13F
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AEGON ASSET MANAGEMENT UK PLC

13F equity value
$7.5B
Positions
162
Top 10 concentration
41.7%
Quarters / total new picks
28 / 385
13F equity value over time
$0M$4B$8B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 28 quarters, returned +2.1% per quarter — versus +2.2% per quarter from simply owning every 13F stock. It beat that baseline in only 60.7% of quarters (excess t = 0.28, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+0.5%
t-stat
0.28
Quarterly win rate
61%
Annualized excess
-1.0%
$1 → follow vs universe
$1.52 vs $1.62
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200331: universe 1.09620200630: universe 1.21120200930: universe 1.48520201231: universe 1.55320210630: universe 1.67720210930: universe 1.50520211231: universe 1.28120220331: universe 1.37520220630: universe 1.27420221231: universe 1.18320230331: universe 1.24720230630: universe 1.20220240331: universe 1.22920240630: universe 1.34120240930: universe 1.32920241231: universe 1.24020250331: universe 1.35220250630: universe 1.39520250930: universe 1.56820251231: universe 1.623 20180331: follow 1.06220180630: follow 1.02820180930: follow 1.04920181231: follow 1.07520190331: follow 1.07920190630: follow 1.19420190930: follow 1.27020191231: follow 1.13020200331: follow 1.37620200630: follow 1.48320200930: follow 1.52120201231: follow 1.72820210630: follow 1.82020210930: follow 1.68020211231: follow 1.18220220331: follow 1.21020220630: follow 1.19720221231: follow 1.27620230331: follow 1.34920230630: follow 1.14920240331: follow 1.08420240630: follow 1.24120240930: follow 1.16720241231: follow 1.11520250331: follow 1.22920250630: follow 1.31920250930: follow 1.51220251231: follow 1.520 0.84 1.40 1.97 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 162 · 2026 Q1

Ticker Value Weight QoQ
NVDA $504M
6.7%
TRIM
MSFT $492M
6.5%
TRIM
AAPL $427M
5.7%
HOLD
AVGO $379M
5.0%
HOLD
AMZN $342M
4.5%
HOLD
GOOGL $277M
3.7%
TRIM
GOOG $198M
2.6%
TRIM
META $185M
2.5%
HOLD
TSM $180M
2.4%
TRIM
JPM $164M
2.2%
TRIM
MRK $153M
2.0%
HOLD
JNJ $128M
1.7%
TRIM
KLAC $119M
1.6%
TRIM
ABBV $108M
1.4%
HOLD
CME $107M
1.4%
ADD
MS $105M
1.4%
TRIM
TXN $95M
1.3%
ADD
CMI $94M
1.2%
TRIM
MU $88M
1.2%
TRIM
NFLX $85M
1.1%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

AESALGNALLATENBURLCBREDECKDLXEFXFASTGNRCGRTUFINTCKRMNLNNNDSNPGPNCPYPLRFSEDGSTZSWKTTJXTXTUPSVZZM

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.