Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001539994

AEGON ASSET MANAGEMENT UK Plc

EDINBURGH, X0 · File #028-14990

Latest AUM
$8.40B
Positions
159
Top-10 Concentration
56.0%
Filings
13

Sector Allocation

Technology
36.7%$3.08B
Healthcare
7.8%$654.6M
Industrials
5.5%$460.5M
Financials
3.8%$322.0M
Consumer Staples
3.2%$267.3M
Energy
1.5%$124.5M
Materials
0.7%$62.4M
Utilities
0.7%$57.6M
Real Estate
0.5%$41.6M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1MICROSOFT CORPMSFT1,385,946$670.2M10.26%
2NVIDIA CORPNVDA3,069,746$572.5M8.76%
3APPLE INCAAPL1,712,364$465.5M7.12%
4BROADCOM INCAVGO1,234,774$427.2M6.54%
5AMAZON.COM INCAMZN1,673,860$386.4M5.91%
6ALPHABET INCGOOG1,014,714$317.6M4.86%
7ALPHABET INCGOOG746,507$234.2M3.58%
8META PLATFORMS INCMETA320,747$211.6M3.24%
9JPMORGAN CHASE CO.VYLD617,381$199.0M3.04%
10TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD874039100576,072$175.0M2.68%
11MERCK CO INCMRK1,299,758$136.8M2.09%
12MORGAN STANLEYMS-PQ716,857$127.3M1.95%
13KLA CORPKLAC102,019$123.9M1.90%
14JOHNSON JOHNSONJNJ585,592$121.2M1.85%
15ABBVIE INCABBV503,423$115.0M1.76%
16CUMMINS INCCMI203,604$103.9M1.59%
17MICRON TECHNOLOGY INCMU360,957$103.0M1.58%
18TESLA INCTSLA217,713$97.9M1.50%
19HOME DEPOT INC/THEHD241,885$83.2M1.27%
20CME GROUP INC.CME289,783$79.1M1.21%