SEI Investments SEIC Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total Revenue by Business | ||||||
| Institutional Investors | $285.51M+1.1% | $282.5M+0.7% | $280.49M+0.1% | $280.29M-0.8% | $282.45M-1.1% | |
| Investment Advisors | $610.52M+5.7% | $577.4M+3.0% | $560.5M+3.8% | $539.87M+3.2% | $523.27M+2.7% | |
| Investments In New Businesses | $41.04M-17.2% | $49.54M-13.0% | $56.93M-11.5% | $64.35M+3.1% | $62.42M+3.7% | |
| Total segment profit by Business | ||||||
| Institutional Investors | $136.11M+1.3% | $134.37M+1.5% | $132.38M0.0% | $132.39M+0.3% | $131.99M+0.7% | |
| Investment Advisors | $273.62M+3.0% | $265.74M+3.7% | $256.28M+4.8% | $244.63M+4.2% | $234.87M+3.7% | |
| Investments In New Businesses | -$9.88M+7.5% | -$10.68M+4.2% | -$11.15M-8.1% | -$10.31M+16.8% | -$12.39M+14.5% | |
| Other segment expenses by Business | ||||||
| Institutional Investors | $6.31M+8.3% | $5.83M+0.6% | $5.8M-5.9% | $6.16M-5.8% | $6.54M-7.1% | |
| Investment Advisors | $11.74M+11.0% | $10.57M+54.1% | $6.86M+1.6% | $6.75M+10.1% | $6.13M-2.6% | |
| Investments In New Businesses | $4.81M-14.2% | $5.6M-10.0% | $6.22M-8.0% | $6.77M-1.6% | $6.88M0.0% | |
| Acquisition of Stratos EMIs (See Note 12) by Business | ||||||
| Institutional Investors | $0— | $0— | $0— | $0— | $0— | |
| Investment Advisors | $173.58M-7.0% | $186.55M+25.9% | $148.19M+34.9% | $109.84M+53.7% | $71.49M+116% | |
| Investments In New Businesses | $0— | $0— | $0— | $0— | $0— | |
| Foreign currency translation adjustments by Business | ||||||
| Investment Advisors | $0— | $0— | $0— | $0— | $0— | |
| Investments In New Businesses | $0— | $0— | $0— | $0— | $0— | |
| Depreciation by Business | ||||||
| Institutional Investors | $1.9M+8.2% | $1.76M-6.5% | $1.88M-6.9% | $2.02M-4.9% | $2.13M-11.8% | |
| Investment Advisors | $7.37M-3.3% | $7.62M-5.2% | $8.04M-4.3% | $8.41M-2.2% | $8.6M-1.8% | |
| Investments In New Businesses | $583K+7.2% | $544K-8.6% | $595K-9.7% | $659K+6.6% | $618K-13.2% | |
| Sales, marketing & client service by Business | ||||||
| Institutional Investors | $37.84M-3.1% | $39.04M+0.7% | $38.75M-0.9% | $39.09M-1.7% | $39.78M-4.4% | |
| Investment Advisors | $44.55M+25.7% | $35.44M-9.0% | $38.95M+1.8% | $38.25M+6.7% | $35.85M+12.5% | |
| Investments In New Businesses | $14.12M-15.5% | $16.71M-10.9% | $18.76M-4.3% | $19.59M-0.7% | $19.73M+1.6% | |
| Private Banks | $42.5M+4.7% | $40.59M+1.5% | $39.98M+2.0% | $39.18M-1.1% | $39.6M-4.5% | |
| Amortization by Business | ||||||
| Institutional Investors | $7.8M+1.0% | $7.72M-0.2% | $7.73M+1.4% | $7.63M+0.9% | $7.56M-0.2% | |
| Investment Advisors | $17.8M+52.4% | $11.68M+23.6% | $9.44M+3.3% | $9.14M+3.4% | $8.84M+3.5% | |
| Investments In New Businesses | $1.66M-21.6% | $2.12M-24.3% | $2.8M-19.5% | $3.48M-18.1% | $4.25M-6.7% | |
| Operations & services by Business | ||||||
| Institutional Investors | $84.75M+1.1% | $83.85M-0.4% | $84.16M-0.2% | $84.37M-0.6% | $84.86M-1.1% | |
| Investment Advisors | $184.24M+3.6% | $177.82M+2.4% | $173.74M+3.6% | $167.65M+2.0% | $164.38M+1.2% | |
| Investments In New Businesses | $11.97M-19.6% | $14.89M-13.0% | $17.11M-14.8% | $20.08M+3.0% | $19.5M+0.2% | |
| Private Banks | $215.49M+2.0% | $211.19M+0.2% | $210.71M+1.6% | $207.41M+2.5% | $202.27M+1.0% | |
| Goodwill by Business | ||||||
| Institutional Investors | $250.85M+0.1% | $250.55M+0.4% | $249.56M0.0% | $249.5M+0.5% | $248.31M+0.2% | |
| Investment Advisors | $534.85M+70.0% | $314.64M+144% | $129.2M— | —— | —— | |
| Investments In New Businesses | $73.84M0.0% | $73.84M-2.3% | $75.55M-2.2% | $77.26M-2.2% | $78.97M-2.1% | |
| Strategic initiatives & new business development by Business | ||||||
| Institutional Investors | $14.09M+8.1% | $13.04M0.0% | $13.04M+7.9% | $12.08M-8.6% | $13.22M-7.2% | |
| Investment Advisors | $59.51M+13.9% | $52.26M+6.1% | $49.28M+3.4% | $47.68M0.0% | $47.69M-1.7% | |
| Investments In New Businesses | $14.07M-17.2% | $16.99M-15.3% | $20.06M-10.9% | $22.52M-2.5% | $23.11M-1.4% | |
| Private Banks | $82.7M-3.2% | $85.4M-2.3% | $87.41M0.0% | $87.42M+0.7% | $86.78M+1.3% | |
| Technology services & infrastructure by Business | ||||||
| Institutional Investors | $6.41M+0.5% | $6.38M+0.2% | $6.37M+2.8% | $6.19M+2.0% | $6.07M+1.2% | |
| Investment Advisors | $35.53M-0.1% | $35.57M+0.5% | $35.4M+1.4% | $34.92M+1.7% | $34.35M+1.6% | |
| Investments In New Businesses | $5.96M-1.3% | $6.04M+1.7% | $5.94M+4.0% | $5.71M+1.9% | $5.6M+1.3% | |
| Private Banks | $115.47M+1.1% | $114.21M+0.2% | $114.03M+0.9% | $112.97M+1.2% | $111.58M+1.3% | |
| Total Revenue by Product | ||||||
| Account fees and other | $84.11M+0.7% | $83.51M+2.7% | $81.29M+3.1% | $78.87M+1.6% | $77.66M+4.4% | |
| Investment management fees from investment management agreements | $481.94M+3.3% | $466.54M+2.5% | $455.13M+2.2% | $445.34M+1.6% | $438.21M+0.6% | |
| Investment management fees from pooled investment products | $420.36M+2.4% | $410.65M+1.1% | $406.19M-0.3% | $407.23M-1.2% | $412.18M-1.3% | |
| Investment operations fees | $899.99M+4.8% | $858.91M+3.4% | $830.36M+3.5% | $802.27M+3.2% | $777.1M+3.6% | |
| Investment processing fees - PaaS | $340.1M+2.8% | $330.97M+1.9% | $324.87M+1.6% | $319.86M+2.7% | $311.42M+2.7% | |
| Investment processing fees - SaaS | $108.96M-4.7% | $114.34M-3.1% | $118M-2.3% | $120.75M+2.5% | $117.83M+0.2% | |
| Professional services fees | $32.78M+0.9% | $32.47M+5.4% | $30.8M-1.3% | $31.2M+2.3% | $30.51M+14.6% | |
| Total Revenue by Geography | ||||||
| Canada | $50.44M+3.7% | $48.63M+2.4% | $47.49M+1.4% | $46.84M+0.8% | $46.45M+0.3% | |
| Ireland | $92.81M+4.4% | $88.88M+6.7% | $83.3M+5.6% | $78.9M+6.7% | $73.97M+6.7% | |
| Luxembourg | $39.4M+6.2% | $37.1M+8.0% | $34.37M+4.9% | $32.76M+4.8% | $31.27M+3.9% | |
| United Kingdom | $170.62M+3.4% | $165.02M+1.1% | $163.27M+0.9% | $161.87M-0.1% | $162.01M-0.4% | |
| United States | $2.01B+2.9% | $1.96B+2.1% | $1.92B+1.8% | $1.89B+1.8% | $1.85B+1.9% |
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.
