AEGON ASSET MANAGEMENT UK PLC Q3 2024 Filing

Filed November 1, 2024

Portfolio Value

$6.6B

Holdings

142

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (142 positions)

StockValue
MSFTMICROSOFT CORP
$737.0M
NVDANVIDIA CORP
$593.0M
AAPLAPPLE INC
$578.0M
AVGOBROADCOM INC
$294.0M
AMZNAMAZON.COM INC
$225.0M
JPMJPMORGAN CHASE CO.
$149.0M
GOOGALPHABET INC
$134.0M
MRKMERCK CO INC
$131.0M
CLCOLGATE-PALMOLIVE CO
$120.0M
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$106.0M
JNJJOHNSON JOHNSON
$105.0M
TXNTEXAS INSTRUMENTS INC
$104.0M
VVISA INC
$101.0M
HDHOME DEPOT INC/THE
$100.0M
ABBVABBVIE INC
$95.0M
GOOGLALPHABET INC
$95.0M
BRK/BBERKSHIRE HATHAWAY INC
$75.0M
DWDMORGAN STANLEY
$74.0M
PEPPEPSICO INC
$71.0M
TTEKTETRA TECH INC
$69.0M
NEENEXTERA ENERGY INC
$65.0M
XOMEXXON MOBIL CORP
$62.0M
TSLATESLA INC
$61.0M
CMECME GROUP INC.
$60.0M
WSOWATSCO INC
$59.0M
AMDADVANCED MICRO DEVICES INC
$56.0M
ADSKAUTODESK INC
$53.0M
WYWEYERHAEUSER CO
$52.0M
ADPAUTOMATIC DATA PROCESSING INC
$52.0M
AMTAMERICAN TOWER CORP
$50.0M
ANETEURARISTA NETWORKS INC
$49.0M
DHRDANAHER CORP
$49.0M
CMICUMMINS INC
$47.0M
XYLXYLEM INC/NY
$47.0M
WMTWALMART INC
$46.0M
MUMICRON TECHNOLOGY INC
$45.0M
PGRPROGRESSIVE CORP/THE
$43.0M
WTRGESSENTIAL UTILITIES INC
$40.0M
RSGREPUBLIC SERVICES INC
$40.0M
CATCATERPILLAR INC.
$38.0M
CINFCINCINNATI FINANCIAL CORP
$38.0M
OMCOMNICOM GROUP INC
$35.0M
WMSADVANCED DRAINAGE SYSTEMS INC
$35.0M
METMETLIFE INC
$35.0M
CDNSCADENCE DESIGN SYSTEMS INC
$35.0M
DRIDARDEN RESTAURANTS INC
$35.0M
KMBKIMBERLY-CLARK CORP
$34.0M
CRWDCROWDSTRIKE HOLDINGS INC
$34.0M
CVXCHEVRON CORP
$33.0M
MCOMOODY'S CORP
$33.0M
CFGCITIZENS FINANCIAL GROUP INC
$32.0M
PODDINSULET CORP
$31.0M
ORCLORACLE CORP
$31.0M
WCCWESCO INTERNATIONAL INC
$31.0M
DTDYNATRACE INC
$31.0M
USBUS BANCORP
$30.0M
SHWSHERWIN-WILLIAMS CO/THE
$28.0M
NETCLOUDFLARE INC
$27.0M
STTSTATE STREET CORP
$27.0M
MRSHMARSH MCLENNAN COS INC
$27.0M
UBERUBER TECHNOLOGIES INC
$26.0M
CEGCONSTELLATION ENERGY CORP
$26.0M
KRKROGER CO/THE
$25.0M
PHMPULTEGROUP INC
$25.0M
SFSTIFEL FINANCIAL CORP
$25.0M
CSCOCISCO SYSTEMS INC
$25.0M
VCYTVERACYTE INC
$24.0M
AFLAFLAC INC
$24.0M
ADIANALOG DEVICES INC
$23.0M
DOVDOVER CORP
$23.0M
JEFJEFFERIES FINANCIAL GROUP INC
$23.0M
TMUST-MOBILE US INC
$22.0M
VEEVVEEVA SYSTEMS INC
$22.0M
AVYAVERY DENNISON CORP
$22.0M
PFGCPERFORMANCE FOOD GROUP CO
$21.0M
GMGENERAL MOTORS CO
$21.0M
GILDGILEAD SCIENCES INC
$21.0M
DGXQUEST DIAGNOSTICS INC
$20.0M
NUENUCOR CORP
$20.0M
KIMKIMCO REALTY CORP
$19.0M
RBLXROBLOX CORP
$19.0M
DSGDESCARTES SYSTEMS GROUP INC/THE
$18.0M
PKGPACKAGING CORP OF AMERICA
$18.0M
NSCNORFOLK SOUTHERN CORP
$18.0M
AGCOAGCO CORP
$18.0M
BLDRBUILDERS FIRSTSOURCE INC
$17.0M
FDXFEDEX CORP
$16.0M
CGCARLYLE GROUP INC/THE
$16.0M
PCGPGE CORP
$16.0M
ELVELEVANCE HEALTH INC
$16.0M
OLEDUNIVERSAL DISPLAY CORP
$16.0M
TTELUS CORP
$15.0M
APHAMPHENOL CORP
$15.0M
BACBANK OF AMERICA CORPORATION
$15.0M
MSIMOTOROLA SOLUTIONS INC
$15.0M
EMREMERSON ELECTRIC CO
$14.0M
AVTRAVANTOR INC
$14.0M
MRVLMARVELL TECHNOLOGY INC
$14.0M
LPLALPL FINANCIAL HOLDINGS INC
$14.0M
HDBHDFC BANK LTD
$13.0M
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