Aegon Asset Management Uk Plc Top Holdings and 13F Report (2025) About Aegon Asset Management Uk PlcInvestment ActivityAegon Asset Management Uk Plc has $7.59 million in total holdings as of December 31, 2024.Aegon Asset Management Uk Plc owns shares of 154 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 12.05% of the portfolio was purchased this quarter.About 11.45% of the portfolio was sold this quarter.This quarter, Aegon Asset Management Uk Plc has purchased 143 new stocks and bought additional shares in 45 stocks.Aegon Asset Management Uk Plc sold shares of 78 stocks and completely divested from 7 stocks this quarter.Largest Holdings Microsoft $605,931NVIDIA $496,176Apple $485,937Amazon.com $374,168Broadcom $366,396 Largest New Holdings this Quarter ARISTA NETWORKS INC $51,489 HoldingShopify $36,510 HoldingONEOK $29,251 HoldingBLACKROCK FINANCE INC $28,990 HoldingSchlumberger $25,481 Holding Largest Purchases this Quarter Meta Platforms 236,510 shares (about $138.49K)Amazon.com 493,351 shares (about $108.21K)Alphabet 521,515 shares (about $98.73K)Alphabet 283,159 shares (about $53.92K)ARISTA NETWORKS INC 465,629 shares (about $51.49K) Largest Sales this Quarter NVIDIA 1,184,613 shares (about $158.94K)Apple 543,803 shares (about $136.16K)Microsoft 278,172 shares (about $117.19K)Broadcom 128,286 shares (about $29.73K)Costco Wholesale 25,193 shares (about $23.08K) 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$605,931$117,192 ▼-16.2%1,438,2588.0%Computer and TechnologyNVDANVIDIA$496,176$158,939 ▼-24.3%3,698,1176.5%Computer and TechnologyAAPLApple$485,937$136,163 ▼-21.9%1,940,7216.4%Computer and TechnologyAMZNAmazon.com$374,168$108,212 ▲40.7%1,705,8804.9%Retail/WholesaleAVGOBroadcom$366,396$29,735 ▼-7.5%1,580,7694.8%Computer and TechnologyMETAMeta Platforms$265,945$138,486 ▲108.7%454,1873.5%Computer and TechnologyGOOGLAlphabet$207,454$98,733 ▲90.8%1,095,7882.7%Computer and TechnologyGOOGAlphabet$206,569$53,922 ▲35.3%1,084,7512.7%Computer and TechnologyJPMJPMorgan Chase & Co.$168,424$1,448 ▼-0.9%701,9102.2%FinanceTSMTaiwan Semiconductor Manufacturing$117,057$3,704 ▼-3.1%592,4841.5%Computer and TechnologyVVisa$107,820$8,566 ▼-7.4%340,8681.4%Business ServicesTXNTexas Instruments$106,915$11,991 ▲12.6%570,1791.4%Computer and TechnologyMRKMerck & Co., Inc.$100,081$15,468 ▼-13.4%1,005,9491.3%MedicalHDHome Depot$97,570$705 ▲0.7%250,7021.3%Retail/WholesaleNOWServiceNow$94,293$11,499 ▲13.9%88,9911.2%Computer and TechnologyCLColgate-Palmolive$94,244$11,697 ▼-11.0%1,036,4601.2%Consumer StaplesJNJJohnson & Johnson$92,664$1,425 ▼-1.5%640,7011.2%MedicalTSLATesla$88,900$5,251 ▼-5.6%220,2511.2%Auto/Tires/TrucksABBVAbbVie$88,512$2,659 ▲3.1%497,8751.2%MedicalMSMorgan Stanley$86,662$3,795 ▼-4.2%689,0401.1%FinanceADPAutomatic Data Processing$78,167$22,080 ▲39.4%267,1041.0%Business ServicesCMECME Group$75,730$12,276 ▲19.3%326,0981.0%FinanceCOSTCostco Wholesale$75,158$23,084 ▼-23.5%82,0231.0%Retail/WholesaleCMICummins$73,832$22,266 ▲43.2%211,7921.0%Auto/Tires/TrucksBRK.BBerkshire Hathaway$71,736$2,706 ▼-3.6%158,1420.9%FinanceADSKAutodesk$67,102$9,948 ▲17.4%227,0270.9%Computer and TechnologyWSOWatsco$65,966$8,665 ▲15.1%139,1570.9%ConstructionMETMetLife$63,847$28,327 ▲79.8%779,6640.8%FinanceUNHUnitedHealth Group$62,993$20,258 ▲47.4%124,3830.8%MedicalLLYEli Lilly and Company$58,207$2,198 ▼-3.6%75,3410.8%MedicalPGRProgressive$57,132$16,448 ▲40.4%238,2500.8%FinancePEPPepsiCo$55,949$8,347 ▼-13.0%367,9800.7%Consumer StaplesNEENextEra Energy$55,904$398 ▲0.7%779,7080.7%UtilitiesURIUnited Rentals$55,612$11,572 ▼-17.2%79,0030.7%ConstructionMELIMercadoLibre$54,089$25,914 ▲92.0%31,8100.7%Retail/WholesaleCRWDCrowdStrike$51,939$9,291 ▲21.8%151,8540.7%Computer and TechnologyXOMExxon Mobil$51,615$5,784 ▼-10.1%479,5600.7%Oils/EnergyARISTA NETWORKS INC$51,489$51,489 ▲New Holding465,6290.7%COMMON STOCK USDCINFCincinnati Financial$50,652$10,118 ▲25.0%352,4580.7%FinanceCFGCitizens Financial Group$50,430$16,083 ▲46.8%1,152,1510.7%FinanceTTEKTetra Tech$48,913$9,508 ▼-16.3%1,227,7320.6%Industrial ProductsWMTWalmart$46,825$5,704 ▼-10.9%517,9210.6%Retail/WholesaleDRIDarden Restaurants$42,991$2,491 ▲6.2%230,3710.6%Retail/WholesaleUSBU.S. Bancorp$42,733$10,822 ▲33.9%892,8800.6%FinanceOMCOmnicom Group$42,634$13,437 ▲46.0%495,5110.6%Business ServicesNETCloudflare$42,602$6,133 ▲16.8%395,3030.6%Computer and TechnologyRSGRepublic Services$40,283$204 ▼-0.5%200,2150.5%Business ServicesAMDAdvanced Micro Devices$38,977$2,390 ▼-5.8%322,7090.5%Computer and TechnologyCDNSCadence Design Systems$38,8810.0%129,4060.5%Computer and TechnologyXYLXylem$38,682$2,361 ▼-5.8%333,3490.5%Business ServicesKLACKLA$38,326$5,058 ▲15.2%60,8340.5%Computer and TechnologyAMTAmerican Tower$37,523$2,320 ▼-5.8%204,7190.5%FinanceMUMicron Technology$37,009$437 ▲1.2%439,7490.5%Computer and TechnologySHOPShopify$36,510$36,510 ▲New Holding344,3220.5%Computer and TechnologyWTRGEssential Utilities$35,762$2,331 ▼-6.1%984,6430.5%UtilitiesDHRDanaher$34,387$6,279 ▼-15.4%149,7640.5%Multi-Sector ConglomeratesPODDInsulet$33,497$1,876 ▼-5.3%128,3600.4%MedicalSTTState Street$33,286$2,534 ▲8.2%338,9610.4%FinanceMCOMoody's$32,857$592 ▼-1.8%69,3950.4%FinanceWCCWESCO International$32,612$1,104 ▼-3.3%179,9870.4%Computer and TechnologyORCLOracle$31,996$1,439 ▲4.7%191,9510.4%Computer and TechnologyCATCaterpillar$30,559$4,748 ▼-13.4%84,2000.4%Industrial ProductsOKEONEOK$29,251$29,251 ▲New Holding291,3130.4%Oils/EnergyBLACKROCK FINANCE INC$28,990$28,990 ▲New Holding28,2500.4%COMMON STOCK USDSTLDSteel Dynamics$28,577$18,802 ▲192.4%250,6210.4%Basic MaterialsSFStifel Financial$28,573$239 ▼-0.8%269,4300.4%FinanceKMBKimberly-Clark$28,109$3,695 ▼-11.6%214,5710.4%Consumer StaplesCSCOCisco Systems$27,550$1,167 ▼-4.1%465,6150.4%Computer and TechnologyVCYTVeracyte$26,741$1,545 ▼-5.5%675,8010.4%MedicalCVXChevron$26,676$6,371 ▼-19.3%184,1230.4%Oils/EnergyKRKroger$26,215$1,495 ▼-5.4%428,5600.3%Retail/WholesaleWYWeyerhaeuser$25,859$18,078 ▼-41.1%919,2630.3%ConstructionTMOThermo Fisher Scientific$25,728$4,119 ▼-13.8%49,4650.3%MedicalMMCMarsh & McLennan Companies$25,579$973 ▼-3.7%120,4100.3%FinanceSLBSchlumberger$25,481$25,481 ▲New Holding664,2710.3%Oils/EnergySHWSherwin-Williams$24,763$979 ▼-3.8%72,8610.3%Basic MaterialsVEEVVeeva Systems$24,755$2,278 ▲10.1%117,7570.3%MedicalGILDGilead Sciences$24,701$643 ▲2.7%267,4740.3%MedicalWMSAdvanced Drainage Systems$24,680$1,223 ▼-4.7%213,5360.3%ConstructionCEGConstellation Energy$24,433$1,771 ▲7.8%109,2170.3%Oils/EnergyGMGeneral Motors$24,360$946 ▼-3.7%457,3010.3%Auto/Tires/TrucksORLYO'Reilly Automotive$23,375$893 ▼-3.7%19,7150.3%Retail/WholesaleTMUST-Mobile US$23,242$886 ▼-3.7%105,2970.3%Computer and TechnologyUBERUber Technologies$22,992$1,668 ▲7.8%381,1040.3%Computer and TechnologyAFLAflac$22,222$848 ▼-3.7%214,7680.3%FinancePFGCPerformance Food Group$22,218$1,497 ▼-6.3%262,7810.3%Retail/WholesaleDTDynatrace$21,931$10,609 ▼-32.6%403,2230.3%Computer and TechnologyDGXQuest Diagnostics$21,852$2,336 ▲12.0%144,7730.3%MedicalDOVDover$21,826$829 ▼-3.7%116,2490.3%Industrial ProductsJEFJefferies Financial Group$20,030$10,530 ▼-34.5%255,3180.3%FinanceDSGXThe Descartes Systems Group$19,861$797 ▼-3.9%176,9590.3%Computer and TechnologyLPLALPL Financial$19,603$751 ▼-3.7%60,0410.3%FinanceCGThe Carlyle Group$19,139$727 ▼-3.7%379,0640.3%FinanceKIMKimco Realty$19,095$729 ▼-3.7%814,9770.3%FinancePHMPulteGroup$18,729$713 ▼-3.7%171,9550.2%ConstructionPKGPackaging Co. of America$18,179$838 ▼-4.4%80,7790.2%Industrial ProductsAVYAvery Dennison$17,782$1,394 ▼-7.3%95,0680.2%Industrial ProductsBACBank of America$17,595$460 ▲2.7%400,1620.2%FinanceAPHAmphenol$16,7830.0%241,5100.2%Computer and TechnologyMRVLMarvell Technology$16,495$5,675 ▼-25.6%149,3470.2%Computer and TechnologyShowing largest 100 holdings. 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