Skip to content

SEI Investments SEIC Institutional Investors — Total Assets

Discontinued — last reported Q4 '20

Similar metrics at other companies

Stifel Financial logo
SFInvestment Vehicle — Total Assets
$101.3M
StoneX Group Inc. logo
SNEXInstitutional — Total Assets
$38.79B+67.4%
Stifel Financial logo
SFInstitutional Group — Total Assets
$5.25B+4.4%
Equitable Holdings logo
EQHInvestment Management and Research — Total Assets
$11.28B-5.0%
UMB Financial logo
UMBFInstitutional Investment Management — Average Assets
$61M-3.2%
Ameriprise Financial logo
AMPAsset Management — Total Assets
$6.55B-9.3%

Other financials

Income statement

See full
Revenue$622.2M+12.8%
Operating income$189.5M+20.6%
Net income$174.5M+15.2%
EPS (diluted)$1.40+19.7%

Balance sheet

See full
Cash & equivalents$363.1M-48.9%
Total debt$69.5M+145%
Total equity$2.5B+8.5%
Total assets$396.9M-84.5%

Cash flow

See full
Operating cash flow$221.6M+51.3%
CapEx$6.4M-26.0%
Free cash flow$215.2M+56.1%

Valuation

See full
Market cap$10.76B-2.7%
Enterprise value$10.46B+1.4%
P/E14.6×-3.8×
P/S4.5×-0.6×

Profitability

See full
Operating margin27.9%+0.9pp
Net margin31.2%+3.4pp
FCF margin28%-1.1pp

Returns & leverage

See full
Return on equity31.4%+4.7pp
Debt / equity0.0×
Current ratio4.5×-1.1×

Where this comes from

Reported directly by SEI Investments in its filing.

Tagged under the XBRL concept us-gaap:Assets.

The official record: SEI Investments’s 10-K, filed February 22, 2021, on SEC EDGAR. View the filing →

Questions, answered.

What does institutional investors — total assets mean?
The total value of assets managed or administered for institutional clients.
How do you interpret institutional investors — total assets?
An increase indicates successful client acquisition or market appreciation, while a decrease may signal client attrition or negative market performance.
How does institutional investors — total assets compare across companies?
Similar to AUM (Assets Under Management) or AUA (Assets Under Administration) reported by asset managers and financial service providers.