Aegon (AGN) Company presentation summary

Company overview and strategy

• International financial services group with nearly 180 years of history, focusing on US life insurance, annuities, and retirement, with international insurance and asset management subsidiaries.

• Purpose is to help people live their best lives by supporting financial wellbeing and flexibility.

• Strategic shift to the US market, including relocating head office and renaming holding company to Transamerica Inc.

• Announced sale of Aegon UK to Standard Life for GBP 2.0 billion, expected to complete by end of 2026.

• Maintains a portfolio of fully owned businesses and partnerships across the US, Europe, Asia, and Latin America.

Business segments and performance

• Transamerica is the largest business, serving 10.2 million US customers and accounting for 70% of operations, with USD 756 million operating result in 1H 2026.

• Asset management business manages EUR 390 billion in assets, focusing on fixed income, real assets, equities, and multi-asset solutions.

• International segment includes Spain, Portugal, Brazil, China, and Transamerica Life Bermuda, serving 12.6 million customers.

• Aegon UK, with 3.8 million customers, is being sold to Standard Life.

• Holds a 24% stake in a.s.r., a leading Dutch insurer, after reducing its shareholding in 2025.

Financial highlights and investor returns

• EUR 804 million operating result and EUR 681 billion in revenue-generating investments in 1H 2026.

• Paid EUR 596 million in dividends and EUR 242 million in interest to investors in 2025.

• Maintains strong financial and ESG ratings, including A+ by S&P Global and AAA by MSCI.