AEGON ASSET MANAGEMENT UK PLC Q2 2016 Filing

Filed September 8, 2016

Portfolio Value

$3.5T

Holdings

198

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (198 positions)

#StockSharesValue% PortfolioType
1
METAFACEBOOK, INC.
1,321,024$151.0B4.32%
2
GOOGALPHABET INC.
208,810$144.5B4.13%
3
JNJJOHNSON JOHNSON
1,023,779$124.2B3.55%
4
REYNOLDS AMERICAN INC.
2,284,230$123.1B3.52%
5
JPMJPMORGAN CHASE CO.
1,887,209$117.3B3.36%
6
VVISA INC.
1,466,800$108.8B3.11%
7
EOGEOG RESOURCES, INC.
1,188,227$99.1B2.83%
8
MHKMOHAWK INDUSTRIES, INC.
439,306$83.4B2.38%
9
CSCOCISCO SYSTEMS, INC.
2,893,765$83.0B2.37%
10
4I1PHILIP MORRIS INTERNATIONAL
806,294$82.0B2.35%
11
TSMTAIWAN SEMICONDUCTOR MANUFAC
3,053,029$80.1B2.29%
12
AETNA INC.
654,879$80.0B2.29%
13
AOSA. O. SMITH CORPORATION
887,769$78.2B2.24%
14
FRCBFIRST REPUBLIC BANK
1,113,096$77.9B2.23%
15
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
1,357,104$77.7B2.22%
16
LMTLOCKHEED MARTIN CORPORATION
308,856$76.7B2.19%
17
AAPLAPPLE INC.
767,652$73.4B2.10%
18
TJXTHE TJX COMPANIES, INC.
948,227$73.2B2.09%
19
DR PEPPER SNAPPLE GROUP, INC
730,120$70.5B2.02%
20
MDMEDNAX, INC.
958,973$69.4B1.99%
21
AMZNAMAZON.COM, INC.
96,303$68.9B1.97%
22
CLXTHE CLOROX COMPANY
495,630$68.6B1.96%
23
XOMEXXON MOBIL CORPORATION
665,413$62.4B1.78%
24
MSFTMICROSOFT CORPORATION
1,174,905$60.1B1.72%
25
AZOAUTOZONE, INC.
74,652$59.2B1.69%
26
MRKMERCK CO., INC.
901,155$51.9B1.49%
27
OMCOMNICOM GROUP INC.
634,419$51.7B1.48%
28
GOOGLALPHABET INC.
68,684$48.3B1.38%
29
BRK/BBERKSHIRE HATHAWAY INC.
329,917$47.8B1.37%
30
PFEPFIZER INC.
1,350,166$47.5B1.36%
31
ROKROCKWELL AUTOMATION, INC.
382,124$43.9B1.26%
32
CLCOLGATE-PALMOLIVE COMPANY
573,487$42.0B1.20%
33
DGDOLLAR GENERAL CORPORATION
441,686$41.5B1.19%
34
CMCSACOMCAST CORPORATION
604,186$39.4B1.13%
35
WFCWELLS FARGO COMPANY
784,445$37.1B1.06%
36
PEGPUBLIC SERVICE ENTERPRISE GR
751,250$35.0B1.00%
37
OPLNKAR AUCTION SERVICES, INC.
835,560$34.9B1.00%
38
AFLAFLAC INCORPORATED
468,100$33.8B0.97%
39
TFXTELEFLEX INCORPORATED
185,429$32.9B0.94%
40
CELGCELGENE CORPORATION
316,522$31.2B0.89%
41
GILDGILEAD SCIENCES, INC.
335,796$28.0B0.80%
42
ABBVABBVIE INC.
443,681$27.5B0.79%
43
GEGENERAL ELECTRIC COMPANY
858,003$27.0B0.77%
44
GPCGENUINE PARTS COMPANY
257,631$26.1B0.75%
45
SLBSCHLUMBERGER LIMITED
292,749$23.2B0.66%
46
ASGNON ASSIGNMENT, INC.
594,525$22.0B0.63%
47
UNPUNION PACIFIC CORPORATION
248,006$21.6B0.62%
48
HESHESS CORPORATION
350,495$21.1B0.60%
49
UTXZUNITED TECHNOLOGIES CORPORAT
203,141$20.8B0.60%
50
MXIMMAXIM INTEGRATED PRODUCTS, I
570,500$20.4B0.58%
51
WDCWESTERN DIGITAL CORPORATION
419,408$19.8B0.57%
52
PCARPACCAR INC
360,432$18.7B0.53%
53
CVXCHEVRON CORPORATION
174,470$18.3B0.52%
54
GMGENERAL MOTORS COMPANY
627,197$17.7B0.51%
55
BABAALIBABA GROUP HOLDING LIMITE
212,900$16.9B0.48%
56
EMREMERSON ELECTRIC CO.
288,195$15.0B0.43%
57
STLDSTEEL DYNAMICS, INC.
606,315$14.8B0.42%
58
NVDANVIDIA CORPORATION
305,562$14.4B0.41%
59
FDSFACTSET RESEARCH SYSTEMS INC
78,313$12.6B0.36%
60
BIDUNBAIDU, INC.
70,700$11.7B0.33%
61
ADBEADOBE SYSTEMS INCORPORATED
116,858$11.2B0.32%
62
JPCNUVEEN MULTI-STRATEGY INCOME
785,140$7.9B0.23%
63
FISVFISERV, INC.
69,189$7.5B0.22%
64
ARIAPOLLO COMMERCIAL REAL ESTAT
436,464$7.0B0.20%
65
TWOTWO HARBORS INVESTMENT CORP.
807,263$6.9B0.20%
66
NWG V7.5 PERP *..THE ROYAL BANK OF SCOTLAND G
7,300,000$6.7B0.19%
67
APHAMPHENOL CORPORATION
114,723$6.6B0.19%
68
STWDSTARWOOD PROPERTY TRUST, INC
309,157$6.4B0.18%
69
IVREURINVESCO MORTGAGE CAPITAL INC
464,488$6.4B0.18%
70
AMERICAN CAPITAL AGENCY CORP
309,120$6.1B0.18%
71
ATVIEURACTIVISION BLIZZARD, INC.
152,449$6.0B0.17%
72
CYS INVESTMENTS, INC.
707,771$5.9B0.17%
73
SNPSSYNOPSYS, INC.
107,416$5.8B0.17%
74
BACR V8.25 PERPBARCLAYS PLC
5,200,000$5.1B0.15%
75
JKHYJACK HENRY ASSOCIATES, INC
57,003$5.0B0.14%
76
COHREURCOHERENT, INC.
54,102$5.0B0.14%
77
WELLWELLTOWER INC.
61,651$4.7B0.13%
78
VIPSVIPSHOP (CHINA) CO., LTD.
406,356$4.5B0.13%
79
MANHMANHATTAN ASSOCIATES, INC.
62,147$4.0B0.11%
80
ZEN1EURZENDESK, INC.
145,265$3.8B0.11%
81
INGRINGREDION INCORPORATED
28,475$3.7B0.11%
82
TATT INC.
83,836$3.6B0.10%
83
CINFCINCINNATI FINANCIAL CORPORA
43,231$3.2B0.09%
84
HDTHE HOME DEPOT, INC.
24,863$3.2B0.09%
85
VRSKVERISK ANALYTICS, INC.
38,356$3.1B0.09%
86
SENIOR HOUSING PROPERTIES TR
145,367$3.0B0.09%
87
MOALTRIA GROUP, INC.
43,673$3.0B0.09%
88
TTCTHE TORO COMPANY
32,838$2.9B0.08%
89
BCRUSDC.R. BARD, INC.
12,125$2.9B0.08%
90
AKXANSYS, INC.
30,312$2.8B0.08%
91
UNHUNITEDHEALTH GROUP INCORPORA
18,211$2.6B0.07%
92
HPTUSDHOSPITALITY PROPERTIES TRUST
86,762$2.5B0.07%
93
TESORO CORPORATION
31,824$2.4B0.07%
94
HPHELMERICH PAYNE, INC.
34,686$2.3B0.07%
95
MLKNHERMAN MILLER, INC.
77,781$2.3B0.07%
96
VANTIV, INC.
39,695$2.2B0.06%
97
PRESS GANEY HOLDINGS, INC.
55,867$2.2B0.06%
98
MORNMORNINGSTAR, INC.
26,691$2.2B0.06%
99
DOCUSDPHYSICIANS REALTY TRUST
101,409$2.1B0.06%
100
IPGPIPG PHOTONICS CORPORATION
24,562$2.0B0.06%
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