Revenue

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

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	TTM	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019	FY 2018	FY 2017	FY 2016	FY 2015	FY 2014	FY 2013	FY 2012
Period Ending	Mar '26 Mar 31, 2026	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021	Dec '20 Dec 31, 2020	Dec '19 Dec 31, 2019	Dec '18 Dec 31, 2018	Dec '17 Dec 31, 2017	Dec '16 Dec 31, 2016	Dec '15 Dec 31, 2015	Dec '14 Dec 31, 2014	Dec '13 Dec 31, 2013	Dec '12 Dec 31, 2012
Advice & Wealth Management Operating Net Revenue	12.13B	11.74B	10.78B
Advice & Wealth Management Operating Net Revenue Growth	3.35%	8.91%	14.46%
Asset Management Operating Net Revenue	3.69B	3.62B	3.52B
Asset Management Operating Net Revenue Growth	1.77%	3.02%	7.23%
Retirement & Protection Solutions Operating Net Revenue	3.98B	3.96B	3.77B
Retirement & Protection Solutions Operating Net Revenue Growth	0.66%	4.82%	8.54%
Corporate & Other Operating Net Revenue	-	427.00M	454.00M
Corporate & Other Operating Net Revenue Growth	-	-5.95%	-14.82%

Adjusted EBIT

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

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	TTM	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019	FY 2018	FY 2017	FY 2016	FY 2015	FY 2014	FY 2013	FY 2012
Period Ending	Mar '26 Mar 31, 2026	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021	Dec '20 Dec 31, 2020	Dec '19 Dec 31, 2019	Dec '18 Dec 31, 2018	Dec '17 Dec 31, 2017	Dec '16 Dec 31, 2016	Dec '15 Dec 31, 2015	Dec '14 Dec 31, 2014	Dec '13 Dec 31, 2013	Dec '12 Dec 31, 2012
Advice & Wealth Management Adjusted Operating Earnings	3.57B	3.41B	3.23B
Advice & Wealth Management Adjusted Operating Earnings Growth	4.66%	5.51%	13.40%
Asset Management Adjusted Operating Earnings	1.05B	1.02B	920.00M
Asset Management Adjusted Operating Earnings Growth	3.15%	10.44%	27.78%
Retirement & Protection Solutions Adjusted Operating Earnings	821.00M	846.00M	726.00M
Retirement & Protection Solutions Adjusted Operating Earnings Growth	-2.96%	16.53%	5.99%
Corporate & Other Adjusted Operating Earnings	-380.00M	-396.00M	-443.00M

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

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	TTM	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019	FY 2018	FY 2017	FY 2016	FY 2015	FY 2014	FY 2013	FY 2012
Period Ending	Mar '26 Mar 31, 2026	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021	Dec '20 Dec 31, 2020	Dec '19 Dec 31, 2019	Dec '18 Dec 31, 2018	Dec '17 Dec 31, 2017	Dec '16 Dec 31, 2016	Dec '15 Dec 31, 2015	Dec '14 Dec 31, 2014	Dec '13 Dec 31, 2013	Dec '12 Dec 31, 2012
Advice & Wealth Management AUM	660.62B	666.44B	570.06B
Advice & Wealth Management AUM Growth	-0.87%	16.91%	17.58%
Asset Management AUM	661.62B	678.11B	644.91B
Asset Management AUM Growth	-2.43%	5.15%	1.25%
Total AUM	1.28T	1.30T	1.17T
Total AUM Growth	-1.58%	10.85%	8.30%
Total Assets Under Administration	348.71B	355.50B	317.16B
Total Assets Under Administration Growth	-1.91%	12.09%	13.45%
Total AUM & AUA	1.63T	1.65T	1.49T
Total AUM & AUA Growth	-1.65%	11.12%	9.36%

Updated Apr 23, 2026. Data Source: Fiscal.ai.