$17,667$17,667 ▲New Holding69,0470.2%FinanceUNHUnitedHealth Group$16,967$237 ▼-1.4%54,4130.2%MedicalNDAQNasdaq$16,682$46 ▼-0.3%186,6420.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
