Stifel Financial SF Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenues Net Of Interest Expense by Business | ||||||
| All Other Segments | $50.78M+154% | $17.73M-16.1% | $21.52M-14.4% | $18.88M-27.6% | $19.98M-5.6% | |
| Global Wealth Management | $932.12M+9.6% | $933.15M+7.9% | $907.44M+9.7% | $845.63M+5.6% | $850.56M+7.6% | |
| Institutional Group | $495.26M+28.7% | $609.7M+27.5% | $500.44M+34.4% | $419.78M+7.4% | $384.93M+9.5% | |
| Revenue by Business | ||||||
| Global Wealth Management | $607.22M+11.9% | $608.93M+10.8% | $581.27M+11.9% | $539.18M+5.8% | $542.54M+9.8% | |
| Institutional Group | $403.14M+34.4% | $518M+41.4% | $381.2M+30.8% | $299.74M+3.6% | $299.91M+9.5% | |
| Total Assets by Business | ||||||
| All Other Segments | $172.46M-13.4% | $188.01M-11.3% | $225.75M+6.8% | $200.41M-30.2% | $199.19M-57.1% | |
| Global Wealth Management | $37.47B+6.6% | $36.09B+3.4% | $36.15B+7.9% | $34.53B+5.9% | $35.16B+6.9% | |
| Institutional Group | $5.25B+4.4% | $5B+4.3% | $5.31B+1.9% | $5.13B+4.5% | $5.02B+2.6% | |
| Income Loss From Continuing Operations Before Income Taxes Extraordinary Items Noncontrolling Interest by Business | ||||||
| All Other Segments | -$102.55M-13.4% | -$173.84M-19.2% | -$145.9M-15.0% | -$153.28M-26.6% | -$90.47M+17.1% | |
| Global Wealth Management | $330.72M+162% | $330.07M+4.3% | $342.65M+13.6% | $306.06M+2.3% | $126.41M-56.5% | |
| Institutional Group | $97.91M+257% | $151.68M+58.5% | $89.29M+114% | $61.04M+25.0% | $27.43M-26.1% | |
| Labor And Related Expense by Business | ||||||
| All Other Segments | $80M+39.5% | $110.61M+15.2% | $101.09M+11.9% | $97M+6.9% | $57.34M-22.9% | |
| Global Wealth Management | $472.46M+11.9% | $468.04M+11.6% | $441.63M+9.5% | $420.24M+6.9% | $422.29M+8.4% | |
| Institutional Group | $295.87M+17.1% | $346.51M+23.6% | $297.11M+32.3% | $257.7M+7.8% | $252.59M+17.1% | |
| Non Compensation Operating Expenses by Business | ||||||
| All Other Segments | $73.33M+38.1% | $80.96M+14.2% | $66.33M+7.5% | $75.15M+33.2% | $53.11M-5.0% | |
| Global Wealth Management | $128.95M-57.3% | $135.04M+4.3% | $123.16M+0.8% | $119.34M+9.5% | $301.86M+174% | |
| Institutional Group | $101.48M-3.3% | $111.52M+8.9% | $114.04M+7.5% | $101.04M-1.8% | $104.91M+6.5% | |
| Investment Banking Revenue by Business | ||||||
| Global Wealth Management | $6.07M+2.8% | $8.33M+60.3% | $6.53M+5.0% | $6.22M+7.7% | $5.91M+38.0% | |
| Institutional Group | $335.34M+44.5% | $447.52M+49.6% | $316.95M+33.8% | $227.24M-0.1% | $232.03M+10.7% | |
| Brokerage Commissions Revenue by Business | ||||||
| Global Wealth Management | $140.06M+11.3% | $142.76M+4.4% | $141.86M+9.8% | $128.2M+5.5% | $125.83M+3.8% | |
| Institutional Group | $67.77M-0.1% | $70.45M+5.2% | $64.21M+18.4% | $72.47M+17.2% | $67.84M+5.6% | |
| Intangible Assets Net Excluding Goodwill by Business | ||||||
| Global Wealth Management | $25.32M+8.0% | $26.29M+7.8% | $27.26M+7.4% | $27.55M+4.1% | $23.44M-14.9% | |
| Institutional Group | $72.13M-14.8% | $81.76M-8.3% | $83.12M-9.4% | $87.9M-7.2% | $84.7M-15.1% | |
| Amortization Of Intangible Assets by Business | ||||||
| Global Wealth Management | $972K+3.2% | $972K-2.5% | $1.07M-0.8% | $921K-16.3% | $942K-16.3% | |
| Institutional Group | $9.58M+115% | $16.5M+239% | $4.59M-4.2% | $4.62M-5.6% | $4.45M-5.6% | |
| Goodwill by Business | ||||||
| Global Wealth Management | $351.71M+5.0% | $351.71M+5.0% | $351.71M+5.0% | $16.7M-95.0% | $335.01M0.0% | |
| Institutional Group | $1.11B+4.9% | $1.11B+4.9% | $1.13B+16,527% | $51.9M-95.1% | $1.06B+0.7% | |
| Revenue by Product | ||||||
| Asset Management1 | $459.46M+12.2% | $455.8M+12.3% | $431.4M+12.7% | $403.61M+6.0% | $409.54M+11.4% | |
| Commissions | $207.83M+7.3% | $213.2M+4.6% | $206.08M+12.3% | $200.67M+9.5% | $193.67M+4.4% | |
| Investment Advisory Management And Administrative Service | $459.46M+12.2% | $455.8M+12.3% | $431.4M+12.7% | $403.61M+6.0% | $409.54M+11.4% | |
| Investment Banking | $341.41M+43.5% | $455.86M+49.7% | $323.48M+33.0% | $233.46M+0.1% | $237.94M+11.2% | |
| Investment Banking Revenue by Product | ||||||
| Advisory Fees | $218.44M+58.9% | $278M+46.4% | $179.27M+31.0% | $127.31M-3.1% | $137.47M+15.3% | |
| Capital Raising | $122.97M+22.4% | $177.86M+55.3% | $144.21M+35.6% | $106.16M+4.2% | $100.47M+6.1% | |
| Revenue by Geography | ||||||
| Americas | $919.58M+17.4% | $1.03B+20.5% | $895.12M+17.9% | $787.82M+5.9% | $783.08M+9.1% | |
| CA | $23.12M+37.0% | $39.46M+341% | $14.75M+47.9% | $9.79M+0.8% | $16.87M+48.3% | |
| GB | $52.24M+46.9% | $35.22M-5.2% | $39.02M+37.4% | $32.32M-3.2% | $35.56M+26.2% | |
| Other States | $15.42M+121% | $24.86M+43.6% | $13.74M+3.0% | $9M-26.1% | $6.98M-36.3% | |
| Revenues Net Of Interest Expense by Geography | ||||||
| CA | $23.35M+41.7% | $39.89M+343% | $15.08M+62.0% | $9.09M-14.3% | $16.48M+41.8% | |
| GB | $59.03M+22.4% | $41.34M-9.4% | $48.26M+46.5% | $41.34M-3.2% | $48.24M+28.6% | |
| US | $1.38B+16.6% | $1.44B+11.9% | $1.35B+15.6% | $1.22B+6.7% | $1.18B+7.3% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Stifel Financial break its business down?
- Stifel Financial (SF) reports revenues net of interest expense by business across 3 parts — All Other Segments, Global Wealth Management and Institutional Group. Each is extracted from the segment footnotes and tracked over time.
- Where does Stifel Financial's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Stifel Financial'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.
