SEIC vs. AMG
SEIC (SEI Investments Company) and AMG (Affiliated Managers Group, Inc.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, SEIC returned 6.92%/yr vs 6.50%/yr for AMG. A 0.57 correlation means they provide meaningful diversification when combined.
Performance
SEIC vs. AMG - Performance Comparison
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Returns By Period
In the year-to-date period, SEIC achieves a 6.08% return, which is significantly lower than AMG's 8.10% return. Over the past 10 years, SEIC has outperformed AMG with an annualized return of 6.92%, while AMG has yielded a comparatively lower 6.50% annualized return.
SEIC
- 1D
- -0.87%
- 1M
- -4.67%
- YTD
- 6.08%
- 6M
- 8.08%
- 1Y
- 3.63%
- 3Y*
- 15.64%
- 5Y*
- 7.60%
- 10Y*
- 6.92%
AMG
- 1D
- 0.35%
- 1M
- 4.74%
- YTD
- 8.10%
- 6M
- 14.76%
- 1Y
- 72.82%
- 3Y*
- 28.70%
- 5Y*
- 13.60%
- 10Y*
- 6.50%
SEIC vs. AMG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEIC SEI Investments Company | 6.08% | 0.63% | 31.47% | 10.59% | -2.94% | 7.38% | -11.10% | 43.35% | -34.92% | 46.99% |
AMG Affiliated Managers Group, Inc. | 8.10% | 55.93% | 22.15% | -4.40% | -3.67% | 61.80% | 20.53% | -11.79% | -52.15% | 41.93% |
Correlation
The correlation between SEIC and AMG is 0.52, 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 | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
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 24, 1997 | 0.57 |
The correlation between SEIC and AMG shifts across timeframes, from 0.52 (1 year) to 0.67 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SEIC:
$10.83B
AMG:
$8.57B
SEIC:
$5.85
AMG:
$24.29
SEIC:
14.86
AMG:
12.83
SEIC:
1.26
AMG:
0.42
SEIC:
4.63
AMG:
4.09
SEIC:
4.42
AMG:
2.77
SEIC:
$2.37B
AMG:
$2.37B
SEIC:
$925.04M
AMG:
$1.61B
SEIC:
$928.43M
AMG:
$1.53B
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Return for Risk
SEIC vs. AMG — Risk / Return Rank
SEIC
AMG
SEIC vs. AMG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Investments Company (SEIC) and Affiliated Managers Group, Inc. (AMG). 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.
| SEIC | AMG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.27 | ||
| Sortino ratioReturn per unit of downside risk | -2.57 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.42 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | 0.19 | 3.71 | -3.52 |
| Martin ratioReturn relative to average drawdown | 0.36 | 10.59 | -10.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SEIC | AMG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 2.43 | -2.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.42 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.19 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.25 | +0.15 |
Drawdowns
SEIC vs. AMG - Drawdown Comparison
The maximum SEIC drawdown since its inception was -71.17%, smaller than the maximum AMG drawdown of -85.92%. Use the drawdown chart below to compare losses from any high point for SEIC and AMG.
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Drawdown Indicators
| SEIC | AMG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.17% | -85.92% | +14.75% |
Max Drawdown (1Y)Largest decline over 1 year | -19.36% | -19.72% | +0.36% |
Max Drawdown (3Y)Largest decline over 3 years | -23.25% | -26.97% | +3.72% |
Max Drawdown (5Y)Largest decline over 5 years | -26.00% | -41.22% | +15.22% |
Max Drawdown (10Y)Largest decline over 10 years | -51.78% | -78.52% | +26.74% |
Current DrawdownCurrent decline from peak | -6.67% | -5.78% | -0.89% |
Average DrawdownAverage peak-to-trough decline | -21.19% | -24.73% | +3.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.02% | 6.90% | +3.12% |
Volatility
SEIC vs. AMG - Volatility Comparison
The current volatility for SEI Investments Company (SEIC) is 4.29%, while Affiliated Managers Group, Inc. (AMG) has a volatility of 6.76%. This indicates that SEIC experiences smaller price fluctuations and is considered to be less risky than AMG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEIC | AMG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.29% | 6.76% | -2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 18.35% | 24.63% | -6.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.14% | 30.12% | -7.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.37% | 32.25% | -9.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.79% | 34.66% | -8.87% |
Dividends
SEIC vs. AMG - Dividend Comparison
SEIC's dividend yield for the trailing twelve months is around 1.16%, more than AMG's 0.01% 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 | 1.16% | 1.23% | 1.15% | 1.40% | 1.42% | 1.26% | 1.25% | 1.04% | 1.36% | 0.81% | 1.09% | 0.95% |
Financials
SEIC vs. AMG - Financials Comparison
This section allows you to compare key financial metrics between SEI Investments Company and Affiliated Managers Group, Inc.. 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
SEIC vs. AMG - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
SEIC and AMG have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMG has higher volatility (6.76%) compared to SEIC (4.29%). In terms of maximum drawdown, SEIC dropped -71.17% vs AMG's -85.92%.
AMG currently has the higher Sharpe Ratio (2.43 vs 0.16), 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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