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SCHEDULE 13D/A Filed 2026-05-28 Event 2026-05-27 SEC 0000950142-26-001520 →

Vereniging Aegon → AEGON LTD. AEFC

Stake: 17.92% Shares: 265,681,483 CUSIP: 0076CA104 Class: Common Shares, par value EUR 0.12 per share
Composite Decision Signal · PASS (LOW BASE-RATE EDGE) Conviction Score: 31/100 · Filer 90d Win Rate: 0% · Hist. 90d Edge: -1.3%
  • Active Schedule 13D filer baseline
  • High conviction ownership stake (17.9%)
  • 3 NPORT-P mutual funds holding CUSIP
  • Short interest building (+279.9% vs prior settlement)

Item 4 — Purpose of Transaction

Item 4 to the Schedule 13D is hereby amended and supplemented as follows: Framework Agreement On May 27, 2026, the Reporting Person and the Issuer entered into a framework agreement (the "Framework Agreement"). The Framework Agreement provides for, among other things, (i) the transfer by the Reporting Person of EUR 500 million and certain charity agreements and interests to a newly incorporated Dutch charitable foundation (the "VA Split"), (ii) the governance arrangements with respect to the Reporting Person after the VA Split and (iii) the terms of how the Reporting Person's assets shall be liquidated in the event of a liquidation of the Reporting Person. The VA Split will not involve any disposition of Common Shares by the Reporting Person. Following the VA Split, the Reporting Person will be renamed "Vereniging Aegon Americas." The foregoing description of the Framework Agreement does not purport to be complete and is qualified in its entirety by the full text thereof, which is attached as an exhibit to this Schedule 13D and incorporated herein by reference.

Cross-References

Insider Activity (last 365d)
0 transactions
0 buys · 0 sales · 0 awards/exercises
Issuer Cluster
4 13D/G filings on this issuer
3 other filings besides this one
Filer Track Record
4 filings by this filer
3 other filings in the data moat
Short Interest · settle 2026-10-15
DTC 1.02
72,843 shares short · +279.9% vs prior

Post-Filing Returns · since 2026-05-27 on AEFC

+1 day
+0.7%
+5 days
+0.7%
+30 days
-1.2%
+60 days
-3.9%
+90 days
—
+180 days
—

Anchor price 18.97 on closest trading day on/after 2026-05-27. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Other 13D/G Filings on AEGON LTD.

FiledFormFilerStakeShares
2026-10-16 SCHEDULE 13D/A Vereniging Aegon Americas 18.43% 268,514,288 view →
2026-08-26 SCHEDULE 13D/A Vereniging Aegon 18.01% 264,665,203 view →
2025-02-11 SCHEDULE Vereniging Aegon 17.90% 284,282,445 view →

Other Filings by Vereniging Aegon

FiledFormIssuerStakeShares
2026-10-16 SCHEDULE 13D/A AEGON LTD. 18.43% 268,514,288 view →
2026-08-26 SCHEDULE 13D/A AEGON LTD. 18.01% 264,665,203 view →
2025-02-11 SCHEDULE AEGON LTD. AEFC 17.90% 284,282,445 view →

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