SEIC vs. UBS: SEI Investments vs. UBS Stock Comparison

November 11, 2026

How do SEI Investments (SEIC) and UBS (UBS) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

SEI Investments (SEIC) and UBS (UBS) both belong to the Capital Markets industry, though SEIC is classified under Asset Management & Custody Banks while UBS falls under Diversified Capital Markets.

Company profile comparison for SEI Investments (SEIC) and UBS (UBS)
Profile Item	SEIC	UBS
Name	SEI Investments Company	UBS Group AG
Country/Region	United States	Switzerland
GICS Sector	Financials	Financials
GICS Industry Group	Financial Services	Financial Services
GICS Industry	Capital Markets	Capital Markets
GICS Sub-Industry	Asset Management & Custody Banks	Diversified Capital Markets
Market Capitalization	12.49 billion USD	144.79 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	March 25, 1981	May 16, 2000
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

SEIC

UBS

GSPC

SEI Investments (SEIC) vs. UBS (UBS), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for SEI Investments (SEIC) and UBS (UBS). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for SEI Investments (SEIC) and UBS (UBS). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for SEI Investments (SEIC) and UBS (UBS)
Metric	SEIC	UBS
Total Return (1Y)	32.47%	30.78%
Total Return (3Y, Annualized)	26.31%	29.39%
Total Return (5Y, Annualized)	12.52%	25.00%

Risk Profile

Drawdown History

SEIC

UBS

GSPC

SEI Investments (SEIC) vs. UBS (UBS), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for SEI Investments (SEIC) and UBS (UBS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for SEI Investments (SEIC) and UBS (UBS)
Metric	SEIC	UBS
Volatility (1Y, Annualized)	23.86%	27.78%
Beta (5Y)	0.94	1.15
Max Drawdown (5Y)	-26.00%	-32.48%
Avg. Volume (3M)	756.15K	1.93M

Risk-Adjusted Performance

Risk-Return Positioning

SEIC and UBS are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for SEI Investments (SEIC) and UBS (UBS)
Metric	SEIC	UBS
Sharpe Ratio (1Y)	1.18	0.95
Sortino Ratio (1Y)	1.85	1.44

Profitability

ROE (TTM)

Capital efficiency shows on one side only: SEI Investments (SEIC) earns 27.26% on shareholders’ equity, ranked against its industry; UBS (UBS) has no ROE this period.

SEIC

Financial Services industry group

27.26%

Max: 44.78%
SEIC: 27.26%
Q3: 21.85%
Median: 12.91%
Q1: 4.48%
Min: -18.71%

UBS

Financial Services industry group

Max: 44.78%
Q3: 21.85%
Median: 12.91%
Q1: 4.48%
Min: -18.71%
UBS: --

SEI Investments (SEIC) vs. UBS (UBS): UBS does not report ROE, so it has no value marker; SEIC is benchmarked against the Financial Services industry group.

Net Margin (TTM)

SEI Investments (SEIC) at 28.06% retains a top-quartile share of revenue as profit, ahead of UBS (UBS) at 18.18%, which keeps about the industry-typical share.

SEIC

Financial Services industry group

28.06%

Max: 62.84%
SEIC: 28.06%
Q3: 28.05%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

UBS

Financial Services industry group

18.18%

Max: 62.84%
Q3: 28.05%
UBS: 18.18%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

SEI Investments (SEIC) vs. UBS (UBS): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both SEI Investments (SEIC) at 29.91% and UBS (UBS) at 27.10% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

SEIC

Financial Services industry group

29.91%

Max: 107.33%
Q3: 55.90%
Median: 30.09%
SEIC: 29.91%
Q1: 14.60%
Min: -44.34%

UBS

Financial Services industry group

27.10%

Max: 107.33%
Q3: 55.90%
Median: 30.09%
UBS: 27.10%
Q1: 14.60%
Min: -44.34%

SEI Investments (SEIC) vs. UBS (UBS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for SEI Investments (SEIC) and UBS (UBS)
Metric	SEIC	UBS
ROE (TTM)	27.26%	--
ROA (TTM)	14.74%	--
Net Margin (TTM)	28.06%	18.18%
Operating Margin (TTM)	29.91%	27.10%
Gross Margin (TTM)	--	--

Growth

Revenue Growth

Both SEI Investments (SEIC) at 8.10% and UBS (UBS) at 4.30% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

SEI Investments (SEIC) vs. UBS (UBS): A comparison of their Revenue Growth across different time periods.

EPS Growth

UBS (UBS) at 55.26% sits in the top EPS growth quartile, while SEI Investments (SEIC) at 27.66% is closer to the peer norm — faster per-share earnings growth for UBS.

SEI Investments (SEIC) vs. UBS (UBS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for SEI Investments (SEIC) and UBS (UBS)
Metric	SEIC	UBS
Revenue Growth (YoY)	8.10%	4.30%
Revenue Growth (3Y CAGR)	4.89%	12.44%
EPS Growth (YoY)	27.66%	55.26%
EPS Growth (3Y CAGR)	17.62%	1.60%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: SEI Investments (SEIC) in Financial Services and UBS (UBS) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: SEI Investments (SEIC) in Financial Services and UBS (UBS) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for SEI Investments (SEIC) and UBS (UBS)
Metric	SEIC	UBS
Current Ratio (MRQ)	--	--
Debt / Equity (MRQ)	--	--
Net Debt / EBITDA	--	--

Dividends

Dividend Yield (TTM)

UBS (UBS) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile SEI Investments (SEIC) reports a yield of 0.99%, ranking against industry peers normally.

SEIC

Financial Services industry group

0.99%

Max: 9.77%
Q3: 3.92%
Median: 1.09%
SEIC: 0.99%
Q1: 0.00%
Min: 0.00%

UBS

Financial Services industry group

0.00%

Max: 9.77%
Q3: 3.92%
Median: 1.09%
UBS: 0.00%
Q1: 0.00%
Min: 0.00%

SEI Investments (SEIC) vs. UBS (UBS): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both SEI Investments (SEIC) at 18.09% and UBS (UBS) at 36.30% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

SEIC

Financial Services industry group

18.09%

Max: 241.07%
Q3: 97.36%
Median: 25.77%
SEIC: 18.09%
Q1: 0.00%
Min: 0.00%

UBS

Financial Services industry group

36.30%

Max: 241.07%
Q3: 97.36%
UBS: 36.30%
Median: 25.77%
Q1: 0.00%
Min: 0.00%

SEI Investments (SEIC) vs. UBS (UBS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for SEI Investments (SEIC) and UBS (UBS)
Metric	SEIC	UBS
Dividend Yield (TTM)	0.99%	0.00%
Dividend Payout Ratio (TTM)	18.09%	36.30%

Valuation

P/E Ratio (TTM)

Both SEI Investments (SEIC) at 18.31 and UBS (UBS) at 15.77 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

SEIC

Financial Services industry group

18.31

Max: 45.85
Q3: 24.64
SEIC: 18.31
Median: 15.37
Q1: 9.68
Min: 0.16

UBS

Financial Services industry group

15.77

Max: 45.85
Q3: 24.64
UBS: 15.77
Median: 15.37
Q1: 9.68
Min: 0.16

SEI Investments (SEIC) vs. UBS (UBS): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

UBS (UBS) at 2.71 is priced about in line with its industry on P/S ratio, while SEI Investments (SEIC) at 4.93 sits in the pricier quartile — SEIC costs more per dollar of sales.

SEIC

Financial Services industry group

4.93

Max: 9.23
SEIC: 4.93
Q3: 4.57
Median: 2.72
Q1: 1.28
Min: -0.55

UBS

Financial Services industry group

2.71

Max: 9.23
Q3: 4.57
Median: 2.72
UBS: 2.71
Q1: 1.28
Min: -0.55

SEI Investments (SEIC) vs. UBS (UBS): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

UBS (UBS) at 1.64 is valued about in line with its industry on P/B ratio, while SEI Investments (SEIC) at 4.98 carries an above-peer premium to book — SEIC is pricier on assets.

SEIC

Financial Services industry group

4.98

Max: 7.79
SEIC: 4.98
Q3: 3.63
Median: 1.57
Q1: 0.81
Min: -0.39

UBS

Financial Services industry group

1.64

Max: 7.79
Q3: 3.63
UBS: 1.64
Median: 1.57
Q1: 0.81
Min: -0.39

SEI Investments (SEIC) vs. UBS (UBS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for SEI Investments (SEIC) and UBS (UBS)
Metric	SEIC	UBS
P/E Ratio (TTM)	18.31	15.77
P/S Ratio (TTM)	4.93	2.71
P/B Ratio (MRQ)	4.98	1.64
Free Cash Flow Yield (TTM)	--	--