Equities

AJ Bell PLC

AJB:LSE

AJ Bell PLC

FinancialsInvestment Banking and Brokerage Services
  • Price (GBX)460.88
  • Today's Change7.88 / 1.74%
  • Shares traded595.33k
  • 1 Year change73.26%
  • Beta1.0744
Data delayed at least 20 minutes, as of Nov 21 2024 16:02 GMT.
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Profile data is unavailable for this security.

About the company

AJ Bell Plc is a United Kingdom-based company, which provides investment platforms. The Company provides investment administration, dealing and custody services. The Company’s products include AJ Bell Dodl, AJ Bell Investcentre, AJ Bell and Touch. AJ Bell Investcentre is a platform, offering advisers and their clients service, easy-to-use functionality and a comprehensive investment range at competitive prices. Touch by AJ Bell helps advisers to streamline their businesses with investment solutions delivered and managed digitally on their clients’ smartphones. AJ Bell has been providing products and services to make investing easy and affordable. It provides full-service and simplified platform products operating in both the advised and direct to consumer (D2C) markets. Its core products are self-invested personal pension (SIPPs), individual savings account (ISAs) and dealing accounts. Its services include Stocks & shares ISA, Lifetime ISA, Junior ISA, Cash savings hub and others.

  • Revenue in GBP (TTM)245.88m
  • Net income in GBP81.33m
  • Incorporated2002
  • Employees1.37k
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Peer analysis

CompanyRevenue (TTM)Net income (TTM)Market capEmployeesMarket Cap /
Employees
Allianz Technology Trust PLC521.55m511.54m1.48bn0.001.48bn0.00
Murray International Trust plc204.49m184.74m1.53bn0.001.53bn0.00
Rathbones Group PLC888.53m63.32m1.54bn3.52k1.54bn3.52k
Personal Assets Trust PLC66.67m44.26m1.59bn0.001.59bn0.00
JTC PLC283.06m29.13m1.61bn1.60k1.61bn1.60k
Worldwide Healthcare Trust PLC253.44m227.52m1.66bn0.001.66bn0.00
Templeton Emerging Markets Inv Trust plc172.27m140.33m1.74bn0.001.74bn0.00
Mercantile Investment Trust PLC435.03m411.79m1.75bn0.001.75bn0.00
HarbourVest Global Private Equity Ltd107.74m76.58m1.79bn1.10k1.79bn1.10k
Caledonia Investments plc233.80m203.80m1.79bn71.001.79bn71.00
AJ Bell PLC245.88m81.33m1.87bn1.37k1.87bn1.37k
Smithson Investment Trust PLC-26.10m-51.47m1.91bn0.001.91bn0.00
TP ICAP Group PLC2.20bn99.00m1.97bn5.18k1.97bn5.18k
JPMorgan American Investment Trust PLC434.96m424.07m1.98bn0.001.98bn0.00
Quilter PLC6.43bn50.00m1.99bn2.98k1.99bn2.98k
City of London Investment Trust plc310.57m297.42m2.09bn0.002.09bn0.00
Data as of Nov 21 2024. Currency figures normalised to AJ Bell PLC's reporting currency: UK Pound GBX

Institutional shareholders

32.31%Per cent of shares held by top holders
HolderShares% Held
Liontrust Investment Partners LLPas of 09 Sep 202441.28m10.00%
Ninety One UK Ltd.as of 31 Oct 202415.16m3.67%
Brown Capital Management LLCas of 30 Jun 202413.38m3.24%
BlackRock Investment Management (UK) Ltd.as of 14 Nov 202412.56m3.04%
Kayne Anderson Rudnick Investment Management LLCas of 03 Jun 202412.12m2.94%
The Vanguard Group, Inc.as of 06 Nov 202411.46m2.78%
Baillie Gifford & Co.as of 31 Oct 20247.66m1.85%
abrdn Investment Management Ltd.as of 31 Oct 20247.60m1.84%
Invesco Asset Management Ltd.as of 30 Sep 20246.53m1.58%
Royal London Asset Management Ltd.as of 31 Jul 20245.71m1.38%
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Data from 30 Sep 2024 - 30 Sep 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
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