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-1.1% | $280.49M-1.5% | $280.29M-1.2% | $282.45M-1.7% | |
| Investment Advisors | $610.52M+16.7% | $577.4M+13.3% | $560.5M+16.8% | $539.87M+16.5% | $523.27M+15.6% | |
| Investments In New Businesses | $41.04M-34.3% | $49.54M-17.7% | $56.93M-1.7% | $64.35M+15.9% | $62.42M+16.4% | |
| Total segment profit by Business | ||||||
| Institutional Investors | $136.11M+3.1% | $134.37M+2.6% | $132.38M+2.5% | $132.39M+5.1% | $131.99M+7.7% | |
| Investment Advisors | $273.62M+16.5% | $265.74M+17.3% | $256.28M+24.0% | $244.63M+24.7% | $234.87M+23.7% | |
| Investments In New Businesses | -$9.88M+20.2% | -$10.68M+26.3% | -$11.15M+27.0% | -$10.31M+41.2% | -$12.39M+30.7% | |
| Other segment expenses by Business | ||||||
| Institutional Investors | $6.31M-3.5% | $5.83M-17.2% | $5.8M-13.5% | $6.16M-3.4% | $6.54M+4.6% | |
| Investment Advisors | $11.74M+91.3% | $10.57M+67.9% | $6.86M+21.8% | $6.75M+28.5% | $6.13M+16.6% | |
| Investments In New Businesses | $4.81M-30.1% | $5.6M-18.6% | $6.22M+6.0% | $6.77M+33.5% | $6.88M+65.3% | |
| Acquisition of Stratos EMIs (See Note 12) by Business | ||||||
| Institutional Investors | $0— | $0— | $0-100% | $0-100% | $0-100% | |
| Investment Advisors | $173.58M+143% | $186.55M+463% | $148.19M+496% | $109.84M+563% | $71.49M+763% | |
| Investments In New Businesses | $0— | $0— | $0-100% | $0-100% | $0-100% | |
| 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-10.4% | $1.76M-27.0% | $1.88M-10.4% | $2.02M+10.8% | $2.13M+39.0% | |
| Investment Advisors | $7.37M-14.3% | $7.62M-12.9% | $8.04M+13.2% | $8.41M+55.9% | $8.6M+129% | |
| Investments In New Businesses | $583K-5.7% | $544K-23.6% | $595K-22.1% | $659K-23.2% | $618K-32.2% | |
| Sales, marketing & client service by Business | ||||||
| Institutional Investors | $37.84M-4.9% | $39.04M-6.2% | $38.75M-14.7% | $39.09M-19.1% | $39.78M-21.3% | |
| Investment Advisors | $44.55M+24.3% | $35.44M+11.2% | $38.95M+37.6% | $38.25M+40.0% | $35.85M+34.6% | |
| Investments In New Businesses | $14.12M-28.4% | $16.71M-13.9% | $18.76M+1.3% | $19.59M+8.1% | $19.73M+12.8% | |
| Private Banks | $42.5M+7.3% | $40.59M-2.1% | $39.98M-1.4% | $39.18M-1.9% | $39.6M+2.3% | |
| Amortization by Business | ||||||
| Institutional Investors | $7.8M+3.1% | $7.72M+1.8% | $7.73M+3.7% | $7.63M+2.5% | $7.56M+2.2% | |
| Investment Advisors | $17.8M+101% | $11.68M+36.7% | $9.44M+12.9% | $9.14M+12.5% | $8.84M+11.6% | |
| Investments In New Businesses | $1.66M-60.9% | $2.12M-53.4% | $2.8M-35.7% | $3.48M-16.2% | $4.25M+10.0% | |
| Operations & services by Business | ||||||
| Institutional Investors | $84.75M-0.1% | $83.85M-2.3% | $84.16M-2.1% | $84.37M-2.7% | $84.86M-3.0% | |
| Investment Advisors | $184.24M+12.1% | $177.82M+9.5% | $173.74M+12.1% | $167.65M+10.9% | $164.38M+11.2% | |
| Investments In New Businesses | $11.97M-38.6% | $14.89M-23.5% | $17.11M-10.6% | $20.08M+7.1% | $19.5M+7.8% | |
| Private Banks | $215.49M+6.5% | $211.19M+5.5% | $210.71M+6.8% | $207.41M+5.4% | $202.27M+1.7% | |
| Goodwill by Business | ||||||
| Institutional Investors | $250.85M+1.0% | $250.55M+1.1% | $249.56M+0.6% | $249.5M+7.3% | $248.31M+14.0% | |
| Investment Advisors | $534.85M— | $314.64M— | $129.2M— | —— | —— | |
| Investments In New Businesses | $73.84M-6.5% | $73.84M-8.5% | $75.55M-4.3% | $77.26M+9.9% | $78.97M+28.1% | |
| Strategic initiatives & new business development by Business | ||||||
| Institutional Investors | $14.09M+6.6% | $13.04M-8.4% | $13.04M-5.8% | $12.08M-15.4% | $13.22M-8.9% | |
| Investment Advisors | $59.51M+24.8% | $52.26M+7.7% | $49.28M+0.9% | $47.68M-3.6% | $47.69M-4.2% | |
| Investments In New Businesses | $14.07M-39.1% | $16.99M-27.5% | $20.06M-17.0% | $22.52M-10.1% | $23.11M-12.6% | |
| Private Banks | $82.7M-4.7% | $85.4M-0.3% | $87.41M+2.6% | $87.42M+2.2% | $86.78M+0.4% | |
| Technology services & infrastructure by Business | ||||||
| Institutional Investors | $6.41M+5.7% | $6.38M+6.4% | $6.37M+10.5% | $6.19M+11.0% | $6.07M+11.6% | |
| Investment Advisors | $35.53M+3.4% | $35.57M+5.2% | $35.4M+7.0% | $34.92M+8.1% | $34.35M+8.1% | |
| Investments In New Businesses | $5.96M+6.4% | $6.04M+9.1% | $5.94M+10.1% | $5.71M+6.7% | $5.6M+6.2% | |
| Private Banks | $115.47M+3.5% | $114.21M+3.7% | $114.03M+5.6% | $112.97M+5.9% | $111.58M+5.1% | |
| Total Revenue by Product | ||||||
| Account fees and other | $84.11M+8.3% | $83.51M+12.3% | $81.29M+14.0% | $78.87M+15.8% | $77.66M+20.2% | |
| Investment management fees from investment management agreements | $481.94M+10.0% | $466.54M+7.1% | $455.13M+6.7% | $445.34M+5.7% | $438.21M+3.9% | |
| Investment management fees from pooled investment products | $420.36M+2.0% | $410.65M-1.7% | $406.19M-2.1% | $407.23M-1.3% | $412.18M-0.6% | |
| Investment operations fees | $899.99M+15.8% | $858.91M+14.5% | $830.36M+17.1% | $802.27M+18.5% | $777.1M+19.9% | |
| Investment processing fees - PaaS | $340.1M+9.2% | $330.97M+9.2% | $324.87M+12.7% | $319.86M+17.6% | $311.42M+18.5% | |
| Investment processing fees - SaaS | $108.96M-7.5% | $114.34M-2.8% | $118M0.0% | $120.75M+2.3% | $117.83M-1.0% | |
| Professional services fees | $32.78M+7.4% | $32.47M+22.0% | $30.8M+24.8% | $31.2M+35.1% | $30.51M-2.5% | |
| Total Revenue by Geography | ||||||
| Canada | $50.44M+8.6% | $48.63M+5.0% | $47.49M+3.9% | $46.84M+3.3% | $46.45M+2.2% | |
| Ireland | $92.81M+25.5% | $88.88M+28.2% | $83.3M+24.7% | $78.9M+22.0% | $73.97M+16.1% | |
| Luxembourg | $39.4M+26.0% | $37.1M+23.2% | $34.37M+22.6% | $32.76M+24.6% | $31.27M+24.4% | |
| United Kingdom | $170.62M+5.3% | $165.02M+1.4% | $163.27M+3.0% | $161.87M+4.9% | $162.01M+8.1% | |
| United States | $2.01B+8.8% | $1.96B+7.8% | $1.92B+9.4% | $1.89B+10.8% | $1.85B+10.3% |
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.
