Aegon Ltd.
AEGFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Aegon Ltd. Makes Money
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From revenue to net income
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Source: Aegon Ltd. — 20-F filed Mar 22, 2023
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 11 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 17, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2026-03-31 | 12,271 | $89.1K | SEC filing |
| Sterling Capital Management LLC | 2026-03-31 | 74,260 | Not shown | SEC filing |
| Sterling Capital Management LLC | 2025-12-31 | 31,260 | Not shown | SEC filing |
| Kohmann Bosshard Financial Services, LLC | 2025-12-31 | 1,000 | Not shown | SEC filing |
| Sterling Capital Management LLC | 2025-09-30 | 31,260 | Not shown | SEC filing |
| Sterling Capital Management LLC | 2025-06-30 | 31,260 | Not shown | SEC filing |
| Sterling Capital Management LLC | 2025-03-31 | 31,260 | Not shown | SEC filing |
| Sterling Capital Management LLC | 2024-12-31 | 31,260 | Not shown | SEC filing |
| Sterling Capital Management LLC | 2024-09-30 | 49,560 | Not shown | SEC filing |
| Federation des caisses Desjardins du Quebec | 2023-09-30 | 5,230 | Not shown | SEC filing |
| Kelly Financial Services LLC | 2023-09-30 | 566 | Not shown | SEC filing |
| Orion Porfolio Solutions, LLC | 2023-09-30 | 20,107 | Not shown | SEC filing |
- Each value is checked against Aegon Ltd.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 8 rows: no share price from within three months of their report dates is on file, so they could not be checked.
- Value not shown for 3 rows: the value per share could not be confirmed against the share prices on file from within three months of the report date.
- 8 rows left out: they repeat the same share count and value quarter after quarter, which a market value cannot do.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security. Filers with a row left out above, or with no row above to check, are not listed.
- Sterling Capital Management LLC: 31,260 shares reported 2025-12-31; 74,260 shares reported 2026-03-31.
- Sterling Capital Management LLC: 31,260 shares reported 2025-09-30; 31,260 shares reported 2025-12-31.
- Sterling Capital Management LLC: 31,260 shares reported 2025-06-30; 31,260 shares reported 2025-09-30.
- Sterling Capital Management LLC: 31,260 shares reported 2025-03-31; 31,260 shares reported 2025-06-30.
- Sterling Capital Management LLC: 31,260 shares reported 2024-12-31; 31,260 shares reported 2025-03-31.
- Sterling Capital Management LLC: 49,560 shares reported 2024-09-30; 31,260 shares reported 2024-12-31.
- HANTZ FINANCIAL SERVICES, INC.: 153,070 shares reported 2023-06-30; 155,862 shares reported 2023-09-30.
- NEW YORK STATE COMMON RETIREMENT FUND: 254,291 shares reported 2023-06-30; 250,227 shares reported 2023-09-30.
- Orion Porfolio Solutions, LLC: 23,849 shares reported 2023-06-30; 20,107 shares reported 2023-09-30.
- Kelly Financial Services LLC: 539 shares reported 2023-06-30; 566 shares reported 2023-09-30.
- Federation des caisses Desjardins du Quebec: 7,730 shares reported 2023-06-30; 5,230 shares reported 2023-09-30.
- HANTZ FINANCIAL SERVICES, INC.: 151,369 shares reported 2023-03-31; 153,070 shares reported 2023-06-30.
Showing the 12 most recent filer reports.
5 filers have only one report here.
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-10 | Boeren Leni · Director | Common Shares | A — Grant, award, or other acquisition | +4,160 | SEC filing |
| 2026-05-07 | Ramsay Caroline Frances · Director | Common Shares | F — Payment of exercise price or tax by delivering securities | −2,552 | SEC filing |
| 2026-03-25 | Friese Eilard · Chief Executive Officer | Common Shares | F — Payment of exercise price or tax by delivering securities | −100,521 | SEC filing |
| 2026-03-25 | Fawcett Karen · Director | Common Shares | F — Payment of exercise price or tax by delivering securities | −2,632 | SEC filing |
| 2026-03-25 | Fuller Wilford H. · See Remarks | Common Shares | F — Payment of exercise price or tax by delivering securities | −221,990 | SEC filing |
| 2026-03-25 (amended) | Russell Duncan James · Chief Financial Officer | Common Shares | F — Payment of exercise price or tax by delivering securities | −59,926 | SEC filing |
| 2026-03-25 | Wellauer Thomas Peter · Director | Common Shares | F — Payment of exercise price or tax by delivering securities | −2,632 | SEC filing |
| 2026-03-25 | Russell Duncan James · Chief Financial Officer | Common Shares | F — Payment of exercise price or tax by delivering securities | −61,678 | SEC filing |
Showing 8 of 8 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.