Firmwide Financial Performance · as of 3Q26
22.6%
ROTCE (3Q26) · 25.4% YTD
$10.5T
Total Client Assets
~35%
ISG Pre-Tax Margin (3Q26; ~37% in 3Q25)
$9.93
Diluted EPS, 9M 2026 (FY25: $10.21)
$232B
WM Net New Assets (3Q26)
$735B
WM Net New Assets (2021–2025)
~$685B
IM Investable Capital (YE2025)
14.9%
CET1 (3Q26)
4.8%
SLR (3Q26; 5.5% a year ago)