AEGON ASSET MANAGEMENT UK PLC Q2 2022 Filing

Filed July 12, 2022

Portfolio Value

$5.3T

Holdings

172

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (172 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,945,388$499.7B9.41%
2
AAPLAPPLE INC
3,139,098$429.3B8.09%
3
GOOGALPHABET INC
70,644$154.6B2.91%
4
PFEPFIZER INC
2,787,416$146.3B2.76%
5
AMZNAMAZON.COM INC
1,351,356$143.6B2.71%
6
MRKMERCK CO INC
1,422,365$129.9B2.45%
7
AVGOBROADCOM INC
264,819$128.7B2.42%
8
VVISA INC
623,603$122.8B2.31%
9
NEENEXTERA ENERGY INC
1,545,363$119.7B2.26%
10
JPMJPMORGAN CHASE CO.
968,558$109.1B2.05%
11
NVDANVIDIA CORP
703,690$106.7B2.01%
12
ADPAUTOMATIC DATA PROCESSING INC
453,486$95.2B1.79%
13
FRCBFIRST REPUBLIC BANK/CA
640,705$92.5B1.74%
14
CMECME GROUP INC.
435,342$89.1B1.68%
15
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
1,006,506$82.4B1.55%
16
SEDGSOLAREDGE TECHNOLOGIES INC
297,840$81.4B1.53%
17
GILDGILEAD SCIENCES INC
1,297,226$80.2B1.51%
18
PEPPEPSICO INC
458,416$76.4B1.44%
19
BACVERIZON COMMUNICATIONS INC
1,422,436$72.2B1.36%
20
RSGREPUBLIC SERVICES INC
549,078$71.9B1.35%
21
TTEKTETRA TECH INC
497,370$67.9B1.28%
22
WTRGESSENTIAL UTILITIES INC
1,472,661$67.5B1.27%
23
BMYBRISTOL-MYERS SQUIBB CO
826,049$63.7B1.20%
24
METMETLIFE INC
988,033$62.0B1.17%
25
WYWEYERHAEUSER CO
1,827,189$60.5B1.14%
26
GOOGLALPHABET INC
27,668$60.3B1.14%
27
DWDMORGAN STANLEY
779,162$59.3B1.12%
28
MCXMCCORMICK CO INC/MD
709,462$59.1B1.11%
29
CVXCHEVRON CORP
399,441$57.8B1.09%
30
AMTAMERICAN TOWER CORP
211,947$54.2B1.02%
31
CLCOLGATE-PALMOLIVE CO
653,053$52.3B0.99%
32
APDAIR PRODUCTS AND CHEMICALS INC
216,576$52.1B0.98%
33
ALBALBEMARLE CORP
246,464$51.5B0.97%
34
CSCOCISCO SYSTEMS INC
1,185,999$50.6B0.95%
35
DHRDANAHER CORP
198,458$50.3B0.95%
36
LMTLOCKHEED MARTIN CORP
115,640$49.7B0.94%
37
DISWALT DISNEY CO/THE
523,180$49.4B0.93%
38
NOWSERVICENOW INC
95,029$45.2B0.85%
39
TXNTEXAS INSTRUMENTS INC
288,380$44.3B0.83%
40
USBUS BANCORP
960,840$44.2B0.83%
41
PODDINSULET CORP
194,255$42.3B0.80%
42
CMICUMMINS INC
217,280$42.1B0.79%
43
TERTERADYNE INC
443,229$39.7B0.75%
44
STTSTATE STREET CORP
630,578$38.9B0.73%
45
DEDEERE CO
126,586$37.9B0.71%
46
DYHTARGET CORP
246,376$34.8B0.66%
47
ABMDEURABIOMED INC
140,511$34.8B0.66%
48
ADSKAUTODESK INC
196,867$33.9B0.64%
49
CINFCINCINNATI FINANCIAL CORP
275,933$32.8B0.62%
50
XYLXYLEM INC/NY
413,535$32.3B0.61%
51
NKENIKE INC
293,836$30.0B0.57%
52
CFGCITIZENS FINANCIAL GROUP INC
822,544$29.4B0.55%
53
MLMMARTIN MARIETTA MATERIALS INC
91,618$27.4B0.52%
54
DTDYNATRACE INC
682,982$27.0B0.51%
55
TSLATESLA INC
38,611$26.0B0.49%
56
SIVBEURSVB FINANCIAL GROUP
63,715$25.2B0.47%
57
FQIDIGITAL REALTY TRUST INC
193,709$25.1B0.47%
58
KRKROGER CO/THE
500,290$23.7B0.45%
59
ADBEADOBE INC
63,586$23.3B0.44%
60
BALLBALL CORP
332,994$22.9B0.43%
61
WSOWATSCO INC
92,744$22.1B0.42%
62
UNPUNION PACIFIC CORP
102,789$21.9B0.41%
63
WKWORKIVA INC
330,258$21.8B0.41%
64
AZNASTRAZENECA PLC
327,270$21.6B0.41%
65
BURLBURLINGTON STORES INC
156,983$21.4B0.40%
66
PLNTPLANET FITNESS INC
305,947$20.8B0.39%
67
MAMASTERCARD INC
65,086$20.5B0.39%
68
WMSADVANCED DRAINAGE SYSTEMS INC
225,495$20.3B0.38%
69
EMREMERSON ELECTRIC CO
254,566$20.2B0.38%
70
DAVAENDAVA PLC
228,748$20.2B0.38%
71
JNJJOHNSON JOHNSON
113,223$20.1B0.38%
72
OLEDUNIVERSAL DISPLAY CORP
181,898$18.4B0.35%
73
OMCOMNICOM GROUP INC
280,239$17.8B0.34%
74
PGRPROGRESSIVE CORP/THE
149,775$17.4B0.33%
75
STLDSTEEL DYNAMICS INC
259,501$17.2B0.32%
76
RELXRELX PLC
570,415$15.4B0.29%
77
ELVANTHEM INC
31,382$15.1B0.29%
78
MKTXMARKETAXESS HOLDINGS INC
59,078$15.1B0.28%
79
ILMNILLUMINA INC
81,933$15.1B0.28%
80
MUMICRON TECHNOLOGY INC
266,971$14.8B0.28%
81
PLUNPLUG POWER INC
880,912$14.6B0.28%
82
ADIANALOG DEVICES INC
91,802$13.4B0.25%
83
DRIDARDEN RESTAURANTS INC
113,328$12.8B0.24%
84
AESAES CORP/THE
598,157$12.6B0.24%
85
CDWCDW CORP/DE
74,066$11.7B0.22%
86
EVBGEUREVERBRIDGE INC
409,326$11.4B0.21%
87
SWKSTANLEY BLACK DECKER INC
108,054$11.3B0.21%
88
HN9HANESBRANDS INC
1,080,018$11.1B0.21%
89
KMBKIMBERLY-CLARK CORP
81,892$11.1B0.21%
90
SHOPSHOPIFY INC
350,310$10.9B0.21%
91
PRFTUSDPERFICIENT INC
117,717$10.8B0.20%
92
HASHASBRO INC
125,340$10.3B0.19%
93
PKGPACKAGING CORP OF AMERICA
71,342$9.8B0.18%
94
EXASEXACT SCIENCES CORP
240,061$9.5B0.18%
95
ITGARTNER INC
37,126$9.0B0.17%
96
VCYTVERACYTE INC
438,371$8.7B0.16%
97
STAASTAAR SURGICAL CO
118,509$8.4B0.16%
98
PDDPINDUODUO INC
132,100$8.2B0.15%
99
BBYBEST BUY CO INC
125,195$8.2B0.15%
100
AGCOAGCO CORP
73,291$7.2B0.14%
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