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Data and insights

Explore data on Fidelity's business performance and milestones, as well as insights gathered from our many investor touchpoints.

Data and insights

Explore data on Fidelity's business performance and milestones, as well as insights gathered from our many investor touchpoints.

Insights to explore

Check out our quarterly reports on trends in the retirement space as well as our regular Fidelity business updates.

THE LATEST

October 30, 2025

Q3 Business update

August 13, 2025

Q2 Business update

February 18, 2025

2024 Annual Report

Quarterly updates

Business updates

Our unique combination of businesses gives us the financial and operating stability to strengthen the security and financial wellbeing of our customers. Explore updates on our business performance and impact. 

Retirement analysis

As a leading workplace benefits and IRA provider, explore Fidelity’s latest quarterly analysis of savings behaviors and account balances for 401(k), and 403(b) retirement accounts.

Q4 2025

Reporting archive

Before investing, consider the funds’ investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.
For more information on Fidelity’s pricing and fees see Commissions and Margin rates.
The statements and opinions expressed within the articles found in 'Fidelity in the News' are those of the author. Fidelity Investments cannot guarantee the accuracy or completeness of any statements or data.
Past performance is no guarantee of future results.
Diversification/asset allocation does not ensure a profit or guarantee against loss.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
National Financial Services LLC, Member NYSE, SIPC, 245 Summer Street, Boston, MA 02110
Fidelity Distributors Company LLC, 500 Salem Street, Smithfield, RI 02917
© 2025 FMR LLC. All rights reserved.
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