AEGON ASSET MANAGEMENT UK PLC Q4 2024 Filing

Filed January 21, 2025

Portfolio Value

$7.6T

Holdings

153

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (153 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,438,258$605.9B7.99%
2
NVDANVIDIA CORP
3,698,117$496.2B6.54%
3
AAPLAPPLE INC
1,940,721$485.9B6.40%
4
AMZNAMAZON.COM INC
1,705,880$374.2B4.93%
5
AVGOBROADCOM INC
1,580,769$366.4B4.83%
6
METAMETA PLATFORMS INC
454,187$265.9B3.51%
7
GOOGLALPHABET INC
1,095,788$207.5B2.73%
8
GOOGALPHABET INC
1,084,751$206.6B2.72%
9
JPMJPMORGAN CHASE CO.
701,910$168.4B2.22%
10
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
592,484$117.1B1.54%
11
VVISA INC
340,868$107.8B1.42%
12
TXNTEXAS INSTRUMENTS INC
570,179$106.9B1.41%
13
MRKMERCK CO INC
1,005,949$100.1B1.32%
14
HDHOME DEPOT INC/THE
250,702$97.6B1.29%
15
NOWSERVICENOW INC
88,991$94.3B1.24%
16
CLCOLGATE-PALMOLIVE CO
1,036,460$94.2B1.24%
17
JNJJOHNSON JOHNSON
640,701$92.7B1.22%
18
TSLATESLA INC
220,251$88.9B1.17%
19
ABBVABBVIE INC
497,875$88.5B1.17%
20
DWDMORGAN STANLEY
689,040$86.7B1.14%
21
ADPAUTOMATIC DATA PROCESSING INC
267,104$78.2B1.03%
22
CMECME GROUP INC.
326,098$75.7B1.00%
23
COSTCOSTCO WHOLESALE CORP
82,023$75.2B0.99%
24
CMICUMMINS INC
211,792$73.8B0.97%
25
BRK/BBERKSHIRE HATHAWAY INC
158,142$71.7B0.95%
26
ADSKAUTODESK INC
227,027$67.1B0.88%
27
WSOWATSCO INC
139,157$66.0B0.87%
28
METMETLIFE INC
779,664$63.8B0.84%
29
UNHUNITEDHEALTH GROUP INC
124,383$63.0B0.83%
30
LLYELI LILLY CO
75,341$58.2B0.77%
31
PGRPROGRESSIVE CORP/THE
238,250$57.1B0.75%
32
PEPPEPSICO INC
367,980$55.9B0.74%
33
NEENEXTERA ENERGY INC
779,708$55.9B0.74%
34
URIUNITED RENTALS INC
79,003$55.6B0.73%
35
MLB1MERCADOLIBRE INC
31,810$54.1B0.71%
36
CRWDCROWDSTRIKE HOLDINGS INC
151,854$51.9B0.68%
37
XOMEXXON MOBIL CORP
479,560$51.6B0.68%
38
ANETARISTA NETWORKS INC
465,629$51.5B0.68%
39
CINFCINCINNATI FINANCIAL CORP
352,458$50.7B0.67%
40
CFGCITIZENS FINANCIAL GROUP INC
1,152,151$50.4B0.66%
41
TTEKTETRA TECH INC
1,227,732$48.9B0.64%
42
WMTWALMART INC
517,921$46.8B0.62%
43
DRIDARDEN RESTAURANTS INC
230,371$43.0B0.57%
44
USBUS BANCORP
892,880$42.7B0.56%
45
OMCOMNICOM GROUP INC
495,511$42.6B0.56%
46
NETCLOUDFLARE INC
395,303$42.6B0.56%
47
RSGREPUBLIC SERVICES INC
200,215$40.3B0.53%
48
AMDADVANCED MICRO DEVICES INC
322,709$39.0B0.51%
49
CDNSCADENCE DESIGN SYSTEMS INC
129,406$38.9B0.51%
50
XYLXYLEM INC/NY
333,349$38.7B0.51%
51
KLACKLA CORP
60,834$38.3B0.51%
52
AMTAMERICAN TOWER CORP
204,719$37.5B0.49%
53
MUMICRON TECHNOLOGY INC
439,749$37.0B0.49%
54
SHOPSHOPIFY INC
344,322$36.5B0.48%
55
WTRGESSENTIAL UTILITIES INC
984,643$35.8B0.47%
56
DHRDANAHER CORP
149,764$34.4B0.45%
57
PODDINSULET CORP
128,360$33.5B0.44%
58
STTSTATE STREET CORP
338,961$33.3B0.44%
59
MCOMOODY'S CORP
69,395$32.9B0.43%
60
WCCWESCO INTERNATIONAL INC
179,987$32.6B0.43%
61
ORCLORACLE CORP
191,951$32.0B0.42%
62
CATCATERPILLAR INC.
84,200$30.6B0.40%
63
OKEONEOK INC
291,313$29.3B0.39%
64
BLKBLACKROCK FINANCE INC
28,250$29.0B0.38%
65
STLDSTEEL DYNAMICS INC
250,621$28.6B0.38%
66
SFSTIFEL FINANCIAL CORP
269,430$28.6B0.38%
67
KMBKIMBERLY-CLARK CORP
214,571$28.1B0.37%
68
CSCOCISCO SYSTEMS INC
465,615$27.6B0.36%
69
VCYTVERACYTE INC
675,801$26.7B0.35%
70
CVXCHEVRON CORP
184,123$26.7B0.35%
71
KRKROGER CO/THE
428,560$26.2B0.35%
72
WYWEYERHAEUSER CO
919,263$25.9B0.34%
73
TMOTHERMO FISHER SCIENTIFIC INC
49,465$25.7B0.34%
74
MRSHMARSH MCLENNAN COS INC
120,410$25.6B0.34%
75
SLBSCHLUMBERGER NV
664,271$25.5B0.34%
76
SHWSHERWIN-WILLIAMS CO/THE
72,861$24.8B0.33%
77
VEEVVEEVA SYSTEMS INC
117,757$24.8B0.33%
78
GILDGILEAD SCIENCES INC
267,474$24.7B0.33%
79
WMSADVANCED DRAINAGE SYSTEMS INC
213,536$24.7B0.33%
80
CEGCONSTELLATION ENERGY CORP
109,217$24.4B0.32%
81
GMGENERAL MOTORS CO
457,301$24.4B0.32%
82
ORLYO'REILLY AUTOMOTIVE INC
19,715$23.4B0.31%
83
TMUST-MOBILE US INC
105,297$23.2B0.31%
84
UBERUBER TECHNOLOGIES INC
381,104$23.0B0.30%
85
AFLAFLAC INC
214,768$22.2B0.29%
86
PFGCPERFORMANCE FOOD GROUP CO
262,781$22.2B0.29%
87
DTDYNATRACE INC
403,223$21.9B0.29%
88
DGXQUEST DIAGNOSTICS INC
144,773$21.9B0.29%
89
DOVDOVER CORP
116,249$21.8B0.29%
90
JEFJEFFERIES FINANCIAL GROUP INC
255,318$20.0B0.26%
91
DSGDESCARTES SYSTEMS GROUP INC/THE
176,959$19.9B0.26%
92
LPLALPL FINANCIAL HOLDINGS INC
60,041$19.6B0.26%
93
CGCARLYLE GROUP INC/THE
379,064$19.1B0.25%
94
KIMKIMCO REALTY CORP
814,977$19.1B0.25%
95
PHMPULTEGROUP INC
171,955$18.7B0.25%
96
PKGPACKAGING CORP OF AMERICA
80,779$18.2B0.24%
97
AVYAVERY DENNISON CORP
95,068$17.8B0.23%
98
BACBANK OF AMERICA CORPORATION
400,162$17.6B0.23%
99
APHAMPHENOL CORP
241,510$16.8B0.22%
100
MRVLMARVELL TECHNOLOGY INC
149,347$16.5B0.22%
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