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CIK: 0001539994
Total reported value
$9.4B
$9.4B
153 檔
24.8%
The Q4 2024 SEC filing reveals that Aegon Asset Management UK PLC held a total portfolio value of $9.4B, covering 153 public equity positions.
Aegon Asset Management UK PLC executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 6 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.99% | -0.91% | -16.21% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.54% | +0.11% | -24.26% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.40% | +0.61% | -21.89% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.93% | -0.83% | +40.69% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 4.83% | -0.12% | -7.51% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.51% | -0.75% | +108.65% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.73% | -0.35% | +90.81% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.72% | -0.02% | +35.32% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.22% | -0.18% | -0.85% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.54% | +0.20% | -3.07% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.42% | +0.53% | -7.36% | |
| 12 | TXN | Texas Instruments Inc | Stock-Tech | 1.41% | +0.21% | +12.63% | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.32% | -0.43% | -13.39% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.29% | -0.38% | +0.73% | |
| 15 | NOW | Servicenow Inc | Stock-Tech | 1.24% | -0.34% | +13.89% | |
| 16 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.24% | -0.37% | -11.04% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.22% | -0.50% | -1.51% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.17% | -0.05% | -5.58% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.17% | +0.40% | +3.10% | |
| 20 | MS | Morgan Stanley | Stock-Financials | 1.14% | +0.35% | -4.19% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 1.03% | — | +39.37% | |
| 22 | CME | Cme Group Inc | Stock-Financials | 1.00% | -0.76% | +19.35% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.99% | -0.02% | -23.50% | |
| 24 | CMI | Cummins Inc | Stock-Industrials | 0.97% | +0.19% | +43.18% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | -0.13% | -3.64% | |
| 26 | ADSK | Autodesk Inc | Stock-Tech | 0.88% | -0.27% | +17.41% | |
| 27 | WSO | Watsco Inc | Stock-Industrials | 0.87% | -0.14% | +15.12% | |
| 28 | MET | Metlife Inc | Stock-Financials | 0.84% | +0.09% | +79.75% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.83% | — | +47.40% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.26% | -3.64% | |
| 31 | PGR | Progressive CORP | Stock-Financials | 0.75% | -0.28% | +40.43% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.74% | -0.39% | -12.98% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.74% | -0.22% | +0.72% | |
| 34 | URI | United Rentals Inc | Stock-Industrials | 0.73% | +0.09% | -17.22% | |
| 35 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.71% | +0.04% | +91.97% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.68% | -0.03% | +21.79% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.47% | -10.08% | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.68% | -0.17% | — | |
| 39 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.67% | -0.09% | +24.96% | |
| 40 | CFG | Citizens Financial Group | Stock-Financials | 0.66% | +0.16% | +46.82% | |
| 41 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.64% | — | -16.27% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.38% | -10.86% | |
| 43 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.57% | -0.07% | +6.15% | |
| 44 | USB | US Bancorp | Stock-Financials | 0.56% | +0.21% | +33.91% | |
| 45 | OMC | Omnicom Group | Stock-Comm Services | 0.56% | -0.10% | +46.02% | |
| 46 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.56% | +0.07% | +16.82% | |
| 47 | RSG | Republic Services Inc | Stock-Industrials | 0.53% | -0.19% | -0.50% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.51% | +0.42% | -5.78% | |
| 49 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.51% | +0.01% | — | |
| 50 | XYL | Xylem Inc | Stock-Industrials | 0.51% | -0.23% | -5.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.9% | +40.69% | Add |
| 2 | META | Meta Platforms Inc-class A | +1.8% | +108.65% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +1.4% | +90.81% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.9% | +35.32% | Add |
| 5 | AVGO | Broadcom Inc | +0.8% | -7.51% | Trim |
| 6 | MET | Metlife Inc | +0.4% | +79.75% | Add |
| 7 | TSLA | Tesla Inc | +0.3% | -5.58% | Trim |
| 8 | CMI | Cummins Inc | +0.3% | +43.18% | Add |
| 9 | ADP | Automatic Data Processing | +0.3% | +39.37% | Add |
| 10 | NOW | Servicenow Inc | +0.3% | +13.89% | Add |
| 11 | MELI | Mercadolibre Inc | +0.3% | +91.97% | Add |
| 12 | STLD | Steel Dynamics Inc | +0.2% | +192.35% | Add |
| 13 | CFG | Citizens Financial Group | +0.2% | +46.82% | Add |
| 14 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +21.79% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | -0.85% | Trim |
| 16 | NET | Cloudflare Inc - Class A | +0.2% | +16.82% | Add |
| 17 | CME | Cme Group Inc | +0.2% | +19.35% | Add |
| 18 | PGR | Progressive CORP | +0.2% | +40.43% | Add |
| 19 | UNH | Unitedhealth Group Inc | +0.2% | +47.40% | Add |
| 20 | ADSK | Autodesk Inc | +0.2% | +17.41% | Add |
| 21 | CINF | Cincinnati Financial CORP | +0.2% | +24.96% | Add |
| 22 | USB | US Bancorp | +0.1% | +33.91% | Add |
| 23 | MS | Morgan Stanley | +0.1% | -4.19% | Trim |
| 24 | AMT | American Tower CORP | -0.2% | -5.82% | Trim |
| 25 | DHR | Danaher CORP | -0.2% | -15.44% | Trim |
| 26 | JNJ | Johnson & Johnson | -0.2% | -1.51% | Trim |
| 27 | PEP | Pepsico Inc | -0.2% | -12.98% | Trim |
| 28 | AMD | Advanced Micro Devices | -0.3% | -5.78% | Trim |
| 29 | TTEK | Tetra Tech Inc | -0.3% | -16.27% | Trim |
| 30 | COST | Costco Wholesale CORP | -0.3% | -23.50% | Trim |
| 31 | ADI | Analog Devices Inc | -0.3% | -97.08% | Trim |
| 32 | URI | United Rentals Inc | -0.3% | -17.22% | Trim |
| 33 | WY | Weyerhaeuser Co | -0.4% | -41.15% | Trim |
| 34 | CL | Colgate-palmolive Co | -0.4% | -11.04% | Trim |
| 35 | MRK | Merck & Co. Inc. | -0.5% | -13.39% | Trim |
| 36 | AAPL | Apple Inc | -1.5% | -21.89% | Trim |
| 37 | NVDA | Nvidia CORP | -1.5% | -24.26% | Trim |
| 38 | MSFT | Microsoft CORP | -2.1% | -16.21% | Trim |
| 39 | ANET | Arista Networks Inc | — | NEW | New buy |
| 40 | ANETEUR | Arista Networks Inc | — | EXIT | Sold out |
| 41 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 42 | BLKCHF | Blackrock Inc | — | EXIT | Sold out |
| 43 | OKE | Oneok Inc | — | NEW | New buy |
| 44 | BLK | Blackrock Inc | — | NEW | New buy |
| 45 | SLB | Slb LTD | — | NEW | New buy |
| 46 | RBLX | Roblox CORP -class A | — | EXIT | Sold out |
| 47 | OLED | Universal Display CORP | — | EXIT | Sold out |
| 48 | EMR | Emerson Electric Co | — | EXIT | Sold out |
| 49 | AES | Aes CORP | — | EXIT | Sold out |
| 50 | ROK | Rockwell Automation Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Aegon Asset Management UK PLC reported a total U.S. public equity portfolio value of $9.4B across 153 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 24.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $51.5M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $49.7M
During Q4 2024, Aegon Asset Management UK PLC's top holdings by market value included MSFT (8.0%)、NVDA (6.5%)、AAPL (6.4%). The largest single position, MSFT, represented 8.0% of total portfolio value.
In Q4 2024, Aegon Asset Management UK PLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 19 positions, trimming 19 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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