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Core Net New Client Assets
Tracks organic inflows from the firm’s ongoing business excluding one-offs and volatile items, giving a clearer picture of sustainable growth and the effectiveness of client acquisition efforts.Core net new assets have accelerated materially since 2024, culminating in record quarter-level inflows in late‑2025/early‑2026 driven by robust new-account growth and market appreciation; persistent seasonal mid-year dips mean single-quarter softness shouldn’t be mistaken for a reversal. Those inflows validate management’s stronger revenue and operating‑leverage outlook, but future earnings remain exposed to market/trading volatility and the Fed’s rate path that will determine NIM and trading revenue upside.
Date | Core Net New Client Assets |
|---|---|
Jun 30, 2026 | $118.70B |
Mar 31, 2026 | $140.00B |
Dec 31, 2025 | $163.90B |
Sep 30, 2025 | $137.50B |
Jun 30, 2025 | $73.60B |
Mar 31, 2025 | $137.70B |
Dec 31, 2024 | $114.80B |
Sep 30, 2024 | $95.30B |
Jun 30, 2024 | $61.20B |
Mar 31, 2024 | $95.60B |