AEGON ASSET MANAGEMENT UK PLC Q4 2019 Filing

Filed January 21, 2020

Portfolio Value

$4.2T

Holdings

171

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (171 positions)

#StockSharesValue% PortfolioType
1
VVISA INC
924,829$173.7B4.15%
2
GOOGALPHABET INC
126,077$168.4B4.03%
3
JPMJPMORGAN CHASE CO.
1,199,064$167.1B4.00%
4
NEENEXTERA ENERGY INC
590,360$142.8B3.42%
5
MSFTMICROSOFT CORP
788,902$124.2B2.97%
6
AMZNAMAZON.COM INC
66,183$122.2B2.92%
7
BURLBURLINGTON STORES INC
492,126$112.2B2.68%
8
JNJJOHNSON JOHNSON
707,630$103.1B2.47%
9
NOWSERVICENOW INC
362,307$102.3B2.45%
10
AVGOBROADCOM INC
284,457$89.8B2.15%
11
LMTLOCKHEED MARTIN CORP
221,639$86.3B2.06%
12
TTEKTETRA TECH INC
997,473$85.9B2.06%
13
PFEPFIZER INC
2,191,433$85.8B2.05%
14
AAPLAPPLE INC
286,421$84.0B2.01%
15
AMTAMERICAN TOWER CORP
365,369$83.9B2.01%
16
MKTXMARKETAXESS HOLDINGS INC
219,517$83.2B1.99%
17
CMECME GROUP INC.
370,702$74.3B1.78%
18
FISFIDELITY NATIONAL INFORMATION SERVICES INC
501,172$69.7B1.67%
19
TSLATESLA INC
154,778$64.7B1.55%
20
EOGEOG RESOURCES INC
747,112$62.5B1.50%
21
AKXANSYS INC
240,932$62.0B1.48%
22
SERVUSDSERVICEMASTER GLOBAL HOLDINGS INC
1,557,664$60.2B1.44%
23
CVXCHEVRON CORP
497,830$59.9B1.43%
24
SIVBEURSVB FINANCIAL GROUP
234,784$58.9B1.41%
25
PODDINSULET CORP
338,173$57.9B1.38%
26
ILMNILLUMINA INC
173,324$57.5B1.37%
27
METAFACEBOOK INC
273,852$56.2B1.34%
28
EPAMEPAM SYSTEMS INC
261,590$55.5B1.33%
29
XYLXYLEM INC/NY
693,148$54.6B1.31%
30
AVYAVERY DENNISON CORP
410,631$53.7B1.28%
31
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
924,743$53.7B1.28%
32
ALBALBEMARLE CORP
730,296$53.3B1.28%
33
TERTERADYNE INC
728,779$49.7B1.19%
34
BABAALIBABA GROUP HOLDING LTD
233,700$49.6B1.19%
35
SEDGSOLAREDGE TECHNOLOGIES INC
503,341$47.9B1.14%
36
BABOEING CO/THE
145,522$47.4B1.13%
37
FRCBFIRST REPUBLIC BANK/CA
401,348$47.1B1.13%
38
ISRGINTUITIVE SURGICAL INC
75,869$44.8B1.07%
39
RSGREPUBLIC SERVICES INC
469,695$42.1B1.01%
40
ATVIEURACTIVISION BLIZZARD INC
704,768$41.9B1.00%
41
ITGARTNER INC
253,154$39.0B0.93%
42
APDAIR PRODUCTS CHEMICALS INC
162,029$38.1B0.91%
43
GOOGLALPHABET INC
27,466$36.7B0.88%
44
EXASEXACT SCIENCES CORP
381,829$35.3B0.84%
45
NUENUCOR CORP
614,683$34.6B0.83%
46
MXIMMAXIM INTEGRATED PRODUCTS INC
557,590$34.3B0.82%
47
BOTTOMLINE TECHNOLOGIES DE INC
598,799$32.1B0.77%
48
CLCOLGATE-PALMOLIVE CO
430,904$29.7B0.71%
49
JDJD.COM INC
781,500$27.5B0.66%
50
OLEDUNIVERSAL DISPLAY CORP
130,030$26.8B0.64%
51
DRIDARDEN RESTAURANTS INC
237,510$25.9B0.62%
52
EMREMERSON ELECTRIC CO
328,669$25.1B0.60%
53
ADBEADOBE INC
73,421$24.2B0.58%
54
RNGRINGCENTRAL INC
133,298$22.5B0.54%
55
DXCDXC TECHNOLOGY CO
588,188$22.1B0.53%
56
PLABPHOTRONICS INC
1,291,839$20.3B0.49%
57
SITESITEONE LANDSCAPE SUPPLY INC
215,422$19.5B0.47%
58
PRFTUSDPERFICIENT INC
413,235$19.0B0.46%
59
PLUNPLUG POWER INC
5,851,462$18.4B0.44%
60
WSOWATSCO INC
91,135$16.4B0.39%
61
WORKSLACK TECHNOLOGIES INC
730,211$16.4B0.39%
62
CVSCVS HEALTH CORP
213,864$15.9B0.38%
63
CSCOCISCO SYSTEMS INC
325,708$15.6B0.37%
64
HBANHUNTINGTON BANCSHARES INC/OH
1,030,332$15.5B0.37%
65
HXLHEXCEL CORP
199,157$14.6B0.35%
66
GPMTGRANITE POINT MORTGAGE TRUST INC
764,086$14.0B0.34%
67
CINFCINCINNATI FINANCIAL CORP
126,410$13.3B0.32%
68
EVBGEUREVERBRIDGE INC
165,486$12.9B0.31%
69
TWOEURTWO HARBORS INVESTMENT CORP
881,525$12.9B0.31%
70
CDWCDW CORP/DE
88,330$12.6B0.30%
71
RITMNEW RESIDENTIAL INVESTMENT CORP
743,496$12.0B0.29%
72
BWABORGWARNER INC
245,187$10.6B0.25%
73
MUMICRON TECHNOLOGY INC
190,556$10.2B0.25%
74
AOSAO SMITH CORP
214,339$10.2B0.24%
75
CLXCLOROX CO/THE
63,329$9.7B0.23%
76
STWDSTARWOOD PROPERTY TRUST INC
381,838$9.5B0.23%
77
VEEVVEEVA SYSTEMS INC
65,768$9.3B0.22%
78
BANDBANDWIDTH INC
144,331$9.2B0.22%
79
PYPLPAYPAL HOLDINGS INC
83,433$9.0B0.22%
80
TRTXTPG RE FINANCE TRUST INC
437,744$8.9B0.21%
81
CHDCHURCH DWIGHT CO INC
108,933$7.7B0.18%
82
GDSGDS HOLDINGS LTD
146,000$7.5B0.18%
83
PRSUVIAD CORP
93,029$6.3B0.15%
84
LVSLAS VEGAS SANDS CORP
90,118$6.2B0.15%
85
INTCINTEL CORP
103,135$6.2B0.15%
86
WUBAUSD58.COM INC
93,200$6.0B0.14%
87
ZIX CORP
877,617$5.9B0.14%
88
FQIDIGITAL REALTY TRUST INC
48,665$5.8B0.14%
89
VCYTVERACYTE INC
203,539$5.7B0.14%
90
ZM3ZUMIEZ INC
160,531$5.5B0.13%
91
TATT INC
138,503$5.4B0.13%
92
PLNTPLANET FITNESS INC
68,666$5.1B0.12%
93
BACBANK OF AMERICA CORPORATION
136,971$4.8B0.12%
94
COHREURCOHERENT INC
28,526$4.7B0.11%
95
MAMASTERCARD INC
14,964$4.5B0.11%
96
DWDMORGAN STANLEY
81,382$4.2B0.10%
97
MXLMAXLINEAR INC
187,578$4.0B0.10%
98
KOCOCA-COLA CO/THE
69,752$3.9B0.09%
99
STAASTAAR SURGICAL CO
108,160$3.8B0.09%
100
HDHOME DEPOT INC/THE
16,645$3.6B0.09%
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