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SageView Advisory Group’s Aegon AEG Stock Holding History

SageView Advisory Group’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 		$10K Buy
+1,301
New +$9.95K ﹤0.01% 1712

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

SageView Advisory Group's AEG Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Aegon (AEG) in Q4 2025: 1,301 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1712 among its holdings.

300 funds tracked by Wall St. Rank hold AEG as of Q4 2025.

  • SageView Advisory Group held 1,301 shares of Aegon worth $10K as of Q4 2025.
  • Aegon was a new SageView Advisory Group position in Q4 2025.
  • Aegon made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1712 holding.
  • 300 funds tracked by Wall St. Rank held Aegon as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.