Sales 2025 by Business Segment

Sales 2025 by Geography

Historical Breakdown of Revenue by Business Segments

EBT: Breakdown by Business Segment

Breakdown by Business Segment (USD)
Fiscal Period: December 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

Investment Advice

          

Advice & Wealth Management

8.03B 8.54B 9.98B 11.44B 12.17B

Total Assets

24.99B 35.13B 42.98B 41.51B 40.04B

Interest Expense

-22M -86M -588M -700M -486M

EBT

1.74B 2.19B 2.85B 3.23B 3.41B

Life Insurance

          

Retirement and Protection Solution

3.24B 3.13B 3.48B 3.77B 3.96B

Total Assets

119B 98.53B 108B 117B 128B

Interest Expense

-426M -425M -420M -412M -413M

EBT

735M 630M 685M 726M 846M

Annuities

- - - - -

Interest Expense

- - - - -

Total Assets

- - - - -

EBT

- - - - -

Protection

- - - - -

Interest Expense

- - - - -

Total Assets

- - - - -

EBT

- - - - -

Investment Funds

          

Asset Management

3.68B 3.51B 3.28B 3.52B 3.62B

Total Assets

10.99B 7.97B 7.29B 7.35B 6.72B

Interest Expense

-5M -5M -7M -7M -12M

EBT

1.1B 844M 720M 920M 1.02B

Corporate & Other

489M 484M 553M 484M 460M

Total Assets

20.53B 16.84B 16.47B 15.93B 16.36B

Interest Expense

-315M -317M -351M -354M -340M

EBT

-270M -275M -320M -443M -396M

Unallocated Non-Operating Revenue

-414M 17M 160M 196M 202M

EBT

152M -268M - 1M 1M

EBT

- - - - -

EBT

521M - - - -

Elimination of Intersegment Revenues

-1.59B -1.33B -1.33B -1.45B -1.47B

EBT

-656M 211M -608M -153M -

EBT

87M -97M -32M -21M -374M

EBT

-22M - - - -

EBT

- - - - -

EBT

-4M -5M - 4M -

EBT

-32M -50M -62M - -

EBT

- - - - -

Geographical Revenue Distribution History

Geographical breakdown of sales (USD)
Fiscal Period: December 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

United States

- - - - -

Foreign

- - - - -