Victory Capital Holdings, Inc. Class A (VCTR)

Over the past six months, Victory Capital Holdings, Inc. has reported its total client assets consistently. In December 2025, Victory Capital expanded its global footprint by adding three new UCITS funds through its partnership with Amundi, and Victory Portfolios II announced the liquidation of some ETFs. The company reported strong third-quarter results in November 2025. The acquisition of Pioneer Investments from Amundi US significantly expanded VCTR's asset base and revenue. The stock price has shown an increase of 3.41% over the past year.

Analysis of Victory Capital Holdings, Inc.'s seasonal charts suggests a potential "Buy Date" of August 2 and a "Sell Date" of December 23, which has historically resulted in an average return above the S&P 500 Total Return Index. This seasonal timeframe has shown positive results compared to the benchmark in 6 out of 6 periods. However, only six years of data are available, and this seasonal timeframe correlates poorly with the broader Financial sector's period of seasonal strength.

Victory Capital Holdings, Inc. is a diversified global asset management firm offering specialized investment strategies to institutions, intermediaries, retirement platforms, and individual investors. The company provides actively and passively managed mutual funds, ETFs, institutional separate accounts, variable insurance products, alternative investments, private closed-end funds, and a 529 education savings plan. Additionally, it offers third-party investment products and services such as mutual funds, ETF model strategies, retail separately managed accounts, unified managed accounts, collective investment trusts, and UCITS. Victory Capital operates through 11 autonomous investment franchises and a solutions platform, managing a diversified set of 118 investment strategies.

Headquartered in San Antonio, Texas, Victory Capital Holdings, Inc. operates in the United States and internationally, managing assets for investors in 60 countries. While its client base is predominantly domestic, non-U.S. clients represent a significant portion. A strategic partnership with Amundi has been instrumental in globalizing the company through worldwide distribution of its products and expanding its reach outside the U.S., leading to the reintroduction of the Pioneer Investments brand as its 12th Investment Franchise.

In the past year, Victory Capital has maintained a strong brand reputation. Victory Funds ranked second in "Barron's Best Fund Families" for the one-year period ended December 31, 2022, and was recognized on Fortune's 100 Fastest-Growing Companies list for 2022. The strategic partnership with Amundi and the acquisition of Amundi's U.S. business have further enhanced its global presence and investment capabilities.

Victory Capital Holdings, Inc.'s ownership structure includes institutional, retail, and individual investors. A significant portion of the company's stock is owned by institutional investors, followed by insiders, and then public companies and individual investors. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, Crestview Partners II GP, L.P., Capital World Investors, State Street Corp, Franklin Resources Inc, Bahl & Gaynor Inc, and Van Berkom & Associates Inc.