Voya Financial IM AUM $353B as of March 31 2026

Q: How is Voya Financial’s (VOYA) Investment Management AUM split by client type?

Voya reported AUM as of March 31, 2026 that included $170 billion of Institutional external client assets, $147 billion of Retail external client assets, and $37 billion of Company general account assets, with all amounts presented on a market value basis.

Q: What is the nature of Voya Financial’s (VOYA) AUM disclosure under Regulation FD?

The company furnished this AUM information under Item 7.01 Regulation FD Disclosure, stating it should not be deemed “filed” under Section 18 of the Exchange Act or incorporated into Securities Act filings unless specifically referenced, highlighting its informational, non-filed status.

Voya Financial, Inc. furnished an update on the assets under management of its Investment Management segment ahead of its quarterly earnings release and financial supplement for the quarter ended March 31, 2026, which are scheduled for release on May 5, 2026.

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Form Type

8-K

Rhea-AI Filing Summary

Voya Financial, Inc. furnished an update on the assets under management of its Investment Management segment ahead of its quarterly earnings release and financial supplement for the quarter ended March 31, 2026, which are scheduled for release on May 5, 2026.

As of March 31, 2026, preliminary AUM for the segment was approximately $353 billion, including $98 billion in equity assets, $152 billion in fixed income – public assets, $86 billion in fixed income – private assets, $15 billion in alternative assets, and $3 billion in money market assets. By client type, AUM included $170 billion of Institutional external client assets, $147 billion of Retail external client assets, and $37 billion of Company general account assets, all reported on a market value basis.

8-K Event Classification

Item 7.01 — Regulation FD Disclosure

1 item

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Key Figures

Total IM AUM: $353 billion Equity assets: $98 billion Fixed income – public: $152 billion +5 more

8 metrics

Total IM AUM $353 billion Preliminary, as of March 31, 2026

Equity assets $98 billion AUM by asset type, as of March 31, 2026

Fixed income – public $152 billion AUM by asset type, as of March 31, 2026

Fixed income – private $86 billion AUM by asset type, as of March 31, 2026

Alternative assets $15 billion AUM by asset type, as of March 31, 2026

Money market assets $3 billion AUM by asset type, as of March 31, 2026

Institutional external AUM $170 billion By client, as of March 31, 2026

Retail external AUM $147 billion By client, as of March 31, 2026

Key Terms

assets under management, Investment Management segment, Regulation FD Disclosure, general account assets, +1 more

5 terms

assets under management financial

"to disclose the assets under management (“AUM”) of its Investment Management (“IM”) segment"

Assets under management (AUM) is the total value of all the investments that a financial company or fund is responsible for overseeing on behalf of its clients. It’s like a big bucket that shows how much money the firm is managing for people or organizations. A higher AUM often indicates a larger, more trusted company, and it can influence how much money they earn and the services they can offer.

Investment Management segment financial

"AUM of the Company’s IM segment was approximately $353 billion"

Regulation FD Disclosure regulatory

"Item 7.01 Regulation FD Disclosure Voya Financial, Inc."

Regulation FD disclosure requires public companies to share important, market-moving information with everyone at the same time instead of tipping off analysts or large investors first. Think of it as making sure all players on a field hear the same announcement simultaneously; that fairness helps investors trust that stock prices reflect the same information and reduces the risk of sudden, unfair trading advantages or regulatory penalties for selective leaks.

general account assets financial

"included $170 billion of Institutional external client assets, $147 billion of Retail external client assets, and $37 billion of Company general account assets"

market value basis financial

"All External and General Account client assets are reported on a market value basis"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What assets under management did Voya Financial (VOYA) report for its Investment Management segment?

Voya Financial reported preliminary assets under management of about $353 billion for its Investment Management segment as of March 31, 2026. This figure aggregates equity, fixed income, alternatives, and money market strategies managed for institutional, retail, and general account clients.

How is Voya Financial’s (VOYA) $353 billion in AUM allocated by asset type?

As of March 31, 2026, Voya’s Investment Management AUM included $98 billion in equity assets, $152 billion in fixed income – public assets, $86 billion in fixed income – private assets, $15 billion in alternative assets, and $3 billion in money market assets.

How is Voya Financial’s (VOYA) Investment Management AUM split by client type?

Voya reported AUM as of March 31, 2026 that included $170 billion of Institutional external client assets, $147 billion of Retail external client assets, and $37 billion of Company general account assets, with all amounts presented on a market value basis.

When will Voya Financial (VOYA) release its full quarterly earnings and financial supplement?

Voya Financial indicated that its quarterly earnings release and quarterly financial supplement for the quarter ended March 31, 2026 are scheduled for May 5, 2026. The AUM update is being furnished in advance of those full quarterly materials.

What is the nature of Voya Financial’s (VOYA) AUM disclosure under Regulation FD?

The company furnished this AUM information under Item 7.01 Regulation FD Disclosure, stating it should not be deemed “filed” under Section 18 of the Exchange Act or incorporated into Securities Act filings unless specifically referenced, highlighting its informational, non-filed status.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 04/21/2026 - 04:15 PM EDT

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported):

April 21, 2026

VOYA FINANCIAL, INC.

(Exact name of registrant as specified in its charter)

Delaware

001-35897

No.

52-1222820

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification Number)

200 Park Avenue

New York

10166

(Address of principal executive offices)

(Zip Code)

Registrant’s telephone number, including area code: (212) 309-8200

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:


Title of each class	Trading symbol	Name of each exchange on which registered
Common Stock, $.01 Par Value	VOYA	New York Stock Exchange
Depositary Shares, each representing a 1/40th	VOYAPrB	New York Stock Exchange
interest in a share of 5.35% Fixed-Rate Non-Cumulative Preferred Stock, Series B, $0.01 par value

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure

Voya Financial, Inc. (the “Company”) is furnishing this Current Report on Form 8-K to disclose the assets under management (“AUM”) of its Investment Management (“IM”) segment prior to the availability of the Company’s quarterly earnings release and quarterly financial supplement for the quarter ended March 31, 2026, scheduled for release on May 5, 2026.

As of March 31, 2026, preliminary AUM of the Company’s IM segment was approximately $353 billion. AUM as of March 31, 2026 presented by asset type included $98 billion of equity assets, $152 billion of fixed income - public assets, $86 billion of fixed income - private assets, $15 billion of alternative assets, and $3 billion of money market assets. AUM as of March 31, 2026 included $170 billion of Institutional external client assets, $147 billion of Retail external client assets, and $37 billion of Company general account assets. All External and General Account client assets are reported on a market value basis.

As provided in General Instruction B.2 of Form 8-K, the information provided pursuant to this Item 7.01 shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such a filing.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Voya Financial, Inc.

(Registrant)

By: /s/ Julie Watson

Name: Julie Watson

Title: Vice President, Counsel and Corporate Secretary

Dated: April 21, 2026

Source: View Original Filing on SEC EDGAR

Filing Exhibits & Attachments

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