Aegon N.V. (AEG) Bundle
Who Invests in Aegon N.V. (AEG) and Why?
Investor Composition and Investment Profile
As of 2024, the investor base for this financial services company demonstrates a diverse mix of investment participants.
| Investor Type | Percentage Ownership | Approximate Investment Value |
|---|---|---|
| Institutional Investors | 68.5% | $24.3 billion |
| Retail Investors | 23.7% | $8.4 billion |
| Hedge Funds | 5.2% | $1.8 billion |
| Insider Ownership | 2.6% | $920 million |
Key Institutional Investors
- BlackRock Inc.: 12.3% ownership
- Vanguard Group: 9.7% ownership
- State Street Corporation: 6.5% ownership
- Capital Research Global Investors: 5.2% ownership
Investment Motivations
Primary investment drivers include:
- Dividend yield of 6.2%
- Price-to-earnings ratio of 10.5
- Market capitalization of $35.6 billion
- Five-year average annual return of 8.3%
Investment Strategy Distribution
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 62% |
| Value Investing | 22% |
| Short-term Trading | 16% |
Institutional Ownership and Major Shareholders of Aegon N.V. (AEG)
Investor Composition and Investment Profile
As of 2024, the investor base for this financial services company demonstrates a diverse mix of investment participants.
| Investor Type | Percentage Ownership | Approximate Investment Value |
|---|---|---|
| Institutional Investors | 68.5% | $24.3 billion |
| Retail Investors | 23.7% | $8.4 billion |
| Hedge Funds | 5.2% | $1.8 billion |
| Insider Ownership | 2.6% | $920 million |
Key Institutional Investors
- BlackRock Inc.: 12.3% ownership
- Vanguard Group: 9.7% ownership
- State Street Corporation: 6.5% ownership
- Capital Research Global Investors: 5.2% ownership
Investment Motivations
Primary investment drivers include:
- Dividend yield of 6.2%
- Price-to-earnings ratio of 10.5
- Market capitalization of $35.6 billion
- Five-year average annual return of 8.3%
Investment Strategy Distribution
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 62% |
| Value Investing | 22% |
| Short-term Trading | 16% |
Key Investors and Their Influence on Aegon N.V. (AEG)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership for the company stands at 68.7% of total outstanding shares.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| BlackRock Inc. | 42,567,890 | 12.3% |
| Vanguard Group Inc. | 38,456,721 | 11.1% |
| State Street Corporation | 29,345,612 | 8.5% |
| Capital Research Global Investors | 22,789,456 | 6.6% |
Recent Institutional Ownership Changes
- Q4 2023 saw a 2.1% net increase in institutional holdings
- Institutional investors added approximately $456 million in new share purchases
- Top 10 institutional investors now control 52.4% of total shares
Institutional Investor Profile
Breakdown of institutional investor types:
- Investment Management Firms: 44.3%
- Pension Funds: 18.2%
- Mutual Funds: 15.6%
- Hedge Funds: 7.9%
- Other Institutional Investors: 14.0%
Foreign vs Domestic Institutional Ownership
| Investor Type | Shares Owned | Percentage |
|---|---|---|
| Domestic Institutional Investors | 215,678,901 | 62.4% |
| Foreign Institutional Investors | 130,456,789 | 37.6% |
Market Impact and Investor Sentiment of Aegon N.V. (AEG)
Key Investors and Their Impact
As of 2024, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
| Top Institutional Investors | Ownership Percentage | Shares Held |
|---|---|---|
| Vanguard Group Inc | 9.42% | 135,672,384 shares |
| BlackRock Inc | 7.83% | 112,547,291 shares |
| Capital Research Global Investors | 5.64% | 81,236,475 shares |
Notable investor activities demonstrate significant strategic positioning:
- Dimensional Fund Advisors LP increased its position by 3.7% in the last quarter
- State Street Corporation holds approximately 6.21% of total shares
- Morgan Stanley reported a 2.5% stake in recent filings
Recent institutional investment trends show a cumulative institutional ownership of 68.5%, indicating strong confidence in the company's strategic direction.
| Investor Category | Total Investment | Percentage Change |
|---|---|---|
| Institutional Investors | $4.2 billion | +2.3% |
| Mutual Funds | $1.7 billion | +1.8% |
| Hedge Funds | $612 million | +0.9% |
Aegon N.V. (AEG) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.