AEGON ASSET MANAGEMENT UK PLC Q1 2020 Filing

Filed April 30, 2020

Portfolio Value

$3.5T

Holdings

162

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (162 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,060,695$167.2B4.81%
2
VVISA INC
940,037$151.3B4.35%
3
AMZNAMAZON.COM INC
75,820$147.5B4.24%
4
NEENEXTERA ENERGY INC
574,409$138.2B3.98%
5
GOOGALPHABET INC
116,653$135.5B3.90%
6
JPMJPMORGAN CHASE CO.
1,227,060$110.6B3.18%
7
JNJJOHNSON JOHNSON
678,810$88.9B2.56%
8
AAPLAPPLE INC
343,046$87.2B2.51%
9
AMTAMERICAN TOWER CORP
348,503$75.8B2.18%
10
AVGOBROADCOM INC
317,064$75.2B2.16%
11
PFEPFIZER INC
2,258,890$73.7B2.12%
12
BURLBURLINGTON STORES INC
462,164$73.2B2.11%
13
NOWSERVICENOW INC
251,997$72.1B2.07%
14
FISFIDELITY NATIONAL INFORMATION SERVICES INC
574,580$69.9B2.01%
15
LMTLOCKHEED MARTIN CORP
205,037$69.5B2.00%
16
TTEKTETRA TECH INC
908,696$64.1B1.84%
17
TSLATESLA INC
118,356$62.0B1.78%
18
CMECME GROUP INC.
342,092$59.2B1.70%
19
MKTXMARKETAXESS HOLDINGS INC
175,077$58.2B1.67%
20
ALBALBEMARLE CORP
1,017,369$57.2B1.65%
21
ILMNILLUMINA INC
198,894$54.3B1.56%
22
METAFACEBOOK INC
325,208$54.2B1.56%
23
PODDINSULET CORP
316,590$52.5B1.51%
24
HAEHAEMONETICS CORP
500,602$49.8B1.43%
25
TERTERADYNE INC
839,362$45.5B1.31%
26
AVYAVERY DENNISON CORP
430,069$43.8B1.26%
27
BABAALIBABA GROUP HOLDING LTD
225,300$43.8B1.26%
28
SEDGSOLAREDGE TECHNOLOGIES INC
502,797$41.2B1.18%
29
BIIBBIOGEN INC
127,987$40.5B1.16%
30
EVBGEUREVERBRIDGE INC
375,659$39.9B1.15%
31
RNGRINGCENTRAL INC
186,639$39.5B1.14%
32
OLEDUNIVERSAL DISPLAY CORP
294,998$38.8B1.12%
33
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
801,495$38.3B1.10%
34
ISRGINTUITIVE SURGICAL INC
75,869$37.6B1.08%
35
WORKSLACK TECHNOLOGIES INC
1,394,669$37.5B1.08%
36
ATVIEURACTIVISION BLIZZARD INC
617,823$36.7B1.06%
37
RSGREPUBLIC SERVICES INC
469,033$35.2B1.01%
38
SIVBEURSVB FINANCIAL GROUP
232,323$35.0B1.01%
39
APDAIR PRODUCTS CHEMICALS INC
175,122$35.0B1.01%
40
EPAMEPAM SYSTEMS INC
187,431$34.8B1.00%
41
FRCBFIRST REPUBLIC BANK/CA
414,705$34.1B0.98%
42
GOOGLALPHABET INC
28,410$33.0B0.95%
43
SERVUSDSERVICEMASTER GLOBAL HOLDINGS INC
1,081,523$29.2B0.84%
44
MXIMMAXIM INTEGRATED PRODUCTS INC
599,269$29.1B0.84%
45
CVXCHEVRON CORP
399,333$28.9B0.83%
46
JDJD.COM INC
710,200$28.8B0.83%
47
CLCOLGATE-PALMOLIVE CO
430,904$28.6B0.82%
48
AKXANSYS INC
122,289$28.4B0.82%
49
BOTTOMLINE TECHNOLOGIES DE INC
700,591$25.6B0.74%
50
ITGARTNER INC
234,107$23.3B0.67%
51
EXASEXACT SCIENCES CORP
385,804$22.3B0.64%
52
PLUNPLUG POWER INC
6,027,254$21.3B0.61%
53
PLNTPLANET FITNESS INC
423,862$20.6B0.59%
54
NUENUCOR CORP
502,651$18.1B0.52%
55
ADBEADOBE INC
56,414$18.0B0.52%
56
DXCDXC TECHNOLOGY CO
1,348,737$17.6B0.51%
57
SITESITEONE LANDSCAPE SUPPLY INC
215,422$15.9B0.46%
58
WSOWATSCO INC
99,209$15.7B0.45%
59
EMREMERSON ELECTRIC CO
328,669$15.7B0.45%
60
PYPLPAYPAL HOLDINGS INC
142,164$13.6B0.39%
61
CVSCVS HEALTH CORP
213,864$12.7B0.37%
62
CLXCLOROX CO/THE
71,021$12.3B0.35%
63
FRPTFRESHPET INC
189,227$12.1B0.35%
64
BANDBANDWIDTH INC
175,049$11.8B0.34%
65
COLDAMERICOLD REALTY TRUST
325,434$11.0B0.32%
66
SHOPSHOPIFY INC
25,020$10.5B0.30%
67
VEEVVEEVA SYSTEMS INC
65,668$10.2B0.29%
68
CINFCINCINNATI FINANCIAL CORP
128,291$9.7B0.28%
69
PRFTUSDPERFICIENT INC
347,476$9.4B0.27%
70
HBANHUNTINGTON BANCSHARES INC/OH
1,030,332$8.4B0.24%
71
STAASTAAR SURGICAL CO
262,188$8.4B0.24%
72
AOSAO SMITH CORP
214,339$8.1B0.23%
73
MUMICRON TECHNOLOGY INC
191,985$8.1B0.23%
74
MAMASTERCARD INC
32,204$7.8B0.22%
75
GDSGDS HOLDINGS LTD
131,300$7.6B0.22%
76
FQIDIGITAL REALTY TRUST INC
54,334$7.5B0.22%
77
PENPENUMBRA INC
45,635$7.4B0.21%
78
PLABPHOTRONICS INC
663,861$6.8B0.19%
79
BABOEING CO/THE
43,968$6.6B0.19%
80
CDWCDW CORP/DE
69,273$6.5B0.19%
81
WUBAUSD58.COM INC
116,900$5.7B0.16%
82
VCYTVERACYTE INC
234,860$5.7B0.16%
83
SBCSABRA HEALTH CARE REIT INC
504,806$5.5B0.16%
84
DAVAENDAVA PLC
131,601$4.7B0.13%
85
BRK/BBERKSHIRE HATHAWAY INC
21,970$4.0B0.12%
86
HDHOME DEPOT INC/THE
18,497$3.5B0.10%
87
KOCOCA-COLA CO/THE
69,752$3.1B0.09%
88
SESEA LTD
68,400$3.0B0.09%
89
BMYBRISTOL-MYERS SQUIBB CO
53,749$3.0B0.09%
90
ZM3ZUMIEZ INC
169,002$2.9B0.08%
91
BACBANK OF AMERICA CORPORATION
136,971$2.9B0.08%
92
SUISUN COMMUNITIES INC
22,690$2.8B0.08%
93
DHRDANAHER CORP
20,074$2.8B0.08%
94
DRIDARDEN RESTAURANTS INC
50,438$2.7B0.08%
95
NKENIKE INC
32,628$2.7B0.08%
96
TMUST-MOBILE US INC
31,768$2.7B0.08%
97
ZTSZOETIS INC
21,331$2.5B0.07%
98
JBSSJOHN B SANFILIPPO SON INC
28,035$2.5B0.07%
99
KLACKLA CORP
16,166$2.3B0.07%
100
RITMNEW RESIDENTIAL INVESTMENT CORP
450,737$2.3B0.06%
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