Revenue

Financials in millions USD. Fiscal year is January - December.

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	TTM	FY 2024	FY 2023	FY 2022	FY 2021	2011 - 2020
Period Ending	Sep '25 Sep 30, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021	2011 - 2020
Advice & Wealth Management Operating Net Revenue	11.41B	10.78B	Log In	Log In	Log In	Upgrade
Asset Management Operating Net Revenue	3.51B	3.52B	Log In	Log In	Log In	Upgrade
Retirement & Protection Solutions Operating Net Revenue	3.92B	3.77B	Log In	Log In	Log In	Upgrade
Corporate & Other Operating Net Revenue	431.00M	454.00M	Log In	Log In	Log In	Upgrade

Adjusted EBIT

Financials in millions USD. Fiscal year is January - December.

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	TTM	FY 2024	FY 2023	FY 2022	FY 2021	2011 - 2020
Period Ending	Sep '25 Sep 30, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021	2011 - 2020
Advice & Wealth Management Adjusted Operating Earnings	3.31B	3.23B	Log In	Log In	Log In	Upgrade
Asset Management Adjusted Operating Earnings	974.00M	920.00M	Log In	Log In	Log In	Upgrade
Retirement & Protection Solutions Adjusted Operating Earnings	859.00M	726.00M	Log In	Log In	Log In	Upgrade
Corporate & Other Adjusted Operating Earnings	-404.00M	-443.00M	Log In	Log In	Log In	Upgrade

Financials in millions USD. Fiscal year is January - December.

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	TTM	FY 2024	FY 2023	FY 2022	FY 2021	2011 - 2020
Period Ending	Sep '25 Sep 30, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021	2011 - 2020
Advice & Wealth Management AUM	646.38B	570.06B	Log In	Log In	Log In	Upgrade
Asset Management AUM	674.72B	644.91B	Log In	Log In	Log In	Upgrade
Total AUM	1.27T	1.17T	Log In	Log In	Log In	Upgrade
Total Assets Under Administration	347.92B	317.16B	Log In	Log In	Log In	Upgrade
Total AUM & AUA	1.62T	1.49T	Log In	Log In	Log In	Upgrade

Updated Oct 30, 2025. Data Source: Fiscal.ai.