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Revenue by Segment
Shows how much each business unit contributes to overall sales, indicating areas of strength and potential growth within the company.Advice & Wealth Management is clearly the growth engine — rising AUM and record adviser productivity (plus planned Huntington onboarding and AI tools) are driving outsized revenue and should sustain margins and buybacks. Asset Management is recovering with margin expansion but remains exposed to net outflows and the near‑term hit from accelerated Comerica exits, so fee growth could be lumpy despite higher margins. Retirement & Protection is a steady, sales‑driven contributor, but overall upside depends on converting elevated cash balances into fee assets and managing recruiting-related costs.
Date | Asset Management | Advice and Wealth Management | Retirement and Protection Solutions |
|---|---|---|---|
Jun 30, 2026 | $947.00M | $3.25B | $975.00M |
Mar 31, 2026 | $910.00M | $3.17B | $952.00M |
Dec 31, 2025 | $1.04B | $3.16B | $991.00M |
Sep 30, 2025 | $906.00M | $2.99B | $1.10B |
Jun 30, 2025 | $830.00M | $2.81B | $936.00M |
Mar 31, 2025 | $846.00M | $2.78B | $926.00M |
Dec 31, 2024 | $930.00M | $2.83B | $960.00M |
Sep 30, 2024 | $882.00M | $2.74B | $973.00M |
Jun 30, 2024 | $848.00M | $2.64B | $928.00M |
Mar 31, 2024 | $855.00M | $2.56B | $912.00M |