AEGON ASSET MANAGEMENT UK PLC — 13F holdings

AEGON ASSET MANAGEMENT UK PLC reported 172 holdings worth $9.38B in its 13F filing for Q2 2026, filed July 13, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $637M (6.8%)
2. AAPL APPLE INC — $587M (6.3%)
3. MSFT MICROSOFT CORP — $526M (5.6%)
4. AVGO BROADCOM INC — $460M (4.9%)
5. AZN ASTRAZENECA PLC — $357M (3.8%)
6. AMZN AMAZON COM INC — $347M (3.7%)
7. GOOGL ALPHABET INC — $311M (3.3%)
8. MU MICRON TECHNOLOGY INC — $291M (3.1%)
9. GOOG ALPHABET INC — $243M (2.6%)
10. TSM TAIWAN SEMICONDUCTOR MFG LTD — $242M (2.6%)