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Aegon Asset Management UK PLC
Aegon Asset Management UK PLC is a specialist asset management firm headquartered in Edinburgh, UK, and part of the global Aegon Asset Management group. Founded in 1988, it manages investments for international clients, including institutional investors such as pension funds, insurance companies, and financial advisers. The firm has a legacy incorporating several previous names, with historical experience in fixed income, equities, real assets, and multi-asset strategies, and emphasizes active, research-driven investment management. It employs a diverse, international team and aims to deliver differentiated solutions in both public and private markets.
Investment Strategy
Aegon Asset Management UK PLC pursues an active, research-driven approach to investing, leveraging expertise across four global platforms: Fixed Income, Real Assets, Equities, and Multi-Asset & Solutions. The firm's philosophy emphasizes fundamental analysis underpinned by effective risk management and the integration of ESG (environmental, social, and governance) considerations. It offers differentiated product suites in both public and private markets, seeking to deliver tailored solutions for complex institutional client needs. The firm also prioritizes responsible investment through active ownership and bespoke ESG strategies, with a long-term perspective informed by its insurance heritage.
Latest 13F Filing Activity
Aegon Asset Management UK PLC filed their most recent 13F report on Jun 30, 2025 disclosing 152 equity positions with a total 13F market value of $8B. The fund increased holdings in Microsoft Corp., Nvidia Corp., Broadcom Inc. among other positions. Aegon Asset Management UK PLC reduced exposure to Apple Inc., Pepsico Inc., Stifel Financial Corp. among others.
Top Holdings
Equity Positions (152)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 8.90% | $695.0M | 1,398,320 | $376.52 | $497.41 | +$172.6M |
N NVDA | NVIDIA CORP | 6.98% | $545.2M | 3,453,881 | $50.25 | $157.99 | +$172.1M |
A AVGO | BROADCOM INC | 4.99% | $390.3M | 1,418,416 | $111.63 | $275.65 | +$148.4M |
A AAPL | APPLE INC | 4.48% | $349.7M | 1,705,523 | $194.23 | $205.17 | -$60.0M |
M META | META PLATFORMS INC | 4.26% | $333.2M | 451,549 | $550.16 | $738.09 | +$88.7M |
Industry Allocation
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