AEGON ASSET MANAGEMENT UK PLC Q3 2017 Filing

Filed November 8, 2017

Portfolio Value

$3.6T

Holdings

169

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (169 positions)

#StockSharesValue% PortfolioType
1
METAFACEBOOK, INC.
962,066$164.3B4.50%
2
GOOGALPHABET INC.
133,101$127.6B3.50%
3
JPMJPMORGAN CHASE CO.
1,329,308$126.9B3.48%
4
ATVIEURACTIVISION BLIZZARD, INC.
1,828,465$117.9B3.23%
5
CELGCELGENE CORPORATION
800,335$116.7B3.20%
6
AMZNAMAZON.COM, INC.
114,285$109.8B3.01%
7
EOGEOG RESOURCES, INC.
1,097,106$106.1B2.91%
8
COHREURCOHERENT, INC.
448,539$105.5B2.89%
9
FRCBFIRST REPUBLIC BANK
955,980$100.0B2.74%
10
AOSA. O. SMITH CORPORATION
1,602,286$95.2B2.61%
11
JNJJOHNSON JOHNSON
705,211$91.7B2.51%
12
ALBALBEMARLE CORPORATION
654,713$89.2B2.44%
13
LMTLOCKHEED MARTIN CORPORATION
279,798$86.8B2.38%
14
CSCOCISCO SYSTEMS, INC.
2,483,207$83.5B2.29%
15
MKTXMARKETAXESS HOLDINGS INC.
419,434$77.4B2.12%
16
TROWT. ROWE PRICE GROUP, INC.
828,957$75.1B2.06%
17
BURLBURLINGTON STORES, INC.
755,919$72.2B1.98%
18
4I1PHILIP MORRIS INTERNATIONAL
649,420$72.1B1.98%
19
AKXANSYS, INC.
568,063$69.7B1.91%
20
CLXTHE CLOROX COMPANY
451,699$59.6B1.63%
21
XYLXYLEM INC.
946,510$59.3B1.62%
22
GOOGLALPHABET INC.
60,640$59.0B1.62%
23
BACBANK OF AMERICA CORPORATION
2,309,279$58.5B1.60%
24
VVISA INC.
547,015$57.6B1.58%
25
MRKMERCK CO., INC.
879,074$56.3B1.54%
26
CMCSACOMCAST CORPORATION
1,448,528$55.7B1.53%
27
LFUSLITTELFUSE, INC.
273,584$53.6B1.47%
28
INGRINGREDION INCORPORATED
440,181$53.1B1.45%
29
TTEKTETRA TECH, INC.
1,127,523$52.4B1.44%
30
CVXCHEVRON CORPORATION
441,955$51.9B1.42%
31
TSMTAIWAN SEMICONDUCTOR MANUFAC
1,332,090$50.0B1.37%
32
ZIONZIONS BANCORPORATION
1,022,836$48.2B1.32%
33
LRCXEURLAM RESEARCH CORPORATION
254,482$47.1B1.29%
34
CLCOLGATE-PALMOLIVE COMPANY
544,628$39.7B1.09%
35
BABAALIBABA GROUP HOLDING LIMITE
215,500$37.2B1.02%
36
GILDGILEAD SCIENCES, INC.
449,753$36.4B1.00%
37
LEGLEGGETT PLATT, INCORPORATE
728,668$34.8B0.95%
38
VANTIV, INC.
492,826$34.7B0.95%
39
AETNA INC.
216,716$34.5B0.94%
40
AAPLAPPLE INC.
214,585$33.0B0.91%
41
LCIILCI INDUSTRIES
283,429$32.8B0.90%
42
BMTABRITISH AMERICAN TOBACCO P.L
520,131$32.5B0.89%
43
MXIMMAXIM INTEGRATED PRODUCTS, I
638,434$30.5B0.83%
44
OPLNKAR AUCTION SERVICES, INC.
633,958$30.2B0.83%
45
ABBVABBVIE INC.
308,320$27.4B0.75%
46
PFEPFIZER INC.
765,654$27.3B0.75%
47
RBAGBPRITCHIE BROS. AUCTIONEERS IN
775,317$24.5B0.67%
48
STLDSTEEL DYNAMICS, INC.
705,251$24.3B0.67%
49
NVDANVIDIA CORPORATION
116,987$20.9B0.57%
50
ASGNON ASSIGNMENT, INC.
388,055$20.8B0.57%
51
HESHESS CORPORATION
442,295$20.7B0.57%
52
WSOWATSCO, INC.
126,913$20.4B0.56%
53
FOXFFOX FACTORY HOLDING CORP.
469,103$20.2B0.55%
54
WYNEURWYNDHAM WORLDWIDE CORPORATIO
168,529$17.8B0.49%
55
NTESNETEASE, INC.
63,677$16.8B0.46%
56
MSFTMICROSOFT CORPORATION
225,206$16.8B0.46%
57
RRYDER SYSTEM, INC.
195,253$16.5B0.45%
58
NUENUCOR CORPORATION
292,086$16.4B0.45%
59
ADBEADOBE SYSTEMS INCORPORATED
93,839$14.0B0.38%
60
CALATLANTIC GROUP, INC.
308,120$11.3B0.31%
61
TRMBTRIMBLE INC.
225,156$8.8B0.24%
62
APHAMPHENOL CORPORATION
102,740$8.7B0.24%
63
CNACNA FINANCIAL CORPORATION
164,218$8.3B0.23%
64
SNPSSYNOPSYS, INC.
102,005$8.2B0.23%
65
IVREURINVESCO MORTGAGE CAPITAL INC
462,168$7.9B0.22%
66
IRBTQIROBOT CORPORATION
101,743$7.8B0.21%
67
TWOTWO HARBORS INVESTMENT CORP.
749,983$7.6B0.21%
68
ARIAPOLLO COMMERCIAL REAL ESTAT
408,377$7.4B0.20%
69
CDWCDW CORPORATION
105,150$6.9B0.19%
70
GLWCORNING INCORPORATED
221,336$6.6B0.18%
71
GDOTGREEN DOT CORPORATION
128,063$6.3B0.17%
72
RAVEN INDUSTRIES, INC.
191,324$6.2B0.17%
73
STWDSTARWOOD PROPERTY TRUST, INC
283,275$6.1B0.17%
74
MPTMEDICAL PROPERTIES TRUST, IN
460,253$6.0B0.17%
75
MPWRMONOLITHIC POWER SYSTEMS, IN
55,966$6.0B0.16%
76
JPCNUVEEN MULTI-STRATEGY INCOME
564,261$6.0B0.16%
77
NSPINSPERITY, INC.
65,863$5.8B0.16%
78
WUBAUSD58.COM INC.
91,600$5.8B0.16%
79
RITMNEW RESIDENTIAL INVESTMENT C
328,901$5.5B0.15%
80
HSTHOST HOTELS RESORTS, INC.
297,216$5.5B0.15%
81
ENQENTEGRIS, INC.
181,700$5.2B0.14%
82
FTNTFORTINET, INC.
127,538$4.6B0.13%
83
JKHYJACK HENRY ASSOCIATES, INC
43,331$4.5B0.12%
84
LITELUMENTUM HOLDINGS INC.
81,139$4.4B0.12%
85
S76STORE CAPITAL CORPORATION
168,796$4.2B0.11%
86
PODDINSULET CORPORATION
76,034$4.2B0.11%
87
MGAMAGNA INTERNATIONAL INC.
67,247$3.6B0.10%
88
ACREARES COMMERCIAL REAL ESTATE
263,856$3.5B0.10%
89
UNHUNITEDHEALTH GROUP INCORPORA
16,822$3.3B0.09%
90
VIPSVIPSHOP (CHINA) CO., LTD.
371,147$3.3B0.09%
91
HDTHE HOME DEPOT, INC.
19,506$3.2B0.09%
92
HPTUSDHOSPITALITY PROPERTIES TRUST
102,562$2.9B0.08%
93
MHKMOHAWK INDUSTRIES, INC.
11,248$2.8B0.08%
94
AMGNAMGEN INC.
14,577$2.7B0.07%
95
LMEURLEGG MASON, INC.
68,490$2.7B0.07%
96
TXNTEXAS INSTRUMENTS INCORPORAT
29,622$2.7B0.07%
97
ODPEUROFFICE DEPOT, INC.
578,151$2.6B0.07%
98
AHHARMADA HOFFLER PROPERTIES, I
180,890$2.5B0.07%
99
FDXFEDEX CORPORATION
10,727$2.4B0.07%
100
ETRAE-TRADE FINANCIAL CORPORATIO
47,167$2.1B0.06%
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