Aegon Asset Management vs Wellington Management

Key observations

• • Wellington Management is the largest by AUM at $1.33T — 4.64× Aegon Asset Management ($287.5B).
• • Wellington Management is the most established (founded 1928), 55 years before Aegon Asset Management (1983).
• • Wellington Management has the broadest mandate — active across 7 asset classes vs 5 for Aegon Asset Management.
• • All 2 firms invest in Private Equity, Private Credit, Fixed Income.
• • Aegon Asset Management is the only one here in Real Estate & Infrastructure.
• • Each firm is in a different country: Netherlands, United States.
• • Overall similarity is 25%, driven by 3 shared asset classes, 50% geo overlap, same AUM band.