Welcome to our dedicated page for Aegon Ltd. SEC filings (Ticker: AEG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Aegon Ltd. filings document a foreign private issuer organized as a Bermuda exempted company with international financial services operations. The company's Form 6-K reports cover material events tied to investment, protection, retirement, life insurance, pensions, and asset management businesses, including capital-structure actions, debt guarantees, tender offers for subordinated notes, registration-statement exhibits, and related material agreements.
Governance disclosures include annual general meeting materials, shareholder voting matters, annual accounts, dividend proposals, and board-composition items. The filings also identify Aegon's fully owned U.S. and U.K. businesses, its global asset manager, and insurance joint ventures in Spain and Portugal, China, and Brazil.
AEGON LTD. director Caroline Frances Ramsay reported a routine tax-related share disposition. On May 7, 2026, 2,552 Common Shares were withheld at $8.3583 per share to cover tax obligations associated with equity compensation. After this non-market tax-withholding event, she continues to hold 10,677 Common Shares directly.
AEGON LTD. ownership disclosure by Norges Bank reports beneficial ownership of 74,127,181 shares of Common Stock, representing 4.7121% of the class. The filing shows sole voting power for 65,177,649 shares and shared dispositive power for 8,949,532 shares. The filing is certified by Norges Bank's compliance officer and dated 05/11/2026.
Aegon Ltd has released the final results of its cash tender offers for five series of subordinated notes. The company accepted all notes validly tendered, equal to a total notional amount of EUR 379,584,792 or USD 446,980,072, for an aggregate cash consideration of EUR 308,241,572 or USD 362,969,863.
The transaction covers perpetual capital securities in EUR and USD and three NLG-denominated perpetual cumulative subordinated bond series, with no pro rata scaling applied. Aegon expects the transaction to reduce its Group solvency ratio by 2 percentage points compared with the estimated 184% ratio as of December 31, 2025, and to generate an IFRS book gain of about EUR 0.1 billion in the first half of 2026. Settlement of the accepted notes is expected on May 11, 2026.
Aegon Funding Company LLC is offering $500,000,000 of 5.625% senior notes due May 7, 2036, fully and unconditionally guaranteed on a senior unsecured basis by Aegon Ltd. The notes bear interest at 5.625% per annum, pay semi‑annually, and are being priced at 99.736% of principal. Net proceeds, estimated at $496,430,000, are intended to fund a concurrent tender offer to repurchase certain subordinated notes and for general corporate purposes. The notes are unsecured, rank equally with other senior indebtedness and will be effectively subordinated to any secured debt; the issuer may redeem the notes before maturity subject to described redemption mechanics and tax redemption provisions.
Aegon Ltd. has priced USD 500 million of senior unsecured notes carrying a fixed 5.625% coupon and a ten-year term, maturing on May 7, 2036. The notes will be issued by Aegon Funding Company LLC and guaranteed on a senior unsecured basis by Aegon Ltd.
Net proceeds are intended primarily to fund the repurchase of certain unregistered subordinated notes through a concurrent tender offer to eligible non-US holders outside the United States, with any remainder for general corporate purposes. Settlement is expected on May 7, 2026, and an application will be made to list the notes on the New York Stock Exchange.
Aegon Ltd has priced USD 500 million of senior unsecured notes with a fixed coupon of 5.625% and a tenor of ten years, maturing on May 7, 2036. The notes will be issued by Aegon Funding Company LLC and guaranteed on a senior unsecured basis by Aegon Ltd.
Net proceeds will mainly fund the repurchase of certain unregistered subordinated notes through a concurrent tender offer to eligible non-US holders outside the United States, with any remaining proceeds used for general corporate purposes. Settlement and expected NYSE admission are targeted for May 7, 2026.
Aegon Ltd has published the agenda for its 2026 Annual General Meeting of Shareholders, to be held virtually on June 10, 2026. The Board of Directors will present the 2025 Annual Accounts and propose a final dividend of EUR 0.21 per common share, bringing the total 2025 dividend to EUR 0.40 per common share.
The agenda includes governance proposals, such as extending the term of CEO Lard Friese as Executive Director until the end of the 2030 AGM and appointing Leni Boeren to the Board for a four-year term ending at the 2030 AGM. Corien Wortmann will leave the Board after completing a 12-year tenure, and Karen Fawcett will not stand for re-election. Shareholders can attend virtually, ask questions via live chat or video, and those not attending can vote in advance.
Aegon Ltd. has launched cash tender offers for five series of outstanding subordinated notes, including its EUR 950,000,000 Perpetual Capital Securities and USD 500,000,000 Perpetual Capital Securities. The aim is to manage its liability structure and financial leverage.
The EUR 950,000,000 notes, with a current coupon of 3.269%, have EUR 520,805,700 principal outstanding and a purchase price of 80.25%. The USD 500,000,000 notes carry a 4.257% coupon and a 78.75% purchase price. Three NLG-denominated perpetual subordinated bond series (NLG 250,000,000, NLG 300,000,000 and NLG 450,000,000) have purchase prices of 89.625%, 81.50% and 75.00% respectively.
The offers commence on April 28, 2026, with an expiration deadline of 17:00 CEST on May 7, 2026. Final acceptance amounts and results are expected on May 8, 2026, and settlement is expected on May 11, 2026. Noteholders are directed to the Tender Offer Memorandum for full terms and procedures.