AEGON ASSET MANAGEMENT UK PLC Q1 2024 Filing

Filed April 18, 2024

Portfolio Value

$5.4B

Holdings

142

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (142 positions)

StockValue
MSFTMICROSOFT CORP
$753.0M
AAPLAPPLE INC
$415.0M
AMZNAMAZON.COM INC
$241.0M
MRKMERCK CO INC
$219.0M
JPMJPMORGAN CHASE CO.
$206.0M
GOOGALPHABET INC
$148.0M
VVISA INC
$138.0M
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$121.0M
METAMETA PLATFORMS INC
$102.0M
NEENEXTERA ENERGY INC
$101.0M
CMECME GROUP INC.
$97.0M
XYLXYLEM INC/NY
$97.0M
HDHOME DEPOT INC/THE
$89.0M
TTEKTETRA TECH INC
$87.0M
CVXCHEVRON CORP
$82.0M
GOOGLALPHABET INC
$81.0M
CDNSCADENCE DESIGN SYSTEMS INC
$80.0M
ABBVABBVIE INC
$78.0M
ADPAUTOMATIC DATA PROCESSING INC
$71.0M
MUMICRON TECHNOLOGY INC
$70.0M
PEPPEPSICO INC
$70.0M
WSOWATSCO INC
$67.0M
DHRDANAHER CORP
$65.0M
RSGREPUBLIC SERVICES INC
$64.0M
AMTAMERICAN TOWER CORP
$64.0M
JNJJOHNSON JOHNSON
$63.0M
CLCOLGATE-PALMOLIVE CO
$63.0M
XOMEXXON MOBIL CORP
$62.0M
METMETLIFE INC
$61.0M
CRWDCROWDSTRIKE HOLDINGS INC
$57.0M
DWDMORGAN STANLEY
$56.0M
MCOMOODY'S CORP
$52.0M
ADBEADOBE INC
$51.0M
WTRGESSENTIAL UTILITIES INC
$51.0M
TXNTEXAS INSTRUMENTS INC
$49.0M
DRIDARDEN RESTAURANTS INC
$47.0M
AMDADVANCED MICRO DEVICES INC
$45.0M
STTSTATE STREET CORP
$45.0M
PGRPROGRESSIVE CORP/THE
$43.0M
ANETEURARISTA NETWORKS INC
$42.0M
SHWSHERWIN-WILLIAMS CO/THE
$42.0M
DTDYNATRACE INC
$41.0M
ADSKAUTODESK INC
$40.0M
WMSADVANCED DRAINAGE SYSTEMS INC
$38.0M
WYWEYERHAEUSER CO
$37.0M
FSLRFIRST SOLAR INC
$34.0M
NKENIKE INC
$32.0M
TSLATESLA INC
$32.0M
DGXQUEST DIAGNOSTICS INC
$30.0M
CMICUMMINS INC
$27.0M
OLEDUNIVERSAL DISPLAY CORP
$26.0M
KRKROGER CO/THE
$24.0M
CINFCINCINNATI FINANCIAL CORP
$23.0M
MRVLMARVELL TECHNOLOGY INC
$22.0M
OMCOMNICOM GROUP INC
$21.0M
GILDGILEAD SCIENCES INC
$21.0M
NETCLOUDFLARE INC
$20.0M
TRUTRANSUNION
$20.0M
CSCOCISCO SYSTEMS INC
$19.0M
DEDEERE CO
$19.0M
ADIANALOG DEVICES INC
$18.0M
EMREMERSON ELECTRIC CO
$17.0M
BMYBRISTOL-MYERS SQUIBB CO
$16.0M
WKWORKIVA INC
$16.0M
AVTRAVANTOR INC
$16.0M
AGCOAGCO CORP
$16.0M
PKGPACKAGING CORP OF AMERICA
$16.0M
CFGCITIZENS FINANCIAL GROUP INC
$15.0M
USBUS BANCORP
$15.0M
PODDINSULET CORP
$14.0M
TTELUS CORP
$14.0M
ITGARTNER INC
$14.0M
CELHCELSIUS HOLDINGS INC
$13.0M
KMBKIMBERLY-CLARK CORP
$13.0M
HDBHDFC BANK LTD
$13.0M
STLDSTEEL DYNAMICS INC
$13.0M
DCBODOCEBO INC
$12.0M
AESAES CORP/THE
$12.0M
RELXRELX PLC
$11.0M
UNPUNION PACIFIC CORP
$11.0M
ECLECOLAB INC
$11.0M
APHAMPHENOL CORP
$10.0M
SNOWSNOWFLAKE INC
$10.0M
PDDPDD HOLDINGS INC
$10.0M
FQIDIGITAL REALTY TRUST INC
$9.0M
ALBALBEMARLE CORP
$9.0M
DAVAENDAVA PLC
$8.0M
VCYTVERACYTE INC
$8.0M
AZNASTRAZENECA PLC
$7.0M
VLTOVERALTO CORP
$6.0M
NUENUCOR CORP
$6.0M
ERIIENERGY RECOVERY INC
$6.0M
VEEVVEEVA SYSTEMS INC
$6.0M
BRK/BBERKSHIRE HATHAWAY INC
$6.0M
TWSTTWIST BIOSCIENCE CORP
$5.0M
UNHUNITEDHEALTH GROUP INC
$4.0M
DISWALT DISNEY CO/THE
$4.0M
CATCATERPILLAR INC.
$4.0M
TMOTHERMO FISHER SCIENTIFIC INC
$3.0M
SEDGSOLAREDGE TECHNOLOGIES INC
$2.0M
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