Revenue
Breakdown
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Asset management and related administrative fees | $1.61B | $1.66B | $1.74B | $1.73B | $1.73B | $1.88B | $2.00B | $2.02B |
| Equities, exchange-traded funds (“ETFs”) and fixed income products | $142.00M | $150.00M | $168.00M | $159.00M | $154.00M | $169.00M | $187.00M | $197.00M |
| RJBDP fees | -$199.00M | -$198.00M | -$188.00M | -$185.00M | -$195.00M | -$192.00M | -$189.00M | -$189.00M |
| Brokerage Revenue, Securities Commissions, Mutual And Other Fund Products | $144.00M | $151.00M | $154.00M | $155.00M | $148.00M | $157.00M | $167.00M | $178.00M |
| Mutual fund and other investment products | — | — | — | — | — | — | — | $155.00M |
| Merger & acquisition and advisory | $91.00M | $205.00M | $226.00M | $129.00M | $105.00M | $163.00M | $119.00M | $139.00M |
| Insurance and annuity products | $130.00M | $137.00M | $118.00M | $117.00M | $129.00M | $147.00M | $132.00M | $132.00M |
| Debt underwriting | $49.00M | $52.00M | $56.00M | $47.00M | $60.00M | $98.00M | $50.00M | $77.00M |
| Client account and other fees | $59.00M | $61.00M | $68.00M | $59.00M | $63.00M | $56.00M | $61.00M | $63.00M |
| Equity underwriting | $43.00M | $58.00M | $43.00M | $40.00M | $47.00M | $55.00M | $39.00M | $63.00M |
| Affordable housing investments business revenues | $30.00M | $43.00M | $29.00M | $20.00M | $33.00M | $58.00M | $31.00M | $28.00M |
| Total | $3.23B | $3.46B | $3.54B | $3.40B | $3.40B | $3.73B | $3.74B | $3.86B |
Segments
Asset management and related administrative feesView metric
Subtotal securities commissionsView metric
Total account and service feesView metric
Total investment bankingView metric
OtherView metric
Brokerage Revenue, Securities Commissions, Mutual And Other Fund ProductsView metric
Insurance and annuity productsView metric
Equities, exchange-traded funds (“ETFs”) and fixed income productsView metric
Mutual fund and other investment productsView metric
RJBDP feesView metric
Client account and other feesView metric
Merger & acquisition and advisoryView metric
Equity underwritingView metric
Debt underwritingView metric
Affordable housing investments business revenuesView metric