Skip to content
ChickenStockChickenStock
ResearchFilings

AI English summary of an SEC filing — figures as filed

State Street logoState Street STT

State Street said Yie-Hsin Hung, President and Chief Executive Officer of State Street Global Advisors, and Mark Keating, interim Chief Financial Officer of State Street, will speak at the RBC Global Financial Institutions Conference on March 5, 2025 at 3:20 p.m. ET.

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

Key points

AI summary
  1. State Street said Yie-Hsin Hung, President and Chief Executive Officer of State Street Global Advisors, and Mark Keating, interim Chief Financial Officer of State Street, will speak at the RBC Global Financial Institutions Conference on March 5, 2025 at 3:20 p.m. ET.

  2. The company said in its presentation materials that SSGA is the 4 largest global asset manager with $4.7T in AUM and the 3 largest ETF manager worldwide with $1.6T in ETF assets under management. AUM stood at $4.7T as of December 31, 2024.

  3. The company also presented net new assets of $(37) in 2022, $117 in 2023 and $144 in 2024 (in billions), and pre-tax margin of 16% in 2022, 18% in 2023 and 17% in 2024.

  4. State Street said SSGA manages about $400B of State Street-sourced cash balances, and about $1.4T of SSGA funds participate in the State Street Global Markets securities lending program.

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.

RBC Conference Participation

State Street said Yie-Hsin Hung, President and Chief Executive Officer of State Street Global Advisors, and Mark Keating, interim Chief Financial Officer of State Street, will speak at the RBC Global Financial Institutions Conference on March 5, 2025 at 3:20 p.m. ET.

Source · Based on the filing body and exhibits

SSGA Assets Under Management and Market Rankings

The company said in its presentation materials that SSGA is the 4 largest global asset manager with $4.7T in AUM and the 3 largest ETF manager worldwide with $1.6T in ETF assets under management. AUM stood at $4.7T as of December 31, 2024.

Source · Based on the filing body and exhibits

SSGA 2022–2024 Metrics Trend

The company also presented net new assets of $(37) in 2022, $117 in 2023 and $144 in 2024 (in billions), and pre-tax margin of 16% in 2022, 18% in 2023 and 17% in 2024.

Source · Based on the filing body and exhibits

Synergies Between SSGA and State Street

State Street said SSGA manages about $400B of State Street-sourced cash balances, and about $1.4T of SSGA funds participate in the State Street Global Markets securities lending program.

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.