Aegon Ltd.
Aegon Ltd. is classed by the SEC under Life Insurance (industry code 6311). Its latest filed balance sheet (2025-12-31) shows total assets of EUR 317 billion (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a insurance business: prior from its industry code (SEC 6311, Life Insurance); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 4.8 out of ten, 7 of 9 metrics filed and 2 estimated: past 6.9 out of ten, present 3.4 out of ten, future 3.3 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 6.1 out of ten. No warning events in its filings since 2017. 61st percentile among 18 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 2.3 out of ten. -6.4% a year over 8 filed years; profitable in 5 of 7. 23rd percentile among 18 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 9.7 out of ten. Share count shrank 8.2% a year. 100% of cash flow returned. Insiders: 0 sales, 0 purchases. 97th percentile among 16 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 4.5 out of ten. ROE 10%: 10¢ of profit per shareholder dollar. Leverage 97%: owes 97¢ per asset dollar. 45th percentile among 18 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 0.8 out of ten. bottom 8% of 18 in its family; net margin -2.5%. 8th percentile among 18 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 5.1 out of ten. CrossAssetData estimate 5.1/10, confidence 20 of 100 (family median). 50th percentile among 13 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
- Room to expand (future): 3.6 out of ten. CrossAssetData estimate 3.6/10, confidence 35 of 100 (one part). 36th percentile among 18 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
- Growth drivers (future): 2.4 out of ten. bottom 24% of 18 in its family for growth drivers. 24th percentile among 18 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 4.0 out of ten. bottom 40% of 18 in its family for expectations against reality. 40th percentile among 18 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 20-F filed 2026-03-26 for the period ended 2025-12-31 (on EDGAR). Newest filing: Form 6-K, 2026-10-08. Filings on record since 1997. Read from EDGAR 2026-10-12.
Who runs it
Friese, Eilard (Chief Executive Officer); Fuller, Wilford H. (Chief Executive Officer of Aegon Americas); Johnson, Shawn Cary (Global CEO of Aegon Asset Management, Exhibit 24 - Power of Attorney.); Russell, Duncan James (Chief Financial Officer); Benchimol, Albert (director); Boeren, Leni (director); Ellman, Mark Alan (director); Fouche, Lori Dickerson (director); Herzog, David L (director); Mcgarry, John F (director); and 5 more. 15 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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