AEGON ASSET MANAGEMENT UK PLC Q4 2017 Filing

Filed January 12, 2018

Portfolio Value

$4.0T

Holdings

170

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (170 positions)

#StockSharesValue% PortfolioType
1
METAFACEBOOK, INC.
916,961$161.9B4.09%
2
JPMJPMORGAN CHASE CO.
1,327,582$142.3B3.60%
3
GOOGALPHABET INC.
129,612$135.6B3.43%
4
EOGEOG RESOURCES, INC.
1,069,056$115.4B2.92%
5
AMZNAMAZON.COM, INC.
97,874$114.5B2.90%
6
TROWT. ROWE PRICE GROUP, INC.
941,104$98.8B2.50%
7
ATVIEURACTIVISION BLIZZARD, INC.
1,537,688$97.4B2.46%
8
JNJJOHNSON JOHNSON
687,921$96.2B2.43%
9
COHREURCOHERENT, INC.
338,169$95.4B2.41%
10
AOSA. O. SMITH CORPORATION
1,526,844$93.6B2.37%
11
BURLBURLINGTON STORES, INC.
743,547$91.5B2.31%
12
MKTXMARKETAXESS HOLDINGS INC.
435,478$87.8B2.22%
13
CSCOCISCO SYSTEMS, INC.
2,131,791$81.7B2.07%
14
VANTIV, INC.
1,097,686$80.7B2.04%
15
LMTLOCKHEED MARTIN CORPORATION
235,762$75.7B1.92%
16
XYLXYLEM INC.
1,098,865$74.9B1.90%
17
STZCONSTELLATION BRANDS, INC.
326,658$74.7B1.89%
18
AVYAVERY DENNISON CORPORATION
623,194$71.6B1.81%
19
ALBALBEMARLE CORPORATION
553,241$70.8B1.79%
20
INGRINGREDION INCORPORATED
476,550$66.6B1.69%
21
BACBANK OF AMERICA CORPORATION
2,179,779$64.4B1.63%
22
VVISA INC.
559,186$63.9B1.62%
23
GOOGLALPHABET INC.
59,326$62.5B1.58%
24
MHKMOHAWK INDUSTRIES, INC.
215,529$59.5B1.50%
25
TTEKTETRA TECH, INC.
1,209,670$58.2B1.47%
26
CVXCHEVRON CORPORATION
442,895$55.5B1.40%
27
LFUSLITTELFUSE, INC.
280,177$55.4B1.40%
28
AKXANSYS, INC.
354,298$52.3B1.32%
29
ZIONZIONS BANCORPORATION
994,131$50.5B1.28%
30
MLB1MERCADOLIBRE S.R.L
158,457$49.9B1.26%
31
TSMTAIWAN SEMICONDUCTOR MANUFAC
1,236,367$49.0B1.24%
32
LCIILCI INDUSTRIES
377,277$49.0B1.24%
33
MRKMERCK CO., INC.
862,898$48.6B1.23%
34
AETNA INC.
265,793$48.0B1.21%
35
CMCSACOMCAST CORPORATION
1,170,930$46.9B1.19%
36
SIVBEURSVB FINANCIAL GROUP
176,912$41.4B1.05%
37
CLCOLGATE-PALMOLIVE COMPANY
546,471$41.3B1.04%
38
ASGNON ASSIGNMENT, INC.
610,094$39.2B0.99%
39
OPLNKAR AUCTION SERVICES, INC.
740,981$37.4B0.95%
40
LRCXEURLAM RESEARCH CORPORATION
199,663$36.8B0.93%
41
AAPLAPPLE INC.
206,977$35.0B0.89%
42
BMTABRITISH AMERICAN TOBACCO P.L
516,666$34.6B0.88%
43
LEGLEGGETT PLATT, INCORPORATE
723,501$34.5B0.87%
44
BABAALIBABA GROUP HOLDING LIMITE
192,100$33.1B0.84%
45
FOXFFOX FACTORY HOLDING CORP.
845,467$32.8B0.83%
46
MXIMMAXIM INTEGRATED PRODUCTS, I
620,473$32.4B0.82%
47
BATHE BOEING COMPANY
109,777$32.4B0.82%
48
GILDGILEAD SCIENCES, INC.
449,753$32.2B0.82%
49
STLDSTEEL DYNAMICS, INC.
734,521$31.7B0.80%
50
TRMBTRIMBLE INC.
763,144$31.0B0.78%
51
MSFTMICROSOFT CORPORATION
353,882$30.3B0.77%
52
FRCBFIRST REPUBLIC BANK
348,752$30.2B0.76%
53
ABBVABBVIE INC.
306,833$29.7B0.75%
54
PFEPFIZER INC.
760,895$27.6B0.70%
55
LWLAMB WESTON HOLDINGS, INC.
423,144$23.9B0.60%
56
LECOLINCOLN ELECTRIC HOLDINGS, I
259,580$23.8B0.60%
57
CLXTHE CLOROX COMPANY
147,592$22.0B0.56%
58
WSOWATSCO, INC.
125,414$21.3B0.54%
59
NEENEXTERA ENERGY, INC.
135,611$21.2B0.54%
60
NTESNETEASE, INC.
57,077$19.7B0.50%
61
WYNEURWYNDHAM WORLDWIDE CORPORATIO
167,615$19.4B0.49%
62
NUENUCOR CORPORATION
289,313$18.4B0.47%
63
4I1PHILIP MORRIS INTERNATIONAL
167,768$17.7B0.45%
64
NVDANVIDIA CORPORATION
88,004$17.0B0.43%
65
RRYDER SYSTEM, INC.
195,253$16.4B0.42%
66
PODDINSULET CORPORATION
237,324$16.4B0.41%
67
ADBEADOBE SYSTEMS INCORPORATED
90,923$15.9B0.40%
68
STWDSTARWOOD PROPERTY TRUST, INC
492,540$10.5B0.27%
69
GDOTGREEN DOT CORPORATION
158,225$9.5B0.24%
70
GLWCORNING INCORPORATED
296,619$9.5B0.24%
71
CDWCDW CORPORATION
129,307$9.0B0.23%
72
NSPINSPERITY, INC.
151,560$8.7B0.22%
73
APHAMPHENOL CORPORATION
99,013$8.7B0.22%
74
CNACNA FINANCIAL CORPORATION
163,558$8.7B0.22%
75
SNPSSYNOPSYS, INC.
98,453$8.4B0.21%
76
JKHYJACK HENRY ASSOCIATES, INC
68,838$8.1B0.20%
77
IRBTQIROBOT CORPORATION
101,743$7.8B0.20%
78
RITMNEW RESIDENTIAL INVESTMENT C
410,096$7.3B0.19%
79
MPWRMONOLITHIC POWER SYSTEMS, IN
60,675$6.8B0.17%
80
WUBAUSD58.COM INC.
91,600$6.6B0.17%
81
MPTMEDICAL PROPERTIES TRUST, IN
460,253$6.3B0.16%
82
RAVEN INDUSTRIES, INC.
184,002$6.3B0.16%
83
BXMTBLACKSTONE MORTGAGE TRUST, I
192,502$6.2B0.16%
84
ENQENTEGRIS, INC.
199,516$6.1B0.15%
85
IVREURINVESCO MORTGAGE CAPITAL INC
331,033$5.9B0.15%
86
HSTHOST HOTELS RESORTS, INC.
297,216$5.9B0.15%
87
JPCNUVEEN MULTI-STRATEGY INCOME
564,261$5.8B0.15%
88
FTNTFORTINET, INC.
123,256$5.4B0.14%
89
TATT INC.
100,329$3.9B0.10%
90
BACVERIZON COMMUNICATIONS INC.
72,300$3.8B0.10%
91
MGAMAGNA INTERNATIONAL INC.
66,802$3.8B0.10%
92
UNHUNITEDHEALTH GROUP INCORPORA
16,822$3.7B0.09%
93
HDTHE HOME DEPOT, INC.
19,506$3.7B0.09%
94
ACREARES COMMERCIAL REAL ESTATE
282,225$3.6B0.09%
95
LMEURLEGG MASON, INC.
82,530$3.5B0.09%
96
HPTUSDHOSPITALITY PROPERTIES TRUST
102,562$3.1B0.08%
97
GPMTGRANITE POINT MORTGAGE TRUST
169,619$3.0B0.08%
98
TXNTEXAS INSTRUMENTS INCORPORAT
27,878$2.9B0.07%
99
TWOEURTWO HARBORS INVESTMENT CORP.
178,572$2.9B0.07%
100
BMIBADGER METER, INC.
55,960$2.7B0.07%
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