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AEGON ASSET MANAGEMENT UK PLC
CRD 289505File 801-111656
APPROVED
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$52.63B
Top 10% of cohort (national)
Discretionary AUM
$49.82B
Non-discretionary $2.80B
Clients
52
147 accounts
Employees
254
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Sep 7, 2017
- Principal office
- 3 LOCHSIDE CRESCENT, EDINBURGH, EH12 9SA
- Phone
- +44 7780932104
- Website
- HTTP://WWW.AEGONAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $52.63B
- Discretionary AUM
- $49.82B
- Non-discretionary AUM
- $2.80B
- Discretionary accounts
- 141
- Non-discretionary accounts
- 6
- Total accounts
- 147
- AUM per client
- $1.01B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $30.56B |
| Investment companies | 2 | $670.4M |
| Pooled investment vehicles | 44 | $19.66B |
| Pension and profit sharing plans | 6 | $1.74B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 273 | 254 | decreased by19 |
| Apr 1, 2026 | Clients | 33 | 52 | increased by19 |
| Apr 1, 2026 | AUM | $43,374,626,309 | $52,625,862,465 | increased by$9,251,236,156 |
| Apr 1, 2026 | Accounts | 35 | 147 | increased by112 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 307 | 273 | decreased by34 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3 | 33 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,047,600,789 | $43,374,626,309 | increased by$42,327,025,520 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2 | 35 | increased by33 |
| Apr 1, 2022 | Employees | 339 | 307 | decreased by32 |
| Apr 1, 2022 | Clients | 1 | 3 | increased by2 |
| Apr 1, 2022 | AUM | $1,174,965,176 | $1,047,600,789 | decreased by$127,364,387 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AEGON ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AEGON ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.