Key Performance Indicators

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
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
Equity AUM	810.50B	878.50B	829.70B
Equity AUM Growth	-7.74%	5.88%	11.58%
Fixed Income (Incl. Money Market) AUM	214.60B	211.60B	188.10B
Fixed Income (Incl. Money Market) AUM Growth	1.42%	12.49%	10.65%
Multi-Asset AUM	625.00B	627.00B	536.00B
Multi-Asset AUM Growth	-0.32%	16.98%	10.97%
Alternatives AUM	59.60B	58.50B	52.80B
Alternatives AUM Growth	1.88%	10.79%	10.23%
Total Ending AUM	1.71T	1.78T	1.61T
Total Ending AUM Growth	-3.71%	10.52%	11.22%

Updated Apr 30, 2026. Data Source: Fiscal.ai.