AEGON ASSET MANAGEMENT UK PLC Q2 2021 Filing

Filed July 28, 2021

Portfolio Value

$7.0T

Holdings

176

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (176 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
2,068,537$560.3B7.96%
2
AAPLAPPLE INC
3,340,886$457.4B6.50%
3
AMZNAMAZON.COM INC
70,722$243.2B3.46%
4
GOOGALPHABET INC
81,152$203.3B2.89%
5
JPMJPMORGAN CHASE CO.
1,233,399$191.7B2.72%
6
VVISA INC
793,884$185.7B2.64%
7
NVDANVIDIA CORP
199,768$159.8B2.27%
8
AVGOBROADCOM INC
316,224$150.7B2.14%
9
FRCBFIRST REPUBLIC BANK/CA
718,912$134.5B1.91%
10
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
1,062,679$127.6B1.81%
11
CMECME GROUP INC.
500,845$106.5B1.51%
12
NEENEXTERA ENERGY INC
1,412,900$103.5B1.47%
13
ADPAUTOMATIC DATA PROCESSING INC
484,419$96.2B1.37%
14
CMICUMMINS INC
358,408$87.4B1.24%
15
ILMNILLUMINA INC
180,535$85.4B1.21%
16
PFEPFIZER INC
2,073,056$81.2B1.15%
17
AMTAMERICAN TOWER CORP
296,861$80.2B1.14%
18
FISFIDELITY NATIONAL INFORMATION SERVICES INC
565,336$80.1B1.14%
19
BURLBURLINGTON STORES INC
246,780$79.5B1.13%
20
NOWSERVICENOW INC
141,451$77.7B1.10%
21
TERTERADYNE INC
569,290$76.3B1.08%
22
DISWALT DISNEY CO/THE
433,319$76.1B1.08%
23
SIVBEURSVB FINANCIAL GROUP
136,650$76.0B1.08%
24
JNJJOHNSON JOHNSON
442,244$72.9B1.04%
25
ITGARTNER INC
300,672$72.8B1.03%
26
PODDINSULET CORP
263,632$72.4B1.03%
27
TTEKTETRA TECH INC
585,130$71.4B1.01%
28
GILDGILEAD SCIENCES INC
1,023,155$70.4B1.00%
29
MKTXMARKETAXESS HOLDINGS INC
150,934$70.0B0.99%
30
TXNTEXAS INSTRUMENTS INC
357,909$68.8B0.98%
31
GOOGLALPHABET INC
28,021$68.4B0.97%
32
MAMASTERCARD INC
186,645$68.1B0.97%
33
XYLXYLEM INC/NY
557,707$66.9B0.95%
34
ALBALBEMARLE CORP
393,893$66.3B0.94%
35
SEDGSOLAREDGE TECHNOLOGIES INC
239,506$66.1B0.94%
36
EVBGEUREVERBRIDGE INC
482,008$65.6B0.93%
37
RSGREPUBLIC SERVICES INC
576,848$63.5B0.90%
38
OLEDUNIVERSAL DISPLAY CORP
269,890$60.0B0.85%
39
FQIDIGITAL REALTY TRUST INC
382,744$57.6B0.82%
40
APDAIR PRODUCTS AND CHEMICALS INC
199,209$57.3B0.81%
41
WTRGESSENTIAL UTILITIES INC
1,237,101$56.5B0.80%
42
LMTLOCKHEED MARTIN CORP
140,484$53.2B0.76%
43
HBANHUNTINGTON BANCSHARES INC/OH
3,701,929$52.8B0.75%
44
SHOPSHOPIFY INC
35,822$52.3B0.74%
45
TATT INC
1,792,711$51.6B0.73%
46
PLNTPLANET FITNESS INC
637,990$48.0B0.68%
47
GMGENERAL MOTORS CO
767,922$45.4B0.65%
48
ELESTEE LAUDER COS INC/THE
142,842$45.4B0.65%
49
KOCOCA-COLA CO/THE
818,306$44.3B0.63%
50
BABAALIBABA GROUP HOLDING LTD
189,400$43.0B0.61%
51
NKENIKE INC
274,786$42.4B0.60%
52
NUENUCOR CORP
434,969$41.7B0.59%
53
PYPLPAYPAL HOLDINGS INC
141,496$41.2B0.59%
54
JDJD.COM INC
509,300$40.6B0.58%
55
EXASEXACT SCIENCES CORP
326,672$40.6B0.58%
56
AKXANSYS INC
115,697$40.1B0.57%
57
ATVIEURACTIVISION BLIZZARD INC
413,514$39.5B0.56%
58
ADBEADOBE INC
66,115$38.7B0.55%
59
EPAMEPAM SYSTEMS INC
75,132$38.4B0.55%
60
AVYAVERY DENNISON CORP
182,251$38.3B0.54%
61
ABMDEURABIOMED INC
122,449$38.2B0.54%
62
MLMMARTIN MARIETTA MATERIALS INC
108,398$38.1B0.54%
63
ISRGINTUITIVE SURGICAL INC
41,096$37.8B0.54%
64
STLDSTEEL DYNAMICS INC
625,371$37.3B0.53%
65
EMREMERSON ELECTRIC CO
386,318$37.2B0.53%
66
FRPTFRESHPET INC
218,507$35.6B0.51%
67
CINFCINCINNATI FINANCIAL CORP
294,480$34.3B0.49%
68
BANDBANDWIDTH INC
247,840$34.2B0.49%
69
KRKROGER CO/THE
887,050$34.0B0.48%
70
DYHTARGET CORP
137,536$33.2B0.47%
71
STTSTATE STREET CORP
403,843$33.2B0.47%
72
SERVUSDTERMINIX GLOBAL HOLDINGS INC
667,295$31.8B0.45%
73
WSOWATSCO INC
110,716$31.7B0.45%
74
TROWT ROWE PRICE GROUP INC
152,966$30.3B0.43%
75
PEPPEPSICO INC
203,238$30.1B0.43%
76
DAVAENDAVA PLC
258,291$29.3B0.42%
77
MRKMERCK CO INC
375,120$29.2B0.41%
78
BACVERIZON COMMUNICATIONS INC
508,755$28.5B0.40%
79
USBUS BANCORP
497,434$28.3B0.40%
80
TSLATESLA INC
41,305$28.1B0.40%
81
CLXCLOROX CO/THE
152,939$27.5B0.39%
82
CSCOCISCO SYSTEMS INC/DELAWARE
501,785$26.6B0.38%
83
AZNASTRAZENECA PLC
438,802$26.3B0.37%
84
PLUNPLUG POWER INC
757,091$25.9B0.37%
85
OHIOMEGA HEALTHCARE INVESTORS INC
668,959$24.3B0.34%
86
UNPUNION PACIFIC CORP
108,496$23.9B0.34%
87
HN9HANESBRANDS INC
1,257,356$23.5B0.33%
88
RNGRINGCENTRAL INC
80,124$23.3B0.33%
89
BBYBEST BUY CO INC
197,655$22.7B0.32%
90
PRFTUSDPERFICIENT INC
273,685$22.0B0.31%
91
DRIDARDEN RESTAURANTS INC
146,945$21.5B0.30%
92
DTDYNATRACE INC
357,027$20.9B0.30%
93
MUMICRON TECHNOLOGY INC
234,727$19.9B0.28%
94
PGRPROGRESSIVE CORP/THE
200,095$19.6B0.28%
95
CFGCITIZENS FINANCIAL GROUP INC
425,451$19.5B0.28%
96
OMCOMNICOM GROUP INC
225,797$18.1B0.26%
97
CLCOLGATE-PALMOLIVE CO
212,195$17.3B0.25%
98
FUODOLBY LABORATORIES INC
174,034$17.1B0.24%
99
METMETLIFE INC
272,838$16.3B0.23%
100
DWDMORGAN STANLEY
176,470$16.2B0.23%
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