Equities

AJ Bell PLC

AJB:LSE

AJ Bell PLC

FinancialsInvestment Banking and Brokerage Services
  • Price (GBX)448.50
  • Today's Change-6.00 / -1.32%
  • Shares traded1.15m
  • 1 Year change50.60%
  • Beta1.1088
Data delayed at least 20 minutes, as of Sep 20 2024 16:45 BST.
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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
Fidelity European Trust PLC234.02m207.26m1.59bn0.001.59bn0.00
Witan Investment Trust plc245.89m220.34m1.61bn6.001.61bn6.00
Personal Assets Trust PLC66.67m44.26m1.62bn0.001.62bn0.00
Rathbones Group PLC888.53m63.32m1.64bn3.52k1.64bn3.52k
Templeton Emerging Markets Inv Trust plc172.27m140.33m1.72bn0.001.72bn0.00
JPMorgan American Investment Trust PLC434.96m424.07m1.79bn0.001.79bn0.00
JTC PLC283.06m29.13m1.80bn1.60k1.80bn1.60k
HarbourVest Global Private Equity Ltd112.33m91.20m1.80bn1.10k1.80bn1.10k
TP ICAP Group PLC2.20bn99.00m1.81bn5.18k1.81bn5.18k
Worldwide Healthcare Trust PLC229.70m201.16m1.87bn0.001.87bn0.00
Quilter PLC6.43bn50.00m1.87bn2.98k1.87bn2.98k
AJ Bell PLC245.88m81.33m1.88bn1.37k1.88bn1.37k
Caledonia Investments plc233.80m203.80m1.89bn71.001.89bn71.00
Mercantile Investment Trust PLC97.69m75.21m1.92bn0.001.92bn0.00
Smithson Investment Trust PLC-26.10m-51.47m1.98bn0.001.98bn0.00
City of London Investment Trust plc310.57m297.42m2.19bn0.002.19bn0.00
Data as of Sep 20 2024. Currency figures normalised to AJ Bell PLC's reporting currency: UK Pound GBX

Institutional shareholders

32.77%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 Aug 202416.47m3.99%
Brown Capital Management LLCas of 30 Jun 202413.38m3.24%
BlackRock Investment Management (UK) Ltd.as of 31 Aug 202412.65m3.06%
Kayne Anderson Rudnick Investment Management LLCas of 03 Jun 202412.12m2.94%
The Vanguard Group, Inc.as of 04 Sep 202411.71m2.84%
Baillie Gifford & Co.as of 31 Aug 20247.91m1.92%
abrdn Investment Management Ltd.as of 31 Jul 20247.58m1.84%
Invesco Asset Management Ltd.as of 28 Jun 20246.45m1.56%
Royal London Asset Management Ltd.as of 31 May 20245.80m1.40%
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Data from 30 Jun 2024 - 30 Jun 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
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