Equities

AJ Bell PLC

AJB:LSE

AJ Bell PLC

FinancialsInvestment Banking and Brokerage Services
  • Price (GBX)398.50
  • Today's Change7.50 / 1.92%
  • Shares traded905.01k
  • 1 Year change26.11%
  • Beta1.0610
Data delayed at least 20 minutes, as of Jul 05 2024 16:50 BST.
More ▼

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
More ▼

Peer analysis

CompanyRevenue (TTM)Net income (TTM)Market capEmployeesMarket Cap /
Employees
Finsbury Growth & Income Trust PLC16.81m2.34m1.50bn0.001.50bn0.00
Allianz Technology Trust PLC429.01m420.20m1.56bn0.001.56bn0.00
Murray International Trust plc151.47m131.85m1.56bn0.001.56bn0.00
Ninety One PLC697.80m163.90m1.57bn1.19k1.57bn1.19k
Rathbones Group PLC677.90m37.50m1.60bn2.50k1.60bn2.50k
Witan Investment Trust plc206.42m181.48m1.62bn6.001.62bn6.00
Fidelity European Trust PLC262.10m238.69m1.63bn0.001.63bn0.00
Personal Assets Trust PLC66.67m44.26m1.63bn0.001.63bn0.00
TP ICAP Group PLC2.19bn74.00m1.64bn5.18k1.64bn5.18k
AJ Bell PLC245.88m81.33m1.65bn1.37k1.65bn1.37k
Quilter PLC4.63bn42.00m1.66bn2.98k1.66bn2.98k
JTC PLC257.44m21.82m1.66bn1.60k1.66bn1.60k
Templeton Emerging Markets Inv Trust plc172.27m140.33m1.80bn0.001.80bn0.00
JPMorgan American Investment Trust PLC329.10m318.32m1.81bn0.001.81bn0.00
HarbourVest Global Private Equity Ltd116.50m94.59m1.84bn1.10k1.84bn1.10k
Mercantile Investment Trust PLC97.69m75.21m1.87bn0.001.87bn0.00
Data as of Jul 05 2024. Currency figures normalised to AJ Bell PLC's reporting currency: UK Pound GBX

Institutional shareholders

32.58%Per cent of shares held by top holders
HolderShares% Held
Liontrust Investment Partners LLPas of 19 Jun 202441.31m10.00%
Ninety One UK Ltd.as of 30 Jun 202416.89m4.09%
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 31 May 202411.13m2.70%
The Vanguard Group, Inc.as of 06 Jun 202410.69m2.59%
Baillie Gifford & Co.as of 31 May 20248.25m2.00%
abrdn Investment Management Ltd.as of 29 Mar 20247.63m1.85%
Capital Research & Management Co. (World Investors)as of 31 Mar 20246.66m1.61%
Liontrust Portfolio Management Ltd.as of 31 May 20246.14m1.49%
More ▼
Data from 31 Mar 2024 - 31 May 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
All markets data located on InvestorsChronicle.co.uk is subject to the Investors Chronicle Terms & Condition
All content on InvestorsChronicle.co.uk is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by IC and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.
Any information that you receive via Investors Chronicle is at best delayed intraday data and not "real time". Share price information may be rounded up/down and therefore not entirely accurate. Investors Chronicle is not responsible for any use of content by you outside its scope as stated in the Investors Chronicle Terms & Condition.