AMERIPRISE FINANCIAL INC Financial Summary

Complete Filing Data

AMERIPRISE FINANCIAL INC reported Earnings Per Share Diluted of $36.28 per share for FY2025.

All values from 10-K, 20-F, and 10-Q filings on SEC EDGAR, organized by financial statement. Scroll each table horizontally for the full history. Blank cells mean AMERIPRISE FINANCIAL INC did not report that metric for that period in XBRL — often because accounting standards changed which tag a company files under (for example, most companies moved revenue to the ASC-606 tag in 2018), so a metric may continue in a different row. Rows marked * merge those successor tags into one continuous series, preferring the audited value from the newest-standard tag where periods overlap.

Income Statement

Annual (10-K / 20-F)

Metric \ Fiscal Year	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020	FY2019	FY2018	FY2017	FY2016	FY2015	FY2014	FY2013	FY2012	FY2011	FY2010	FY2009	FY2008	FY2007
Net Income *	$3.56B	$3.40B	$2.56B	$3.15B	$3.42B	$1.53B	$1.89B	$2.10B	$1.48B	$1.31B	$1.56B	$1.62B	$1.33B	$1.03B	$1.01B	$1.10B	$722.0M	-$36.0M	$814.0M
Revenues	$18.91B	$17.93B	$16.10B	$14.33B	$13.39B	$11.96B	$13.10B	$12.92B	$12.18B	$11.84B	$12.20B	$12.30B	$11.23B	$10.26B	$10.24B	$9.58B	$7.54B	$7.10B	$8.76B
Income Tax Expense Benefit	$941.0M	$866.0M	$678.0M	$782.0M	$768.0M	$297.0M	$339.0M	$386.0M	$734.0M	$278.0M	$455.0M	$545.0M	$492.0M	$335.0M	$377.0M	$293.0M	$184.0M	-$333.0M	$202.0M
Interest Expense Deposits	$431.0M	$662.0M	$561.0M	$76.0M	$12.0M	$59.0M	$136.0M	$89.0M	$48.0M	$39.0M	$30.0M	$28.0M	$31.0M	$42.0M	$47.0M	$70.0M	$141.0M	$179.0M	$249.0M
Interest Expense Borrowings	$326.0M	$329.0M	$324.0M	$198.0M	$191.0M	$162.0M	$214.0M	$245.0M	$207.0M	$241.0M	$387.0M	$328.0M	$281.0M	$276.0M	$317.0M	$290.0M	$127.0M	$109.0M	$112.0M
General And Administrative Expense	$3.88B	$3.90B	$3.87B	$3.72B	$3.44B	$3.12B	$3.29B	$3.17B	$3.16B	$3.08B	$3.08B	$3.10B	$3.06B	$3.10B	$3.01B	$2.85B	$2.43B	$2.47B	$2.56B
Comprehensive Income Net Of Tax	$4.58B	$3.26B	$3.34B	$1.25B	$2.92B	$1.98B	$2.45B	$1.58B	$1.51B	$1.25B	$1.15B	$1.69B	$735.0M	$1.47B	$1.22B	$1.33B
Net Revenues									$12.03B	$11.70B	$12.17B	$12.27B	$11.20B	$10.22B	$10.19B	$9.51B	$7.40B	$6.92B
Income Loss From Continuing Operations Before Income Taxes									$2.21B	$1.59B	$2.14B	$2.55B	$1.97B	$1.24B	$1.45B	$1.47B	$920.0M	-$423.0M
Income Taxes Paid Net		$496.0M	$1.04B	$500.0M	$986.0M	$236.0M	$609.0M	$538.0M	$418.0M	$155.0M	$439.0M	$578.0M	$391.0M	$217.0M	$370.0M	$61.0M	$98.0M	$185.0M	$55.0M
Net Income Loss Attributable To Noncontrolling Interest									$0.00	$0.00	$125.0M	$381.0M	$141.0M	-$128.0M	-$106.0M	$163.0M	$15.0M	-$54.0M	-$8.0M
Revenues Net Of Interest Expense	$18.48B	$17.26B	$15.54B	$14.26B	$13.38B	$11.90B	$12.97B	$12.84B	$12.13B	$11.80B
Comprehensive Income Net Of Tax Including Portion Attributable To Noncontrolling Interest						$1.90B	$2.45B	$1.58B	$1.51B	$1.25B	$1.22B	$2.00B	$901.0M	$1.37B	$1.10B	$1.47B	$2.25B	-$1.13B	$854.0M
Other Than Temporary Impairments And Provision For Loan Losses	$19.0M	$9.0M	-$16.0M	$98.0M	$4.0M	$24.0M	$22.0M		$0.00	$4.0M	$9.0M	$7.0M	$8.0M	$42.0M	$43.0M	-$47.0M	-$132.0M	-$793.0M	-$13.0M
Income Loss From Equity Method Investments	-$8.0M	-$19.0M	-$27.0M	-$36.0M	-$75.0M	-$66.0M	-$95.0M	-$63.0M	-$100.0M	-$54.0M	-$14.0M	-$11.0M	$31.0M	-$15.0M	-$42.0M	$4.0M
Income Loss From Continuing Operations Before Income Taxes Extraordinary Items Noncontrolling Interest	$4.50B	$4.27B	$3.23B	$3.93B	$4.19B	$1.83B	$2.23B	$2.48B	$2.21B	$1.59B
Deferred Income Tax Expense Benefit	$157.0M	$125.0M	$18.0M	$155.0M	$91.0M	-$321.0M	-$308.0M	$25.0M	$156.0M	-$34.0M	-$131.0M	$228.0M	-$118.0M	$50.0M	$61.0M	$513.0M	-$24.0M	-$409.0M
Other Comprehensive Income Loss Available For Sale Securities Adjustment Net Of Tax						$407.0M	$556.0M	-$465.0M	$7.0M	$47.0M	-$360.0M	$131.0M	-$657.0M	$429.0M	$183.0M	$350.0M
Other Comprehensive Income Loss Net Of Tax						$367.0M	$553.0M	-$519.0M	$29.0M	-$59.0M	-$469.0M	$4.0M	-$574.0M	$472.0M	$93.0M	$318.0M
Other Comprehensive Income Loss Foreign Currency Transaction And Translation Adjustment Net Of Tax						$27.0M	$17.0M	-$31.0M	-$8.0M	-$76.0M	-$90.0M	-$103.0M	$37.0M	$50.0M	-$10.0M	-$43.0M
Income Loss From Continuing Operations Per Diluted Share										$7.81	$8.48	$8.31	$6.46	$4.63	$4.77	$3.86	$2.95
Income Loss From Continuing Operations Per Basic Share										$7.90	$8.60	$8.46	$6.58	$4.71	$4.87	$3.94	$2.98

Quarterly (10-Q, single quarters)

Metric \ Quarter	Q3 2025	Q2 2025	Q1 2025	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022	Q2 2022	Q1 2022	Q3 2021	Q2 2021	Q1 2021	Q4 2020	Q3 2020	Q2 2020	Q1 2020	Q4 2019	Q3 2019	Q2 2019	Q1 2019	Q4 2018	Q3 2018	Q2 2018	Q1 2018	Q4 2017	Q3 2017	Q2 2017	Q1 2017	Q4 2016	Q3 2016	Q2 2016	Q1 2016	Q4 2015	Q3 2015	Q2 2015	Q1 2015	Q4 2014	Q3 2014	Q2 2014	Q1 2014	Q4 2013	Q3 2013	Q2 2013	Q1 2013	Q4 2012	Q3 2012	Q2 2012	Q1 2012	Q4 2011	Q3 2011	Q2 2011	Q1 2011	Q4 2010	Q3 2010	Q2 2010	Q1 2010	Q4 2009	Q3 2009	Q2 2009	Q1 2009	Q3 2008	Q2 2008
Net Income *	$912.0M	$1.06B	$583.0M	$511.0M	$829.0M	$990.0M	$377.0M	$872.0M	$890.0M	$417.0M	$649.0M	$1.06B	$614.0M	$825.0M	$926.0M	$356.0M	$1.44B	$177.0M	-$140.0M	-$539.0M	$2.04B	$463.0M	$543.0M	$492.0M	$395.0M	$539.0M	$503.0M	$462.0M	$594.0M	$177.0M	$507.0M	$393.0M	$403.0M	$400.0M	$215.0M	$335.0M	$364.0M	$380.0M	$397.0M	$415.0M	$393.0M	$453.0M	$420.0M	$374.0M	$400.0M	$380.0M	$382.0M	$321.0M	$335.0M	$332.0M	$151.0M	$170.0M	$248.0M	$281.0M	$219.0M	$309.0M	$241.0M	$280.0M	$344.0M	$259.0M	$214.0M	$237.0M	$260.0M	$95.0M	$130.0M	-$70.0M	$210.0M
Revenues	$4.89B	$4.49B	$4.48B	$4.56B	$4.39B	$4.33B		$4.08B	$4.01B	$3.85B		$3.50B	$3.49B	$3.63B	$2.90B	$3.40B	$3.35B		$3.01B	$2.73B	$3.03B		$3.35B	$3.28B	$3.15B		$3.32B	$3.22B	$3.18B		$3.03B	$3.02B	$2.94B		$3.01B	$2.88B	$2.77B		$2.89B	$3.14B	$3.06B		$3.12B	$3.08B	$3.00B		$2.82B	$2.76B	$2.70B		$2.48B	$2.52B	$2.57B		$2.47B	$2.63B	$2.55B		$2.35B	$2.48B	$2.29B		$1.98B	$1.91B	$1.76B	$1.67B	$2.01B
Income Tax Expense Benefit	$262.0M	$291.0M	$104.0M	$134.0M	$222.0M	$229.0M		$245.0M	$237.0M	$79.0M		$274.0M	$159.0M	$181.0M	$210.0M	$67.0M	$325.0M		-$44.0M	$13.0M	$315.0M		$98.0M	$95.0M	$75.0M		$85.0M	$86.0M	$102.0M		$126.0M	$118.0M	$72.0M		$23.0M	$75.0M	$111.0M		$111.0M	$139.0M	$139.0M		$155.0M	$152.0M	$134.0M		$154.0M	$120.0M	$121.0M		$47.0M	$128.0M	$73.0M		$109.0M	$118.0M	$92.0M		$132.0M	$66.0M	$65.0M		$80.0M	$28.0M	$18.0M	-$92.0M	$27.0M
Interest Expense Deposits	$102.0M	$115.0M	$127.0M	$163.0M	$172.0M	$179.0M		$151.0M	$131.0M	$103.0M		$15.0M	$3.0M	$2.0M	$3.0M	$2.0M	$5.0M		$10.0M	$18.0M	$25.0M		$34.0M	$37.0M	$35.0M		$24.0M	$20.0M	$16.0M		$12.0M	$12.0M	$10.0M		$12.0M	$8.0M	$9.0M		$7.0M	$7.0M	$7.0M		$7.0M	$7.0M	$7.0M		$8.0M	$8.0M	$8.0M		$11.0M	$10.0M	$11.0M		$12.0M	$11.0M	$13.0M		$15.0M	$20.0M	$21.0M		$33.0M	$38.0M	$42.0M	$43.0M	$42.0M
Interest Expense Borrowings	$84.0M	$82.0M	$80.0M	$87.0M	$83.0M	$82.0M		$84.0M	$84.0M	$72.0M		$52.0M	$44.0M	$40.0M	$64.0M	$43.0M	$42.0M		$37.0M	$41.0M	$46.0M		$52.0M	$59.0M	$53.0M		$50.0M	$80.0M	$51.0M		$52.0M	$52.0M	$50.0M		$52.0M	$53.0M	$55.0M		$98.0M	$89.0M	$84.0M		$79.0M	$79.0M	$79.0M		$68.0M	$60.0M	$66.0M		$68.0M	$72.0M	$69.0M		$71.0M	$75.0M	$75.0M		$74.0M	$74.0M	$64.0M		$45.0M	$28.0M	$26.0M	$27.0M	$28.0M
General And Administrative Expense	$951.0M	$947.0M	$916.0M	$975.0M	$957.0M	$960.0M		$950.0M	$967.0M	$937.0M		$925.0M	$894.0M	$947.0M	$822.0M	$830.0M	$823.0M		$763.0M	$776.0M	$753.0M		$820.0M	$823.0M	$805.0M		$802.0M	$788.0M	$789.0M		$781.0M	$767.0M	$777.0M		$731.0M	$763.0M	$727.0M		$744.0M	$792.0M	$752.0M		$757.0M	$805.0M	$758.0M		$730.0M	$775.0M	$758.0M		$718.0M	$763.0M	$762.0M		$743.0M	$774.0M	$771.0M		$678.0M	$699.0M	$621.0M		$625.0M	$600.0M	$581.0M	$681.0M	$572.0M
Comprehensive Income Net Of Tax	$1.18B	$1.34B	$972.0M	$1.40B	$766.0M	$826.0M		$381.0M	$526.0M	$978.0M		$144.0M	$108.0M	$225.0M	$670.0M	$734.0M	$125.0M		-$18.0M	$150.0M	$1.48B		$611.0M	$726.0M	$721.0M		$438.0M	$288.0M	$361.0M				$422.0M		$172.0M	$531.0M	$547.0M		$358.0M	$211.0M	$435.0M		$246.0M	$548.0M	$551.0M		$362.0M	-$138.0M	$225.0M		$498.0M	$314.0M	$344.0M		$344.0M	$419.0M	$216.0M
Net Revenues																											$3.29B	$3.20B	$3.17B	$3.16B	$3.01B	$3.01B	$2.93B	$3.06B	$3.00B	$2.87B	$2.77B	$3.10B	$2.89B	$3.13B	$3.05B	$3.09B	$3.11B	$3.07B	$3.00B	$2.95B	$2.81B	$2.75B	$2.69B	$2.67B	$2.47B	$2.51B	$2.56B	$2.58B	$2.46B	$2.62B	$2.53B	$2.56B	$2.33B	$2.46B	$2.16B	$2.27B	$1.95B	$1.87B	$1.72B
Income Loss From Continuing Operations Before Income Taxes																											$588.0M	$548.0M	$696.0M	$600.0M	$633.0M	$511.0M	$475.0M	$469.0M	$238.0M	$410.0M	$475.0M	$446.0M	$463.0M	$615.0M	$618.0M	$558.0M	$720.0M	$619.0M	$650.0M	$479.0M	$602.0M	$402.0M	$487.0M	$418.0M	$199.0M	$299.0M	$322.0M	$326.0M	$326.0M	$409.0M	$386.0M	$368.0M	$446.0M	$462.0M	$358.0M	$331.0M	$340.0M	$115.0M	$134.0M
Income Taxes Paid Net			$28.0M			$25.0M				$33.0M				$34.0M			$36.0M				$34.0M				$18.0M				$118.0M				$137.0M				$23.0M				$21.0M				$50.0M				$10.0M				-$79.0M				$10.0M				$154.0M				-$1.0M
Net Income Loss Attributable To Noncontrolling Interest																																			$0.00	$0.00	$0.00	$23.0M	-$45.0M	$61.0M	$86.0M	$28.0M	$145.0M	$93.0M	$115.0M	$84.0M	$67.0M	-$40.0M	$30.0M	-$57.0M	-$22.0M	-$53.0M	$4.0M	$45.0M	-$105.0M	-$28.0M	-$18.0M	-$26.0M	-$32.0M	$139.0M	$82.0M			-$8.0M	-$14.0M	-$14.0M	-$5.0M
Revenues Net Of Interest Expense	$4.79B	$4.38B	$4.35B	$4.40B	$4.22B	$4.15B	$3.99B	$3.93B	$3.88B	$3.74B	$3.66B	$3.48B	$3.49B	$3.63B	$2.90B	$3.40B	$3.34B	$3.18B	$3.00B	$2.71B	$3.00B	$3.29B	$3.32B	$3.25B	$3.12B	$3.18B	$3.29B	$3.20B	$3.17B	$3.18B	$3.01B	$3.01B	$2.93B
Comprehensive Income Net Of Tax Including Portion Attributable To Noncontrolling Interest																	$125.0M		-$18.0M	$150.0M	$1.48B		$611.0M	$726.0M	$721.0M		$438.0M	$288.0M	$361.0M		$520.0M	$473.0M	$422.0M		$172.0M	$531.0M	$547.0M		$269.0M	$338.0M	$465.0M		$340.0M	$667.0M	$675.0M		$476.0M	-$178.0M	$214.0M		$494.0M	$250.0M	$367.0M		$219.0M	$391.0M	$212.0M				$362.0M				$202.0M
Other Than Temporary Impairments And Provision For Loan Losses			-$5.0M			-$1.0M				$5.0M				$0.00							$21.0M				$5.0M								$1.0M				$0.00				$2.0M				$1.0M				$3.0M				-$7.0M				-$4.0M				-$34.0M				$39.0M
Income Loss From Equity Method Investments			-$13.0M			-$4.0M				-$11.0M				-$12.0M			-$12.0M				-$19.0M				-$12.0M				-$12.0M				-$12.0M				-$9.0M				-$5.0M				-$3.0M				$1.0M				$9.0M
Income Loss From Continuing Operations Before Income Taxes Extraordinary Items Noncontrolling Interest	$1.17B	$1.35B	$687.0M	$645.0M	$1.05B	$1.22B	$494.0M	$1.12B	$1.13B	$496.0M	$817.0M	$1.34B	$773.0M	$1.01B	$1.14B	$423.0M	$1.76B	$190.0M	-$184.0M	-$526.0M	$2.35B	$534.0M	$641.0M	$587.0M	$470.0M		$588.0M	$548.0M	$696.0M
Deferred Income Tax Expense Benefit			-$95.0M			$227.0M				-$48.0M				$171.0M			$60.0M				$1.27B				-$2.0M				$104.0M				$38.0M				$36.0M				$66.0M				-$37.0M								-$56.0M				-$19.0M				$437.0M
Other Comprehensive Income Loss Available For Sale Securities Adjustment Net Of Tax																$141.0M	-$340.0M		$95.0M	$697.0M	-$524.0M		$90.0M	$248.0M	$322.0M		-$62.0M	-$130.0M	-$262.0M		-$4.0M	$57.0M	$7.0M		-$28.0M	$217.0M	$193.0M		-$19.0M	-$238.0M	$71.0M		-$142.0M	$162.0M	$145.0M		-$54.0M	-$459.0M	-$78.0M		$310.0M	$101.0M	$79.0M		$36.0M	$123.0M
Other Comprehensive Income Loss Net Of Tax																$143.0M	-$312.0M		$122.0M	$689.0M	-$557.0M		$68.0M	$234.0M	$326.0M		-$65.0M	-$174.0M	-$233.0M		$13.0M	$80.0M	$19.0M		-$43.0M	$196.0M	$183.0M		-$83.0M	-$138.0M	-$14.0M		-$225.0M	$200.0M	$160.0M		$27.0M	-$459.0M	-$151.0M		$343.0M	$80.0M	$119.0M			$104.0M
Other Comprehensive Income Loss Foreign Currency Transaction And Translation Adjustment Net Of Tax																$2.0M	-$1.0M		$27.0M	-$8.0M	-$33.0M		-$22.0M	-$14.0M	$5.0M		-$3.0M	-$44.0M	$29.0M		$16.0M	$23.0M	$7.0M		-$16.0M	-$28.0M	-$11.0M		-$65.0M	$100.0M	-$85.0M		-$84.0M	$38.0M	$15.0M		$80.0M		-$73.0M		$33.0M	-$21.0M	$31.0M		-$36.0M	-$1.0M
Income Loss From Continuing Operations Per Diluted Share																																						$2.00	$2.17	$2.23	$2.08	$2.23	$2.17	$1.91	$2.01	$1.47	$1.86	$1.54	$1.58	$1.80	$0.79	$0.99	$1.06	$0.95	$1.33	$1.27	$1.21	$1.18	$1.33	$0.97	$0.80
Income Loss From Continuing Operations Per Basic Share																																						$2.02	$2.20	$2.26	$2.11	$2.27	$2.21	$1.94	$2.05	$1.50	$1.90	$1.57	$1.61	$1.84	$0.81	$1.01	$1.08	$0.97	$1.35	$1.30	$1.24	$1.21	$1.36	$0.98	$0.81

Balance Sheet

Annual (10-K / 20-F)

Metric \ Fiscal Year	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020	FY2019	FY2018	FY2017	FY2016	FY2015	FY2014	FY2013	FY2012	FY2011	FY2010	FY2009	FY2008	FY2007	FY2006
Stockholders Equity *	$6.55B	$5.23B	$4.73B	$3.80B	$4.84B	$6.13B	$5.91B	$5.59B	$6.00B	$6.29B	$7.19B	$8.12B	$8.19B	$9.09B	$8.99B	$10.73B	$9.27B	$6.18B	$8.18B	$8.36B
Accumulated Other Comprehensive Income Loss Net Of Tax	-$892.0M	-$1.91B	-$1.77B	-$2.55B	-$642.0M	$629.0M			$229.0M	$200.0M	$253.0M	$662.0M	$595.0M	$1.19B	$751.0M	$650.0M	$305.0M	-$1.09B
Deferred Policy Acquisition Cost Amortization Expense		$242.0M	$246.0M	$252.0M	$259.0M	$277.0M	$179.0M	$322.0M	$267.0M	$415.0M	$354.0M	$367.0M	$207.0M	$286.0M	$397.0M	$114.0M	$217.0M	$933.0M	$551.0M
Treasury Stock Value Acquired Cost Method	$2.96B	$2.57B	$2.21B	$2.10B	$2.22B	$1.65B	$2.04B	$1.71B	$1.68B	$1.75B	$1.82B	$1.72B	$1.74B	$1.38B	$1.50B	$597.0M	$11.0M	$638.0M	$977.0M
Dividends Common Stock			$569.0M	$553.0M	$527.0M	$512.0M	$518.0M	$516.0M	$502.0M	$489.0M	$474.0M	$435.0M	$411.0M	$251.0M	$274.0M	$183.0M	$164.0M	$143.0M	$133.0M
Investment Certificates And Banking Time Deposits Maturities Withdrawals And Cash Surrenders	$6.12B	$7.21B	$7.04B	$4.34B	$4.19B	$5.02B	$5.49B	$4.75B	$4.26B	$3.16B	$2.51B	$2.26B	$1.88B	$1.19B	$1.28B	-$1.87B	-$3.18B	-$1.59B	-$1.78B
Gain Loss On Sale Of Investments	$3.0M	-$15.0M	-$47.0M	$1.0M	$632.0M	$22.0M	$16.0M	$9.0M	$50.0M	$16.0M	$14.0M	$45.0M	$16.0M	$45.0M	$34.0M	$60.0M	$163.0M	$5.0M	$49.0M
Retained Earnings Accumulated Deficit	$27.66B	$24.71B	$21.91B	$19.92B	$17.32B	$15.29B	$14.28B	$12.91B	$11.33B	$10.35B	$9.53B	$8.47B	$7.29B	$6.38B	$5.60B	$4.77B	$3.96B	$4.59B
Payment To Acquire Investments By Consolidated Investment Entities	$1.43B	$1.13B	$427.0M	$961.0M	$1.60B	$957.0M	$644.0M	$411.0M	$1.27B	$845.0M	$2.68B	$3.20B	$3.08B	$1.60B	$2.87B	$1.94B
Repayments Of Debt Of Consolidated Investment Entities	$922.0M	$1.00B	$275.0M	$4.0M	$1.14B	$74.0M	$84.0M	$1.53B	$118.0M	$517.0M	$719.0M	$1.01B	$1.05B	$709.0M	$603.0M	$287.0M
Liabilities And Stockholders Equity	$190.90B	$181.40B	$175.19B	$158.85B	$177.74B	$165.88B	$151.83B	$137.22B	$147.48B	$139.82B	$145.34B	$148.81B	$144.58B	$134.73B	$132.31B	$131.21B	$113.77B	$95.58B
Liabilities	$184.36B	$176.18B	$170.46B	$155.05B	$172.90B	$160.02B	$146.10B	$131.63B	$141.49B	$133.53B	$136.96B	$139.51B	$135.34B	$125.02B	$122.61B	$119.93B	$103.90B	$89.11B
Assets	$190.90B	$181.40B	$175.19B	$158.85B	$177.74B	$165.88B	$151.83B	$137.22B	$147.48B	$139.82B	$145.34B	$148.81B	$144.58B	$134.73B	$132.31B	$131.21B	$113.77B	$95.58B
Common Stock Value	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M
Additional Paid In Capital Common Stock	$10.38B	$10.14B	$9.82B	$9.52B	$9.22B	$8.82B	$8.46B	$8.26B	$8.09B	$7.77B	$7.61B	$7.35B	$6.93B	$6.50B	$6.24B	$6.03B	$5.75B	$4.69B
Repayments Of Long Term Debt	$510.0M	$561.0M	$760.0M	$510.0M	$9.0M	$762.0M	$313.0M	$13.0M	$11.0M	$257.0M	$409.0M	$200.0M	$350.0M	$0.00	$20.0M	$354.0M	$550.0M	$36.0M	$54.0M
Separate Accounts Liability	$80.04B	$78.11B	$77.46B	$73.96B	$97.49B	$92.61B	$87.49B	$77.93B	$87.37B	$80.21B	$80.35B	$83.26B	$81.22B	$72.40B	$66.78B		$58.13B	$44.75B
Consolidated Investment Entities Unrealized Realized Gain Loss On Assets And Liabilities	-$12.0M	$13.0M	-$23.0M	-$17.0M	$20.0M	-$7.0M	-$9.0M	$47.0M	-$5.0M	$38.0M	$132.0M	$378.0M	$136.0M	-$158.0M	-$115.0M	$106.0M
Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents	$11.16B	$9.49B	$8.62B	$8.76B	$9.57B	$8.90B	$6.21B	$5.88B	$5.14B	$5.54B	$5.56B	$5.64B
Change In Other Operating Assets And Liabilities Of Consolidated Investment Entities	-$6.0M	-$1.0M	$5.0M	-$2.0M	-$20.0M	$15.0M	$12.0M	-$29.0M	$0.00	$9.0M	-$95.0M	$0.00	$38.0M	-$103.0M	-$19.0M	$54.0M

Quarterly (10-Q, single quarters)

Metric \ Quarter	Q3 2025	Q2 2025	Q1 2025	Q3 2024	Q2 2024	Q1 2024	Q3 2023	Q2 2023	Q1 2023	Q3 2022	Q2 2022	Q1 2022	Q3 2021	Q2 2021	Q1 2021	Q4 2020	Q3 2020	Q2 2020	Q1 2020	Q4 2019	Q3 2019	Q2 2019	Q1 2019	Q4 2018	Q3 2018	Q2 2018	Q1 2018	Q3 2017	Q2 2017	Q1 2017	Q3 2016	Q2 2016	Q1 2016	Q3 2015	Q2 2015	Q1 2015	Q3 2014	Q2 2014	Q1 2014	Q3 2013	Q2 2013	Q1 2013	Q3 2012	Q2 2012	Q1 2012	Q3 2011	Q2 2011	Q1 2011	Q4 2010	Q3 2010	Q2 2010	Q1 2010	Q3 2009	Q2 2009	Q1 2009	Q3 2008	Q2 2008
Stockholders Equity *	$6.46B	$6.08B	$5.43B	$5.72B	$4.99B	$4.88B	$3.83B	$4.08B	$4.14B	$3.62B	$4.07B	$4.52B	$5.71B	$5.69B	$5.50B	$5.87B	$6.07B	$6.50B	$6.69B		$6.00B	$6.03B	$5.84B		$5.62B	$5.63B	$5.84B	$6.31B	$6.25B	$6.22B	$6.80B	$7.09B	$7.09B	$7.63B	$7.88B	$8.20B	$8.26B	$8.43B	$8.34B	$8.33B	$8.34B	$8.96B	$9.16B	$9.01B	$9.12B	$10.27B	$10.55B	$10.55B		$10.95B	$10.50B	$10.11B	$9.05B	$8.11B	$6.64B	$7.11B	$7.70B
Accumulated Other Comprehensive Income Loss Net Of Tax	-$969.0M	-$1.24B	-$1.52B	-$1.10B	-$1.99B	-$1.93B	-$2.84B	-$2.35B	-$1.99B	-$2.79B	-$1.80B	-$895.0M	$99.0M	$460.0M	$317.0M		$516.0M	$394.0M	-$295.0M	$262.0M	$337.0M	$269.0M	$35.0M	-$291.0M	-$244.0M	-$179.0M	-$5.0M	$312.0M	$299.0M	$219.0M	$595.0M	$638.0M	$442.0M	$461.0M	$500.0M	$704.0M	$746.0M	$920.0M	$746.0M	$605.0M	$625.0M	$1.08B	$1.27B	$942.0M	$851.0M	$636.0M	$633.0M	$542.0M		$897.0M	$607.0M	$365.0M	$277.0M	-$388.0M
Deferred Policy Acquisition Cost Amortization Expense										$107.0M	$152.0M	$96.0M	$9.0M	$63.0M	$5.0M		$85.0M	-$248.0M	$512.0M		$112.0M	$58.0M	$16.0M		$25.0M	$63.0M	$92.0M	$48.0M	$69.0M	$72.0M	$163.0M	$87.0M	$110.0M	$133.0M	$94.0M	$75.0M	$116.0M	$78.0M	$87.0M	-$14.0M	$92.0M	$75.0M	$67.0M	$99.0M	$31.0M	$202.0M	$89.0M	$75.0M		-$246.0M	$171.0M	$118.0M	-$64.0M	-$125.0M	$286.0M	$240.0M	$144.0M
Treasury Stock Value Acquired Cost Method	$715.0M	$592.0M	$744.0M	$599.0M	$566.0M	$706.0M	$568.0M	$502.0M	$657.0M	$509.0M	$477.0M	$579.0M	$586.0M	$484.0M	$554.0M		$341.0M	$257.0M	$537.0M		$570.0M	$473.0M	$399.0M		$365.0M	$418.0M	$482.0M			$509.0M			$485.0M			$443.0M			$516.0M			$471.0M			$316.0M			$413.0M				$15.0M			$9.0M
Dividends Common Stock				$150.0M	$151.0M	$143.0M	$143.0M	$146.0M	$138.0M	$141.0M	$142.0M	$133.0M	$133.0M	$134.0M	$129.0M		$129.0M	$131.0M	$126.0M		$129.0M	$134.0M	$127.0M		$131.0M	$132.0M	$125.0M			$121.0M			$117.0M			$110.0M			$103.0M			$94.0M			$2.0M			$46.0M				$45.0M			$37.0M
Investment Certificates And Banking Time Deposits Maturities Withdrawals And Cash Surrenders			$1.47B			$1.88B			$1.82B			$835.0M			$1.22B				$1.45B				$1.38B				$1.19B			$1.08B			$807.0M			$559.0M			$528.0M			$403.0M			-$254.0M			-$431.0M				-$607.0M			-$866.0M
Gain Loss On Sale Of Investments			$5.0M			$1.0M			$7.0M			$18.0M			$65.0M				$5.0M				$10.0M				$6.0M			$19.0M			-$12.0M			$12.0M			$6.0M			$4.0M			$3.0M			$1.0M				$32.0M			$51.0M
Retained Earnings Accumulated Deficit	$26.81B	$26.05B	$25.15B	$23.79B	$23.43B	$22.75B	$21.67B	$20.94B	$20.20B	$19.17B	$18.77B	$18.15B	$16.96B	$16.06B	$15.60B		$15.24B	$15.51B	$16.18B		$13.94B	$13.53B	$13.17B		$12.50B	$12.13B	$11.80B	$11.27B	$10.90B	$10.63B	$10.10B	$10.01B	$9.80B	$9.32B	$9.04B	$8.75B	$8.15B	$7.84B	$7.58B	$7.11B	$6.83B	$6.62B	$6.09B	$5.99B	$5.85B	$6.84B	$6.63B	$6.39B		$5.96B	$5.66B	$5.45B	$5.09B	$4.88B
Payment To Acquire Investments By Consolidated Investment Entities			$354.0M			$131.0M			$122.0M			$190.0M			$737.0M				$133.0M				$203.0M				$116.0M			$285.0M			$158.0M			$403.0M			$742.0M			$531.0M			$324.0M			$629.0M				$405.0M
Repayments Of Debt Of Consolidated Investment Entities			$328.0M			$227.0M			$31.0M			$1.0M			$63.0M				$29.0M				$12.0M				$52.0M			$0.00			$26.0M			$192.0M			$85.0M			$291.0M			$90.0M			$32.0M				$1.0M
Liabilities And Stockholders Equity	$190.09B	$184.90B	$179.06B	$185.97B	$179.70B	$179.83B	$165.14B	$169.78B	$166.64B	$153.35B	$158.50B	$167.53B	$170.73B	$171.70B	$165.74B		$158.69B	$154.90B	$145.68B		$149.51B	$148.68B	$144.40B		$145.19B	$143.27B	$144.76B	$145.49B	$143.14B	$140.86B	$143.62B	$142.68B	$140.25B	$145.32B	$148.81B	$151.45B	$147.19B	$149.16B	$145.96B	$140.21B	$137.26B	$137.30B	$138.56B	$135.27B	$136.76B	$130.38B	$135.14B	$133.83B		$129.04B	$121.11B	$122.38B	$111.20B	$103.21B
Liabilities	$183.63B	$178.82B	$173.63B	$180.25B	$174.71B	$174.95B	$161.31B	$165.70B	$162.50B	$150.10B	$154.19B	$162.52B	$165.02B	$166.02B	$160.24B		$152.62B	$148.40B	$138.99B		$143.52B	$142.65B	$138.56B		$139.57B	$137.64B	$138.92B	$139.18B	$136.89B	$134.63B	$136.83B	$135.60B	$133.16B	$136.50B	$139.81B	$142.19B	$137.85B	$139.48B	$136.52B	$131.04B	$128.28B	$127.68B	$128.74B	$125.66B	$127.01B	$119.39B	$123.91B	$122.64B		$117.54B	$109.99B	$111.68B	$101.81B	$94.84B
Assets	$190.09B	$184.90B	$179.06B	$185.97B	$179.70B	$179.83B	$165.14B	$169.78B	$166.64B	$153.35B	$158.50B	$167.53B	$170.73B	$171.70B	$165.74B		$158.69B	$154.90B	$145.68B		$149.51B	$148.68B	$144.40B		$145.19B	$143.27B	$144.76B	$145.49B	$143.14B	$140.86B	$143.62B	$142.68B	$140.25B	$145.32B	$148.81B	$151.45B	$147.19B	$149.16B	$145.96B	$140.21B	$137.26B	$137.30B	$138.56B	$135.27B	$136.76B	$130.38B	$135.14B	$133.83B		$129.04B	$121.11B	$122.38B	$111.20B	$103.21B
Common Stock Value	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M		$3.0M	$3.0M	$3.0M		$3.0M	$3.0M	$3.0M		$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M	$3.0M		$3.0M	$3.0M	$3.0M	$3.0M	$3.0M
Additional Paid In Capital Common Stock	$10.31B	$10.25B	$10.19B	$10.05B	$9.99B	$9.92B	$9.74B	$9.67B	$9.61B	$9.43B	$9.38B	$9.35B	$9.12B	$9.05B	$8.98B		$8.68B	$8.62B	$8.58B		$8.39B	$8.34B	$8.27B		$8.21B	$8.17B	$8.12B	$8.02B	$7.90B	$7.86B	$7.71B	$7.66B	$7.61B	$7.56B	$7.50B	$7.42B	$7.23B	$7.14B	$7.05B	$6.84B	$6.73B	$6.59B	$6.36B	$6.29B	$6.24B	$6.18B	$6.11B	$6.04B		$5.92B	$5.87B	$5.82B	$5.70B	$5.64B
Repayments Of Long Term Debt			$3.0M			$3.0M			$2.0M			$502.0M			$2.0M				$753.0M			$300.0M	$3.0M				$3.0M			$2.0M			$19.0M			$0.00												$6.0M							$113.0M
Separate Accounts Liability	$80.68B	$78.85B	$75.57B	$81.41B	$79.10B	$79.75B	$72.35B	$76.87B	$75.94B	$71.72B	$77.76B	$89.67B	$95.13B	$96.85B	$93.48B		$86.13B	$83.70B	$75.31B		$84.07B	$84.93B	$83.57B		$86.59B	$85.26B	$85.85B	$85.29B	$83.66B	$82.17B	$81.51B	$80.23B	$80.18B	$78.64B	$83.70B	$84.24B	$82.42B	$84.03B	$81.87B	$77.79B	$74.82B	$75.50B				$63.24B			$68.33B				$55.58B	$48.66B
Consolidated Investment Entities Unrealized Realized Gain Loss On Assets And Liabilities			-$12.0M			-$3.0M			-$6.0M			-$3.0M			$19.0M				-$6.0M				-$4.0M				-$1.0M			-$3.0M			-$4.0M			$9.0M			$101.0M			$26.0M			-$5.0M
Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents	$10.95B	$9.61B	$8.96B	$11.38B	$8.84B	$8.06B	$7.99B	$8.73B	$9.84B	$9.62B	$9.38B	$8.81B	$9.55B	$8.83B	$7.54B		$10.22B	$10.12B	$11.68B		$7.57B	$6.74B	$5.76B		$4.70B	$4.77B	$4.47B
Change In Other Operating Assets And Liabilities Of Consolidated Investment Entities			-$2.0M			$1.0M			$6.0M			-$8.0M			-$4.0M				$1.0M				-$1.0M				-$3.0M			$0.00			$12.0M			$4.0M			$14.0M			$62.0M			-$19.0M

Cash Flow Statement

Annual (10-K / 20-F)

Metric \ Fiscal Year	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020	FY2019	FY2018	FY2017	FY2016	FY2015	FY2014	FY2013	FY2012	FY2011	FY2010	FY2009	FY2008	FY2007
Stock Issued During Period Value Share Based Compensation Gross	$313.0M	$399.0M	$371.0M	$369.0M	$433.0M	$405.0M	$257.0M	$235.0M	$374.0M	$216.0M	$331.0M	$510.0M	$534.0M	$366.0M	$309.0M	$281.0M	$191.0M
Share Based Compensation	$206.0M	$193.0M	$187.0M	$170.0M	$152.0M	$146.0M	$135.0M	$144.0M	$121.0M	$134.0M	$145.0M	$130.0M	$143.0M	$134.0M	$145.0M	$158.0M	$182.0M	$148.0M	$143.0M
Proceeds From Sale And Maturity Of Other Investments	$70.0M	$123.0M	$145.0M	$96.0M	$173.0M	$198.0M	$276.0M	$722.0M	$329.0M	$253.0M	$236.0M	$207.0M	$348.0M	$199.0M	$360.0M	$189.0M	$75.0M	$52.0M	$123.0M
Proceeds From Maturities Prepayments And Calls Of Available For Sale Securities	$16.92B	$15.68B	$9.23B	$7.62B	$11.50B	$9.55B	$8.20B	$6.74B	$4.96B	$4.42B	$4.54B	$4.35B	$5.10B	$4.99B	$5.21B	$6.40B	$5.86B	$3.91B	$2.89B
Payments To Acquire Productive Assets	$162.0M	$176.0M	$184.0M	$182.0M	$120.0M	$147.0M	$143.0M	$162.0M	$162.0M	$92.0M	$133.0M	$113.0M	$105.0M	$137.0M	$250.0M	$131.0M	$83.0M	$125.0M	$306.0M
Payments To Acquire Other Investments	$51.0M	$158.0M	$116.0M	$99.0M	$97.0M	$284.0M	$288.0M	$653.0M	$519.0M	$269.0M	$306.0M	$408.0M	$347.0M	$403.0M	$422.0M	$102.0M	$14.0M	$353.0M	$61.0M
Payments Of Dividends	$596.0M	$574.0M	$550.0M	$534.0M	$511.0M	$497.0M	$504.0M	$506.0M	$491.0M	$479.0M	$465.0M	$426.0M	$401.0M	$305.0M	$212.0M	$183.0M	$164.0M	$143.0M	$133.0M
Payments For Repurchase Of Common Stock	$2.91B	$2.45B	$2.13B	$1.98B	$2.03B	$1.44B	$1.94B	$1.63B	$1.49B	$1.71B	$1.74B	$1.58B	$1.58B	$1.38B	$1.50B	$582.0M	$11.0M	$638.0M	$989.0M
Net Cash Provided By Used In Operating Activities	$8.32B	$6.60B	$4.69B	$4.41B	$3.33B	$4.62B	$2.34B	$2.60B	$1.52B	$2.33B	$2.69B	$2.40B	$1.36B	$1.51B	$2.18B	$1.85B	-$1.32B	$2.06B	$766.0M
Net Cash Provided By Used In Investing Activities	-$1.53B	-$551.0M	-$9.26B	-$13.58B	-$4.38B	-$2.89B	-$3.23B	-$587.0M	-$171.0M	-$783.0M	-$509.0M	-$715.0M	-$802.0M	$4.42B	-$1.15B	-$734.0M	-$6.37B	-$140.0M	$4.63B
Net Cash Provided By Used In Financing Activities	-$5.16B	-$5.17B	$4.41B	$8.43B	$1.72B	$952.0M	$1.21B	-$1.26B	-$1.79B	-$1.14B	-$2.40B	-$1.66B	-$306.0M	-$6.34B	-$1.11B	-$1.34B	$4.55B	$525.0M	-$4.32B
Increase Decrease In Receivables	$159.0M	-$215.0M	-$276.0M	-$39.0M	$568.0M	$648.0M	-$324.0M	$398.0M	$457.0M	$150.0M	$277.0M	$423.0M	$267.0M	$130.0M	$260.0M	$441.0M	$186.0M	$200.0M	$288.0M
Increase Decrease In Insurance Liabilities	$4.61B	$3.83B	$3.07B	$623.0M	$1.09B	$3.05B	$358.0M	$528.0M	-$441.0M	$8.0M	$494.0M	$1.12B	-$1.32B	-$741.0M	$1.17B	$565.0M	$105.0M	$466.0M	$84.0M
Increase Decrease In Accounts Payable And Accrued Liabilities	$261.0M	$105.0M	$354.0M	-$219.0M	$300.0M	$129.0M	$46.0M	-$100.0M	$206.0M	$174.0M	$82.0M	$137.0M	$134.0M	$171.0M	-$80.0M	$195.0M	$26.0M	-$507.0M	-$12.0M
Depreciation Amortization And Accretion Net	-$93.0M	-$159.0M	-$154.0M	-$40.0M	$98.0M	$207.0M	$183.0M	$198.0M	$234.0M	$248.0M	$248.0M	$254.0M	$239.0M	$225.0M	$110.0M	$110.0M	$120.0M	$267.0M	$285.0M
Payments For Proceeds From Other Investing Activities	$406.0M	$106.0M	$180.0M	$31.0M	$10.0M	-$17.0M	$115.0M	$56.0M	$107.0M	-$31.0M	-$16.0M	$21.0M	-$46.0M	-$8.0M	$9.0M	$15.0M	-$7.0M	-$33.0M	-$19.0M
Proceeds From Sales And Maturities Of Investments By Consolidated Investment Entities	$988.0M	$1.12B	$643.0M	$615.0M	$1.05B	$606.0M	$684.0M	$1.09B	$1.35B	$1.42B	$2.01B	$2.02B	$2.60B	$2.32B	$3.40B	$2.01B
Proceeds From Sale And Collection Of Mortgage Notes Receivable	$240.0M	$175.0M	$152.0M	$169.0M	$299.0M	$217.0M	$272.0M	$295.0M	$699.0M	$810.0M	$631.0M	$585.0M	$711.0M	$674.0M	$582.0M	$226.0M	$294.0M	$319.0M
Payments To Acquire Mortgage Notes Receivable	$713.0M	$413.0M	$284.0M	$207.0M	$263.0M	$165.0M	$354.0M	$235.0M	$479.0M	$451.0M	$558.0M	$525.0M	$630.0M	$586.0M	$912.0M	$154.0M	$104.0M	$109.0M

Quarterly (10-Q, single quarters)

Metric \ Quarter	Q3 2025	Q2 2025	Q1 2025	Q3 2024	Q2 2024	Q1 2024	Q3 2023	Q2 2023	Q1 2023	Q3 2022	Q2 2022	Q1 2022	Q3 2021	Q2 2021	Q1 2021	Q3 2020	Q2 2020	Q1 2020	Q3 2019	Q2 2019	Q1 2019	Q3 2018	Q2 2018	Q1 2018	Q1 2017	Q1 2016	Q1 2015	Q1 2014	Q1 2013	Q1 2012	Q1 2011	Q1 2010	Q1 2009
Stock Issued During Period Value Share Based Compensation Gross	$64.0M	$63.0M	$118.0M	$68.0M	$65.0M	$173.0M	$75.0M	$58.0M	$158.0M	$54.0M	$57.0M	$174.0M	$70.0M	$68.0M	$193.0M	$55.0M	$45.0M	$157.0M	$55.0M	$68.0M	$65.0M	$44.0M	$54.0M	$91.0M	$143.0M	$61.0M	$144.0M	$206.0M	$189.0M	$90.0M	$112.0M
Share Based Compensation			$49.0M			$42.0M			$46.0M			$44.0M			$35.0M			$36.0M			$30.0M			$32.0M	$31.0M	$34.0M	$35.0M	$30.0M	$33.0M	$32.0M	$42.0M	$39.0M	$40.0M
Proceeds From Sale And Maturity Of Other Investments			$22.0M			$20.0M			$31.0M			$15.0M			$54.0M			$77.0M			$51.0M			$224.0M	$90.0M	$32.0M	$41.0M	$57.0M	$67.0M	$53.0M	$50.0M	$36.0M	$11.0M
Proceeds From Maturities Prepayments And Calls Of Available For Sale Securities			$4.22B			$3.28B			$1.46B			$2.21B			$2.96B			$2.05B			$1.99B			$1.20B	$1.27B	$956.0M	$1.35B	$1.10B	$1.25B	$1.17B	$1.52B	$1.84B	$1.21B
Payments To Acquire Productive Assets			$36.0M			$52.0M			$41.0M			$44.0M			$22.0M			$29.0M			$31.0M			$33.0M	$33.0M	$28.0M	$29.0M	$20.0M	$14.0M	$61.0M	$47.0M	$21.0M	$15.0M
Payments To Acquire Other Investments			$26.0M			$23.0M			$24.0M			$5.0M			$31.0M			$115.0M			$93.0M			$272.0M	$54.0M	$46.0M	$93.0M	$111.0M	$86.0M	$76.0M	$80.0M	$9.0M	$10.0M
Payments Of Dividends			$144.0M			$138.0M			$134.0M			$129.0M			$129.0M			$122.0M			$124.0M			$122.0M	$117.0M	$115.0M	$107.0M	$100.0M	$92.0M	$62.0M	$46.0M	$45.0M	$37.0M
Payments For Repurchase Of Common Stock			$730.0M			$628.0M			$617.0M			$541.0M			$470.0M			$480.0M			$385.0M			$425.0M	$436.0M	$481.0M	$394.0M	$457.0M	$406.0M	$292.0M	$393.0M	$15.0M	$9.0M
Net Cash Provided By Used In Operating Activities			$1.69B			$1.44B			$1.06B			$409.0M			-$1.00B			$4.89B			$172.0M			-$188.0M	$6.0M	$616.0M	$913.0M	$434.0M	-$466.0M	$175.0M	$15.0M	$119.0M	-$572.0M
Net Cash Provided By Used In Investing Activities			-$1.74B			-$569.0M			-$3.15B			-$1.67B			-$809.0M			-$40.0M			-$481.0M			$67.0M	$211.0M	$1.0M	$182.0M	-$145.0M	$389.0M	-$234.0M	-$73.0M	$851.0M	-$2.07B
Net Cash Provided By Used In Financing Activities			-$488.0M			-$1.43B			$3.16B			$518.0M			$433.0M			$628.0M			$291.0M			-$564.0M	-$434.0M	-$322.0M	-$905.0M	-$521.0M	-$114.0M	-$417.0M	-$347.0M	$759.0M	$2.21B
Increase Decrease In Receivables			$220.0M			$0.00			-$256.0M			$96.0M			$238.0M			$13.0M			-$125.0M			$78.0M	$59.0M	$62.0M	$184.0M	$144.0M	$52.0M	$7.0M	$65.0M	$267.0M	-$303.0M
Increase Decrease In Insurance Liabilities			$940.0M			$448.0M			$1.07B			-$236.0M			-$1.05B			$2.63B			-$201.0M			-$325.0M	-$434.0M	$669.0M	$419.0M	$121.0M	-$557.0M	$370.0M	$57.0M	$8.0M	$167.0M
Increase Decrease In Accounts Payable And Accrued Liabilities			-$452.0M			-$436.0M			-$219.0M			-$461.0M			-$163.0M			-$432.0M			-$177.0M			-$373.0M	-$259.0M	-$295.0M	-$196.0M	-$183.0M	-$193.0M	-$165.0M	-$256.0M	-$161.0M	-$172.0M
Depreciation Amortization And Accretion Net			-$27.0M			-$42.0M			-$35.0M			-$12.0M			$60.0M			$47.0M			$46.0M			$56.0M	$63.0M	$65.0M	$66.0M	$63.0M	$58.0M	$56.0M	$30.0M	$22.0M	$56.0M
Payments For Proceeds From Other Investing Activities			$10.0M			$9.0M			$5.0M			-$24.0M			-$14.0M			-$7.0M			-$1.0M			-$3.0M	-$7.0M	$16.0M	-$6.0M	-$1.0M	$2.0M	-$1.0M	-$4.0M	$1.0M	-$4.0M
Proceeds From Sales And Maturities Of Investments By Consolidated Investment Entities			$167.0M			$236.0M			$182.0M			$183.0M			$240.0M			$141.0M			$132.0M			$130.0M	$296.0M	$182.0M	$396.0M	$418.0M	$690.0M	$468.0M	$1.02B	$454.0M
Proceeds From Sale And Collection Of Mortgage Notes Receivable			$37.0M			$32.0M			$41.0M			$32.0M			$55.0M			$54.0M			$64.0M			$75.0M	$117.0M	$410.0M	$163.0M	$140.0M	$186.0M	$46.0M	$54.0M	$62.0M
Payments To Acquire Mortgage Notes Receivable			$107.0M			$69.0M			$52.0M			$51.0M			$22.0M			$62.0M			$43.0M			$40.0M	$112.0M	$119.0M	$91.0M	$124.0M	$152.0M	$72.0M	$26.0M	$49.0M

Per-Share & Share Counts

Annual (10-K / 20-F)

Metric \ Fiscal Year	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020	FY2019	FY2018	FY2017	FY2016	FY2015	FY2014	FY2013	FY2012	FY2011	FY2010	FY2009	FY2008	FY2007
Earnings Per Share Diluted	$36.28	$33.05	$23.71	$27.70	$28.48	$12.20	$13.92	$14.20	$9.44	$7.81	$8.48	$8.30	$6.44	$4.62	$4.53	$3.77	$2.95	$-0.16	$3.39
Earnings Per Share Basic	$36.85	$33.67	$24.18	$28.29	$29.13	$12.39	$14.12	$14.41	$9.60	$7.90	$8.60	$8.45	$6.56	$4.70	$4.62	$3.84	$2.98	$-0.16	$3.45
Common Stock Dividends Per Share Declared									$3.24	$2.92	$2.59	$2.26	$2.01	$1.15	$1.15	$0.71	$0.68
Common Stock Shares Issued	338.1M	337.7M	336.8M	335.9M	334.8M	332.4M	329.8M	328.5M	327.5M	324.0M	322.8M	321.0M	316.8M	309.4M	303.8M	301.4M	295.8M	256.4M
Common Stock Shares Authorized	1.25B	1.25B	1.25B	1.25B	1.25B	1.25B	1.25B	1.25B	1.25B	1.25B	1.25B	1.25B	1.25B	1.25B	1.25B	1.25B	1.25B	1.25B
Common Stock Par Or Stated Value Per Share	$0.01	$0.01	$0.01	$0.01	$0.01	$0.01	$0.01	$0.01	$0.01	$0.01	$0.01	$0.01	$0.01	$0.01	$0.01	$0.01	$0.01	$0.01

Quarterly (10-Q, single quarters)

Metric \ Quarter	Q3 2025	Q2 2025	Q1 2025	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022	Q2 2022	Q1 2022	Q3 2021	Q2 2021	Q1 2021	Q4 2020	Q3 2020	Q2 2020	Q1 2020	Q4 2019	Q3 2019	Q2 2019	Q1 2019	Q4 2018	Q3 2018	Q2 2018	Q1 2018	Q4 2017	Q3 2017	Q2 2017	Q1 2017	Q4 2016	Q3 2016	Q2 2016	Q1 2016	Q4 2015	Q3 2015	Q2 2015	Q1 2015	Q4 2014	Q3 2014	Q2 2014	Q1 2014	Q4 2013	Q3 2013	Q2 2013	Q1 2013	Q4 2012	Q3 2012	Q2 2012	Q1 2012	Q4 2011	Q3 2011	Q2 2011	Q1 2011	Q4 2010	Q3 2010	Q2 2010	Q1 2010	Q4 2009	Q3 2009	Q2 2009	Q1 2009	Q3 2008	Q2 2008
Earnings Per Share Diluted	$9.33	$10.73	$5.83	$5.00	$8.02	$9.46	$3.57	$8.14	$8.21	$3.79	$5.83	$9.41	$5.37	$7.10	$7.77	$2.94	$11.74	$1.43	$-1.14	$-4.31	$15.88	$3.53	$4.04	$3.57	$2.82	$3.76	$3.43	$3.10	$3.91	$1.15	$3.26	$2.50	$2.52	$2.46	$1.30	$1.97	$2.09	$2.00	$2.17	$2.23	$2.08	$2.22	$2.17	$1.91	$2.01	$1.46	$1.86	$1.54	$1.58	$1.81	$0.79	$0.99	$1.05	$1.01	$1.34	$1.25	$0.94	$1.08	$1.32	$0.98	$0.81	$0.90	$1.00	$0.41	$0.58	$-0.32	$0.93
Earnings Per Share Basic	$9.47	$10.88	$5.92	$5.09	$8.16	$9.63	$3.64	$8.31	$8.36	$3.86	$5.96	$9.60	$5.47	$7.26	$7.96	$3.01	$11.98	$1.46	$-1.14	$-4.31	$16.11	$3.59	$4.09	$3.61	$2.85	$3.81	$3.48	$3.14	$3.97	$1.17	$3.31	$2.53	$2.56	$2.49	$1.31	$1.99	$2.11	$2.02	$2.20	$2.26	$2.11	$2.26	$2.21	$1.94	$2.05	$1.49	$1.90	$1.57	$1.61	$1.85	$0.80	$1.01	$1.07	$1.03	$1.36	$1.28	$0.96	$1.11	$1.35	$0.99	$0.82	$0.92	$1.00	$0.41	$0.58	$-0.32	$0.94
Common Stock Dividends Per Share Declared																												$0.90	$0.83	$0.83	$0.83	$0.83	$0.75	$0.75	$0.75	$0.75	$0.67	$0.67	$0.67	$0.67	$0.58	$0.58	$0.58	$0.58	$0.52	$0.52	$0.52	$0.52	$0.45	$0.45	$0.35	$0.35	$0.00	$0.51	$0.23	$0.23	$0.18	$0.18	$0.18	$0.18	$0.17
Common Stock Shares Issued	338.0M	338.0M	337.9M	337.5M	337.4M	337.3M		336.6M	336.4M	336.3M		335.6M	335.4M	335.3M	334.3M	334.0M	333.8M		331.4M	331.2M	331.1M		329.5M	329.3M	328.9M		328.4M	328.3M	328.1M		327.0M	325.8M	325.6M		323.7M	323.4M	323.2M		322.7M	322.6M	322.0M		320.0M	319.3M	318.4M		316.1M	314.6M	312.8M		306.7M	305.5M	305.3M		303.2M	303.0M	302.8M		299.4M	299.1M	298.6M		295.7M	295.6M
Common Stock Shares Authorized	1.25B	1.25B	1.25B	1.25B	1.25B	1.25B		1.25B	1.25B	1.25B		1.25B	1.25B	1.25B	1.25B	1.25B	1.25B		1.25B	1.25B	1.25B		1.25B	1.25B	1.25B		1.25B	1.25B	1.25B		1.25B	1.25B	1.25B		1.25B	1.25B	1.25B		1.25B	1.25B	1.25B		1.25B	1.25B	1.25B		1.25B	1.25B	1.25B		1.25B	1.25B	1.25B		1.25B	1.25B	1.25B		1.25B	1.25B	1.25B		1.25B	1.25B
Common Stock Par Or Stated Value Per Share	$0.01	$0.01	$0.01	$0.01	$0.01	$0.01		$0.01	$0.01	$0.01		$0.01	$0.01	$0.01	$0.01	$0.01	$0.01		$0.01	$0.01	$0.01		$0.01	$0.01	$0.01		$0.01	$0.01	$0.01		$0.01	$0.01	$0.01		$0.01	$0.01	$0.01		$0.01	$0.01	$0.01		$0.01	$0.01	$0.01		$0.01	$0.01	$0.01		$0.01	$0.01	$0.01		$0.01	$0.01	$0.01		$0.01	$0.01	$0.01		$0.01	$0.01

Other Metrics

Annual (10-K / 20-F)

Metric \ Fiscal Year	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020	FY2019	FY2018	FY2017	FY2016	FY2015	FY2014	FY2013	FY2012	FY2011	FY2010	FY2009	FY2008	FY2007
Policyholder Benefits And Claims Incurred Net	$1.30B	$1.30B	$1.35B	$242.0M	-$156.0M	$1.81B	$2.58B	$2.30B	$2.23B	$2.65B	$2.26B	$1.98B	$1.95B	$1.90B	$1.61B	$1.75B	$1.33B	$1.13B	$1.18B
Distribution Expenses	$6.74B	$6.02B	$5.08B	$4.94B	$5.03B	$4.06B	$3.81B	$3.64B	$3.40B	$3.20B	$3.28B	$3.24B	$2.93B	$2.59B	$2.56B	$2.14B	$1.46B	$1.91B	$2.01B
Costs And Expenses	$13.98B	$13.00B	$12.30B	$10.33B	$9.19B	$10.07B	$10.74B	$10.35B	$9.92B	$10.21B	$10.03B	$9.72B	$9.23B	$8.98B	$8.75B	$8.04B	$6.48B	$7.34B	$7.50B
Other Income	$528.0M	$516.0M	$513.0M	$491.0M	$382.0M	$283.0M	$269.0M	$208.0M	$1.11B	$1.19B	$1.26B	$1.47B	$1.04B	$795.0M	$863.0M	$863.0M	$702.0M	$768.0M	$724.0M
Interest Credited To Policyholders Account Balances	$475.0M	$616.0M	$654.0M	$665.0M	$600.0M	$644.0M	$669.0M	$674.0M	$656.0M	$623.0M	$668.0M	$713.0M	$806.0M	$831.0M	$856.0M	$909.0M	$903.0M	$790.0M	$847.0M
Net Income From Investment						$1.25B	$1.46B	$1.60B	$1.51B	$1.58B	$1.69B	$1.74B	$1.89B	$1.93B	$2.05B	$2.31B	$2.00B	$817.0M	$2.01B
Premiums Earned Net						$1.40B	$2.22B	$2.47B	$1.39B	$1.49B	$1.46B	$1.39B	$1.28B	$1.22B	$1.22B	$1.18B	$1.10B	$1.05B	$1.02B
Investment Certificates And Banking Time Deposits Proceeds From Additions	$3.06B	$4.94B	$11.19B	$8.34B	$2.73B	$4.26B	$5.11B	$6.24B	$4.73B	$4.25B	$3.14B	$2.48B	$2.35B	$1.75B	$913.0M	$1.03B	$2.41B	$2.74B	$831.0M
Policyholder And Contractholder Account Values Net Transfer From To Separate Accounts	$163.0M	$176.0M	$132.0M	$162.0M	$273.0M	$125.0M	$86.0M	$75.0M	$157.0M	-$127.0M	$171.0M	$216.0M	$116.0M	$30.0M	-$39.0M	-$1.34B	$195.0M	$91.0M	-$50.0M
Withdrawal From Contract Holders Funds	$1.49B	$1.77B	$2.10B	$1.46B	$1.37B	$1.36B	$1.73B	$1.90B	$1.89B	$1.93B	$2.71B	$2.44B	$1.99B	$2.06B	$2.15B	$1.34B	$1.92B	$2.93B
Additions To Contract Holders Funds	$1.29B	$1.47B	$1.48B	$1.17B	$1.55B	$1.65B	$2.15B	$1.93B	$2.06B	$2.09B	$2.06B	$2.04B	$2.16B	$2.20B	$2.22B	$1.59B	$4.86B	$2.91B
Investment Advisory Fees									$6.39B	$5.78B	$5.95B	$5.81B	$5.25B	$4.69B	$4.54B	$3.78B	$2.56B	$2.90B	$3.24B
Distribution Fees									$1.77B	$1.80B	$1.85B	$1.89B	$1.77B	$1.62B	$1.57B	$1.45B	$1.18B	$1.57B	$1.76B

Quarterly (10-Q, single quarters)

Metric \ Quarter	Q3 2025	Q2 2025	Q1 2025	Q3 2024	Q2 2024	Q1 2024	Q3 2023	Q2 2023	Q1 2023	Q3 2022	Q2 2022	Q1 2022	Q3 2021	Q2 2021	Q1 2021	Q3 2020	Q2 2020	Q1 2020	Q3 2019	Q2 2019	Q1 2019	Q3 2018	Q2 2018	Q1 2018	Q3 2017	Q2 2017	Q1 2017	Q3 2016	Q2 2016	Q1 2016	Q3 2015	Q2 2015	Q1 2015	Q3 2014	Q2 2014	Q1 2014	Q3 2013	Q2 2013	Q1 2013	Q3 2012	Q2 2012	Q1 2012	Q3 2011	Q2 2011	Q1 2011	Q3 2010	Q2 2010	Q1 2010	Q3 2009	Q2 2009	Q1 2009	Q3 2008	Q2 2008
Policyholder Benefits And Claims Incurred Net	$343.0M	$257.0M	$381.0M	$430.0M	$331.0M	$295.0M	$120.0M	$327.0M	$301.0M	$81.0M	-$196.0M	$32.0M	-$986.0M	$268.0M	$240.0M	$1.10B	$1.47B	-$1.75B	$594.0M	$584.0M	$670.0M	$729.0M	$635.0M	$494.0M	$474.0M	$611.0M	$567.0M	$855.0M	$597.0M	$482.0M	$471.0M	$543.0M	$533.0M	$458.0M	$506.0M	$450.0M	$492.0M	$490.0M	$409.0M	$542.0M	$409.0M	$505.0M	$258.0M	$405.0M	$383.0M	$636.0M	$297.0M	$354.0M	$306.0M	$587.0M	$100.0M	$196.0M	$294.0M
Distribution Expenses	$1.71B	$1.60B	$1.61B	$1.54B	$1.45B	$1.42B	$1.30B	$1.25B	$1.23B	$1.20B	$1.24B	$1.30B	$1.29B	$1.24B	$1.18B	$1.03B	$940.0M	$995.0M	$971.0M	$948.0M	$900.0M	$920.0M	$902.0M	$905.0M	$850.0M	$831.0M	$823.0M	$798.0M	$803.0M	$770.0M	$806.0M	$835.0M	$819.0M	$813.0M	$810.0M	$786.0M	$731.0M	$732.0M	$698.0M	$667.0M	$663.0M	$666.0M	$641.0M	$659.0M	$634.0M	$519.0M	$528.0M	$525.0M	$462.0M	$432.0M	$384.0M	$461.0M	$506.0M
Costs And Expenses	$3.62B	$3.02B	$3.67B	$3.75B	$3.17B	$2.93B	$2.81B	$2.75B	$3.25B	$2.15B	$2.71B	$2.62B	$1.76B	$2.97B	$1.58B	$3.19B	$3.24B	$650.0M	$2.68B	$2.66B	$2.65B	$2.70B	$2.65B	$2.47B	$2.38B	$2.50B	$2.45B	$2.76B	$2.46B	$2.29B	$2.42B	$2.51B	$2.44B	$2.39B	$2.45B	$2.35B	$2.21B	$2.35B	$2.20B	$2.27B	$2.22B	$2.24B	$2.13B	$2.21B	$2.15B	$1.89B	$2.00B	$1.91B	$1.61B	$1.76B	$1.58B	$1.81B	$1.74B
Other Income	$130.0M	$136.0M	$129.0M	$131.0M	$129.0M	$129.0M	$127.0M	$132.0M	$131.0M	$118.0M	$124.0M	$123.0M	$113.0M	$75.0M	$71.0M	$68.0M	$76.0M	$69.0M	$347.0M	$316.0M	$278.0M	$358.0M	$284.0M	$308.0M	$232.0M	$292.0M	$278.0M	$330.0M	$248.0M	$254.0M	$296.0M	$354.0M	$289.0M	$392.0M	$379.0M	$340.0M	$247.0M	$249.0M	$222.0M	$161.0M	$202.0M	$206.0M	$195.0M	$236.0M	$204.0M	$176.0M	$231.0M	$255.0M	$109.0M	$175.0M	$209.0M	$249.0M	$158.0M
Interest Credited To Policyholders Account Balances	$141.0M	$95.0M	$130.0M	$118.0M	$185.0M	$132.0M	$139.0M	$161.0M	$164.0M	$157.0M	$145.0M	$141.0M	$172.0M	$124.0M	$159.0M	$170.0M	$262.0M	$91.0M	$127.0M	$186.0M	$204.0M	$178.0M	$180.0M	$141.0M	$176.0M	$171.0M	$162.0M	$161.0M	$158.0M	$146.0M	$171.0M	$160.0M	$172.0M	$168.0M	$175.0M	$186.0M	$204.0M	$198.0M	$198.0M	$207.0M	$209.0M	$206.0M	$214.0M	$212.0M	$208.0M	$227.0M	$231.0M	$228.0M	$232.0M	$237.0M	$205.0M	$200.0M	$192.0M
Net Income From Investment														$278.0M	$377.0M	$300.0M	$305.0M	$328.0M	$356.0M	$368.0M	$397.0M	$386.0M	$419.0M	$396.0M	$372.0M	$391.0M	$391.0M	$387.0M	$372.0M	$331.0M	$321.0M	$423.0M	$484.0M	$428.0M	$433.0M	$471.0M	$491.0M	$451.0M	$489.0M	$427.0M	$472.0M	$531.0M	$445.0M	$498.0M	$515.0M	$525.0M	$655.0M	$590.0M	$538.0M	$511.0M	$418.0M	$62.0M	$393.0M
Premiums Earned Net																$80.0M	$78.0M	$91.0M	$374.0M	$376.0M	$371.0M	$363.0M	$357.0M	$343.0M	$348.0M	$348.0M	$339.0M	$374.0M	$372.0M	$368.0M	$360.0M	$368.0M	$353.0M	$351.0M	$345.0M	$330.0M	$324.0M	$315.0M	$310.0M	$309.0M	$302.0M	$301.0M	$311.0M	$312.0M	$292.0M	$303.0M	$299.0M	$282.0M	$276.0M	$269.0M	$266.0M	$264.0M	$257.0M
Investment Certificates And Banking Time Deposits Proceeds From Additions			$961.0M			$1.64B			$3.59B			$733.0M			$723.0M			$1.27B			$1.62B			$1.34B			$1.28B			$1.16B			$662.0M			$617.0M			$599.0M			$185.0M			$294.0M			$294.0M			$980.0M
Policyholder And Contractholder Account Values Net Transfer From To Separate Accounts			-$36.0M			-$26.0M			-$19.0M			$57.0M			$60.0M			-$30.0M			$1.0M			$28.0M			$23.0M			-$33.0M			$56.0M			$56.0M			$36.0M			-$9.0M			-$46.0M			-$39.0M			$284.0M
Withdrawal From Contract Holders Funds			$395.0M			$495.0M			$569.0M			$328.0M			$368.0M			$430.0M			$476.0M			$501.0M			$507.0M			$497.0M			$788.0M			$661.0M			$512.0M			$335.0M			$371.0M			$358.0M
Additions To Contract Holders Funds			$254.0M			$358.0M			$339.0M			$285.0M			$384.0M			$255.0M			$585.0M			$444.0M			$502.0M			$481.0M			$470.0M			$494.0M			$494.0M			$392.0M			$291.0M			$430.0M
Investment Advisory Fees																							$1.69B	$1.67B	$1.63B	$1.57B	$1.49B	$1.46B	$1.44B	$1.39B	$1.47B	$1.52B	$1.47B	$1.48B	$1.45B	$1.39B	$1.32B	$1.29B	$1.24B	$1.19B	$1.15B	$1.13B	$1.13B	$1.17B	$1.14B	$996.0M	$910.0M	$774.0M	$689.0M	$606.0M	$554.0M	$721.0M	$780.0M
Distribution Fees																							$465.0M	$468.0M	$437.0M	$425.0M	$441.0M	$455.0M	$448.0M	$435.0M	$451.0M	$472.0M	$466.0M	$464.0M	$470.0M	$476.0M	$441.0M	$448.0M	$434.0M	$391.0M	$396.0M	$402.0M	$389.0M	$416.0M	$397.0M	$349.0M	$387.0M	$391.0M	$367.0M	$351.0M	$311.0M	$376.0M	$422.0M

Most recent annual filing with the SEC: February 19, 2026

Data sourced from SEC EDGAR public filings as of August 5, 2026.