Business Segments · Aggregate assets

Asset Management — Aggregate assets

Raymond James Financial Asset Management — Aggregate assets decreased by 9.3% to $595.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from $595.00M to $595.00M. Over 4 years (FY 2021 to FY 2025), Asset Management — Aggregate assets shows an upward trend with a 11.2% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryMarket Position
SignalHigher is better
VolatilityModerate
First reportedQ3 2017
Last reportedQ1 2026
Rolls up toTotal Assets

How to read this metric

An increase indicates growth in the segment's footprint or capital base, while a decrease may signal asset liquidation or market-driven valuation declines.

Detailed definition

This represents the total value of all assets held or managed by the asset management segment, including cash, receivabl...

Peer comparison

Standard balance sheet metric; peers report this to show the size and scale of their specific business units.

Metric ID: rjf_segment_asset_management_aggregate_assets

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$389.00M$476.00M$482.00M$462.00M$546.00M$556.00M$558.00M$521.00M$545.00M$567.00M$569.00M$555.00M$596.00M$616.00M$622.00M$595.00M$633.00M$632.00M$656.00M$595.00M
QoQ Change+22.4%+1.3%-4.1%+18.2%+1.8%+0.4%-6.6%+4.6%+4.0%+0.4%-2.5%+7.4%+3.4%+1.0%-4.3%+6.4%-0.2%+3.8%-9.3%
YoY Change+40.4%+16.8%+15.8%+12.8%-0.2%+2.0%+2.0%+6.5%+9.4%+8.6%+9.3%+7.2%+6.2%+2.6%+5.5%+0.0%
Range$389.00M$656.00M
CAGR+9.4%
Avg YoY Growth+9.0%
Median YoY Growth+6.9%

Frequently Asked Questions

What is Raymond James Financial's asset management — aggregate assets?
Raymond James Financial (RJF) reported asset management — aggregate assets of $595.00M in Q1 2026.
How has Raymond James Financial's asset management — aggregate assets changed year-over-year?
Raymond James Financial's asset management — aggregate assets decreased by 0.0% year-over-year, from $595.00M to $595.00M.
What is the long-term trend for Raymond James Financial's asset management — aggregate assets?
Over 4 years (2021 to 2025), Raymond James Financial's asset management — aggregate assets has grown at a 11.2% compound annual growth rate (CAGR), from $1.62B to $2.48B.
What does asset management — aggregate assets mean?
The total value of all assets owned or managed by the asset management division.