Current Assets
Trading assets
Analysis
StatementBalance Sheet Statement
SectionCurrent Assets
CategoryMarket Position
SignalContext dependent
VolatilityVolatile
First reportedQ4 2015
Last reportedQ4 2025
How to read this metric
An increase suggests higher market-making activity or a more aggressive proprietary trading stance.
Detailed definition
These are financial instruments, such as stocks, bonds, and commodities, held by the firm for the purpose of short-term...
Peer comparison
High for investment banks and global markets divisions; lower for pure retail banks.
Metric ID:
fin_trading_assetsBusiness Segments
| Segment | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 |
|---|---|---|---|---|---|---|---|---|
| Retirement Services | $2.47B | $2.36B | $2.30B | $2.16B | $2.54B | $4.46B | $5.76B | $6.86B |
| Total | — | — | — | — | — | — | — | — |
Trading assets at Other Companies
Frequently Asked Questions
- What does trading assets mean?
- Financial assets held for the purpose of active trading and market-making.