SEI Investments SEIC Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total Revenue by Business | ||||||
| Institutional Investors | $71.52M-1.8% | $72.82M+1.4% | $71.83M+3.6% | $69.34M+1.2% | $68.51M-3.3% | |
| Investment Advisors | $169.7M+8.7% | $156.16M+5.9% | $147.47M+7.5% | $137.19M+0.5% | $136.58M-1.9% | |
| Investments In New Businesses | $7.99M-3.9% | $8.32M+1.7% | $8.18M-50.6% | $16.55M+0.3% | $16.5M+5.0% | |
| Private Banks | $152.26M— | —— | $143.99M+1.8% | $141.45M+2.7% | $137.71M— | |
| Total segment profit by Business | ||||||
| Institutional Investors | $34.38M-0.3% | $34.49M+2.2% | $33.76M+0.8% | $33.49M+2.6% | $32.64M+0.4% | |
| Investment Advisors | $72M+0.2% | $71.89M+5.2% | $68.34M+11.3% | $61.39M-4.3% | $64.12M+2.7% | |
| Investments In New Businesses | -$1.2M+61.5% | -$3.12M+15.5% | -$3.69M-96.0% | -$1.88M+5.8% | -$2M+44.4% | |
| Private Banks | $32.23M— | —— | $23.23M+2.2% | $22.73M-1.0% | $22.97M— | |
| Total Segment Expenses by Business | ||||||
| Institutional Investors | $37.14M— | —— | —— | —— | $35.87M— | |
| Investment Advisors | $96.36M— | —— | —— | —— | $72.46M— | |
| Investments In New Businesses | $9.19M— | —— | —— | —— | $18.5M— | |
| Private Banks | $120.03M— | —— | —— | —— | $114.75M— | |
| Other segment expenses by Business | ||||||
| Institutional Investors | $1.92M+5.3% | $1.82M+30.6% | $1.39M+17.2% | $1.19M-17.1% | $1.43M-19.7% | |
| Investment Advisors | $2.81M-49.0% | $5.52M+238% | $1.64M-7.3% | $1.76M+7.0% | $1.65M-9.1% | |
| Investments In New Businesses | $747K-40.4% | $1.25M+10.5% | $1.14M-32.0% | $1.67M+8.3% | $1.54M-17.8% | |
| Private Banks | $5.35M— | —— | $5.88M+5.2% | $5.59M+15.5% | $4.84M— | |
| Non-controlling interest & other, net by Business | ||||||
| Institutional Investors | $0— | —— | —— | —— | —— | |
| Investment Advisors | $1.34M— | —— | —— | —— | —— | |
| Investments In New Businesses | $0— | —— | —— | —— | —— | |
| Private Banks | $0— | —— | —— | —— | —— | |
| Acquisition of Stratos EMIs (See Note 12) by Business | ||||||
| Institutional Investors | $0— | $0— | $0— | $0— | $0— | |
| Investment Advisors | $33.67M-27.8% | $46.64M0.0% | $46.64M0.0% | $46.64M0.0% | $46.64M+463% | |
| Investments In New Businesses | $0— | $0— | $0— | $0— | $0— | |
| Foreign currency translation adjustments by Business | ||||||
| Institutional Investors | -$258K-1,820% | $15K— | —— | $840K+94.9% | $431K+147% | |
| Investment Advisors | $0— | $0— | $0— | $0— | $0— | |
| Investments In New Businesses | $0— | $0— | $0— | $0— | $0— | |
| Depreciation by Business | ||||||
| Institutional Investors | $464K-1.7% | $472K-0.4% | $474K-4.0% | $494K+54.9% | $319K-46.4% | |
| Investment Advisors | $1.77M+3.7% | $1.71M-9.6% | $1.89M-5.6% | $2M-1.2% | $2.03M-4.9% | |
| Investments In New Businesses | $117K-12.0% | $133K+9.0% | $122K-42.2% | $211K+171% | $78K-57.6% | |
| Private Banks | $2.64M— | —— | $2.68M-0.5% | $2.69M+19.3% | $2.26M— | |
| Sales, marketing & client service by Business | ||||||
| Institutional Investors | $8.46M-10.6% | $9.46M-3.7% | $9.82M-2.8% | $10.1M+4.6% | $9.66M+5.3% | |
| Investment Advisors | $18.31M+155% | $7.19M-18.5% | $8.82M-13.9% | $10.24M+11.3% | $9.2M-14.0% | |
| Investments In New Businesses | $2.34M-25.4% | $3.14M-18.4% | $3.84M-19.9% | $4.8M-2.6% | $4.93M-5.0% | |
| Private Banks | $10.82M-0.1% | $10.83M+1.0% | $10.72M+5.9% | $10.12M+13.6% | $8.91M-12.8% | |
| Amortization by Business | ||||||
| Institutional Investors | $1.96M+0.8% | $1.94M-0.8% | $1.96M+0.6% | $1.94M+3.7% | $1.88M-4.2% | |
| Investment Advisors | $8.54M+97.1% | $4.33M+75.3% | $2.47M+0.9% | $2.45M+1.3% | $2.42M+15.1% | |
| Investments In New Businesses | $416K+0.2% | $415K-0.2% | $416K0.0% | $416K-52.5% | $875K-20.1% | |
| Private Banks | $5.65M— | —— | $5.43M+1.6% | $5.34M+1.3% | $5.28M— | |
| Operations & services by Business | ||||||
| Institutional Investors | $21.57M+0.6% | $21.45M+2.1% | $21.01M+1.4% | $20.72M+0.2% | $20.67M-5.0% | |
| Investment Advisors | $47.45M-0.7% | $47.77M+3.4% | $46.21M+8.0% | $42.8M+4.3% | $41.04M-6.1% | |
| Investments In New Businesses | $2.04M-17.7% | $2.48M+37.0% | $1.81M-67.9% | $5.64M+13.6% | $4.96M+5.5% | |
| Private Banks | $54.59M+1.8% | $53.62M-0.8% | $54.04M+1.5% | $53.25M+5.9% | $50.29M-5.4% | |
| Goodwill by Business | ||||||
| Institutional Investors | $62.45M-0.4% | $62.71M0.0% | $62.7M-0.5% | $62.99M+1.4% | $62.15M+0.7% | |
| Investment Advisors | $252.24M+15.4% | $218.57M+583% | $32.02M0.0% | $32.02M0.0% | $32.02M-3.3% | |
| Investments In New Businesses | $18.46M0.0% | $18.46M0.0% | $18.46M0.0% | $18.46M0.0% | $18.46M-8.5% | |
| Strategic initiatives & new business development by Business | ||||||
| Institutional Investors | $3.61M-10.7% | $4.05M-3.0% | $4.17M+83.8% | $2.27M-11.4% | $2.56M-36.7% | |
| Investment Advisors | $18.96M+25.8% | $15.07M+12.6% | $13.39M+10.7% | $12.09M+3.3% | $11.71M-3.2% | |
| Investments In New Businesses | $2.77M-7.6% | $3M-13.6% | $3.47M-28.0% | $4.82M-15.3% | $5.7M-6.1% | |
| Private Banks | $19.68M-2.6% | $20.21M-5.1% | $21.31M-0.9% | $21.5M-3.9% | $22.38M+0.7% | |
| Technology services & infrastructure by Business | ||||||
| Institutional Investors | $1.58M+1.0% | $1.57M-6.6% | $1.68M+5.9% | $1.58M+2.3% | $1.55M-0.4% | |
| Investment Advisors | $8.82M+1.2% | $8.72M-3.9% | $9.07M+1.9% | $8.91M+0.5% | $8.87M+3.7% | |
| Investments In New Businesses | $1.29M-17.3% | $1.56M-2.5% | $1.6M+6.7% | $1.5M+9.8% | $1.37M-6.6% | |
| Private Banks | $29.59M+2.8% | $28.8M0.0% | $28.81M+1.9% | $28.27M-0.2% | $28.34M-1.0% | |
| Total Revenue by Product | ||||||
| Account fees and other | $21.29M-6.0% | $22.65M+9.5% | $20.68M+6.2% | $19.48M-5.8% | $20.69M+1.2% | |
| Investment management fees from investment management agreements | $125.55M+1.1% | $124.18M+3.6% | $119.81M+6.6% | $112.39M+2.0% | $110.16M-2.3% | |
| Investment management fees from pooled investment products | $107.65M-0.2% | $107.9M+2.1% | $105.73M+6.7% | $99.08M+1.2% | $97.94M-5.3% | |
| Investment operations fees | $244.04M+5.3% | $231.73M+6.7% | $217.14M+4.9% | $207.08M+2.0% | $202.96M-0.1% | |
| Investment processing fees - PaaS | $88.27M+2.4% | $86.21M+3.5% | $83.27M+1.1% | $82.35M+4.1% | $79.14M-1.2% | |
| Investment processing fees - SaaS | $25.47M-2.4% | $26.09M+1.2% | $25.79M-18.4% | $31.6M+2.4% | $30.86M+3.7% | |
| Professional services fees | $9.92M+8.3% | $9.16M+50.4% | $6.09M-20.1% | $7.62M-20.7% | $9.61M+28.3% | |
| Total Revenue by Geography | ||||||
| Canada | $13.2M+2.8% | $12.84M+2.6% | $12.52M+5.5% | $11.87M+4.2% | $11.4M-2.6% | |
| Ireland | $24.9M+2.3% | $24.33M+9.6% | $22.21M+3.9% | $21.37M+1.9% | $20.98M+11.8% | |
| Luxembourg | $10.25M-7.7% | $11.1M+15.9% | $9.57M+12.9% | $8.48M+6.6% | $7.95M-4.9% | |
| United Kingdom | $43.94M+2.4% | $42.92M0.0% | $42.9M+5.0% | $40.86M+6.6% | $38.34M-6.9% | |
| United States | $529.9M+2.5% | $516.73M+5.2% | $491.31M+3.0% | $477.02M+0.9% | $472.68M-0.9% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does SEI Investments break its business down?
- SEI Investments (SEIC) reports total revenue by business across 4 parts — Institutional Investors, Investment Advisors, Investments In New Businesses and Private Banks. Each is extracted from the segment footnotes and tracked over time.
- Where does SEI Investments's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in SEI Investments's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
