Voya Financial, Inc. Form 8-K Summary
Business Context and Reporting Period
This Current Report on Form 8-K was filed on January 23, 2026, by Voya Financial, Inc. The filing discloses preliminary Assets Under Management (AUM) for the Investment Management (IM) segment as of December 31, 2025, prior to the scheduled quarterly earnings release on February 3, 2026.
Key Financial Metrics
Total AUM: Approximately $360 billion as of December 31, 2025.
AUM by Asset Type:
- Fixed Income - Public: $153 billion
- Equity: $103 billion
- Fixed Income - Private: $86 billion
- Alternative Assets: $15 billion
- Money Market: $3 billion
AUM by Client Type:
- Institutional External Client Assets: $172 billion
- Retail External Client Assets: $151 billion
- Company General Account Assets: $37 billion
Other Metrics: The filing does not provide data on revenue, profit, cash flow, margins, debt, or liquidity.
Material Changes and Unusual Items
The fourth quarter 2025 AUM figures include a client reclassification of approximately $11 billion from AUM to Assets Under Administration (AUA). All external and general account client assets are reported on a market value basis.
Guidance, Outlook, and Risks
The filing serves as a Regulation FD disclosure to provide preliminary AUM data before the official quarterly earnings release. No specific guidance, outlook, management commentary on future performance, or discussion of risks and contingencies is included in this document.
Investor Verification Checklist
- Verify the final AUM figures in the official quarterly earnings release scheduled for February 3, 2026.
- Confirm the impact of the $11 billion reclassification from AUM to AUA on segment reporting.
- Review the upcoming financial supplement for detailed revenue, profit, and liquidity metrics not present in this 8-K.