AEGON ASSET MANAGEMENT UK PLC Q1 2025 Filing

Filed April 10, 2025

Portfolio Value

$6.9B

Holdings

152

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (152 positions)

StockValue
MSFTMICROSOFT CORP
$522.5M
AAPLAPPLE INC
$409.7M
NVDANVIDIA CORP
$373.1M
AMZNAMAZON.COM INC
$294.8M
METAMETA PLATFORMS INC
$244.5M
AVGOBROADCOM INC
$241.9M
JPMJPMORGAN CHASE CO.
$162.3M
GOOGLALPHABET INC
$160.6M
GOOGALPHABET INC
$158.5M
ABBVABBVIE INC
$122.4M
MRKMERCK CO INC
$111.3M
TXNTEXAS INSTRUMENTS INC
$105.3M
VVISA INC
$104.0M
JNJJOHNSON JOHNSON
$101.9M
CLCOLGATE-PALMOLIVE CO
$100.0M
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$91.4M
HDHOME DEPOT INC/THE
$89.1M
DWDMORGAN STANLEY
$87.9M
ADPAUTOMATIC DATA PROCESSING INC
$83.4M
METMETLIFE INC
$81.6M
BRK/BBERKSHIRE HATHAWAY INC
$80.6M
CMECME GROUP INC.
$80.1M
PEPPEPSICO INC
$79.4M
CMICUMMINS INC
$71.2M
COSTCOSTCO WHOLESALE CORP
$70.9M
NOWSERVICENOW INC
$68.0M
PGRPROGRESSIVE CORP/THE
$63.8M
RSGREPUBLIC SERVICES INC
$61.9M
TSLATESLA INC
$61.6M
MLB1MERCADOLIBRE INC
$59.7M
LLYELI LILLY CO
$58.8M
CSCOCISCO SYSTEMS INC
$57.4M
WSOWATSCO INC
$57.0M
NEENEXTERA ENERGY INC
$56.1M
CINFCINCINNATI FINANCIAL CORP
$55.8M
DRIDARDEN RESTAURANTS INC
$55.3M
ADSKAUTODESK INC
$54.9M
CFGCITIZENS FINANCIAL GROUP INC
$54.0M
MUMICRON TECHNOLOGY INC
$51.1M
AMTAMERICAN TOWER CORP
$50.5M
OKEONEOK INC
$49.2M
XYLXYLEM INC/NY
$47.6M
URIUNITED RENTALS INC
$44.2M
MCOMOODY'S CORP
$41.9M
CRWDCROWDSTRIKE HOLDINGS INC
$41.7M
OMCOMNICOM GROUP INC
$40.3M
WMTWALMART INC
$39.9M
SFSTIFEL FINANCIAL CORP
$39.2M
KRKROGER CO/THE
$36.8M
KMBKIMBERLY-CLARK CORP
$33.9M
XOMEXXON MOBIL CORP
$33.4M
KLACKLA CORP
$32.7M
STLDSTEEL DYNAMICS INC
$32.2M
GILDGILEAD SCIENCES INC
$32.0M
SHOPSHOPIFY INC
$31.2M
STTSTATE STREET CORP
$31.1M
USBUS BANCORP
$30.2M
UBERUBER TECHNOLOGIES INC
$30.2M
SLBSCHLUMBERGER NV
$30.1M
WTRGESSENTIAL UTILITIES INC
$30.1M
DHRDANAHER CORP
$29.7M
UNHUNITEDHEALTH GROUP INC
$28.9M
ANETARISTA NETWORKS INC
$27.2M
NETCLOUDFLARE INC
$27.0M
TMUST-MOBILE US INC
$26.7M
PODDINSULET CORP
$26.7M
CDNSCADENCE DESIGN SYSTEMS INC
$26.6M
ORLYO'REILLY AUTOMOTIVE INC
$26.5M
VEEVVEEVA SYSTEMS INC
$26.3M
WCCWESCO INTERNATIONAL INC
$26.2M
AVYAVERY DENNISON CORP
$25.4M
BLKBLACKROCK FINANCE INC
$25.1M
MRSHMARSH MCLENNAN COS INC
$24.8M
ORCLORACLE CORP
$24.7M
DGXQUEST DIAGNOSTICS INC
$24.1M
TMOTHERMO FISHER SCIENTIFIC INC
$23.3M
SHWSHERWIN-WILLIAMS CO/THE
$23.2M
WMSADVANCED DRAINAGE SYSTEMS INC
$22.6M
AFLAFLAC INC
$22.3M
WYWEYERHAEUSER CO
$21.6M
DEDEERE CO
$21.0M
CATCATERPILLAR INC.
$20.8M
GMGENERAL MOTORS CO
$20.4M
VCYTVERACYTE INC
$19.3M
PFGCPERFORMANCE FOOD GROUP CO
$19.3M
DTDYNATRACE INC
$19.1M
AMDADVANCED MICRO DEVICES INC
$19.1M
NFLXNETFLIX INC
$18.4M
NUENUCOR CORP
$17.9M
CVXCHEVRON CORP
$17.8M
PHMPULTEGROUP INC
$17.3M
PLNTPLANET FITNESS INC
$17.1M
BACBANK OF AMERICA CORPORATION
$16.2M
LPLALPL FINANCIAL HOLDINGS INC
$16.1M
HDBHDFC BANK LTD
$16.1M
KIMKIMCO REALTY CORP
$15.6M
PKGPACKAGING CORP OF AMERICA
$15.6M
ULSUL SOLUTIONS INC
$15.5M
MSIMOTOROLA SOLUTIONS INC
$14.9M
TTELUS CORP
$14.8M
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