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. Chief Financial Officer Russell Duncan James reported a tax-related share transfer. He used 59,926 Common Shares on a Form 4/A as a tax-withholding disposition at $7.1512 per share to satisfy tax obligations, rather than an open-market sale. Following this transaction, he directly holds 462,972 Common Shares.
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. 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.