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AMP vs SEIC
Which Stock Would AI Choose? Ameriprise Financial (AMP) vs. SEI Investments (SEIC) Stock Comparison
Key Takeaways
- Ameriprise Financial (AMP) is a diversified wealth-management and financial-services firm whose shares recently came under pressure after a high-profile analyst downgrade tied to advisor departures.
- SEI Investments (SEIC) is an investment-processing and asset-management technology company that has posted record earnings and traded near a 52-week high in recent weeks.
- SEIC's momentum has been driven by strong sales, margin expansion, and outsourcing demand, while AMP's sentiment has cooled on advisor-retention and cash-sweep concerns.
- The two companies have overlapping but distinct models: AMP leans toward advisory-led wealth management, while SEIC emphasizes technology, processing, and outsourcing.
- Both firms command roughly $2 trillion in client assets, yet their near-term risk profiles and analyst momentum diverge sharply.
Introduction
Investors evaluating the asset-and-wealth management sector often face a choice between a diversified advice-led franchise and a technology-driven processing business. AMP (Ameriprise Financial) and SEIC (SEI Investments) represent these two paths. Both manage and administer roughly $2 trillion in client assets, pay dividends, and return capital to shareholders, yet their recent price behavior and market positioning have diverged. This stock comparison examines relative performance, business models, growth drivers, and sentiment shifts, offering a framework for traders and longer-term investors seeking to understand how these two names stack up in the current market environment.
AMP Overview and Recent Performance
Ameriprise Financial is a Minneapolis-based diversified financial services company offering wealth management, asset management, and banking products, primarily through its network of employee and independent financial advisors. The firm's client assets under management and administration (AUM/AUA) reached a record $1.8 trillion as of mid-2026, supported by market appreciation and client flows. Its business has benefited from high advisor productivity and a return on equity (ROE) that remains among the strongest in financial services.
Recent market activity, however, has been less favorable. In recent weeks, BofA Securities downgraded AMP from Buy to Underperform and cut its price target, citing the departure of several large advisory teams overseeing roughly $12.75 billion in combined assets. Analysts framed these departures as potentially structural, driven by the economics of registered investment adviser (RIA) ownership and aggressive recruiting by rivals. Additional scrutiny has centered on the company's relatively low cash-sweep rates, which some analysts expect will face upward pressure. The shares pulled back meaningfully from their 52-week high, and shorter-term sentiment has cooled even as longer-term momentum remains intact.
SEIC Overview and Recent Performance
SEI Investments is a Pennsylvania-based provider of investment processing, investment management, and investment operations outsourcing services to financial institutions, advisors, and institutions. The company combines proprietary technology platforms with asset-management capabilities, including its partnership interest in LSV Asset Management and a growing presence in private markets and exchange-traded funds (ETFs). Its assets under management, advisement, and administration reached approximately $2.1 trillion as of mid-2026.
Recent performance has been notably strong. SEIC shares touched a 52-week high in recent weeks, and Wells Fargo initiated coverage with an Overweight rating, describing the company's turnaround as having momentum. In its latest quarterly results, SEIC reported record revenue growth of about 15% year over year, a roughly 36% increase in adjusted operating profit, and an approximate 38% rise in adjusted earnings per share (EPS), alongside meaningful operating-margin expansion. Sales activity remained robust, with a large share of investment-manager sales events tied to alternative-investment mandates. These factors have reinforced positive sentiment, though valuation has expanded relative to peers.
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Head-to-Head Comparison
The two companies occupy different points along the wealth-and-asset-management spectrum. AMP is fundamentally an advisory-led business whose revenue is tied to advisor productivity, fee-based client relationships, and its own banking operation. Its growth is capital-light and buyback-driven, but its model is sensitive to advisor retention and competitive recruiting dynamics. SEIC, by contrast, is more technology- and processing-oriented, earning recurring fees from outsourcing relationships, software, and administration services, supplemented by asset management.
On momentum, SEIC currently holds the advantage, with record results, expanding margins, and a 52-week high, versus AMP's pullback on structural advisor-departure concerns. On risk, AMP faces headline-driven sentiment risk around talent and cash-sweep rates, while SEIC's chief risks are a richer valuation and dependence on large, complex client projects. Sector exposure also differs: both are cyclical financials, but SEIC carries more technology-like characteristics, whereas AMP behaves more like a traditional wealth manager with banking leverage.
Tickeron AI Verdict
Based on observable trend consistency, stability, and catalysts, Tickeron's AI would likely lean toward SEIC in the current environment. Its record earnings, expanding margins, strong sales pipeline, and proximity to a 52-week high reflect more coherent upward momentum, whereas AMP is contending with a fresh downgrade and structural retention questions that introduce near-term uncertainty. That said, AMP's higher ROE, diversified model, and heavy capital returns suggest the comparison could rebalance quickly if advisor-retention fears ease. The AI's stance is probabilistic rather than definitive, favoring SEIC's steadier trend and clearer near-term catalysts while acknowledging AMP's longer-term franchise strengths.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMP is a Buy and SEIC is a Hold.
AMP's RSI Indicator ascends from oversold territory
The RSI Indicator for AMP moved out of oversold territory on October 05, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 30 similar instances when the indicator left oversold territory. In 22 of the 30 cases the stock moved higher. This puts the odds of a move higher at 73%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 33 of 58 cases where AMP's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 57%.
The Moving Average Convergence Divergence (MACD) for AMP just turned positive on October 09, 2026. Looking at past instances where AMP's MACD turned positive, the stock continued to rise in 33 of 48 cases over the following month. The odds of a continued upward trend are 69%.
Following a +1.88% 3-day Advance, the price is estimated to grow further. Considering data from situations where AMP advanced for three days, in 210 of 344 cases, the price rose further within the following month. The odds of a continued upward trend are 61%.
AMP may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 19, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on AMP as a result. In 59 of 90 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 66%.
The 10-day moving average for AMP crossed bearishly below the 50-day moving average on September 22, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 10 of 15 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 67%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where AMP declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 56%.
The Aroon Indicator for AMP entered a downward trend on October 05, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 27 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock better than average.
The Tickeron SMR rating for this company is 41 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 58 (best 1 - 100 worst), indicating steady price growth. AMP’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 66 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 89 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (6.894) is normal, around the industry mean (2.404). P/E Ratio (11.838) is within average values for comparable stocks, (-3.413). Projected Growth (PEG Ratio) (1.395) is also within normal values, averaging (1.319). Dividend Yield (0.014) settles around the average of (0.272) among similar stocks. P/S Ratio (2.644) is also within normal values, averaging (15.798).
Momentum Indicator for SEIC turns positive, indicating new upward trend
SEIC saw its Momentum Indicator move above the 0 level on October 12, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 67 similar instances where the indicator turned positive. In 36 of the 67 cases, the stock moved higher in the following days. The odds of a move higher are at 54%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Moving Average Convergence Divergence (MACD) for SEIC just turned positive on October 12, 2026. Looking at past instances where SEIC's MACD turned positive, the stock continued to rise in 25 of 47 cases over the following month. The odds of a continued upward trend are 53%.
Following a +3.47% 3-day Advance, the price is estimated to grow further. Considering data from situations where SEIC advanced for three days, in 168 of 322 cases, the price rose further within the following month. The odds of a continued upward trend are 52%.
Bearish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 8 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
SEIC moved below its 50-day moving average on October 22, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for SEIC crossed bearishly below the 50-day moving average on September 24, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 10 of 17 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 59%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where SEIC declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 53%.
SEIC broke above its upper Bollinger Band on October 20, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for SEIC entered a downward trend on October 12, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 14 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 22 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 34 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 41 (best 1 - 100 worst), indicating steady price growth. SEIC’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 92 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (5.017) is normal, around the industry mean (2.404). P/E Ratio (18.017) is within average values for comparable stocks, (-3.413). Projected Growth (PEG Ratio) (1.788) is also within normal values, averaging (1.319). Dividend Yield (0.020) settles around the average of (0.272) among similar stocks. P/S Ratio (5.328) is also within normal values, averaging (15.798).
AMP | SEIC | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 28 | 22 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 89 Overvalued | 92 Overvalued | |
PROFIT vs RISK RATING 1..100 | 27 | 14 | |
SMR RATING 1..100 | 41 | 34 | |
PRICE GROWTH RATING 1..100 | 58 | 41 | |
P/E GROWTH RATING 1..100 | 66 | 22 | |
SEASONALITY SCORE 1..100 | 85 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
AMP's Valuation (89) in the Investment Banks Or Brokers industry is in the same range as SEIC (92) in the Investment Managers industry. This means that AMP’s stock grew similarly to SEIC’s over the last 12 months.
SEIC's Profit vs Risk Rating (14) in the Investment Managers industry is in the same range as AMP (27) in the Investment Banks Or Brokers industry. This means that SEIC’s stock grew similarly to AMP’s over the last 12 months.
SEIC's SMR Rating (34) in the Investment Managers industry is in the same range as AMP (41) in the Investment Banks Or Brokers industry. This means that SEIC’s stock grew similarly to AMP’s over the last 12 months.
SEIC's Price Growth Rating (41) in the Investment Managers industry is in the same range as AMP (58) in the Investment Banks Or Brokers industry. This means that SEIC’s stock grew similarly to AMP’s over the last 12 months.
SEIC's P/E Growth Rating (22) in the Investment Managers industry is somewhat better than the same rating for AMP (66) in the Investment Banks Or Brokers industry. This means that SEIC’s stock grew somewhat faster than AMP’s over the last 12 months.
| AMP | SEIC | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 73% | N/A |
| Stochastic ODDS (%) | 1 day ago 57% | 1 day ago 57% |
| Momentum ODDS (%) | 1 day ago 66% | 1 day ago 54% |
| MACD ODDS (%) | 1 day ago 69% | 1 day ago 53% |
| TrendWeek ODDS (%) | 1 day ago 62% | 1 day ago 56% |
| TrendMonth ODDS (%) | 1 day ago 62% | 1 day ago 53% |
| Advances ODDS (%) | 1 day ago 61% | 3 days ago 52% |
| Declines ODDS (%) | 5 days ago 56% | 17 days ago 53% |
| BollingerBands ODDS (%) | 1 day ago 62% | 1 day ago 36% |
| Aroon ODDS (%) | 1 day ago 55% | 1 day ago 57% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AMP’s FA Score shows that 1 FA rating(s) are green while SEIC’s FA Score has 2 green FA rating(s).
- AMP’s FA Score: 1 green, 4 red.
- SEIC’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AMP’s TA Score shows that 5 TA indicator(s) are bullish while SEIC’s TA Score has 3 bullish TA indicator(s).
- AMP’s TA Score: 5 bullish, 4 bearish.
- SEIC’s TA Score: 3 bullish, 6 bearish.
Price Growth
AMP (@Investment Managers) experienced а -1.14% price change this week, while SEIC (@Investment Managers) price change was -0.73% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.39%. For the same industry, the average monthly price growth was -5.37%, and the average quarterly price growth was -0.93%.
Reported Earning Dates
AMP is expected to report earnings on Oct 29, 2026.
SEIC is expected to report earnings on Feb 03, 2027.
Industries' Descriptions
@Investment Managers (-1.39% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
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AMP and
Correlation & Price change
A.I.dvisor indicates that over the last year, AMP has been closely correlated with RJF. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if AMP jumps, then RJF could also see price increases.
| Ticker / NAME | Correlation To AMP | 1D Price Change % | ||
|---|---|---|---|---|
| AMP | 100% | +1.29% | ||
| RJF - AMP | 77% Closely correlated | +2.25% | ||
| PFG - AMP | 66% Loosely correlated | +1.54% | ||
| SEIC - AMP | 65% Loosely correlated | -3.62% | ||
| CG - AMP | 59% Loosely correlated | +5.18% | ||
| NTRS - AMP | 58% Loosely correlated | -0.65% | ||
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