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Assets Under Management by Segment
Tracks the amount of client assets managed in each segment, indicating the scale that drives recurring fee revenue and the company’s market traction. Changes in AUM reflect client inflows/outflows and market performance, so this metric signals revenue potential, sensitivity to market cycles, and retention strength.SEI’s AUM story is now clearly driven by Investment Managers — large, lumpy enterprise wins have supercharged AUM growth and will continue to ramp revenue over multiple quarters, but expect near‑term margin dilution as onboarding costs normalize (management points to mid‑2027 for margin normalization). Advisors show steady, sticky inflows and ‘Other’ and new‑business investments are steadily scaling (Stratos adding incremental revenue/profit), while Institutional flows remain patchy due to one‑off annuitization events; the net is higher fee base and stronger cash to fuel buybacks, with short‑term lumpiness to monitor.
Date | Investment Managers | Private Banks | Investment Advisors | Institutional Investors | Investments in New Businesses | Other |
|---|---|---|---|---|---|---|
Jun 30, 2026 | $226.00B | $30.64B | $84.08B | $81.88B | $3.11B | $91.80B |
Mar 31, 2026 | $244.44B | $31.93B | $90.10B | $83.70B | $3.34B | $100.57B |
Dec 31, 2025 | $243.82B | $31.93B | $90.44B | $85.86B | $3.36B | $99.20B |
Sep 30, 2025 | $238.38B | $31.21B | $88.64B | $84.26B | $3.24B | $95.80B |
Jun 30, 2025 | $226.00B | $30.64B | $84.08B | $81.88B | $3.11B | $91.80B |
Mar 31, 2025 | $209.74B | $29.26B | $78.84B | $78.07B | $2.95B | $87.11B |
Dec 31, 2024 | $202.57B | $28.21B | $79.39B | $76.99B | $3.04B | $86.50B |
Sep 30, 2024 | $204.66B | $29.52B | $81.15B | $81.08B | $3.07B | $93.86B |
Jun 30, 2024 | $192.97B | $27.73B | $78.86B | $77.85B | $2.92B | $90.20B |
Mar 31, 2024 | $161.86B | $28.02B | $79.44B | $78.15B | $2.49B | $93.62B |