Stifel Financial (SF) Asset Management (2009 - 2026)
Stifel Financial's (SF) quarterly Asset Management came in at $459.5 million in Q1 2026, up 12.19% YoY from $409.5 million in Q1 2025, and up 0.8% on a QoQ basis from $455.8 million in Q4 2025.
Stifel Financial (SF) Asset Management (2009 - 2026) Analysis & Trends
Stifel Financial (SF) has 16 years of Asset Management data on file, last reported at $459.5 million in Q1 2026.
- Quarterly Asset Management rose 12.19% year-over-year to $459.5 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.8 billion (up 10.86% YoY) and the FY2025 annual result came in at $1.7 billion, up 10.65% from the prior year.
- Asset Management advanced to $459.5 million in Q1 2026, from $455.8 million in the prior quarter.
- In the past five years, Asset Management ranged from a high of $459.5 million in Q1 2026 to a low of $289.5 million in Q4 2022.
- A 5-year average of $368.2 million and a median of $367.5 million in 2024 frame the typical range for Asset Management.
- Annual changes were most pronounced in 2022 — Asset Management decreased 9.16% — and 2024, when it increased 22.78%.
- Tracing SF's Asset Management over 5 years: stood at $289.5 million in 2022, then rose by 14.19% to $330.5 million in 2023, then advanced by 22.78% to $405.8 million in 2024, then grew by 12.31% to $455.8 million in 2025, then advanced by 0.8% to $459.5 million in 2026.
- The last three Asset Management figures came in at $459.5 million (Q1 2026), $455.8 million (Q4 2025), and $431.4 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - |
| 10 | Stifel Financial | 14.08 Bn | 11.18 Bn | 878.90 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 459.46 Mn |
| Dec 31, 2025 | 455.80 Mn |
| Sep 30, 2025 | 431.40 Mn |
| Jun 30, 2025 | 403.61 Mn |
| Mar 31, 2025 | 409.54 Mn |
| Dec 31, 2024 | 405.83 Mn |
| Sep 30, 2024 | 382.62 Mn |
| Jun 30, 2024 | 380.76 Mn |
| Mar 31, 2024 | 367.48 Mn |
| Dec 31, 2023 | 330.54 Mn |
| Sep 30, 2023 | 333.13 Mn |
| Jun 30, 2023 | 320.26 Mn |
| Mar 31, 2023 | 315.57 Mn |
| Dec 31, 2022 | 289.46 Mn |
| Sep 30, 2022 | 300.56 Mn |
| Jun 30, 2022 | 331.26 Mn |
| Mar 31, 2022 | 341.64 Mn |
| Dec 31, 2021 | 318.64 Mn |
| Sep 30, 2021 | 313.86 Mn |
| Jun 30, 2021 | 295.87 Mn |