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Transamerica Asset Management, Inc.
Marijn Smit · Asset Manager · Multi-Strategy
Transamerica Asset Management, Inc. (TAM) is a registered investment adviser and a subsidiary of Transamerica Corporation, which is part of the Aegon group. Founded as part of a legacy dating back to 1904, the firm operates primarily as a manager of managers, providing a platform for mutual funds and variable annuities. TAM distinguishes itself by selecting and overseeing specialized third-party sub-advisors to manage its investment strategies rather than managing all assets in-house. This approach allows the firm to offer a broad range of active investment options across various asset classes, including equities and fixed income. The company emphasizes a disciplined, four-step "Investor First" process focused on quantitative and qualitative evaluation of sub-advisors. With a commitment to supporting retirement and long-term savings goals, TAM serves a wide array of individual and institutional clients through its diverse product offerings.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.9% |
| YTD return | +11.4% |
| Sharpe ratio | 2.84 |
| Win rate | 57% |
| AUM | $3.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $3.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.transamerica.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 14.0% | +8.2% |
| AAPL | Apple Inc | 12.5% | +14.1% |
| MSFT | Microsoft Corporation | 11.9% | -0.1% |
| GOOGL | Alphabet Inc Class A | 9.5% | +7.2% |
| AMZN | Amazon.com Inc | 6.7% | -1.6% |
| AVGO | Broadcom Inc | 5.1% | -8.4% |
| ASML | ASML Holding NV ADR | 4.7% | +8.7% |
| META | Meta Platforms Inc. | 4.0% | +19.0% |
| MU | Micron Technology Inc | 3.9% | +28.9% |
| SCGLY | Societe Generale ADR | 3.1% | -0.0% |
| LYG | Lloyds Banking Group PLC ADR | 2.8% | +2.2% |
| ABBV | AbbVie Inc | 2.8% | +0.5% |
| TSLA | Tesla Inc | 2.7% | +4.3% |
| SIEGY | Siemens AG ADR | 2.6% | 0.0% |
| VEOEY | Veolia Environnement SA ADR | 2.4% | +0.0% |
| TSM | Taiwan Semiconductor Manufacturing | 2.3% | +14.3% |
| BAC | Bank of America Corp | 2.3% | -5.1% |
| SAP | SAP SE ADR | 2.2% | 0.0% |
| LLY | Eli Lilly and Company | 2.2% | +4.3% |
| MA | Mastercard Inc | 2.2% | +0.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | SELL | SCGLY | 3.2% → 3.1% |
| Sep 21, 2026 | SELL | TSLA | 2.8% → 2.7% |
| Sep 21, 2026 | BUY | GOOGL | 9.3% → 9.5% |
| Sep 21, 2026 | SELL | META | 3.9% → 4.0% |
| Sep 21, 2026 | BUY | SIEGY | 2.6% → 2.6% |
Investment Style Analysis
Transamerica Asset Management, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $3.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Transamerica Asset Management, Inc. made a significant move by reducing the position in SCGLY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Transamerica Asset Management follows a "manager of managers" philosophy, which is predicated on the belief that no single investment firm can be the best at managing every asset class. To address this, the firm utilizes its proprietary "Investor First" process to identify, select, and monitor specialized sub-advisors from across the investment industry. This approach involves rigorous quantitative and qualitative analysis to ensure that sub-advisors maintain style consistency and deliver competitive risk-adjusted returns. By leveraging the expertise of diverse external managers, TAM aims to build an all-weather portfolio that aligns with the long-term retirement and financial goals of its clients, prioritizing diversification and active management.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Transamerica Asset Management, Inc..
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Frequently asked questions
How is the simulated portfolio for Transamerica Asset Management, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Transamerica Asset Management, Inc.'s largest holding?
As of the latest filing, Transamerica Asset Management, Inc.'s top position is NVIDIA Corporation (NVDA), representing 14.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Transamerica Asset Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +16.9% with a win rate of 57%. Notably, the portfolio maintains a Sharpe Ratio of 2.84, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Transamerica Asset Management, Inc. primarily invest in?
Transamerica Asset Management, Inc. has a strong preference for the Semiconductors sector, which makes up 25.4% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Transamerica Asset Management, Inc.'s portfolio concentrated or diversified?
Transamerica Asset Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 38.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Transamerica Asset Management, Inc. performed in 2026?
Our AI-simulated model portfolio for Transamerica Asset Management, Inc. tracks a Year-to-Date (YTD) return of +11.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Marijn Smit manage Transamerica Asset Management, Inc. directly?
Yes, Marijn Smit serves as the key portfolio manager for Transamerica Asset Management, Inc., overseeing the investment strategy and final capital allocation decisions.