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Stifel Financial SF Global Wealth Management — Total Assets

Other segment segments

Institutional Group
$5.25B+4.4%
All Other Segments
$172.46M-13.4%

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$299.18B+15.8%

Other financials

Income statement

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Revenue$1.5B+17.7%
Net income$251.4M+374%
EPS (diluted)$1.48+469%

Balance sheet

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Cash & equivalents$2.9B+6.4%
Total debt$1.5B+0.4%
Total equity$6.0B+8.1%
Total assets$42.9B+6.2%

Cash flow

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Operating cash flow-$342.6M-62.2%
CapEx$47.8M+189%
Free cash flow-$390.4M-71.4%

Valuation

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Market cap$11.28B+17.0%
Enterprise value$9.85B+17.5%
P/E12.8×-2.7×
P/S+0.1×

Profitability

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Net margin15.3%+3.1pp
FCF margin15.5%-0.5pp

Returns & leverage

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Return on equity15.3%+3.8pp
Debt / equity0.2×0.0×

Where this comes from

Reported directly by Stifel Financial in its filing.

Tagged under the XBRL concept us-gaap:Assets.

The official record: Stifel Financial’s 10-Q, filed May 4, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Stifel Financial's global wealth management — total assets?
Stifel Financial (SF) reported global wealth management — total assets of $37.47B in Q1 2026.
How has Stifel Financial's global wealth management — total assets changed year-over-year?
Stifel Financial's global wealth management — total assets increased by 6.6% year-over-year, from $35.16B to $37.47B.
What is the long-term trend for Stifel Financial's global wealth management — total assets?
Over 4 years (2021 to 2025), Stifel Financial's global wealth management — total assets has grown at a 8.8% compound annual growth rate (CAGR), from $101.44B to $141.93B.
What does global wealth management — total assets mean?
The total value of assets managed by the wealth management division.
How do you interpret global wealth management — total assets?
An increase suggests growth in client assets under management or market appreciation, while a decrease may signal client outflows or market downturns.
How does global wealth management — total assets compare across companies?
Commonly reported as 'Assets Under Management' (AUM) or 'Segment Assets' by wealth managers.