AEGON ASSET MANAGEMENT UK PLC Q4 2024 Filing

Filed January 21, 2025

Portfolio Value

$7.6B

Holdings

153

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (153 positions)

StockValue
MSFTMICROSOFT CORP
$605.9M
NVDANVIDIA CORP
$496.2M
AAPLAPPLE INC
$485.9M
AMZNAMAZON.COM INC
$374.2M
AVGOBROADCOM INC
$366.4M
METAMETA PLATFORMS INC
$265.9M
GOOGLALPHABET INC
$207.5M
GOOGALPHABET INC
$206.6M
JPMJPMORGAN CHASE CO.
$168.4M
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$117.1M
VVISA INC
$107.8M
TXNTEXAS INSTRUMENTS INC
$106.9M
MRKMERCK CO INC
$100.1M
HDHOME DEPOT INC/THE
$97.6M
NOWSERVICENOW INC
$94.3M
CLCOLGATE-PALMOLIVE CO
$94.2M
JNJJOHNSON JOHNSON
$92.7M
TSLATESLA INC
$88.9M
ABBVABBVIE INC
$88.5M
DWDMORGAN STANLEY
$86.7M
ADPAUTOMATIC DATA PROCESSING INC
$78.2M
CMECME GROUP INC.
$75.7M
COSTCOSTCO WHOLESALE CORP
$75.2M
CMICUMMINS INC
$73.8M
BRK/BBERKSHIRE HATHAWAY INC
$71.7M
ADSKAUTODESK INC
$67.1M
WSOWATSCO INC
$66.0M
METMETLIFE INC
$63.8M
UNHUNITEDHEALTH GROUP INC
$63.0M
LLYELI LILLY CO
$58.2M
PGRPROGRESSIVE CORP/THE
$57.1M
PEPPEPSICO INC
$55.9M
NEENEXTERA ENERGY INC
$55.9M
URIUNITED RENTALS INC
$55.6M
MLB1MERCADOLIBRE INC
$54.1M
CRWDCROWDSTRIKE HOLDINGS INC
$51.9M
XOMEXXON MOBIL CORP
$51.6M
ANETARISTA NETWORKS INC
$51.5M
CINFCINCINNATI FINANCIAL CORP
$50.7M
CFGCITIZENS FINANCIAL GROUP INC
$50.4M
TTEKTETRA TECH INC
$48.9M
WMTWALMART INC
$46.8M
DRIDARDEN RESTAURANTS INC
$43.0M
USBUS BANCORP
$42.7M
OMCOMNICOM GROUP INC
$42.6M
NETCLOUDFLARE INC
$42.6M
RSGREPUBLIC SERVICES INC
$40.3M
AMDADVANCED MICRO DEVICES INC
$39.0M
CDNSCADENCE DESIGN SYSTEMS INC
$38.9M
XYLXYLEM INC/NY
$38.7M
KLACKLA CORP
$38.3M
AMTAMERICAN TOWER CORP
$37.5M
MUMICRON TECHNOLOGY INC
$37.0M
SHOPSHOPIFY INC
$36.5M
WTRGESSENTIAL UTILITIES INC
$35.8M
DHRDANAHER CORP
$34.4M
PODDINSULET CORP
$33.5M
STTSTATE STREET CORP
$33.3M
MCOMOODY'S CORP
$32.9M
WCCWESCO INTERNATIONAL INC
$32.6M
ORCLORACLE CORP
$32.0M
CATCATERPILLAR INC.
$30.6M
OKEONEOK INC
$29.3M
BLKBLACKROCK FINANCE INC
$29.0M
STLDSTEEL DYNAMICS INC
$28.6M
SFSTIFEL FINANCIAL CORP
$28.6M
KMBKIMBERLY-CLARK CORP
$28.1M
CSCOCISCO SYSTEMS INC
$27.6M
VCYTVERACYTE INC
$26.7M
CVXCHEVRON CORP
$26.7M
KRKROGER CO/THE
$26.2M
WYWEYERHAEUSER CO
$25.9M
TMOTHERMO FISHER SCIENTIFIC INC
$25.7M
MRSHMARSH MCLENNAN COS INC
$25.6M
SLBSCHLUMBERGER NV
$25.5M
SHWSHERWIN-WILLIAMS CO/THE
$24.8M
VEEVVEEVA SYSTEMS INC
$24.8M
GILDGILEAD SCIENCES INC
$24.7M
WMSADVANCED DRAINAGE SYSTEMS INC
$24.7M
CEGCONSTELLATION ENERGY CORP
$24.4M
GMGENERAL MOTORS CO
$24.4M
ORLYO'REILLY AUTOMOTIVE INC
$23.4M
TMUST-MOBILE US INC
$23.2M
UBERUBER TECHNOLOGIES INC
$23.0M
AFLAFLAC INC
$22.2M
PFGCPERFORMANCE FOOD GROUP CO
$22.2M
DTDYNATRACE INC
$21.9M
DGXQUEST DIAGNOSTICS INC
$21.9M
DOVDOVER CORP
$21.8M
JEFJEFFERIES FINANCIAL GROUP INC
$20.0M
DSGDESCARTES SYSTEMS GROUP INC/THE
$19.9M
LPLALPL FINANCIAL HOLDINGS INC
$19.6M
CGCARLYLE GROUP INC/THE
$19.1M
KIMKIMCO REALTY CORP
$19.1M
PHMPULTEGROUP INC
$18.7M
PKGPACKAGING CORP OF AMERICA
$18.2M
AVYAVERY DENNISON CORP
$17.8M
BACBANK OF AMERICA CORPORATION
$17.6M
APHAMPHENOL CORP
$16.8M
MRVLMARVELL TECHNOLOGY INC
$16.5M
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