AEGON ASSET MANAGEMENT UK PLC Q2 2024 Filing

Filed July 30, 2024

Portfolio Value

$7.1M

Holdings

141

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (141 positions)

StockValue
MSFTMICROSOFT CORP
$774.0M
NVDANVIDIA CORP
$637.0M
AAPLAPPLE INC
$500.0M
AMZNAMAZON.COM INC
$236.0M
JPMJPMORGAN CHASE CO.
$152.0M
MRKMERCK CO INC
$151.0M
GOOGALPHABET INC
$148.0M
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$139.0M
GOOGLALPHABET INC
$105.0M
VVISA INC
$99.0M
TXNTEXAS INSTRUMENTS INC
$99.0M
JNJJOHNSON JOHNSON
$96.0M
ABBVABBVIE INC
$83.0M
CLCOLGATE-PALMOLIVE CO
$81.0M
HDHOME DEPOT INC/THE
$81.0M
CRWDCROWDSTRIKE HOLDINGS INC
$78.0M
BRK/BBERKSHIRE HATHAWAY INC
$71.0M
TTEKTETRA TECH INC
$68.0M
PEPPEPSICO INC
$67.0M
MUMICRON TECHNOLOGY INC
$61.0M
XOMEXXON MOBIL CORP
$61.0M
DWDMORGAN STANLEY
$60.0M
NEENEXTERA ENERGY INC
$57.0M
XYLXYLEM INC/NY
$57.0M
AMDADVANCED MICRO DEVICES INC
$55.0M
WSOWATSCO INC
$55.0M
CMECME GROUP INC.
$54.0M
DHRDANAHER CORP
$49.0M
ADSKAUTODESK INC
$47.0M
ADPAUTOMATIC DATA PROCESSING INC
$46.0M
WTRGESSENTIAL UTILITIES INC
$45.0M
ANETEURARISTA NETWORKS INC
$45.0M
TSLATESLA INC
$45.0M
WYWEYERHAEUSER CO
$44.0M
CDNSCADENCE DESIGN SYSTEMS INC
$43.0M
RSGREPUBLIC SERVICES INC
$42.0M
CMICUMMINS INC
$42.0M
AMTAMERICAN TOWER CORP
$42.0M
MRVLMARVELL TECHNOLOGY INC
$37.0M
WMSADVANCED DRAINAGE SYSTEMS INC
$37.0M
CVXCHEVRON CORP
$35.0M
OMCOMNICOM GROUP INC
$35.0M
STTSTATE STREET CORP
$35.0M
PGRPROGRESSIVE CORP/THE
$35.0M
CINFCINCINNATI FINANCIAL CORP
$34.0M
CFGCITIZENS FINANCIAL GROUP INC
$33.0M
PODDINSULET CORP
$33.0M
CATCATERPILLAR INC.
$32.0M
DRIDARDEN RESTAURANTS INC
$31.0M
METMETLIFE INC
$31.0M
OLEDUNIVERSAL DISPLAY CORP
$30.0M
MCOMOODY'S CORP
$30.0M
DISWALT DISNEY CO/THE
$29.0M
DTDYNATRACE INC
$29.0M
WCCWESCO INTERNATIONAL INC
$29.0M
USBUS BANCORP
$28.0M
NETCLOUDFLARE INC
$28.0M
MRSHMARSH MCLENNAN COS INC
$26.0M
UBERUBER TECHNOLOGIES INC
$25.0M
ADIANALOG DEVICES INC
$23.0M
CSCOCISCO SYSTEMS INC
$23.0M
DOVDOVER CORP
$22.0M
WMTWALMART INC
$22.0M
JEFJEFFERIES FINANCIAL GROUP INC
$22.0M
AVYAVERY DENNISON CORP
$22.0M
SFSTIFEL FINANCIAL CORP
$22.0M
NUENUCOR CORP
$21.0M
AGCOAGCO CORP
$21.0M
GMGENERAL MOTORS CO
$21.0M
CEGCONSTELLATION ENERGY CORP
$20.0M
SHWSHERWIN-WILLIAMS CO/THE
$20.0M
AFLAFLAC INC
$19.0M
VEEVVEEVA SYSTEMS INC
$19.0M
PHMPULTEGROUP INC
$19.0M
TMUST-MOBILE US INC
$19.0M
IDXXIDEXX LABORATORIES INC
$19.0M
GILDGILEAD SCIENCES INC
$18.0M
PFGCPERFORMANCE FOOD GROUP CO
$18.0M
LPLALPL FINANCIAL HOLDINGS INC
$17.0M
KRKROGER CO/THE
$17.0M
DSGDESCARTES SYSTEMS GROUP INC/THE
$17.0M
DGXQUEST DIAGNOSTICS INC
$17.0M
FDXFEDEX CORP
$17.0M
VCYTVERACYTE INC
$16.0M
KIMKIMCO REALTY CORP
$16.0M
CGCARLYLE GROUP INC/THE
$16.0M
APHAMPHENOL CORP
$16.0M
TRUTRANSUNION
$16.0M
NSCNORFOLK SOUTHERN CORP
$16.0M
PKGPACKAGING CORP OF AMERICA
$15.0M
HDBHDFC BANK LTD
$15.0M
AVTRAVANTOR INC
$15.0M
PCGPGE CORP
$14.0M
EMREMERSON ELECTRIC CO
$14.0M
KMBKIMBERLY-CLARK CORP
$14.0M
MSIMOTOROLA SOLUTIONS INC
$13.0M
RBLXROBLOX CORP
$13.0M
TTELUS CORP
$13.0M
ITGARTNER INC
$13.0M
MSAMSA SAFETY INC
$12.0M
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