Equities

AJ Bell PLC

AJB:LSE

AJ Bell PLC

FinancialsInvestment Banking and Brokerage Services
  • Price (GBX)450.00
  • Today's Change9.50 / 2.16%
  • Shares traded415.71k
  • 1 Year change73.34%
  • Beta1.0867
Data delayed at least 15 minutes, as of Oct 04 2024 16:35 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
Pantheon International PLC78.93m31.65m1.52bn0.001.52bn0.00
Fidelity European Trust PLC234.02m207.26m1.55bn0.001.55bn0.00
Murray International Trust plc204.49m184.74m1.56bn0.001.56bn0.00
Rathbones Group PLC888.53m63.32m1.60bn3.52k1.60bn3.52k
Personal Assets Trust PLC66.67m44.26m1.61bn0.001.61bn0.00
JTC PLC283.06m29.13m1.74bn1.60k1.74bn1.60k
TP ICAP Group PLC2.20bn99.00m1.74bn5.18k1.74bn5.18k
JPMorgan American Investment Trust PLC434.96m424.07m1.77bn0.001.77bn0.00
Worldwide Healthcare Trust PLC229.70m201.16m1.80bn0.001.80bn0.00
AJ Bell PLC245.88m81.33m1.82bn1.37k1.82bn1.37k
HarbourVest Global Private Equity Ltd113.70m92.31m1.82bn1.10k1.82bn1.10k
Caledonia Investments plc233.80m203.80m1.83bn71.001.83bn71.00
Mercantile Investment Trust PLC97.69m75.21m1.83bn0.001.83bn0.00
Templeton Emerging Markets Inv Trust plc172.27m140.33m1.84bn0.001.84bn0.00
Quilter PLC6.43bn50.00m1.87bn2.98k1.87bn2.98k
Smithson Investment Trust PLC-26.10m-51.47m1.96bn0.001.96bn0.00
Data as of Oct 04 2024. Currency figures normalised to AJ Bell PLC's reporting currency: UK Pound GBX

Institutional shareholders

32.65%Per cent of shares held by top holders
HolderShares% Held
Liontrust Investment Partners LLPas of 26 Jul 202442.08m10.19%
Ninety One UK Ltd.as of 31 Jul 202416.66m4.03%
Brown Capital Management LLCas of 31 Mar 202413.73m3.33%
Kayne Anderson Rudnick Investment Management LLCas of 03 Jun 202412.12m2.94%
BlackRock Investment Management (UK) Ltd.as of 08 Aug 202412.01m2.91%
The Vanguard Group, Inc.as of 04 Jul 202411.35m2.75%
Baillie Gifford & Co.as of 31 Jul 20248.03m1.94%
abrdn Investment Management Ltd.as of 29 Mar 20247.33m1.77%
Royal London Asset Management Ltd.as of 30 Apr 20245.80m1.40%
Liontrust Portfolio Management Ltd.as of 28 Jun 20245.73m1.39%
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Data from 31 Mar 2024 - 30 Jun 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
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