AEGON ASSET MANAGEMENT UK PLC Q2 2023 Filing

Filed July 28, 2023

Portfolio Value

$5.7B

Holdings

160

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (160 positions)

StockValue
MSFTMICROSOFT CORP
$683.0M
AAPLAPPLE INC
$569.0M
NVDANVIDIA CORP
$311.0M
MRKMERCK CO INC
$185.0M
AMZNAMAZON.COM INC
$180.0M
GOOGALPHABET INC
$169.0M
JPMJPMORGAN CHASE CO.
$142.0M
VVISA INC
$122.0M
CMECME GROUP INC.
$100.0M
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$98.0M
GILDGILEAD SCIENCES INC
$87.0M
NEENEXTERA ENERGY INC
$86.0M
CVXCHEVRON CORP
$85.0M
TTEKTETRA TECH INC
$84.0M
PFEPFIZER INC
$78.0M
AMTAMERICAN TOWER CORP
$70.0M
CSCOCISCO SYSTEMS INC
$69.0M
DHRDANAHER CORP
$67.0M
GOOGLALPHABET INC
$66.0M
PEPPEPSICO INC
$66.0M
ADPAUTOMATIC DATA PROCESSING INC
$65.0M
RSGREPUBLIC SERVICES INC
$64.0M
JNJJOHNSON JOHNSON
$62.0M
WSOWATSCO INC
$62.0M
WYWEYERHAEUSER CO
$61.0M
MCXMCCORMICK CO INC/MD
$61.0M
TSLATESLA INC
$60.0M
PODDINSULET CORP
$57.0M
CLCOLGATE-PALMOLIVE CO
$55.0M
APDAIR PRODUCTS AND CHEMICALS INC
$54.0M
LMTLOCKHEED MARTIN CORP
$53.0M
XYLXYLEM INC/NY
$53.0M
SEDGSOLAREDGE TECHNOLOGIES INC
$51.0M
DWDMORGAN STANLEY
$50.0M
DRIDARDEN RESTAURANTS INC
$46.0M
TTELUS CORP
$45.0M
MCOMOODY'S CORP
$45.0M
TXNTEXAS INSTRUMENTS INC
$44.0M
DGXQUEST DIAGNOSTICS INC
$40.0M
WTRGESSENTIAL UTILITIES INC
$40.0M
AESAES CORP/THE
$39.0M
CMICUMMINS INC
$38.0M
STTSTATE STREET CORP
$37.0M
OLEDUNIVERSAL DISPLAY CORP
$35.0M
ADSKAUTODESK INC
$35.0M
WKWORKIVA INC
$34.0M
IDXXIDEXX LABORATORIES INC
$34.0M
SHWSHERWIN-WILLIAMS CO/THE
$33.0M
ECLECOLAB INC
$33.0M
DTDYNATRACE INC
$33.0M
FSLRFIRST SOLAR INC
$32.0M
DYHTARGET CORP
$32.0M
ADBEADOBE INC
$30.0M
ALBALBEMARLE CORP
$30.0M
NKENIKE INC
$29.0M
BMYBRISTOL-MYERS SQUIBB CO
$28.0M
HDBHDFC BANK LTD
$27.0M
TRUTRANSUNION
$26.0M
OMCOMNICOM GROUP INC
$25.0M
KRKROGER CO/THE
$23.0M
PLNTPLANET FITNESS INC
$22.0M
MKTXMARKETAXESS HOLDINGS INC
$22.0M
WMSADVANCED DRAINAGE SYSTEMS INC
$22.0M
TERTERADYNE INC
$21.0M
PENPENUMBRA INC
$21.0M
URIUNITED RENTALS INC
$20.0M
CINFCINCINNATI FINANCIAL CORP
$20.0M
CERTCERTARA INC
$19.0M
MRVLMARVELL TECHNOLOGY INC
$19.0M
DEDEERE CO
$19.0M
VMIVALMONT INDUSTRIES INC
$18.0M
EMREMERSON ELECTRIC CO
$18.0M
ADIANALOG DEVICES INC
$17.0M
MUMICRON TECHNOLOGY INC
$17.0M
METMETLIFE INC
$16.0M
ELVELEVANCE HEALTH INC
$16.0M
AGCOAGCO CORP
$16.0M
PGRPROGRESSIVE CORP/THE
$16.0M
BURLBURLINGTON STORES INC
$16.0M
UNPUNION PACIFIC CORP
$15.0M
KMBKIMBERLY-CLARK CORP
$15.0M
AZNASTRAZENECA PLC
$15.0M
ERIIENERGY RECOVERY INC
$15.0M
FQIDIGITAL REALTY TRUST INC
$14.0M
PKGPACKAGING CORP OF AMERICA
$14.0M
TKRTIMKEN CO/THE
$14.0M
FLYWFLYWIRE CORP
$14.0M
STLDSTEEL DYNAMICS INC
$14.0M
RELXRELX PLC
$14.0M
CFGCITIZENS FINANCIAL GROUP INC
$13.0M
USBUS BANCORP
$12.0M
VCYTVERACYTE INC
$11.0M
ABCAM PLC
$11.0M
BBYBEST BUY CO INC
$10.0M
ITGARTNER INC
$10.0M
STAASTAAR SURGICAL CO
$9.0M
DAVAENDAVA PLC
$9.0M
HASHASBRO INC
$7.0M
BABAALIBABA GROUP HOLDING LTD
$7.0M
TWSTTWIST BIOSCIENCE CORP
$6.0M
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