Private Client Group — Principal transactions
Raymond James Financial Private Client Group — Principal transactions decreased by 3.3% to $29.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 7.4%, from $27.00M to $29.00M. Over 4 years (FY 2021 to FY 2025), Private Client Group — Principal transactions shows an upward trend with a 24.5% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase suggests higher trading activity or favorable market conditions for proprietary positions, while a decrease may indicate reduced market-making volume or adverse price movements.
Detailed definition
This represents revenue generated from the firm acting as a principal in securities transactions, where the firm buys an...
Peer comparison
Commonly reported by investment banks and full-service broker-dealers as 'Principal Trading Revenue' or 'Trading Gains/Losses'.
rjf_segment_private_client_group_principal_transactionsHistorical Data
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $13.00M | $12.00M | $11.00M | $16.00M | $25.00M | $24.00M | $28.00M | $28.00M | $25.00M | $27.00M | $32.00M | $26.00M | $26.00M | $28.00M | $30.00M | $27.00M | $30.00M | $33.00M | $30.00M | $29.00M |
| QoQ Change | — | -7.7% | -8.3% | +45.5% | +56.3% | -4.0% | +16.7% | +0.0% | -10.7% | +8.0% | +18.5% | -18.8% | +0.0% | +7.7% | +7.1% | -10.0% | +11.1% | +10.0% | -9.1% | -3.3% |
| YoY Change | — | — | — | — | +92.3% | +100.0% | +154.5% | +75.0% | +0.0% | +12.5% | +14.3% | -7.1% | +4.0% | +3.7% | -6.3% | +3.8% | +15.4% | +17.9% | +0.0% | +7.4% |
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Frequently Asked Questions
- What is Raymond James Financial's private client group — principal transactions?
- Raymond James Financial (RJF) reported private client group — principal transactions of $29.00M in Q1 2026.
- How has Raymond James Financial's private client group — principal transactions changed year-over-year?
- Raymond James Financial's private client group — principal transactions increased by 7.4% year-over-year, from $27.00M to $29.00M.
- What is the long-term trend for Raymond James Financial's private client group — principal transactions?
- Over 4 years (2021 to 2025), Raymond James Financial's private client group — principal transactions has grown at a 24.5% compound annual growth rate (CAGR), from $50.00M to $120.00M.
- What does private client group — principal transactions mean?
- Revenue earned from buying and selling securities for the firm's own account.