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Portfolio (Quarterly) Guide ↗

AEGON ASSET MANAGEMENT UK Plc

· CIK 0001539994
13F Portfolio $7.5B AUM 162 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 40 Added 71 Reduced 27 Exited
Page 9 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CLX CLOROX CO/THE Consumer Defensive 897.0 $93K 0.00% $103.62 -8.2%
162 VTRS VIATRIS INC Healthcare 531.0 $7K $13.50 +22.9%
Page 9 of 9  ·  162 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.7%
Financial Services 11.4%
Communication Services 11.2%
Industrials 9.9%
Consumer Cyclical 9.5%
Healthcare 9.3%
Consumer Defensive 5.0%
Energy 2.9%
Basic Materials 1.2%
Utilities 1.1%