AEGON ASSET MANAGEMENT UK PLC Q4 2020 Filing

Filed January 25, 2021

Portfolio Value

$6.8T

Holdings

164

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (164 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,491,484$331.4B4.85%
2
AAPLAPPLE INC
2,217,433$294.0B4.30%
3
AMZNAMAZON.COM INC
80,224$261.2B3.82%
4
VVISA INC
898,165$196.3B2.87%
5
AVGOBROADCOM INC
382,836$167.6B2.45%
6
TSLATESLA INC
231,005$162.9B2.38%
7
ALBALBEMARLE CORP
1,099,806$162.3B2.38%
8
GOOGALPHABET INC
90,277$158.1B2.31%
9
JPMJPMORGAN CHASE CO.
1,223,498$155.2B2.27%
10
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
1,315,376$143.5B2.10%
11
NEENEXTERA ENERGY INC
1,802,564$138.8B2.03%
12
SEDGSOLAREDGE TECHNOLOGIES INC
398,518$127.2B1.86%
13
METAFACEBOOK INC
463,159$126.4B1.85%
14
PLUNPLUG POWER INC
3,472,079$117.7B1.72%
15
NOWSERVICENOW INC
185,808$102.3B1.50%
16
SIVBEURSVB FINANCIAL GROUP
249,275$96.6B1.41%
17
BURLBURLINGTON STORES INC
334,278$87.4B1.28%
18
TTEKTETRA TECH INC
748,350$86.6B1.27%
19
ADPAUTOMATIC DATA PROCESSING INC
491,505$86.5B1.27%
20
JNJJOHNSON JOHNSON
540,966$85.0B1.24%
21
PFEPFIZER INC
2,229,726$82.0B1.20%
22
AMTAMERICAN TOWER CORP
361,341$81.0B1.19%
23
CMECME GROUP INC.
440,208$80.0B1.17%
24
FRCBFIRST REPUBLIC BANK/CA
544,297$79.9B1.17%
25
FISFIDELITY NATIONAL INFORMATION SERVICES INC
552,598$78.1B1.14%
26
GILDGILEAD SCIENCES INC
1,304,717$75.9B1.11%
27
OLEDUNIVERSAL DISPLAY CORP
328,361$75.4B1.10%
28
RSGREPUBLIC SERVICES INC
758,613$73.0B1.07%
29
TXNTEXAS INSTRUMENTS INC
445,108$73.0B1.07%
30
MKTXMARKETAXESS HOLDINGS INC
127,744$72.8B1.07%
31
PODDINSULET CORP
280,287$71.7B1.05%
32
EVBGEUREVERBRIDGE INC
479,364$71.5B1.05%
33
TERTERADYNE INC
589,360$70.7B1.03%
34
WTRGESSENTIAL UTILITIES INC
1,482,635$70.1B1.03%
35
ILMNILLUMINA INC
188,729$69.8B1.02%
36
DISWALT DISNEY CO/THE
378,402$68.5B1.00%
37
APDAIR PRODUCTS AND CHEMICALS INC
236,963$64.7B0.95%
38
CMICUMMINS INC
279,061$63.3B0.93%
39
AVYAVERY DENNISON CORP
385,974$59.9B0.88%
40
ISRGINTUITIVE SURGICAL INC
73,121$59.7B0.87%
41
RNGRINGCENTRAL INC
157,644$59.7B0.87%
42
BABAALIBABA GROUP HOLDING LTD
242,600$56.4B0.83%
43
LMTLOCKHEED MARTIN CORP
155,071$55.0B0.81%
44
EPAMEPAM SYSTEMS INC
152,568$54.6B0.80%
45
SHOPSHOPIFY INC
47,716$53.9B0.79%
46
JDJD.COM INC
580,400$51.0B0.75%
47
GOOGLALPHABET INC
27,704$48.5B0.71%
48
MRKMERCK CO INC
581,327$47.5B0.70%
49
BOTTOMLINE TECHNOLOGIES DE INC
897,665$47.4B0.69%
50
KRKROGER CO/THE
1,491,273$47.3B0.69%
51
HAEHAEMONETICS CORP
396,823$47.1B0.69%
52
PTONPELOTON INTERACTIVE INC
308,688$46.8B0.68%
53
SERVUSDTERMINIX GLOBAL HOLDINGS INC
906,205$46.2B0.68%
54
ITGARTNER INC
277,138$44.4B0.65%
55
PLNTPLANET FITNESS INC
568,634$44.1B0.65%
56
STTSTATE STREET CORP
605,387$44.1B0.64%
57
AKXANSYS INC
118,294$43.0B0.63%
58
BACVERIZON COMMUNICATIONS INC
679,996$39.9B0.58%
59
CLXCLOROX CO/THE
195,942$39.6B0.58%
60
SITESITEONE LANDSCAPE SUPPLY INC
246,845$39.2B0.57%
61
ELESTEE LAUDER COS INC/THE
145,361$38.7B0.57%
62
PGRPROGRESSIVE CORP/THE
381,349$37.7B0.55%
63
FRPTFRESHPET INC
263,367$37.4B0.55%
64
PEPPEPSICO INC
243,596$36.1B0.53%
65
USBUS BANCORP
762,153$35.5B0.52%
66
HBANHUNTINGTON BANCSHARES INC/OH
2,769,325$34.9B0.51%
67
ABMDEURABIOMED INC
107,705$34.9B0.51%
68
CINFCINCINNATI FINANCIAL CORP
398,402$34.8B0.51%
69
TROWT ROWE PRICE GROUP INC
228,771$34.6B0.51%
70
CSCOCISCO SYSTEMS INC
752,700$33.7B0.49%
71
PYPLPAYPAL HOLDINGS INC
141,642$33.1B0.49%
72
DYHTARGET CORP
185,408$32.7B0.48%
73
EXASEXACT SCIENCES CORP
244,053$32.3B0.47%
74
BANDBANDWIDTH INC
209,239$32.1B0.47%
75
MLMMARTIN MARIETTA MATERIALS INC
110,099$31.3B0.46%
76
XYLXYLEM INC/NY
306,221$31.1B0.46%
77
CLCOLGATE-PALMOLIVE CO
364,545$31.1B0.46%
78
FQIDIGITAL REALTY TRUST INC
222,519$31.0B0.45%
79
PKGPACKAGING CORP OF AMERICA
224,044$30.9B0.45%
80
AZNASTRAZENECA PLC
610,915$30.5B0.45%
81
STLDSTEEL DYNAMICS INC
815,002$30.0B0.44%
82
KMBKIMBERLY-CLARK CORP
218,929$29.5B0.43%
83
ATVIEURACTIVISION BLIZZARD INC
312,725$29.0B0.42%
84
WSOWATSCO INC
124,180$28.2B0.41%
85
FUODOLBY LABORATORIES INC
285,160$27.7B0.41%
86
ADBEADOBE INC
55,383$27.7B0.40%
87
NUENUCOR CORP
458,659$24.4B0.36%
88
KELKELLOGG CO
374,875$23.3B0.34%
89
BBYBEST BUY CO INC
221,948$22.1B0.32%
90
QCOMQUALCOMM INC
134,303$20.4B0.30%
91
DAVAENDAVA PLC
253,898$19.5B0.29%
92
PLMRPALOMAR HOLDINGS INC
219,257$19.5B0.29%
93
OHIOMEGA HEALTHCARE INVESTORS INC
502,070$18.2B0.27%
94
HASHASBRO INC
193,325$18.1B0.26%
95
VEEVVEEVA SYSTEMS INC
65,369$17.8B0.26%
96
MUMICRON TECHNOLOGY INC
234,991$17.7B0.26%
97
VCYTVERACYTE INC
317,695$15.5B0.23%
98
MAMASTERCARD INC
43,141$15.4B0.22%
99
STAASTAAR SURGICAL CO
192,463$15.2B0.22%
100
PRFTUSDPERFICIENT INC
312,923$14.9B0.22%
Page 1 of 2Next