AEGON ASSET MANAGEMENT UK PLC
Latest filing: Mar 28, 2025 (71 days ago)
AUM
$43,374,626,309
1980% change vs. 1 year ago
4040% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
273
-9% change vs. 1 year ago
-11% change vs. 3 years ago
-24% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
EDINBURGH,
3 LOCHSIDE CRESCENT, EDINBURGH, , UNITED KINGDOM, EH12 9SA
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $41.3 |
| Non-Discretionary | $2.1 |
| Total | $43.4 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $13.7 |
| Institutional | $29.7 |
| Total | $43.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $29.7 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $29.7 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 48% | $14.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.3 |
| Municipal | 0% | $0.0 |
| Sovereign | 17% | $5.1 |
| IG Credit | 12% | $3.6 |
| HY Credit | 0% | $0.0 |
| Derivatives | 2% | $0.6 |
| Investment Companies | 2% | $0.6 |
| Other Pools | 0% | $0.0 |
| Cash | 11% | $3.3 |
| Other | 11% | $3.3 |
| Total | 104% | $30.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| AEGON USA INVESTMENT MANAGEMENT, LLC | $86.3 | 114537 | |
| TRANSAMERICA ASSET MANAGEMENT, INC. | $65.2 | 107376 | |
| NORTH WESTERLY HOLDINGS B.V. | $0.0 | 327812 | |
| AEGON ASSET MANAGEMENT HUNGARY B.V. | $0.0 | accountancy | - |
| AEGON INVESTMENT MANAGEMENT B.V. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
16 active
| Name | Title |
|---|---|
| JONES, STEPHEN, JAMES MARSHALL | DIRECTOR/ELECTED MANAGER, DIRECTOR |
| KERRIGAN, MARY | NON-EXECUTIVE DIRECTOR, NON-EXECUTIVE DIRECTOR |
| HULL, ADRIAN, JOHN CHARLES | DIRECTOR, DIRECTOR/ELECTED MANAGER |
| MACGILLIVRAY, KIRSTIE, SARAH | CHIEF EXECUTIVE OFFICER, DIRECTOR/ELECTED MANAGER |
| MACK, ANDREW, JOHN | NON-EXECUTIVE DIRECTOR, NON-EXECUTIVE DIRECTOR |
| SHINE, SCOTT, CHRISTOPHER | CHIEF COMPLIANCE OFFICER |
| VAN WEEDE, JONKHEER, MARC ALEXANDER | NON-EXECUTIVE DIRECTOR, NON-EXECUTIVE DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $43.4 | $0.0 | 0% | 273 | 0 | 0% |
| 2025-04-21 | $43.4 | $0.0 | 0% | 273 | 0 | 0% |
| 2024-04-02 | $2.1 | $41.3 | 1980% | 301 | -28 | -9% |
| 2023-04-04 | $0.8 | $42.5 | 5107% | 313 | -40 | -13% |
| 2022-04-01 | $1.0 | $42.3 | 4040% | 307 | -34 | -11% |
| 2021-04-05 | $1.2 | $42.2 | 3592% | 339 | -66 | -19% |
| 2020-04-01 | $0.0 | $0.0 | 0% | 360 | -87 | -24% |
| 2019-04-01 | $0.0 | $0.0 | 0% | 313 | -40 | -13% |
| 2018-04-02 | $0.0 | $0.0 | 0% | 330 | -57 | -17% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV