Aegon
About: Aegon is a life insurance and long-term savings company listed in the Netherlands. It listed on the Amsterdam Stock Exchange in the 1980s and now has mature operations in the United States, United Kingdom, and four growth markets of Brazil, China, Portugal, and Spain. Over recent years, Aegon has been moving through an extensive transformation program where management has sought to divest noncore operations and improve the risk profile of the business. Financial assets are the parts of the group that are now being run off. Aegon is looking to cycle out of capital-consumptive and volatile-earnings products and recycle funds into capital-light and more predictable strategic businesses.
Employees: 15,700
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
129% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 14
7% more funds holding
Funds holding: 233 [Q3] → 250 (+17) [Q4]
0.52% more ownership
Funds ownership: 10.42% [Q3] → 10.93% (+0.52%) [Q4]
6% less capital invested
Capital invested by funds: $1.13B [Q3] → $1.06B (-$63.4M) [Q4]
29% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 90
36% less call options, than puts
Call options by funds: $768K | Put options by funds: $1.21M
Research analyst outlook
We haven’t received any recent analyst ratings for AEG.
Financial journalist opinion
