An increase indicates higher long-term leverage, which may impact interest expense and credit ratings.
This is the total gross carrying amount of the firm's long-term debt obligations as reported on the balance sheet. It en...
A core metric for assessing capital structure and solvency compared to industry peers.
other_debt_instrument_carrying_amount| Segment | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 |
|---|---|---|---|---|---|---|---|---|
| Retirement Services | — | — | — | $6.18B | — | — | — | $7.78B |
| Asset Management | $1.84B | $1.73B | $942.00M | — | $674.00M | $954.00M | $2.08B | — |
| Total | — | — | — | — | — | — | — | — |
Retirement Services was previously reported and has since been discontinued or reclassified. Only currently active segments are shown in the chart.