AEGON ASSET MANAGEMENT UK PLC Q1 2017 Filing

Filed April 27, 2017

Portfolio Value

$3.7B

Holdings

225

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (225 positions)

#StockSharesValue% PortfolioType
1
METAFACEBOOK, INC.
998,383$141.8T3807725.73%
2
JPMJPMORGAN CHASE CO.
1,530,273$134.4T3609013.33%
3
AAPLAPPLE INC.
719,941$103.4T2777091.81%
4
GOOGALPHABET INC.
120,006$99.6T2672871.02%
5
CELGCELGENE CORPORATION
792,379$98.6T2647191.13%
6
CSCOCISCO SYSTEMS, INC.
2,906,538$98.2T2636886.50%
7
ATVIEURACTIVISION BLIZZARD, INC.
1,966,020$98.0T2631360.40%
8
EOGEOG RESOURCES, INC.
972,873$94.9T2548065.95%
9
MRKMERCK CO., INC.
1,453,122$92.3T2478609.85%
10
FRCBFIRST REPUBLIC BANK
972,232$91.2T2448760.37%
11
JNJJOHNSON JOHNSON
715,897$89.1T2393216.64%
12
AOSA. O. SMITH CORPORATION
1,672,492$85.5T2296872.69%
13
4I1PHILIP MORRIS INTERNATIONAL
724,748$81.8T2197084.07%
14
COHREURCOHERENT, INC.
397,217$81.7T2192481.46%
15
AMZNAMAZON.COM, INC.
90,433$80.2T2152546.37%
16
INGRINGREDION INCORPORATED
649,116$78.2T2098863.73%
17
AKXANSYS, INC.
712,016$76.1T2042829.71%
18
LMTLOCKHEED MARTIN CORPORATION
282,319$75.6T2028778.31%
19
MKTXMARKETAXESS HOLDINGS INC.
381,069$71.4T1918266.60%
20
TJXTHE TJX COMPANIES, INC.
821,013$64.9T1742745.97%
21
OPLNKAR AUCTION SERVICES, INC.
1,397,904$61.0T1638658.00%
22
LEGLEGGETT PLATT, INCORPORATE
1,168,704$58.8T1578023.28%
23
VVISA INC.
653,826$58.1T1560247.42%
24
GOOGLALPHABET INC.
65,429$55.5T1489329.99%
25
BACBANK OF AMERICA CORPORATION
2,330,882$55.0T1476302.88%
26
AETNA INC.
416,684$53.1T1426968.96%
27
AYIACUITY BRANDS, INC.
258,560$52.7T1415903.28%
28
MSFTMICROSOFT CORPORATION
786,703$51.8T1391104.57%
29
REYNOLDS AMERICAN INC.
782,827$49.3T1324559.38%
30
CLXTHE CLOROX COMPANY
361,218$48.7T1307430.88%
31
BRK/BBERKSHIRE HATHAWAY INC.
291,662$48.6T1304535.86%
32
CVXCHEVRON CORPORATION
452,420$48.6T1303858.97%
33
TSMTAIWAN SEMICONDUCTOR MANUFAC
1,336,364$43.9T1178298.05%
34
ZIONZIONS BANCORPORATION
1,024,569$43.0T1155361.10%
35
TTEKTETRA TECH, INC.
1,049,075$42.9T1150603.90%
36
WDCWESTERN DIGITAL CORPORATION
492,937$40.7T1092271.26%
37
CMCSACOMCAST CORPORATION
1,074,193$40.4T1084131.31%
38
ACACIA COMMUNICATIONS, INC.
669,565$39.3T1055616.14%
39
MDMEDNAX, INC.
499,926$34.7T930983.63%
40
CLCOLGATE-PALMOLIVE COMPANY
466,968$34.2T917626.84%
41
ALBALBEMARLE CORPORATION
322,788$34.1T915530.93%
42
HPHELMERICH PAYNE, INC.
504,125$33.6T900904.57%
43
PFEPFIZER INC.
974,851$33.3T895141.28%
44
DR PEPPER SNAPPLE GROUP, INC
335,749$32.9T882610.37%
45
DPZDOMINO'S PIZZA, INC.
176,954$32.6T875376.99%
46
GILDGILEAD SCIENCES, INC.
460,889$31.3T840344.41%
47
UNPUNION PACIFIC CORPORATION
281,221$29.8T799823.15%
48
MXIMMAXIM INTEGRATED PRODUCTS, I
638,434$28.7T770329.12%
49
AZOAUTOZONE, INC.
39,535$28.6T767062.89%
50
RBAGBPRITCHIE BROS. AUCTIONEERS IN
775,317$25.5T684652.85%
51
STLDSTEEL DYNAMICS, INC.
673,248$23.4T628321.72%
52
SLBSCHLUMBERGER OMNES, INC.
292,146$22.8T612366.41%
53
BABAALIBABA GROUP HOLDING LIMITE
203,800$22.0T590025.83%
54
GMGENERAL MOTORS COMPANY
616,221$21.8T584861.65%
55
ABBVABBVIE INC.
306,657$20.0T536571.81%
56
HESHESS CORPORATION
407,304$19.6T527209.29%
57
ASGNON ASSIGNMENT, INC.
388,055$18.8T505523.47%
58
GPCGENUINE PARTS COMPANY
201,318$18.6T499492.31%
59
NTESNETEASE, INC.
62,177$17.7T474105.88%
60
NUENUCOR CORPORATION
287,156$17.1T460431.39%
61
EMREMERSON ELECTRIC CO.
252,464$15.1T405686.77%
62
RRYDER SYSTEM, INC.
200,087$15.1T405165.68%
63
NVDANVIDIA CORPORATION
131,525$14.3T384665.33%
64
ADBEADOBE SYSTEMS INCORPORATED
105,435$13.7T368374.44%
65
WSOWATSCO, INC.
89,073$12.7T342130.29%
66
VANTIV, INC.
156,742$10.0T269797.78%
67
TROWT. ROWE PRICE GROUP, INC.
136,283$9.3T249364.61%
68
APHAMPHENOL CORPORATION
126,733$9.0T242098.37%
69
WELLWELLTOWER INC.
123,147$8.7T234123.86%
70
SNPSSYNOPSYS, INC.
112,999$8.2T218835.50%
71
TRMBTRIMBLE INC.
247,691$7.9T212807.75%
72
ARIAPOLLO COMMERCIAL REAL ESTAT
401,980$7.6T202903.50%
73
BACR V8.25 PERPBARCLAYS PLC
6,800,000$7.2T192785.53%
74
TWOTWO HARBORS INVESTMENT CORP.
738,036$7.1T189832.38%
75
IVREURINVESCO MORTGAGE CAPITAL INC
454,492$7.0T188042.53%
76
LRCXEURLAM RESEARCH CORPORATION
52,531$6.7T181025.10%
77
CDWCDW CORPORATION
116,501$6.7T180512.79%
78
COOPER TIRE RUBBER COMPANY
150,070$6.6T178293.06%
79
STWDSTARWOOD PROPERTY TRUST, INC
279,053$6.3T169175.64%
80
FTNTFORTINET, INC.
159,949$6.1T164649.68%
81
AGNCAGNC INVESTMENT CORP.
286,034$5.7T152826.27%
82
HSTHOST HOTELS RESORTS, INC.
303,621$5.7T151951.50%
83
GLWCORNING INCORPORATED
207,271$5.6T150255.21%
84
MPTMEDICAL PROPERTIES TRUST, IN
421,252$5.4T145675.02%
85
VIPSVIPSHOP (CHINA) CO., LTD.
401,747$5.4T143783.84%
86
CYS INVESTMENTS, INC.
661,362$5.2T140812.01%
87
JPCNUVEEN MULTI-STRATEGY INCOME
517,001$5.1T136588.37%
88
HPEHEWLETT PACKARD ENTERPRISE C
209,262$5.0T133045.23%
89
LITELUMENTUM HOLDINGS INC.
92,060$4.9T131742.35%
90
JKHYJACK HENRY ASSOCIATES, INC
50,536$4.7T126308.07%
91
MPWRMONOLITHIC POWER SYSTEMS, IN
49,944$4.6T123487.51%
92
NSPINSPERITY, INC.
48,994$4.3T116547.73%
93
AHHARMADA HOFFLER PROPERTIES, I
247,440$3.4T92145.39%
94
HPTUSDHOSPITALITY PROPERTIES TRUST
100,291$3.2T84874.14%
95
UNMUNUM GROUP
64,468$3.0T81144.50%
96
HDTHE HOME DEPOT, INC.
20,103$3.0T79239.86%
97
CARE CAPITAL PROPERTIES, INC
108,901$2.9T78535.34%
98
UNHUNITEDHEALTH GROUP INCORPORA
17,337$2.8T76348.07%
99
GDOTGREEN DOT CORPORATION
84,247$2.8T75458.43%
100
MOALTRIA GROUP, INC.
38,271$2.7T73386.63%
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