SAM
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Smartleaf Asset Management’s Aegon AEG Stock Holding History

Smartleaf Asset Management’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
2026
Q1 		$237K Buy
34,224
+723
+2% +$5.39K 0.01% 726
2025
Q4 		$260K Buy
33,501
+5,160
+18% +$39.4K 0.01% 696
2025
Q3 		$224K Buy
28,341
+930
+3% +$6.94K 0.01% 685
2025
Q2 		$198K Sell
27,411
-5,867
-18% -$39.2K 0.02% 579
2025
Q1 		$220K Buy
33,278
+24,094
+262% +$154K 0.02% 539
2024
Q4 		$53.8K Buy
9,184
+3,802
+71% +$23.8K 0.01% 1148
2024
Q3 		$34.4K Buy
5,382
+3,963
+279% +$24.5K ﹤0.01% 1058
2024
Q2 		$8.71K Buy
1,419
+794
+127% +$5.01K ﹤0.01% 1483
2024
Q1 		$3.8K Buy
+625
New +$3.64K ﹤0.01% 1308

Other funds holding AEG

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return