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 David L. Herzog reported his ownership of 24,592 Common Shares of the company. These shares are held directly and are subject to time-based vesting under the applicable grant agreements, meaning they will become fully owned over a defined service period.
AEGON LTD. officer Wilford H. Fuller filed an initial ownership report on Form 3, showing beneficial ownership of 2,310,434 Common Shares.
Of this amount, 1,563,730 Common Shares are subject to time-based vesting in line with applicable grant agreements, meaning a significant portion of his reported holdings reflects equity awards that vest over time rather than fully vested stock.
AEGON LTD. director and Chief Executive Officer Eilard Friese filed an initial statement of beneficial ownership of Common Shares. The filing shows he directly holds 713,338 Common Shares. Of these, 414,015 Common Shares are subject to time-based vesting under applicable grant agreements.
AEGON LTD. director Lori Dickerson Fouche filed an initial ownership report showing holdings of 8,934 Common Shares. These Common Shares are subject to time-based vesting in line with the applicable grant agreements, indicating they are tied to service or tenure conditions rather than recent market purchases or sales.
AEGON LTD. director Karen Fawcett has filed an initial ownership report showing she directly holds 11,387 Common Shares of the company. This total includes 7,585 Common Shares that are subject to time-based vesting under applicable grant agreements, reflecting both currently owned and unvested equity awards.
AEGON LTD. director Mark Alan Ellman filed an initial Form 3 showing his beneficial ownership in the company. He reports holding 15,673 Common Shares, held directly. This total includes 9,854 Common Shares that are subject to time-based vesting under applicable grant agreements.
AEGON LTD. director Albert Benchimol filed an initial ownership report showing beneficial ownership of 15,673 Common Shares held directly. This total includes 9,854 Common Shares that are subject to time-based vesting in accordance with applicable grant agreements, indicating a substantial portion is tied to service-based equity awards.
Vereniging Aegon filed an amended Schedule 13D reporting its sizeable holding in Aegon Ltd.. It beneficially owns 268,237,507 common shares, representing 17.05% of the class, based on 1,487,579,403 common shares outstanding as of March 9, 2026.
The filing details several agreements under which Aegon repurchased shares from Vereniging Aegon as part of broader buyback programs. In the January 2025 program, Aegon repurchased 25,200,170 common shares for EUR 20,000,000, with transfers made weekly through June 30, 2025.
Under a July 2025 program later increased in August 2025, Aegon repurchased 61,197,437 common shares from Vereniging Aegon for a total of EUR 71,000,000, also in weekly installments through December 15, 2025. A January 2026 agreement provides for a further EUR 37,000,000 of buybacks, with the share count tied to the volume‑weighted average price on Euronext Amsterdam. Vereniging Aegon states it structured these deals so its ownership percentage remains approximately unchanged after each program. Including 327,885,200 Common Shares B, it controls 32.64% of Aegon’s total voting power.
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.