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U.K. (FTSE) Asset Management Industry Analysis

UpdatedJul 10, 2026
DataAggregated Company Financials
Companies123
  • 7D0.9%
  • 3M4.2%
  • 1Y-6.8%
  • YTDn/a

The Asset Management industry has stayed flat over the last week. Unfortunately though, the industry is down 6.8% over the past 12 months. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

Has the U.K. Asset Management Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 10 Jul 2026UK£92.0bUK£59.6bUK£10.6b11.5x8.7x1.5x
Sun, 07 Jun 2026UK£85.5bUK£59.3bUK£10.4b11.5x8.2x1.4x
Tue, 05 May 2026UK£87.9bUK£60.4bUK£11.5b11.8x7.7x1.5x
Thu, 02 Apr 2026UK£86.5bUK£60.4bUK£11.6b12.2x7.5x1.4x
Sat, 28 Feb 2026UK£96.9bUK£55.1bUK£10.9b13.2x8.9x1.8x
Mon, 26 Jan 2026UK£95.0bUK£41.1bUK£10.6b13.6x9x2.3x
Wed, 24 Dec 2025UK£92.4bUK£41.1bUK£10.6b12.9x8.7x2.2x
Fri, 21 Nov 2025UK£93.6bUK£41.9bUK£11.0b12.9x8.5x2.2x
Sun, 19 Oct 2025UK£103.1bUK£40.5bUK£9.5b13.2x10.8x2.5x
Tue, 16 Sep 2025UK£97.8bUK£40.4bUK£9.5b12.9x10.2x2.4x
Thu, 14 Aug 2025UK£100.1bUK£40.4bUK£9.5b13.4x10.5x2.5x
Sat, 12 Jul 2025UK£99.5bUK£49.7bUK£9.1b12.8x10.9x2x
Mon, 09 Jun 2025UK£97.4bUK£49.6bUK£9.1b13x10.7x2x
Wed, 07 May 2025UK£94.3bUK£48.8bUK£8.3b12.7x11.3x1.9x
Fri, 04 Apr 2025UK£87.7bUK£49.0bUK£8.4b11.1x10.4x1.8x
Sun, 02 Mar 2025UK£100.6bUK£50.3bUK£8.6b11.2x11.7x2x
Tue, 28 Jan 2025UK£98.6bUK£51.0bUK£8.1b11.3x12.2x1.9x
Thu, 26 Dec 2024UK£94.7bUK£51.0bUK£8.1b11.6x11.7x1.9x
Sat, 23 Nov 2024UK£94.3bUK£51.0bUK£8.1b12x11.6x1.8x
Mon, 21 Oct 2024UK£95.1bUK£50.5bUK£7.7b12.1x12.4x1.9x
Wed, 18 Sep 2024UK£89.8bUK£50.4bUK£7.4b12.3x12.1x1.8x
Fri, 16 Aug 2024UK£88.4bUK£50.5bUK£7.4b12.7x11.9x1.7x
Sun, 14 Jul 2024UK£89.5bUK£40.7bUK£6.9b15.6x13x2.2x
Tue, 11 Jun 2024UK£86.0bUK£40.7bUK£6.8b16.2x12.6x2.1x
Thu, 09 May 2024UK£84.2bUK£41.3bUK£7.4b15.3x11.3x2x
Sat, 06 Apr 2024UK£79.8bUK£41.2bUK£7.3b14.7x10.9x1.9x
Mon, 04 Mar 2024UK£75.1bUK£41.5bUK£7.2b14.3x10.5x1.8x
Wed, 31 Jan 2024UK£81.1bUK£36.0bUK£7.4b14.6x10.9x2.3x
Fri, 29 Dec 2023UK£81.7bUK£36.0bUK£7.4b15x11x2.3x
Sun, 26 Nov 2023UK£75.8bUK£36.1bUK£7.5b12.9x10.1x2.1x
Tue, 24 Oct 2023UK£71.1bUK£36.1bUK£7.5b12.3x9.5x2x
Thu, 21 Sep 2023UK£75.1bUK£36.2bUK£7.6b13.2x9.9x2.1x
Sat, 19 Aug 2023UK£70.0bUK£36.2bUK£7.6b13.3x9.2x1.9x
Mon, 17 Jul 2023UK£66.9bUK£21.1bUK£7.3b13.8x9.1x3.2x
Price to Earnings Ratio

9.1x


Total Market Cap: UK£66.9bTotal Earnings: UK£7.3bTotal Revenue: UK£21.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Asset Management Industry Price to Earnings3Y Average 10.5x202420252026
Current Industry PE
  • Investors are pessimistic on the British Asset Management and Custody Banks industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 8.7x which is lower than its 3-year average PE of 10.5x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 13% per year over the last three years.
  • Revenues for these companies have grown 41% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.K. Asset Management compare with similar industries?

GB Market-1.69%
Financials-0.13%
Capital Markets0.96%
Asset Management0.91%
Financial Exchanges and Data1.80%
Investment Banking and Brokerage-0.89%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
III 3i GroupUK£27.033.5%
+UK£801.8m		-35.4%PE5.1x
RCP RIT Capital PartnersUK£24.657.6%
+UK£237.4m		29.1%PE7.3x
N91 Ninety One GroupUK£2.244.6%
+UK£94.4m		20.0%PE14.1x
GROW Molten VenturesUK£6.103.0%
+UK£27.7m		74.5%PE8x
CLDN Caledonia InvestmentsUK£3.831.5%
+UK£27.4m		5.5%PE14.5x

Latest News

N91
UK£2.24
Ninety One Group
7D
4.6%
1Y
20.0%
BPT
UK£2.87
Bridgepoint Group
7D
-2.0%
1Y
-15.6%
POLR
UK£8.88
Polar Capital Holdings
7D
-8.5%
1Y
89.3%
Analysis Article • Jul 08

Revenue Beat: Polar Capital Holdings Plc Exceeded Revenue Forecasts By 6.4% And Analysts Are Updating Their Estimates

Polar Capital Holdings Plc ( LON:POLR ) defied analyst predictions to release its full-year results, which were ahead...
STJ
UK£11.56
St. James's Place
7D
-11.3%
1Y
-5.6%
Narrative Update • Jul 07

STJ: Supportive Research Coverage Will Drive Future Upside From Current Levels

The analyst fair value estimate for St. James's Place has been raised modestly to £16.99 from £16.41, reflecting updated views from analysts who cite recent price target revisions and supportive research coverage as key drivers of this change. Analyst Commentary Recent Street research on St. James's Place shows a mix of optimism around long term potential and caution around near term execution, with a series of price target revisions and fresh coverage feeding into the updated fair value estimate.
CGEO
UK£43.00
Georgia Capital
7D
-4.7%
1Y
111.8%
ASHM
UK£2.14
Ashmore Group
7D
-1.9%
1Y
27.7%
Narrative Update • Jul 06

ASHM: Higher Revenue Outlook And Richer P/E Will Temper Margin Concerns

Ashmore Group's analyst price target has been lifted to £1.50 from £1.45. Analysts attribute the change to updated assumptions for higher revenue growth expectations, a slightly adjusted discount rate, a lower projected profit margin, and a higher future P/E multiple.
QLT
UK£1.99
Quilter
7D
-2.1%
1Y
21.5%
Narrative Update • Jul 03

QLT: Higher Margin Outlook And Outperform Ratings Should Support Future Repricing

The updated analyst price target for Quilter has been revised to £2.44 from £2.25. This follows recent Street research in which several firms raised their targets into the £1.80 to £2.30 range and cited supportive views on margins and valuation assumptions.
III
UK£27.03
3i Group
7D
3.5%
1Y
-35.4%
ABDN
UK£2.47
Aberdeen Group
7D
-4.3%
1Y
28.5%
Narrative Update • Jun 29

ABDN: Future Returns Will Depend On Margin Delivery As Broker Views Diverge

The Analyst Price Target for Aberdeen Group has been raised to £2.24 from £2.15, reflecting analysts' updated views after a series of recent price target increases and upgrades across the Street. Analyst Commentary Recent Street research on Aberdeen Group presents a mix of optimism and caution, with several high profile banks adjusting price targets and ratings in quick succession.
ICG
UK£17.85
ICG
7D
0.5%
1Y
-10.8%
Narrative Update • Jun 26

ICG: Dividend Reliability Will Support Premium Earnings Multiple Going Forward

The analyst price target for ICG has been reduced by £1.00 to reflect updated views on revenue growth, profit margins and the appropriate P/E multiple, with analysts citing recent target cuts from the Street as key inputs to their revised valuation work. Analyst Commentary Recent Street research around ICG highlights a mixed but still constructive backdrop, with price targets adjusted to reflect updated assumptions on earnings power and the P/E multiple.
CLDN
UK£3.83
Caledonia Investments
7D
1.5%
1Y
5.5%
GROW
UK£6.10
Molten Ventures
7D
3.0%
1Y
74.5%
New Narrative • Jun 25

European Sovereignty And AI Infrastructure Will Shape Fair But Constrained Outcomes

Catalysts About Molten Ventures Molten Ventures invests in growth stage European technology companies across sectors such as fintech, deep tech, space, AI infrastructure and digital health. What are the underlying business or industry changes driving this perspective?
HICL
UK£1.35
HICL Infrastructure
7D
0.9%
1Y
12.3%
IIG
UK£2.70
Intuitive Investments Group
7D
-8.5%
1Y
123.1%
OCI
UK£5.06
Oakley Capital Investments
7D
2.8%
1Y
-3.1%
RCP
UK£24.65
RIT Capital Partners
7D
7.6%
1Y
29.1%