Gen X investors feel underserved by advisors as retirement and economic anxieties take a toll.

A survey by FTSE Russell finds that US investors with at least $250,000 in assets are broadly satisfied with their portfolios, but Gen X investors are more likely to feel overlooked and stressed about their financial futures. Only 57% of Gen Xers are satisfied with their advisors, compared to 72% of Baby Boomers and 69% of Millennials. Gen Xers are also more concerned about meeting their financial goals and feel stressed about their portfolios. Advisors can strengthen relationships with Gen X and Millennial clients by addressing their unique needs and concerns.

Institutional investors have shown strong confidence in Gen Digital Inc. (NASDAQ: GEN), as indicated by recent filings with the Securities & Exchange Commission. APG Asset Management N.V. reduced its stake in Gen Digital by 10.4%, now holding approximately 590,278 shares valued at about $14.5 million. However, several other institutional investors, including Nuveen LLC, Boston Partners, Vanguard Group Inc., Northern Trust Corp, and Todd Asset Management LLC, significantly increased their holdings in the company [1].

This increased institutional interest is notable, as it reflects a growing belief in Gen Digital's potential. Nuveen LLC, for instance, acquired a new stake valued at approximately $299.56 million, while Boston Partners grew its holdings by 37.3% during the first quarter. Vanguard Group Inc. increased its holdings by 3.7%, and Northern Trust Corp grew its position by 14.3%. Todd Asset Management LLC also bought a new position valued at approximately $25.43 million. Collectively, institutional investors and hedge funds own 81.38% of the company's stock [1].

Meanwhile, a recent survey by FTSE Russell reveals that US investors with at least $250,000 in assets are broadly satisfied with their portfolios. However, Gen X investors are more likely to feel overlooked and stressed about their financial futures. Only 57% of Gen Xers are satisfied with their advisors, compared to 72% of Baby Boomers and 69% of Millennials. Gen Xers are also more concerned about meeting their financial goals and feel stressed about their portfolios [2].

Advisors can strengthen relationships with Gen X and Millennial clients by addressing their unique needs and concerns. For Gen Digital, this could involve providing more targeted investment advice and ensuring that their cybersecurity solutions align with the evolving needs of these investors. By doing so, Gen Digital can not only attract more institutional investors but also build a stronger client base among Gen X and Millennial investors.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-gen-digital-inc-gen-shares-sold-by-apg-asset-management-nv-2025-08-25/
[2] https://www.ftserussell.com