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Principal Securities’s Aegon AEG Stock Holding History

Principal Securities’s Portfolio AEG Stock Details AEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,901
Closed -$15.2K – 1380
2025
Q3 		$15.2K Hold
1,901
– – ﹤0.01% 2535
2025
Q2 		$13.8K Sell
1,901
-44
-2% -$294 ﹤0.01% 2489
2025
Q1 		$11.5K Hold
1,945
– – ﹤0.01% 2463
2024
Q4 		$11.5K Buy
1,945
+373
+24% +$2.34K ﹤0.01% 2459
2024
Q3 		$10K Buy
1,572
+73
+5% +$452 ﹤0.01% 2438
2024
Q2 		$9.19K Hold
1,499
– – ﹤0.01% 2433
2024
Q1 		$9.07K Hold
1,499
– – ﹤0.01% 2377
2023
Q4 		$8.63K Buy
+1,499
New +$7.79K ﹤0.01% 2321

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Arrowpoint Investment Partners Singapore $113M AUM 73.91% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Securities's AEG Position: Q4 2025 in Review

Principal Securities sold out of Aegon (AEG) in Q4 2025, closing a stake of 1,901 shares — an estimated $15.2K sold.

Principal Securities first reported a position in AEG in Q4 2023 and held it in 8 quarters. The position peaked at $15.2K in Q3 2025. 300 funds tracked by Wall St. Rank hold AEG as of Q4 2025.

  • Principal Securities reported no remaining Aegon position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,901 Aegon shares in Q4 2025, an estimated $15.2K.
  • Principal Securities first reported a position in Aegon in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Aegon position peaked at $15.2K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Aegon as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.