AEGON ASSET MANAGEMENT UK PLC Q1 2018 Filing

Filed May 9, 2018

Portfolio Value

$3.9T

Holdings

169

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (169 positions)

#StockSharesValue% PortfolioType
101
ARIAPOLLO COMMERCIAL REAL ESTATE FINANCE, INC.
154,484$2.8B0.07%
102
TXNTEXAS INSTRUMENTS INCORPORATED
26,256$2.7B0.07%
103
ACREARES COMMERCIAL REAL ESTATE CORPORATION
214,115$2.6B0.07%
104
EVBGEUREVERBRIDGE, INC.
71,033$2.6B0.07%
105
PNCTHE PNC FINANCIAL SERVICES GROUP, INC.
15,912$2.4B0.06%
106
FDXFEDEX CORPORATION
10,012$2.4B0.06%
107
ZTSZOETIS INC.
28,553$2.4B0.06%
108
RTN1USDRAYTHEON COMPANY
10,820$2.3B0.06%
109
EMREMERSON ELECTRIC CO.
34,235$2.3B0.06%
110
ALSTHE ALLSTATE CORPORATION
23,015$2.2B0.06%
111
PJTPJT PARTNERS INC.
43,317$2.2B0.06%
112
EWEDWARDS LIFESCIENCES CORPORATION
15,497$2.2B0.06%
113
PRUPRUDENTIAL FINANCIAL, INC.
20,654$2.1B0.05%
114
SUNTRUST BANKS, INC.
31,553$2.1B0.05%
115
NDAQNASDAQ, INC.
24,465$2.1B0.05%
116
WMWASTE MANAGEMENT, INC.
25,022$2.1B0.05%
117
WCNWASTE CONNECTIONS US, INC.
29,074$2.1B0.05%
118
ROSTROSS STORES, INC.
26,422$2.1B0.05%
119
DGDOLLAR GENERAL CORPORATION
21,787$2.0B0.05%
120
EVEUREATON VANCE CORP.
36,562$2.0B0.05%
121
ENRENERGIZER HOLDINGS, INC.
33,802$2.0B0.05%
122
WCGEURWELLCARE HEALTH PLANS, INC.
10,373$2.0B0.05%
123
3TYTITAN MACHINERY INC.
85,443$2.0B0.05%
124
IDXXIDEXX LABORATORIES, INC.
10,368$2.0B0.05%
125
BAXBAXTER INTERNATIONAL INC.
30,349$2.0B0.05%
126
PGRTHE PROGRESSIVE CORPORATION
31,948$1.9B0.05%
127
LOBLIVE OAK BANKING COMPANY
69,609$1.9B0.05%
128
TRUTRANSUNION
32,975$1.9B0.05%
129
CFGCITIZENS FINANCIAL GROUP, INC.
44,568$1.9B0.05%
130
HLIHOULIHAN LOKEY, INC.
41,741$1.9B0.05%
131
URIUNITED RENTALS, INC.
10,755$1.9B0.05%
132
ABALLIANCEBERNSTEIN HOLDING L.P.
69,241$1.9B0.05%
133
WTSWATTS WATER TECHNOLOGIES, INC.
23,728$1.8B0.05%
134
MINDBODY, INC.
47,326$1.8B0.05%
135
PRAHPRA HEALTH SCIENCES, INC.
22,118$1.8B0.05%
136
FCNCAFIRST CITIZENS BANCSHARES, INC.
4,422$1.8B0.05%
137
MGAMAGNA INTERNATIONAL INC.
32,334$1.8B0.05%
138
MNSTMONSTER BEVERAGE 1990 CORPORATION
31,768$1.8B0.05%
139
MTDMETTLER-TOLEDO INTERNATIONAL INC.
3,094$1.8B0.05%
140
AMATAPPLIED MATERIALS, INC.
32,249$1.8B0.05%
141
TMUST-MOBILE USA, INC.
28,979$1.8B0.05%
142
KLACKLA-TENCOR CORPORATION
16,166$1.8B0.05%
143
MEDIDATA SOLUTIONS, INC.
27,377$1.7B0.04%
144
NHINATIONAL HEALTH INVESTORS, INC.
25,066$1.7B0.04%
145
OLLIOLLIE'S BARGAIN OUTLET HOLDINGS, INC.
26,983$1.6B0.04%
146
PVACUSDPENN VIRGINIA CORPORATION
46,191$1.6B0.04%
147
DPZDOMINO'S PIZZA, INC.
6,836$1.6B0.04%
148
MEDMEDIFAST, INC.
16,950$1.6B0.04%
149
LEALEAR CORPORATION
8,129$1.5B0.04%
150
PLNTPLANET FITNESS, INC.
38,660$1.5B0.04%
151
TTWOTAKE-TWO INTERACTIVE SOFTWARE, INC.
14,723$1.4B0.04%
152
AMWDAMERICAN WOODMARK CORPORATION
14,587$1.4B0.04%
153
BBYBEST BUY CO., INC.
20,340$1.4B0.04%
154
FIVEFIVE BELOW, INC.
18,016$1.3B0.03%
155
FAFFIRST AMERICAN FINANCIAL CORPORATION
22,243$1.3B0.03%
156
SF9SANDERSON FARMS, INC.
10,202$1.2B0.03%
157
TMHCTAYLOR MORRISON HOME CORPORATION
51,858$1.2B0.03%
158
COOTHE COOPER COMPANIES, INC.
5,217$1.2B0.03%
159
FORFORESTAR GROUP INC.
55,201$1.2B0.03%
160
ZZILLOW GROUP, INC.
21,180$1.1B0.03%
161
RHT1EURRED HAT, INC.
7,279$1.1B0.03%
162
TTMITTM TECHNOLOGIES, INC.
70,799$1.1B0.03%
163
XOMEXXON MOBIL CORPORATION
14,247$1.1B0.03%
164
SCSANTANDER CONSUMER USA HOLDINGS INC.
57,925$944.0M0.02%
165
CRUSCIRRUS LOGIC, INC.
22,636$920.0M0.02%
166
TOLTOLL BROTHERS, INC.
18,506$800.0M0.02%
167
AG MORTGAGE INVESTMENT TRUST, INC.
29,649$515.0M0.01%
168
MTGE INVESTMENT CORP.
24,533$439.0M0.01%
169
ULTRA PETROLEUM CORP.
96,734$403.0M0.01%
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