Stifel Financial (SFB) Asset Management (2009 - 2026)
Stifel Financial (SFB) recorded quarterly Asset Management of $459.5 million in Q1 2026, up 0.8% on a QoQ basis from $455.8 million in Q4 2025, and up 12.19% year-over-year from $409.5 million in Q1 2025.
Stifel Financial (SFB) Asset Management (2009 - 2026) Analysis & Trends
Stifel Financial has disclosed Asset Management across 16 years of filings, most recently posting $459.5 million for 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 rose to $459.5 million in Q1 2026, from $455.8 million in the prior quarter.
- Over five years, Asset Management peaked at $459.5 million in Q1 2026 and troughed at $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 SFB's Asset Management over 5 years: stood at $289.5 million in 2022, then advanced by 14.19% to $330.5 million in 2023, then grew by 22.78% to $405.8 million in 2024, then rose by 12.31% to $455.8 million in 2025, then grew by 0.8% to $459.5 million in 2026.
- Business Quant data shows SFB's Asset Management at $459.5 million in Q1 2026, $455.8 million in Q4 2025, and $431.4 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | SOL Strategies | 94,425.84 Bn | 94,425.84 Bn | - |
| 2 | Morgan Stanley | 349.82 Bn | 216.29 Bn | - |
| 3 | Goldman Sachs | 333.85 Bn | -603.70 Bn | - |
| 4 | Schwab Charles | 160.31 Bn | 115.33 Bn | - |
| 5 | Robinhood Markets | 97.28 Bn | 92.64 Bn | 960.00 Mn |
| 6 | Interactive Brokers | 42.79 Bn | 53.38 Bn | - |
| 7 | LPL Financial Holdings | 23.54 Bn | 22.51 Bn | - |
| 8 | Tradeweb Markets | 21.20 Bn | 19.96 Bn | - |
| 9 | Iren | 19.97 Bn | 17.75 Bn | 144.76 Mn |
| 10 | Stifel Financial | - | - | 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 |