AEGON ASSET MANAGEMENT UK PLC Q4 2020 Filing

Filed January 25, 2021

Portfolio Value

$6.8B

Holdings

164

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (164 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,491,484$331.4B4850.12%
2
AAPLAPPLE INC
2,217,433$294.0B4303.18%
3
AMZNAMAZON.COM INC
80,224$261.2B3823.88%
4
VVISA INC
898,165$196.3B2872.95%
5
AVGOBROADCOM INC
382,836$167.6B2453.10%
6
TSLATESLA INC
231,005$162.9B2384.52%
7
ALBALBEMARLE CORP
1,099,806$162.3B2375.43%
8
GOOGALPHABET INC
90,277$158.1B2314.20%
9
JPMJPMORGAN CHASE CO.
1,223,498$155.2B2272.33%
10
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
1,315,376$143.5B2100.41%
11
NEENEXTERA ENERGY INC
1,802,564$138.8B2031.26%
12
SEDGSOLAREDGE TECHNOLOGIES INC
398,518$127.2B1861.50%
13
METAFACEBOOK INC
463,159$126.4B1850.84%
14
PLUNPLUG POWER INC
3,472,079$117.7B1723.37%
15
NOWSERVICENOW INC
185,808$102.3B1496.99%
16
SIVBEURSVB FINANCIAL GROUP
249,275$96.6B1413.58%
17
BURLBURLINGTON STORES INC
334,278$87.4B1279.74%
18
TTEKTETRA TECH INC
748,350$86.6B1268.23%
19
ADPAUTOMATIC DATA PROCESSING INC
491,505$86.5B1266.74%
20
JNJJOHNSON JOHNSON
540,966$85.0B1244.65%
21
PFEPFIZER INC
2,229,726$82.0B1200.22%
22
AMTAMERICAN TOWER CORP
361,341$81.0B1186.34%
23
CMECME GROUP INC.
440,208$80.0B1170.90%
24
FRCBFIRST REPUBLIC BANK/CA
544,297$79.9B1170.12%
25
FISFIDELITY NATIONAL INFORMATION SERVICES INC
552,598$78.1B1143.48%
26
GILDGILEAD SCIENCES INC
1,304,717$75.9B1111.04%
27
OLEDUNIVERSAL DISPLAY CORP
328,361$75.4B1104.02%
28
RSGREPUBLIC SERVICES INC
758,613$73.0B1069.21%
29
TXNTEXAS INSTRUMENTS INC
445,108$73.0B1067.98%
30
MKTXMARKETAXESS HOLDINGS INC
127,744$72.8B1065.24%
31
PODDINSULET CORP
280,287$71.7B1048.76%
32
EVBGEUREVERBRIDGE INC
479,364$71.5B1046.25%
33
TERTERADYNE INC
589,360$70.7B1034.24%
34
WTRGESSENTIAL UTILITIES INC
1,482,635$70.1B1026.28%
35
ILMNILLUMINA INC
188,729$69.8B1022.12%
36
DISWALT DISNEY CO/THE
378,402$68.5B1003.08%
37
APDAIR PRODUCTS AND CHEMICALS INC
236,963$64.7B946.36%
38
CMICUMMINS INC
279,061$63.3B926.56%
39
AVYAVERY DENNISON CORP
385,974$59.9B876.09%
40
ISRGINTUITIVE SURGICAL INC
73,121$59.7B874.52%
41
RNGRINGCENTRAL INC
157,644$59.7B874.46%
42
BABAALIBABA GROUP HOLDING LTD
242,600$56.4B826.07%
43
LMTLOCKHEED MARTIN CORP
155,071$55.0B805.24%
44
EPAMEPAM SYSTEMS INC
152,568$54.6B799.56%
45
SHOPSHOPIFY INC
47,716$53.9B789.57%
46
JDJD.COM INC
580,400$51.0B746.24%
47
GOOGLALPHABET INC
27,704$48.5B709.98%
48
MRKMERCK CO INC
581,327$47.5B695.78%
49
BOTTOMLINE TECHNOLOGIES DE INC
897,665$47.4B693.11%
50
KRKROGER CO/THE
1,491,273$47.3B693.05%
51
HAEHAEMONETICS CORP
396,823$47.1B689.75%
52
PTONPELOTON INTERACTIVE INC
308,688$46.8B684.98%
53
SERVUSDTERMINIX GLOBAL HOLDINGS INC
906,205$46.2B676.62%
54
ITGARTNER INC
277,138$44.4B649.78%
55
PLNTPLANET FITNESS INC
568,634$44.1B646.13%
56
STTSTATE STREET CORP
605,387$44.1B644.83%
57
AKXANSYS INC
118,294$43.0B629.26%
58
BACVERIZON COMMUNICATIONS INC
679,996$39.9B584.26%
59
CLXCLOROX CO/THE
195,942$39.6B579.01%
60
SITESITEONE LANDSCAPE SUPPLY INC
246,845$39.2B573.15%
61
ELESTEE LAUDER COS INC/THE
145,361$38.7B566.11%
62
PGRPROGRESSIVE CORP/THE
381,349$37.7B551.61%
63
FRPTFRESHPET INC
263,367$37.4B547.71%
64
PEPPEPSICO INC
243,596$36.1B527.94%
65
USBUS BANCORP
762,153$35.5B519.64%
66
HBANHUNTINGTON BANCSHARES INC/OH
2,769,325$34.9B511.56%
67
ABMDEURABIOMED INC
107,705$34.9B511.02%
68
CINFCINCINNATI FINANCIAL CORP
398,402$34.8B508.71%
69
TROWT ROWE PRICE GROUP INC
228,771$34.6B506.44%
70
CSCOCISCO SYSTEMS INC
752,700$33.7B492.71%
71
PYPLPAYPAL HOLDINGS INC
141,642$33.1B485.18%
72
DYHTARGET CORP
185,408$32.7B478.48%
73
EXASEXACT SCIENCES CORP
244,053$32.3B473.30%
74
BANDBANDWIDTH INC
209,239$32.1B470.46%
75
MLMMARTIN MARIETTA MATERIALS INC
110,099$31.3B457.64%
76
XYLXYLEM INC/NY
306,221$31.1B455.94%
77
CLCOLGATE-PALMOLIVE CO
364,545$31.1B455.91%
78
FQIDIGITAL REALTY TRUST INC
222,519$31.0B454.36%
79
PKGPACKAGING CORP OF AMERICA
224,044$30.9B451.71%
80
AZNASTRAZENECA PLC
610,915$30.5B446.94%
81
STLDSTEEL DYNAMICS INC
815,002$30.0B439.84%
82
KMBKIMBERLY-CLARK CORP
218,929$29.5B431.87%
83
ATVIEURACTIVISION BLIZZARD INC
312,725$29.0B424.83%
84
WSOWATSCO INC
124,180$28.2B412.36%
85
FUODOLBY LABORATORIES INC
285,160$27.7B405.34%
86
ADBEADOBE INC
55,383$27.7B404.99%
87
NUENUCOR CORP
458,659$24.4B356.90%
88
KELKELLOGG CO
374,875$23.3B341.42%
89
BBYBEST BUY CO INC
221,948$22.1B324.16%
90
QCOMQUALCOMM INC
134,303$20.4B299.20%
91
DAVAENDAVA PLC
253,898$19.5B285.24%
92
PLMRPALOMAR HOLDINGS INC
219,257$19.5B285.12%
93
OHIOMEGA HEALTHCARE INVESTORS INC
502,070$18.2B266.98%
94
HASHASBRO INC
193,325$18.1B264.50%
95
VEEVVEEVA SYSTEMS INC
65,369$17.8B260.50%
96
MUMICRON TECHNOLOGY INC
234,991$17.7B258.55%
97
VCYTVERACYTE INC
317,695$15.5B227.58%
98
MAMASTERCARD INC
43,141$15.4B224.99%
99
STAASTAAR SURGICAL CO
192,463$15.2B223.18%
100
PRFTUSDPERFICIENT INC
312,923$14.9B218.26%
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