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Aegon Ltd plans to ask shareholders to extend CEO Lard Friese’s term at its Annual General Meeting on June 10, 2026. The Board of Directors will propose keeping him as Executive Director and Chief Executive Officer until 2030, instead of his current term ending at the 2028 AGM.
Chairman David Herzog highlights Friese’s leadership as central to Aegon’s transformation, including its planned relocation of legal domicile and head office to the United States and its ambition to become a leading US life insurance and retirement group. The company notes the proposal aims to support leadership continuity while it continues executing its strategy.
Aegon Ltd. has filed Amendment No. 1 to its Form 20-F for the year ended December 31, 2025 to add audited financial statements of ASR Nederland N.V. prepared under IFRS as adopted by the EU. Aegon holds a less than 50% non-controlling interest in ASR and accounts for it using the equity method.
The amendment is required under Rule 3-09 of Regulation S-X because ASR met the significant subsidiary test for 2024, so the filing now includes ASR’s 2025 audited financials with 2024 comparatives, the related KPMG audit report, KPMG’s consent, and updated CEO and CFO certifications. No other parts of the original 2025 Form 20-F are revised.
AEGON LTD. Chief Financial Officer Russell Duncan James reported a Form 4 transaction where 61,678 Common Shares were disposed of at $7.1512 per share to satisfy tax obligations through share withholding. This was a non-open-market, tax-withholding disposition rather than a discretionary sale. Following the transaction, he directly holds 461,220 Common Shares.
AEGON LTD. director Karen Fawcett reported a routine tax-related share disposition. On this Form 4, 2,632 Common Shares were delivered at $7.1512 per share to satisfy tax obligations, classified as a tax-withholding disposition. Following the transaction, she directly holds 8,755 Common Shares.
AEGON LTD. director Thomas Peter Wellauer reported a routine tax-related share disposition. On March 25, 2026, 2,632 common shares were delivered at an implied price of $7.1512 per share to satisfy tax obligations. After this tax-withholding transaction, he directly holds 11,215 common shares.
AEGON LTD. Chief Executive Officer Eilard Friese reported a disposition of 100,521 common shares on March 25, 2026 to satisfy tax obligations by delivering shares. This tax-withholding event was not an open-market trade. After the transaction, he directly held 612,817 common shares.
AEGON LTD. officer Wilford H. Fuller reported a tax-related share disposition. On this Form 4, 221,990 Common Shares were transferred at a value of $7.1512 per share to satisfy tax obligations by delivering securities, rather than through an open-market sale. After this tax-withholding transaction, Fuller directly holds 2,088,444 Common Shares, indicating he retains a substantial equity position in the company.
Aegon Ltd. filed a compliance disclosure under Section 219 and Section 13(r). The company states this disclosure appears in its Annual Report on Form 20-F for the year ended December 31, 2025, filed on March 26, 2026. The disclosure is located under the heading "Compliance with regulations" on page 296 of the Annual Report and is incorporated by reference.
Aegon Ltd. reports a stronger 2025 and sets out a clearer, US‑centered strategy. Operating result rose 15% year-on-year to EUR 1.7 billion, supported by growth across units and better experience variances. Operating capital generation before holding and funding expenses reached EUR 1.3 billion, while free cash flow was EUR 829 million and Cash Capital at Holding stood at EUR 1.3 billion.
The group sharpened its focus on Transamerica, which now represents about 70% of operations, and aims to become a leading US life insurance and retirement group. It plans to relocate its head office and legal seat to the US, ultimately rename the holding company Transamerica Inc., and transition reporting from IFRS to US GAAP for full‑year 2027, targeting domestic issuer status in the US by January 1, 2028. Aegon reduced its strategic shareholding in a Dutch insurance company to roughly 24%, raising gross proceeds of EUR 700 million, and continues to emphasize financial empowerment, sustainability, and responsible investing across its international insurance and asset management businesses.
Aegon Ltd has nominated Marco Keim, CEO of Aegon’s International business and Executive Committee member, to succeed Aegon CEO Lard Friese as a non-independent member of the Supervisory Board of a Dutch insurer in which Aegon holds about 24%.
The appointment will be proposed at that insurer’s Annual General Meeting on May 20, 2026, with Keim’s term, if approved, running until July 4, 2028 under the companies’ Relationship Agreement. Aegon highlights Keim’s extensive financial services leadership and knowledge of the Dutch insurance market as reasons he is well suited to represent its strategic shareholding.