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Stifel Financial SF Global Wealth Management — Total Assets

Other segment segments

Institutional Group
$5.47B+6.7%
All Other Segments
$168.1M-16.1%

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Other financials

Income statement

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Revenue$1.5B+13.0%
Net income$226.5M+46.1%
EPS (diluted)$1.34+50.6%

Balance sheet

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Cash & equivalents$2.2B+18.0%
Total debt$1.5B-2.5%
Total equity$6.0B+7.4%
Total assets$44.9B+12.7%

Cash flow

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Operating cash flow-$342.6M-62.2%
CapEx$14.8M-0.3%
Free cash flow-$390.4M-71.4%

Valuation

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Market cap$12.78B+11.8%
Enterprise value$12.04B+8.9%
P/E13.4×-5.3×
P/S2.2×-0.1×

Profitability

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Net margin16.1%+4.2pp
FCF margin15.5%-0.5pp

Returns & leverage

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Return on equity16.4%+5.3pp
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 source filing: Stifel Financial’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 8:27 AM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001193125-26-333953
Line itemJune 30, 2026December 31, 2025
Loans and advances to financial advisors and other employees, net672,608744,635
Deferred tax assets, net139,522151,204
Other assets1,297,2751,181,158
Total assets$44,907,609$41,270,782
Liabilities
Payables:
Brokerage clients, net$709,823$431,583
Brokers, dealers, and clearing organizations487,190303,378

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Stifel Financial's global wealth management — total assets?
Stifel Financial (SF) reported global wealth management — total assets of $39.27B in Q2 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 13.7% year-over-year, from $34.53B to $39.27B.
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?
This represents the total value of assets managed or held within the Global Wealth Management segment. It reflects the scale of the client base and the capital deployed to generate advisory and management fees. Monitoring this helps assess the segment's market reach and its capacity to generate recurring revenue.

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