Adjusted 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
Retirement Adjusted Operating Revenue	3.36B	3.34B	2.91B
Retirement Adjusted Operating Revenue Growth	0.69%	15.01%	4.65%
Investment Management Adjusted Operating Revenue	1.04B	1.03B	982.00M
Investment Management Adjusted Operating Revenue Growth	0.68%	4.89%	7.21%
Employee Benefits Adjusted Operating Revenue	3.36B	3.35B	3.58B
Employee Benefits Adjusted Operating Revenue Growth	0.39%	-6.40%	16.06%
Corporate Adjusted Operating Revenue	9.00M	19.00M	23.00M
Corporate Adjusted Operating Revenue Growth	-52.63%	-17.39%	-52.08%

Adjusted EBT

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
Retirement Adjusted Operating Earnings Before Taxes	960.00M	959.00M	820.00M
Retirement Adjusted Operating Earnings Before Taxes Growth	0.10%	16.95%	29.75%
Investment Management Adjusted Operating Earnings Before Taxes	231.00M	226.00M	213.00M
Investment Management Adjusted Operating Earnings Before Taxes Growth	2.21%	6.10%	20.34%
Employee Benefits Adjusted Operating Earnings Before Taxes	169.00M	152.00M	40.00M
Employee Benefits Adjusted Operating Earnings Before Taxes Growth	11.18%	280.00%	-87.30%
Corporate Adjusted Operating Earnings Before Taxes	-298.00M	-299.00M	-203.00M

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
Retirement AUM and AUA	779.70B	796.51B	612.21B
Retirement AUM and AUA Growth	-2.11%	30.10%	12.47%
Investment Management AUM and AUA	412.42B	422.16B	389.61B
Investment Management AUM and AUA Growth	-2.31%	8.36%	3.14%
Employee Benefits AUM and AUA	1.76B	1.82B	1.99B
Employee Benefits AUM and AUA Growth	-3.78%	-8.48%	8.73%
Eliminations from AUM and AUA	-116.84B	-120.32B	-110.28B
Total AUM and AUA	1.08T	1.10T	893.52B
Total AUM and AUA Growth	-2.10%	23.13%	9.84%
Total AUM	575.29B	589.39B	504.28B
Total AUM Growth	-2.39%	16.88%	9.13%
Total AUA	501.75B	510.78B	389.24B
Total AUA Growth	-1.77%	31.23%	10.76%

Updated May 7, 2026. Data Source: Fiscal.ai.