TORONTO, Jan. 06, 2026 (GLOBE NEWSWIRE) -- AGF Management Limited reported total assets under management (AUM) and fee-earning assets1 of $58.6 billion as at December 31, 2025. AUM($ billions)December 31,2025 November 30,2025 % ChangeMonth-Over-Month December 31,2024 % Change Year-Over-Year Total Mutual Fund$34.4 $35.0<td style="border-top: solid black 1pt ; border-righ ...

Core Insights - WBI Investments, LLC has reduced its holdings in the VictoryShares Free Cash Flow ETF (VFLO) by selling 82,398 shares, bringing its total position to 160,664 shares valued at $6.02 million, which is a decrease from 1.77% to 1.54% of the fund's AUM [2][3] Fund Overview - The VictoryShares Free Cash Flow ETF (VFLO) focuses on U.S. large- and mid-cap equities with strong free cash flow generation, employing a replication strategy to track its custom index [5][9] - VFLO's investment strategy involves selecting 50 U.S. companies with robust free cash flow characteristics, ensuring a balance between high free cash flow yield and growth potential [9][10] Performance Metrics - As of November 19, 2025, VFLO's price is $37.32, with a dividend yield of 1.57% and a 1-year total return of 18.3%, outperforming the S&P 500 index [3][6] Portfolio Composition - VFLO is among the top five holdings of WBI Investments, LLC, with a current AUM representation of 1.54%, indicating its significance within the fund [3][8] - The ETF's portfolio is constructed by filtering the largest 400 profitable companies down to the 75 highest free cash flow yielding value stocks, ultimately selecting 50 stocks of growing companies [7][10]

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Core Insights - Invesco Ltd. reported preliminary month-end assets under management (AUM) of $2,154.3 billion, reflecting a decrease of 0.6% compared to the previous month [1] - The firm experienced net long-term inflows of $3.4 billion during the month, while non-management fee earning net outflows were $1.1 billion and money market net outflows totaled $10.6 billion [1] - AUM was negatively affected by unfavorable market returns, which decreased AUM by $4 billion, although foreign exchange (FX) contributed positively, increasing AUM by $0.6 billion [1] AUM Breakdown - As of November 30, 2025, the total AUM was $2,154.3 billion, with specific categories as follows: - ETFs & Index Strategies: $628.0 billion - Fundamental Fixed Income: $309.7 billion - Fundamental Equities: $299.2 billion - Private Markets: $129.7 billion - China: $125.7 billion - Multi-Asset/Other: $68.7 billion - Liquidity: $190.3 billion - QQQ: $403.0 billion [2] Historical AUM Comparison - AUM figures for previous months were: - October 31, 2025: $2,166.6 billion - September 30, 2025: $2,124.8 billion - August 31, 2025: $2,063.6 billion [2] Reclassification of Assets - Approximately $15 billion in India-based assets under management were reclassified to Multi-Asset/Other prior to the sale of Invesco's majority interest in October 2025, at which point these assets were removed from AUM [3] Company Overview - Invesco Ltd. is a leading global asset management firm with over 8,300 employees serving clients in more than 120 countries, managing $2.1 trillion in assets as of September 30, 2025 [4]

Core Insights - AGF Management Limited reported total assets under management (AUM) and fee-earning assets of $60.4 billion as of November 30, 2025, reflecting a 12.7% year-over-year increase [1][2]. AUM Breakdown - Total Mutual Fund AUM remained stable at $35.0 billion from October to November 2025, up from $30.7 billion in November 2024 [2][4]. - Exchange-traded funds and separately managed accounts increased to $4.1 billion in November 2025 from $3.9 billion in October 2025 and $2.5 billion in November 2024 [2]. - Segregated accounts and sub-advisory assets rose to $7.2 billion in November 2025, consistent with October 2025 and up from $7.0 billion in November 2024 [2]. - AGF Private Wealth AUM increased to $9.5 billion in November 2025 from $9.4 billion in October 2025 and $8.5 billion in November 2024 [2]. AGF Capital Partners - AGF Capital Partners AUM remained stable at $2.5 billion in November 2025, unchanged from October 2025 but down from $2.8 billion in November 2024 [4]. - Fee-earning assets for AGF Capital Partners were reported at $2.1 billion, consistent across the months and year [4]. Mutual Fund AUM by Category - Domestic Equity Funds AUM increased to $4.7 billion in November 2025 from $4.6 billion in October 2025 and remained the same as November 2024 [3]. - U.S. and International Equity Funds AUM slightly decreased to $22.7 billion in November 2025 from $22.8 billion in October 2025, up from $19.0 billion in November 2024 [3]. - Domestic Fixed Income Funds AUM remained stable at $2.3 billion in November 2025, up from $1.8 billion in November 2024 [3]. Company Overview - AGF Management Limited, founded in 1957, is an independent and globally diverse asset management firm with operations in North America and Europe [5][7]. - The firm serves over 815,000 investors and trades on the Toronto Stock Exchange under the symbol AGF.B [7].

Group 1: Investment Activity - Nuance Investments initiated a new equity position in Aspen Insurance Holdings Limited, acquiring approximately 1.2 million shares valued at nearly $44 million as of September 30, 2025 [1][2] - Aspen Insurance now ranks among the top ten holdings of Nuance Investments, representing 4.48% of its reportable assets under management (AUM) [3] - The firm reported a total of 46 holdings with $982.15 million in U.S. equity assets [3] Group 2: Company Overview - Aspen Insurance provides a range of reinsurance and insurance products, including property catastrophe, specialty, casualty, and financial lines [4] - The company operates as a diversified underwriter, generating income by managing risk for clients across global markets [4] - Aspen Insurance is based in Bermuda and has a significant international presence, serving clients in regions such as Australia, Asia, Europe, and North America, with a workforce exceeding 1,100 employees [5] Group 3: Portfolio Adjustments - Nuance Investments made significant changes to its portfolio, including a notable sale of nearly 1 million shares in Estee Lauder Companies, valued at approximately $87.94 million [6][8] - The firm reduced its holdings in three healthcare stocks, decreasing their combined representation from almost 17% to just 7% of its total holdings [9] - Nuance Investments also opened a new position in Kenvue, a company associated with various domestic health brands [9]

Core Insights - The SPDR S&P 500 ETF Trust (SPY) and the Vanguard S&P 500 ETF (VOO) provide similar exposure to large-cap U.S. stocks by tracking the S&P 500 Index, but VOO is distinguished by its lower fees and higher assets under management [1][7]. Cost & Size Comparison - SPY has an expense ratio of 0.09%, while VOO has a lower expense ratio of 0.03%, making VOO more cost-effective for investors [3][8]. - As of December 1, 2025, VOO's one-year return is 13.4%, slightly higher than SPY's 13.3% [3]. - VOO has assets under management (AUM) of $800.2 billion compared to SPY's $672.7 billion, indicating greater liquidity for VOO [3][7]. Performance & Risk Metrics - Both SPY and VOO have a maximum drawdown of -24.5% over the past five years, indicating similar risk profiles [4]. - The growth of $1,000 invested over five years is nearly identical, with SPY growing to $1,885 and VOO to $1,887 [4]. Holdings & Sector Exposure - VOO holds 504 stocks with significant allocations in technology (36%), financial services (13%), and consumer cyclical (11%), closely mirroring the S&P 500 Index [5]. - SPY has a similar structure, holding 503 stocks with the same top sector allocations and major holdings, including Nvidia, Apple, and Microsoft [6]. Investment Considerations - The primary differentiating factor between SPY and VOO is the expense ratio, which can lead to significant savings over time for investors with large account balances [9].

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Core Insights - Julius Baer reported assets under management (AUM) of SFr520bn ($643.4bn) for the ten months ending 31 October 2025, reflecting a rise due to net new money inflows of SFr11.7bn, primarily from clients in Asia, Western Europe, and the Middle East [1][2][3] - The AUM increased by 8% since June and 4% year-to-date, attributed to the disposal and deconsolidation of the Brazilian unit in March 2025 [1][5] Leadership and Strategic Changes - Leadership changes have been made in Switzerland, with Marc Blunier and Alain Krüger set to become co-heads from January 2026 [2] - The company secured regulatory approval for a new office in Abu Dhabi Global Market and plans to open an office in Lisbon, Portugal, by late 2025 [2] Risk Management and Compliance - A review of risk exposure confirmed stability in Lombard loans and residential mortgage portfolios, while SFr0.7bn in income-generating real estate loans will be gradually reduced to align with updated risk appetite guidelines [4][5] - Victoria McLean has been appointed as chief compliance officer, effective February 2026, pending regulatory approval [3] Financial Performance - CEO Stefan Bollinger highlighted the de-risking of the business and improved operating leverage, while noting that full-year IFRS net profit for 2025 will fall short of last year's figure [3][5]