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.
The Aegon Ltd. (AEG) SEC filings page on Stock Titan provides access to the company’s official disclosures as a foreign issuer listed on the New York Stock Exchange. Aegon files current reports on Form 6-K and other documents that describe its financial performance, capital position, strategic initiatives, and risk factors as an international financial services holding company focused on investment, protection, and retirement solutions.
Through its 6-K filings, Aegon reports interim financial information, trading updates, and capital management actions. Recent interim reports outline operating results by segment, including Americas (Transamerica), United Kingdom, International, and Asset Management, as well as operating capital generation, free cash flow, valuation equity, and capital ratios. Other filings detail share buyback programs authorized and executed under shareholder approvals, including information on participation by Aegon’s largest shareholder, Vereniging Aegon, and the intended cancellation of repurchased shares.
Strategic and structural developments are also documented in Aegon’s SEC submissions. Filings describe the cross-border conversion of Aegon N.V. into Aegon Ltd., a Bermuda-domiciled company with its principal place of business in the Netherlands, and the Bermuda Monetary Authority’s role as group supervisor. More recent 6-Ks set out Aegon’s ambition to become a leading US life insurance and retirement group, its plan to relocate its head office and legal domicile to the United States, and the intended renaming of the holding company to Transamerica Inc. upon completion of the re-domiciliation process.
For investors analyzing AEG, these filings offer detail on topics such as segment performance, capital employed in legacy financial assets, reinsurance transactions, hedging programs, dividend decisions, and share repurchases. Extensive risk factor discussions in Aegon’s filings address market, credit, insurance, operational, regulatory, and ESG-related risks that may affect the group’s results and capital position.
On Stock Titan, AI-powered tools summarize lengthy Aegon filings to highlight key figures, segment trends, capital actions, and major risk disclosures. Users can quickly review updates from Aegon’s 6-Ks, track changes in its strategic focus and corporate structure, and explore insider and governance-related information where disclosed in regulatory documents, without having to parse every page manually.
Aegon Ltd. reported strong second-half and full-year 2025 performance, meeting or beating all targets set at its 2023 Capital Markets Day. Full-year IFRS operating result reached EUR 1.7 billion, up 15% from 2024, while operating capital generation for 2025 was EUR 1.3 billion, ahead of the EUR 1.2 billion goal.
The company generated EUR 829 million of free cash flow and returned EUR 1.1 billion to shareholders via dividends and buybacks. Aegon proposes a final 2025 dividend of EUR 0.21 per share, taking the full-year dividend to EUR 0.40, a 14% increase. A EUR 400 million 2025 buyback was completed, canceling 97 million shares, and a new EUR 400 million program is planned for 2026.
Business momentum was broad-based: Transamerica’s WFG network grew to 95,740 licensed agents, US Individual Life new sales rose 49% in 2H 2025, and Retirement Plans gross deposits increased 16%. Group solvency remained strong with a 184% solvency ratio and a US RBC ratio of 424%. Net result for 2H 2025 declined to EUR 375 million as higher non-operating losses and restructuring and relocation costs offset the stronger underlying operating result.
Dodge & Cox has reported a sizable passive stake in Aegon Ltd. As of 12/31/2025, it beneficially owned 93,469,947 Aegon common equity securities, representing 5.9% of the class. This includes 22,947,116 Common Shares and 70,522,831 New York Registry Shares.
Dodge & Cox reports sole voting power over 89,995,507 shares and sole dispositive power over all 93,469,947 shares, with no shared voting or dispositive authority. The economic benefits from dividends and sale proceeds belong to its clients, and the holdings are certified as being for ordinary-course, non‑control purposes.
Norges Bank, the central bank of Norway, has filed an amended Schedule 13G reporting a significant ownership position in Aegon Ltd common stock. As of 12/31/2025, Norges Bank beneficially owned 88,813,381 Aegon common shares, representing 5.6% of the class. The filing shows sole voting power over 86,853,561 shares and sole dispositive power over the same amount, with shared dispositive power over an additional 1,959,820 shares and no shared voting power.
The position is reported on a passive Schedule 13G basis, with Norges Bank certifying that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Aegon. The filing notes that certain shares are invested on behalf of the Government of Norway.
BlackRock, Inc. has filed a Schedule 13G reporting a passive ownership stake in AEGON LTD common stock. As of the event date of 12/31/2025, BlackRock reports beneficial ownership of 84,994,771 shares, representing 5.4% of AEGON’s outstanding common stock.
BlackRock reports sole voting power over 78,408,449 shares and sole dispositive power over 84,994,771 shares, with no shared voting or dispositive power. The filing states that the securities are held in the ordinary course of business and are not held for the purpose of changing or influencing control of AEGON LTD.
Aegon Ltd has started a EUR 227 million share buyback. This includes EUR 200 million of the EUR 400 million program announced on December 10, 2025, plus EUR 27 million to cover obligations from share-based compensation plans for senior management. The buyback is expected to run until June 30, 2026, barring unforeseen circumstances.
Aegon’s largest shareholder, Vereniging Aegon, will participate pro‑rata based on its 18.4% of current voting rights, representing a buyback amount of EUR 37 million. Aegon plans to cancel the shares associated with the EUR 200 million component, while a third party will execute transactions on its behalf under the EU Market Abuse Regulation and existing shareholder authorities.
Aegon Ltd (AEG) used its 2025 Capital Markets Day to outline a major strategic shift toward the United States. The group plans to move its head office and legal domicile to the US and rename itself Transamerica Inc. after completing re-domiciliation, which it aims to finish by January 1, 2028. The move is expected to incur one-time implementation costs of around EUR 350 million between the second half of 2025 and the first half of 2028.
Aegon executed a reinsurance deal on part of its Secondary Guarantee Universal Life block with a net face value of USD 10 billion, cutting capital employed by USD 0.3 billion and pairing it with a USD 800 million investment into Transamerica that enables about USD 75 million of additional annual operating capital generation and remittances. The company announced a new EUR 400 million share buyback for 2026 and targets dividend per share growth of more than 5% per year from around EUR 0.40 for 2025.
Between 2025 and 2027, Aegon aims to grow its operating result by about 5% annually from a EUR 1.5–1.7 billion run-rate, free cash flow by around 5% annually from about EUR 0.8 billion per year, and increase Aegon Asset Management’s operating result to more than EUR 200 million. It also plans a strategic review of Aegon UK, including a possible divestment, while continuing to invest in international growth markets.
Aegon Ltd. posted a solid third‑quarter 2025 trading update. Operating capital generation (OCG) after holding funding and expenses was EUR 274 million, up 4% year over year, with OCG before holding items at EUR 340 million (up 1%). The company reiterated it remains on track for its EUR 1.2 billion full‑year OCG target.
In the Americas, Transamerica delivered OCG of USD 257 million (up 12%). New Individual Life sales rose 39%, supported by a fully digital underwriting platform and stronger agent productivity. WFG licensed agents grew 12% to 92,519, with new life sales up 15%. Retirement Plans gross deposits increased 11% to USD 7,463 million, while net outflows improved to USD 1.6 billion and AuA climbed 10% to USD 250,670 million. Financial Assets capital employed was USD 3.0 billion, and approved Long‑Term Care rate increases reached USD 822 million NPV.
In the UK, net outflows reflected the exit of two low‑margin schemes, but Total Platform AuA rose 10% year over year. Capital strength remained robust: the US RBC ratio was 425% and the UK Solvency UK ratio was 188%. Aegon increased its share buyback to EUR 400 million (54% completed by September 30) and plans a Capital Markets Day on December 10.
Aegon Ltd (AEG): Schedule 13G/A filed by Norges Bank. Norges Bank reported beneficial ownership of 76,125,086 shares of Aegon Ltd common stock, representing 4.6% of the class as of the event date. The filing is on a passive Schedule 13G basis.
Norges Bank reports sole voting power over 75,971,001 shares and shared voting power of 0. It has sole dispositive power over 75,816,916 shares and shared dispositive power over 154,085 shares. The shares are invested on behalf of the Government of Norway. The certification states the securities were acquired and are held in the ordinary course and not for the purpose of changing or influencing control.
Aegon Ltd. announced Board leadership changes. David Herzog, appointed to the Board at the 2025 AGM, will succeed William Connelly as Chairman of the Board of Directors effective November 13, 2025. In line with prior guidance, Mr. Connelly will retire as Chairman and as a Board member on the same date.
Aegon will also propose Leni Boeren for appointment to the Board at the 2026 AGM. Boeren brings executive and non-executive experience across asset management, banking, exchanges, and fintech, including prior CEO roles at Kempen Capital Management and Robeco, and current non-executive roles at Mollie, NIBC Bank, Ohpen, and Air France-KLM.
Company statements emphasize continuity of strategy and leadership, with Herzog highlighting ongoing collaboration with CEO Lard Friese and acknowledging Connelly’s tenure.
Aegon Limited is presented as an exempted company limited by shares, with its statutory seat in Bermuda and its principal place of business in the Netherlands at World Trade Center Schiphol, Schiphol Boulevard 223. The filing lists a Bermuda Registrar number 202302830 and a Dutch Chamber of Commerce number 27076669. The document indicates Aegon Limited is a non-resident company under the Dutch Non Residential Companies Act. A dated registrant signature appears as J.O. van Klinken with a registrant date of September 2, 2025. The filing also states that ESG-related goals or public expectations may negatively affect Aegon’s reputation or that of its board or management.