AMG vs. SEIC
AMG (Affiliated Managers Group, Inc.) and SEIC (SEI Investments Company) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, AMG returned 10.09%/yr vs 8.16%/yr for SEIC. A 0.57 correlation means they provide meaningful diversification when combined.
Performance
AMG vs. SEIC - Performance Comparison
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Returns By Period
In the year-to-date period, AMG achieves a 23.95% return, which is significantly higher than SEIC's 11.00% return. Over the past 10 years, AMG has outperformed SEIC with an annualized return of 10.09%, while SEIC has yielded a comparatively lower 8.16% annualized return.
AMG
- 1D
- 1.25%
- 1M
- 18.33%
- YTD
- 23.95%
- 6M
- 24.22%
- 1Y
- 93.71%
- 3Y*
- 35.75%
- 5Y*
- 18.58%
- 10Y*
- 10.09%
SEIC
- 1D
- 1.20%
- 1M
- 0.56%
- YTD
- 11.00%
- 6M
- 8.60%
- 1Y
- 10.07%
- 3Y*
- 18.16%
- 5Y*
- 9.52%
- 10Y*
- 8.16%
AMG vs. SEIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMG Affiliated Managers Group, Inc. | 23.95% | 55.93% | 22.15% | -4.40% | -3.67% | 61.80% | 20.53% | -11.79% | -52.15% | 41.93% |
SEIC SEI Investments Company | 11.00% | 0.63% | 31.47% | 10.59% | -2.94% | 7.38% | -11.10% | 43.35% | -34.92% | 46.99% |
Correlation
The correlation between AMG and SEIC is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Nov 21, 1997 | 0.57 |
The correlation between AMG and SEIC shifts across timeframes, from 0.53 (1 year) to 0.67 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
AMG:
$9.83B
SEIC:
$11.27B
AMG:
$24.29
SEIC:
$5.85
AMG:
14.71
SEIC:
15.46
AMG:
0.48
SEIC:
1.31
AMG:
4.69
SEIC:
4.82
AMG:
3.18
SEIC:
4.60
AMG:
$2.37B
SEIC:
$2.37B
AMG:
$1.61B
SEIC:
$925.04M
AMG:
$1.53B
SEIC:
$928.43M
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Return for Risk
AMG vs. SEIC — Risk / Return Rank
AMG
SEIC
AMG vs. SEIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Affiliated Managers Group, Inc. (AMG) and SEI Investments Company (SEIC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMG | SEIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.56 | ||
| Sortino ratioReturn per unit of downside risk | +2.75 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.09 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 4.78 | 0.52 | +4.26 |
| Martin ratioReturn relative to average drawdown | 13.62 | 1.00 | +12.62 |
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Drawdowns
AMG vs. SEIC - Drawdown Comparison
The maximum AMG drawdown since its inception was -85.92%, which is greater than SEIC's maximum drawdown of -71.17%. Use the drawdown chart below to compare losses from any high point for AMG and SEIC.
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Drawdown Indicators
| AMG | SEIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.92% | -71.17% | -14.75% |
Max Drawdown (1Y)Largest decline over 1 year | -19.72% | -19.36% | -0.36% |
Max Drawdown (3Y)Largest decline over 3 years | -26.97% | -23.25% | -3.72% |
Max Drawdown (5Y)Largest decline over 5 years | -41.22% | -26.00% | -15.22% |
Max Drawdown (10Y)Largest decline over 10 years | -78.52% | -51.78% | -26.74% |
Current DrawdownCurrent decline from peak | -0.05% | -2.34% | +2.29% |
Average DrawdownAverage peak-to-trough decline | -24.68% | -21.16% | -3.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.90% | 10.05% | -3.15% |
Volatility
AMG vs. SEIC - Volatility Comparison
Affiliated Managers Group, Inc. (AMG) has a higher volatility of 9.14% compared to SEI Investments Company (SEIC) at 5.52%. This indicates that AMG's price experiences larger fluctuations and is considered to be riskier than SEIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMG | SEIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.14% | 5.52% | +3.62% |
Volatility (6M)Calculated over the trailing 6-month period | 25.76% | 18.66% | +7.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.32% | 22.44% | +8.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.36% | 22.40% | +9.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.71% | 25.79% | +8.92% |
Dividends
AMG vs. SEIC - Dividend Comparison
AMG's dividend yield for the trailing twelve months is around 0.01%, less than SEIC's 1.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMG Affiliated Managers Group, Inc. | 0.01% | 0.01% | 0.02% | 0.03% | 0.03% | 0.02% | 0.34% | 1.51% | 1.23% | 0.39% | 0.00% | 0.00% |
SEIC SEI Investments Company | 1.15% | 1.23% | 1.15% | 1.40% | 1.42% | 1.26% | 1.25% | 1.04% | 1.36% | 0.81% | 1.09% | 0.95% |
Financials
AMG vs. SEIC - Financials Comparison
This section allows you to compare key financial metrics between Affiliated Managers Group, Inc. and SEI Investments Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AMG vs. SEIC - Profitability Comparison
AMG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Affiliated Managers Group, Inc. reported a gross profit of 441.50M and revenue of 544.90M. Therefore, the gross margin over that period was 81.0%.
SEIC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, SEI Investments Company reported a gross profit of 0.00 and revenue of 622.18M. Therefore, the gross margin over that period was 0.0%.
AMG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Affiliated Managers Group, Inc. reported an operating income of 77.40M and revenue of 544.90M, resulting in an operating margin of 14.2%.
SEIC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, SEI Investments Company reported an operating income of 189.49M and revenue of 622.18M, resulting in an operating margin of 30.5%.
AMG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Affiliated Managers Group, Inc. reported a net income of 110.40M and revenue of 544.90M, resulting in a net margin of 20.3%.
SEIC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, SEI Investments Company reported a net income of 174.49M and revenue of 622.18M, resulting in a net margin of 28.0%.
Frequently Asked Questions
AMG and SEIC have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMG has higher volatility (9.14%) compared to SEIC (5.52%). In terms of maximum drawdown, AMG dropped -85.92% vs SEIC's -71.17%.
AMG currently has the higher Sharpe Ratio (3.01 vs 0.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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