# Aegon Asset Management UK PLC

> Aegon Asset Management UK PLC is an SEC-registered investment advisory firm in Edinburgh, United Kingdom, registered since 2017, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 289505
- Filed as: AEGON ASSET MANAGEMENT UK PLC
- Also doing business as: AAM, AAM UK, AEGON AM, AEGON AM UK, AEGON ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edinburgh, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289505
- AdvisorCensus page: https://advisorcensus.com/firm/aegon-asset-management-uk-plc-edinburgh-289505

## Quick answers

**How is Aegon Asset Management UK PLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aegon Asset Management UK PLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Aegon Asset Management UK PLC located?**
Aegon Asset Management UK PLC's principal office is in Edinburgh, United Kingdom, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Aegon Asset Management UK PLC registered with the SEC or a state?**
Aegon Asset Management UK PLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289505.

**How much does Aegon Asset Management UK PLC manage?**
Aegon Asset Management UK PLC reports $52,625,862,465 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (95% discretionary).

**How have Aegon Asset Management UK PLC's assets and staff changed since 2021?**
In the Form ADV data for Aegon Asset Management UK PLC: Regulatory assets under management: $1,174,965,176 in the October 2021 data and $52,625,862,465 in the October 2026 data, up 4379%. Total employees: 339 in October 2021 and 254 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aegon Asset Management UK PLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (44); pension and profit sharing plans (but not the plan participants or government pension plans) (6); investment companies (2).

**Which custodians does Aegon Asset Management UK PLC use?**
Aegon Asset Management UK PLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citibank NA as a custodian holding 10% or more of its separately managed account assets.

**Does Aegon Asset Management UK PLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289505

**What changed in Aegon Asset Management UK PLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 71 to 87. Regulatory assets under management went from $43,374,626,309 to $52,625,862,465 (+21%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Citibank NA

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $52,625,862,465
- Discretionary: $49,823,884,648
- Non-discretionary: $2,801,977,817

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 2 | $670,408,369 |
| Pooled investment vehicles (other than investment companies and business development companies) | 44 | $19,655,231,056 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $1,743,468,031 |
| Insurance companies | Fewer than 5 | $30,556,755,009 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (9 years)
- Employees: 254 total, 87 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- London

### Websites listed on Form ADV (Item 1.I)
- aegonam.com
- Instagram @aegonam
- LinkedIn @AEGONAMUK
- X @aegonamuk

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,174,965,176 | 339 | March 30, 2021 |
| October 2022 | $1,047,600,789 | 307 | September 20, 2022 |
| October 2023 | $832,938,020 | 313 | March 29, 2023 |
| October 2024 | $2,085,508,426 | 301 | September 18, 2024 |
| October 2025 | $43,374,626,309 | 273 | March 28, 2025 |
| October 2026 | $52,625,862,465 | 254 | March 27, 2026 |

Regulatory assets under management: $1,174,965,176 in the October 2021 data and $52,625,862,465 in the October 2026 data, up 4379%.
Total employees: 339 in October 2021 and 254 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 71 to 87.
- Regulatory assets under management went from $43,374,626,309 to $52,625,862,465 (+21%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aegon Asset Management UK PLC (CRD 289505): Form ADV filing data as of October 2026.