Aggregate principal amount
Breakdown
| Segment | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q2 '25 | Q3 '25 | Q4 '25 |
|---|---|---|---|---|---|---|---|---|
| Asset Management | $500.00M | — | $750.00M | — | $500.00M | — | $500.00M | $400.00M |
| Retirement Services | $600.00M | $575.00M | $1.00B | $1.00B | $1.00B | $1.00B | — | — |
| Total | — | — | — | — | — | — | — | — |
Segments
Asset ManagementView metric
Retirement ServicesView metric