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AI English summary of an SEC filing — figures as filed

Northern Trust logoNorthern Trust NTRS

Northern Trust said Northern Trust Asset Management's assets under management as of December 31, 2025 were $1.4T, with Equity at 59%, Cash at 23% and Fixed Income at 12%.

8-KRegulation FD DisclosureFiled Period of report Summary published (UTC)

Key points

AI summary
  1. Northern Trust said Northern Trust Asset Management's assets under management as of December 31, 2025 were $1.4T, with Equity at 59%, Cash at 23% and Fixed Income at 12%.

  2. The company said NTAM's clients were Institutional at 75% and Wealth & Retail at 25%, and its management styles were Index at 63% and Active at 37%. It also said $300B in Liquidity AUM ranked 11th in the United States.

  3. Northern Trust cited ETF, Alternatives and Custom SMAs as NTAM's growth priorities. Direct Indexing/Tax Advantaged Equity had approximately $150B in AUM, and the Retail Custom SMAs market size was $2.8T in 2024 and $4.9T in 2029.

  4. The company said it launched 11 new ETFs in 2025 Product Launches and Alternatives fundraising increased 2.5x year-over-year. It also reported net flows of $5B+ in the Tax-Advantaged Equity suite and $35B+ in Liquidity in 2025.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Assets Under Management of $1.4T and Asset Class Composition

Northern Trust said Northern Trust Asset Management's assets under management as of December 31, 2025 were $1.4T, with Equity at 59%, Cash at 23% and Fixed Income at 12%.

Source · Based on the filing body and exhibits

Client Type and Management Style Composition and Liquidity AUM Ranking

The company said NTAM's clients were Institutional at 75% and Wealth & Retail at 25%, and its management styles were Index at 63% and Active at 37%. It also said $300B in Liquidity AUM ranked 11th in the United States.

Source · Based on the filing body and exhibits

Growth Priority Areas and Retail Custom SMA Market Size

Northern Trust cited ETF, Alternatives and Custom SMAs as NTAM's growth priorities. Direct Indexing/Tax Advantaged Equity had approximately $150B in AUM, and the Retail Custom SMAs market size was $2.8T in 2024 and $4.9T in 2029.

Source · Based on the filing body and exhibits

2025 New ETF Launches and Key Net Flows

The company said it launched 11 new ETFs in 2025 Product Launches and Alternatives fundraising increased 2.5x year-over-year. It also reported net flows of $5B+ in the Tax-Advantaged Equity suite and $35B+ in Liquidity in 2025.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.