| Segment | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 |
|---|---|---|---|---|---|---|---|---|
| Retirement Services | $320.25B | $332.28B | $354.23B | $362.64B | $380.64B | $404.49B | $429.07B | $441.40B |
| Asset Management | $13.80B | $14.22B | $14.46B | $15.26B | $14.41B | $15.06B | $20.47B | $19.55B |
| Principal Investing | $314.04B | $9.87B | $10.21B | $10.47B | $10.21B | $10.36B | $11.34B | $11.53B |
| Total | $334.05B | $346.50B | $368.69B | $377.90B | $395.05B | $419.55B | $449.54B | $460.95B |