AEGON ASSET MANAGEMENT UK PLC Q2 2024 Filing

Filed July 30, 2024

Portfolio Value

$7.1T

Holdings

141

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (141 positions)

#StockSharesValue% PortfolioType
1
APDAIR PRODUCTS AND CHEMICALS INC
2,098$541.0M0.01%
2
LMTLOCKHEED MARTIN CORP
857$400.0M0.01%
3
JXNJACKSON FINANCIAL INC
5,176$384.0M0.01%
4
ALBALBEMARLE CORP
1,655$158.0M0.00%
5
CLXCLOROX CO/THE
897$122.0M0.00%
6
PFEPFIZER INC
4,280$120.0M0.00%
7
VTRSVIATRIS INC
531$6.0M0.00%
8
MSFTMICROSOFT CORP
1,733,234$774K0.00%
9
NVDANVIDIA CORP
5,164,248$637K0.00%
10
AAPLAPPLE INC
2,380,067$500K0.00%
11
AVGOBROADCOM INC
192,739$309K0.00%
12
AMZNAMAZON.COM INC
1,222,761$236K0.00%
13
JPMJPMORGAN CHASE CO.
752,295$152K0.00%
14
MRKMERCK CO INC
1,216,127$151K0.00%
15
GOOGALPHABET INC
810,902$148K0.00%
16
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
805,996$139K0.00%
17
METAMETA PLATFORMS INC
219,421$110K0.00%
18
GOOGLALPHABET INC
577,576$105K0.00%
19
TXNTEXAS INSTRUMENTS INC
511,738$99K0.00%
20
VVISA INC
380,397$99K0.00%
21
JNJJOHNSON JOHNSON
662,779$96K0.00%
22
COSTCOSTCO WHOLESALE CORP
100,657$85K0.00%
23
ABBVABBVIE INC
490,323$83K0.00%
24
HDHOME DEPOT INC/THE
237,671$81K0.00%
25
CLCOLGATE-PALMOLIVE CO
838,756$81K0.00%
26
CRWDCROWDSTRIKE HOLDINGS INC
205,335$78K0.00%
27
BRK/BBERKSHIRE HATHAWAY INC
175,729$71K0.00%
28
LLYELI LILLY CO
77,477$70K0.00%
29
TTEKTETRA TECH INC
335,543$68K0.00%
30
PEPPEPSICO INC
406,800$67K0.00%
31
NOWSERVICENOW INC
79,035$62K0.00%
32
URIUNITED RENTALS INC
95,208$61K0.00%
33
XOMEXXON MOBIL CORP
532,072$61K0.00%
34
MUMICRON TECHNOLOGY INC
469,217$61K0.00%
35
DWDMORGAN STANLEY
621,413$60K0.00%
36
XYLXYLEM INC/NY
423,375$57K0.00%
37
NEENEXTERA ENERGY INC
807,563$57K0.00%
38
AMDADVANCED MICRO DEVICES INC
340,471$55K0.00%
39
WSOWATSCO INC
120,712$55K0.00%
40
CMECME GROUP INC.
278,605$54K0.00%
41
DHRDANAHER CORP
196,691$49K0.00%
42
ADSKAUTODESK INC
193,427$47K0.00%
43
ADPAUTOMATIC DATA PROCESSING INC
193,697$46K0.00%
44
ANETEURARISTA NETWORKS INC
128,849$45K0.00%
45
WTRGESSENTIAL UTILITIES INC
1,221,779$45K0.00%
46
TSLATESLA INC
231,098$45K0.00%
47
WYWEYERHAEUSER CO
1,574,582$44K0.00%
48
CDNSCADENCE DESIGN SYSTEMS INC
140,753$43K0.00%
49
RSGREPUBLIC SERVICES INC
220,764$42K0.00%
50
AMTAMERICAN TOWER CORP
218,245$42K0.00%
51
CMICUMMINS INC
152,735$42K0.00%
52
UNHUNITEDHEALTH GROUP INC
83,613$42K0.00%
53
MRVLMARVELL TECHNOLOGY INC
530,369$37K0.00%
54
WMSADVANCED DRAINAGE SYSTEMS INC
233,206$37K0.00%
55
STTSTATE STREET CORP
477,256$35K0.00%
56
OMCOMNICOM GROUP INC
400,231$35K0.00%
57
CVXCHEVRON CORP
226,060$35K0.00%
58
PGRPROGRESSIVE CORP/THE
168,509$35K0.00%
59
CINFCINCINNATI FINANCIAL CORP
292,640$34K0.00%
60
CFGCITIZENS FINANCIAL GROUP INC
938,719$33K0.00%
61
PODDINSULET CORP
166,251$33K0.00%
62
CATCATERPILLAR INC.
96,403$32K0.00%
63
TMOTHERMO FISHER SCIENTIFIC INC
56,877$31K0.00%
64
DRIDARDEN RESTAURANTS INC
205,596$31K0.00%
65
METMETLIFE INC
448,863$31K0.00%
66
OLEDUNIVERSAL DISPLAY CORP
146,697$30K0.00%
67
MCOMOODY'S CORP
72,965$30K0.00%
68
DTDYNATRACE INC
667,349$29K0.00%
69
DISWALT DISNEY CO/THE
302,382$29K0.00%
70
WCCWESCO INTERNATIONAL INC
185,098$29K0.00%
71
NETCLOUDFLARE INC
341,707$28K0.00%
72
USBUS BANCORP
714,347$28K0.00%
73
MLB1MERCADOLIBRE INC
16,829$27K0.00%
74
KLACKLA CORP
32,692$26K0.00%
75
MRSHMARSH MCLENNAN COS INC
124,664$26K0.00%
76
BLKCHFBLACKROCK INC
32,521$25K0.00%
77
UBERUBER TECHNOLOGIES INC
349,878$25K0.00%
78
ADIANALOG DEVICES INC
102,526$23K0.00%
79
CSCOCISCO SYSTEMS INC
485,341$23K0.00%
80
AVYAVERY DENNISON CORP
103,583$22K0.00%
81
WMTWALMART INC
326,777$22K0.00%
82
JEFJEFFERIES FINANCIAL GROUP INC
456,623$22K0.00%
83
SFSTIFEL FINANCIAL CORP
270,134$22K0.00%
84
DOVDOVER CORP
121,936$22K0.00%
85
ORLYO'REILLY AUTOMOTIVE INC
20,292$21K0.00%
86
NUENUCOR CORP
137,932$21K0.00%
87
GMGENERAL MOTORS CO
470,330$21K0.00%
88
AGCOAGCO CORP
219,632$21K0.00%
89
SHWSHERWIN-WILLIAMS CO/THE
69,430$20K0.00%
90
CEGCONSTELLATION ENERGY CORP
100,384$20K0.00%
91
TMUST-MOBILE US INC
108,331$19K0.00%
92
IDXXIDEXX LABORATORIES INC
39,550$19K0.00%
93
AFLAFLAC INC
221,021$19K0.00%
94
PHMPULTEGROUP INC
178,934$19K0.00%
95
VEEVVEEVA SYSTEMS INC
106,199$19K0.00%
96
GILDGILEAD SCIENCES INC
265,460$18K0.00%
97
PFGCPERFORMANCE FOOD GROUP CO
278,068$18K0.00%
98
DGXQUEST DIAGNOSTICS INC
127,955$17K0.00%
99
ELVELEVANCE HEALTH INC
32,030$17K0.00%
100
LPLALPL FINANCIAL HOLDINGS INC
61,809$17K0.00%
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