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U.K. (FTSE) Asset Management Industry Analysis

UpdatedAug 25, 2026
DataAggregated Company Financials
Companies119
  • 7D1.4%
  • 3M9.9%
  • 1Y-4.8%
  • YTDn/a

Last week, the Asset Management industry hasn't moved much but 3i Group is up 5.2% in that time. As for the longer term, the industry has declined 5.4% in the last year. 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
Tue, 25 Aug 2026UK£93.2bUK£78.8bUK£11.1b11.6x8.4x1.2x
Thu, 23 Jul 2026UK£90.2bUK£59.7bUK£10.6b11.4x8.5x1.5x
Sat, 20 Jun 2026UK£85.2bUK£59.6bUK£10.6b11x8.1x1.4x
Mon, 18 May 2026UK£84.7bUK£59.4bUK£10.5b11.7x8.1x1.4x
Wed, 15 Apr 2026UK£90.2bUK£60.4bUK£11.5b12.6x7.8x1.5x
Fri, 13 Mar 2026UK£89.7bUK£60.3bUK£11.5b12.6x7.8x1.5x
Sun, 08 Feb 2026UK£95.7bUK£41.1bUK£10.6b14x9.1x2.3x
Tue, 06 Jan 2026UK£94.1bUK£41.1bUK£10.6b13.2x8.9x2.3x
Thu, 04 Dec 2025UK£91.9bUK£42.2bUK£11.3b12.8x8.1x2.2x
Sat, 01 Nov 2025UK£105.7bUK£40.3bUK£9.6b13.8x11x2.6x
Mon, 29 Sep 2025UK£99.7bUK£40.5bUK£9.6b12.6x10.4x2.5x
Wed, 27 Aug 2025UK£100.2bUK£40.4bUK£9.5b13.5x10.5x2.5x
Fri, 25 Jul 2025UK£101.4bUK£49.8bUK£9.1b13.2x11.1x2x
Sun, 22 Jun 2025UK£94.6bUK£49.7bUK£9.1b13x10.4x1.9x
Tue, 20 May 2025UK£93.4bUK£49.7bUK£9.2b12.6x10.2x1.9x
Thu, 17 Apr 2025UK£89.6bUK£49.1bUK£8.5b10.5x10.6x1.8x
Sat, 15 Mar 2025UK£97.9bUK£49.4bUK£8.5b11.5x11.5x2x
Mon, 10 Feb 2025UK£102.3bUK£51.0bUK£8.1b11.7x12.7x2x
Wed, 08 Jan 2025UK£95.0bUK£51.0bUK£8.1b11x11.7x1.9x
Fri, 06 Dec 2024UK£96.8bUK£50.9bUK£8.0b12.1x12.1x1.9x
Sun, 03 Nov 2024UK£90.4bUK£50.5bUK£7.7b11.6x11.7x1.8x
Tue, 01 Oct 2024UK£92.8bUK£50.5bUK£7.7b11.9x12.1x1.8x
Thu, 29 Aug 2024UK£88.7bUK£50.5bUK£7.4b11.9x12x1.8x
Sat, 27 Jul 2024UK£88.3bUK£40.6bUK£7.0b15.2x12.6x2.2x
Mon, 24 Jun 2024UK£89.3bUK£40.8bUK£6.9b15.6x13x2.2x
Wed, 22 May 2024UK£85.4bUK£40.6bUK£6.8b16.2x12.5x2.1x
Fri, 19 Apr 2024UK£80.2bUK£41.3bUK£7.4b14.9x10.9x1.9x
Sun, 17 Mar 2024UK£76.9bUK£40.9bUK£7.1b16.7x10.9x1.9x
Tue, 13 Feb 2024UK£75.2bUK£35.1bUK£7.4b13.6x10.1x2.1x
Thu, 11 Jan 2024UK£91.1bUK£36.0bUK£7.4b15x12.2x2.5x
Sat, 09 Dec 2023UK£79.2bUK£36.1bUK£7.5b14.4x10.6x2.2x
Mon, 06 Nov 2023UK£72.8bUK£35.9bUK£7.5b12.4x9.8x2x
Wed, 04 Oct 2023UK£73.7bUK£36.2bUK£7.5b12.5x9.9x2x
Fri, 01 Sep 2023UK£72.2bUK£36.2bUK£7.7b13.7x9.4x2x
Price to Earnings Ratio

9.4x


Total Market Cap: UK£72.2bTotal Earnings: UK£7.7bTotal Revenue: UK£36.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Asset Management Industry Price to Earnings3Y Average 10.4x202420252026
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 8.3x which is lower than its 3-year average PE of 10.4x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.2x.
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 30% 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 Market1.40%
Financials-0.57%
Capital Markets1.95%
Asset Management1.45%
Financial Exchanges and Data4.20%
Investment Banking and Brokerage-1.43%
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£29.345.2%
+UK£1.5b		-28.6%PE5.6x
STJ St. James's PlaceUK£11.971.5%
+UK£88.5m		-8.6%PE10.8x
HICL HICL InfrastructureUK£1.402.0%
+UK£52.1m		12.4%PE9.8x
IPO IP GroupUK£0.726.4%
+UK£38.0m		17.3%PE9.5x
ICG ICGUK£20.260.6%
+UK£32.9m		-8.2%PE11.6x

Latest News

QLT
UK£1.94
Quilter
7D
-1.2%
1Y
15.3%
HICL
UK£1.40
HICL Infrastructure
7D
2.0%
1Y
12.4%
STJ
UK£11.97
St. James's Place
7D
1.5%
1Y
-8.6%
AC8
UK£0.85
Intuitive Investments Group
7D
-10.5%
1Y
n/a
FGEN
UK£0.90
Foresight Environmental Infrastructure
7D
2.1%
1Y
12.9%
EMG
UK£3.04
Man Group
7D
-2.9%
1Y
83.6%
Narrative Update • Aug 12

EMG: Future Returns Will Depend On Flows And Higher Earnings Margins

Analysts have raised the fair value estimate for Man Group from £3.18 to £3.46, along with higher price targets in the £3.25 to £3.50 range, citing updated assumptions on discount rates, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Man Group shows a cluster of price targets in the low to mid 300 GBp range.
ABDN
UK£2.46
Aberdeen Group
7D
0.7%
1Y
23.0%
Narrative Update • Aug 10

ABDN: Future Returns Will Depend On Margin Delivery And Evolving Broker Sentiment

Aberdeen Group's analyst price target has shifted to £2.70 from £2.80, as analysts factor in updated fair value assumptions, a slightly lower discount rate, more moderate revenue growth expectations, compressed profit margin forecasts and a higher future P/E multiple based on recent Street research. Analyst Commentary Recent Street research on Aberdeen Group points to a mixed but generally supportive view of the stock, with several price target revisions clustered in the £2.41 to £2.80 range.
RCP
UK£25.70
RIT Capital Partners
7D
-1.5%
1Y
28.6%
BPT
UK£3.21
Bridgepoint Group
7D
-2.3%
1Y
-5.8%
Narrative Update • Aug 07

BPT: Higher Margin Outlook Will Support Stronger Future Equity Returns

Analysts now set their Bridgepoint Group price target at £5.60 compared with a prior fair value view of £4.80. The change reflects updated assumptions for a slightly lower discount rate, a modestly adjusted revenue growth outlook, higher forecast profit margins and a small change in future P/E expectations.
RAT
UK£17.08
Rathbones Group
7D
0.9%
1Y
-11.5%
ICG
UK£20.26
ICG
7D
0.6%
1Y
-8.2%
Narrative Update • Jul 31

ICG: Rising Dividend Stream Will Support Premium Future Earnings Multiple

Analysts have nudged the ICG price target higher to £24.20 from £24.00, reflecting updated views on fair value, revenue growth assumptions, a slightly adjusted discount rate and future P/E outlook, even as profit margin expectations are moderated. Analyst Commentary Recent research on ICG shows a slight upward reset in price targets, which reflects how bullish analysts currently frame the risk and reward trade off for the stock.
III
UK£29.34
3i Group
7D
5.2%
1Y
-28.6%
POLR
UK£8.51
Polar Capital Holdings
7D
-4.4%
1Y
77.3%
N91
UK£2.14
Ninety One Group
7D
-1.4%
1Y
10.7%
CLDN
UK£3.87
Caledonia Investments
7D
-1.9%
1Y
1.7%
IPO
UK£0.72
IP Group
7D
6.4%
1Y
17.3%