The company reported that client assets under administration as of February 28, 2025 were $1,579.2 billion, up 12% from the prior-year period but down 1% from January 31, the preceding month.

1. 01

   The company reported that client assets under administration as of February 28, 2025 were $1,579.2 billion, up 12% from the prior-year period but down 1% from January 31, the preceding month.

2. 02

   The company said CEO Paul Shoukry cited lower equity markets in February as the main reason client assets under administration fell 1% from the preceding month, partially offset by modest net inflows.

3. 03

   The company reported that clients’ domestic cash sweep and Enhanced Savings Program balances as of February 28, 2025 were $56.6 billion, down 3% year over year and 1% from the preceding month.

4. 04

   The company said its investment banking pipeline remains strong, but macroeconomic uncertainty resulted in lower closings in the first two months of the quarter compared with the preceding quarter.

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.

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

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