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U.K. (FTSE) Asset Management Industry Analysis

UpdatedDec 21, 2024
DataAggregated Company Financials
Companies141
  • 7D-2.3%
  • 3M0.5%
  • 1Y15.1%
  • YTDn/a

Over the last 7 days, the Asset Management industry has dropped 2.3%, driven by a pullback from 3i Group of 2.7%. This takes the industry's 12 month performance to a gain of 15%. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Dec 2024UK£94.2bUK£51.0bUK£8.1b11.6x11.7x1.8x
Mon, 18 Nov 2024UK£92.0bUK£50.9bUK£8.0b11.7x11.5x1.8x
Wed, 16 Oct 2024UK£92.5bUK£50.5bUK£7.7b11.8x12x1.8x
Fri, 13 Sep 2024UK£88.1bUK£50.4bUK£7.3b12.8x12x1.7x
Sun, 11 Aug 2024UK£85.8bUK£50.7bUK£7.6b12.2x11.3x1.7x
Tue, 09 Jul 2024UK£88.1bUK£40.7bUK£6.9b15.2x12.8x2.2x
Thu, 06 Jun 2024UK£87.0bUK£40.8bUK£6.8b16.5x12.8x2.1x
Sat, 04 May 2024UK£82.9bUK£41.2bUK£7.4b15.2x11.2x2x
Mon, 01 Apr 2024UK£80.4bUK£41.2bUK£7.3b15.3x11x2x
Wed, 28 Feb 2024UK£74.3bUK£35.2bUK£7.3b14x10.2x2.1x
Fri, 26 Jan 2024UK£80.6bUK£36.1bUK£7.5b14.5x10.8x2.2x
Sun, 24 Dec 2023UK£81.4bUK£36.0bUK£7.4b15.1x10.9x2.3x
Tue, 21 Nov 2023UK£76.1bUK£36.1bUK£7.5b13.2x10.1x2.1x
Thu, 19 Oct 2023UK£72.0bUK£36.2bUK£7.5b12.5x9.6x2x
Sat, 16 Sep 2023UK£75.0bUK£36.2bUK£7.7b13.8x9.8x2.1x
Mon, 14 Aug 2023UK£72.5bUK£36.0bUK£7.6b13.7x9.6x2x
Wed, 12 Jul 2023UK£65.5bUK£21.1bUK£7.3b13.5x8.9x3.1x
Fri, 09 Jun 2023UK£75.0bUK£18.2bUK£7.4b14.1x10.1x4.1x
Sun, 07 May 2023UK£72.2bUK£17.5bUK£6.6b14.2x10.9x4.1x
Tue, 04 Apr 2023UK£70.1bUK£17.5bUK£6.7b13.6x10.5x4x
Thu, 02 Mar 2023UK£76.9bUK£18.3bUK£7.2b12.7x10.7x4.2x
Sat, 28 Jan 2023UK£75.7bUK£18.5bUK£8.2b12.6x9.2x4.1x
Mon, 26 Dec 2022UK£68.8bUK£18.5bUK£8.2b11.9x8.4x3.7x
Wed, 23 Nov 2022UK£64.6bUK£18.9bUK£8.6b11.5x7.5x3.4x
Fri, 21 Oct 2022UK£57.5bUK£19.9bUK£9.7b9.9x5.9x2.9x
Sun, 18 Sep 2022UK£63.5bUK£19.9bUK£9.8b9.1x6.5x3.2x
Tue, 16 Aug 2022UK£70.6bUK£19.8bUK£9.9b9.6x7.1x3.6x
Thu, 14 Jul 2022UK£77.9bUK£44.1bUK£12.1b8.9x6.4x1.8x
Sat, 11 Jun 2022UK£79.8bUK£43.5bUK£11.8b8.5x6.7x1.8x
Mon, 09 May 2022UK£83.0bUK£42.2bUK£10.6b8.7x7.8x2x
Wed, 06 Apr 2022UK£93.0bUK£41.7bUK£10.4b9.3x9x2.2x
Fri, 04 Mar 2022UK£83.2bUK£44.4bUK£10.1b9x8.2x1.9x
Sun, 30 Jan 2022UK£92.6bUK£51.4bUK£11.0b9.8x8.4x1.8x
Tue, 28 Dec 2021UK£101.2bUK£51.4bUK£11.0b9.7x9.2x2x
Price to Earnings Ratio

9.2x


Total Market Cap: UK£101.2bTotal Earnings: UK£11.0bTotal Revenue: UK£51.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Asset Management Industry Price to Earnings3Y Average 10x202220232024
Current Industry PE
  • Investors are optimistic on the British Asset Management and Custody Banks industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 11.7x which is higher than its 3-year average PE of 10.0x.
  • The 3-year average PS ratio of 2.7x is higher than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have declined 9.9% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

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

GB Market-2.59%
Financials-1.67%
Capital Markets-1.70%
Asset Management-2.31%
Diversified Capital Markets0%
Financial Exchanges and Data-0.82%
Investment Banking and Brokerage-1.23%
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
CLDN Caledonia InvestmentsUK£35.101.7%
+UK£32.1m		-1.1%PE17.5x
POLN Pollen Street GroupUK£7.723.8%
+UK£17.2m		20.8%PE10.2x
JUP Jupiter Fund ManagementUK£0.863.4%
+UK£14.3m		-6.5%PS1.2x
SIHL Symphony International HoldingsUS$0.3410.6%
+US$16.9m		-19.8%PS14.4x
BRK Brooks Macdonald GroupUK£16.553.1%
+UK£8.0m		-13.4%PE41.2x
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Latest News

BPT

UK£3.61

Bridgepoint Group

7D

-2.1%

1Y

26.1%

STJ

UK£8.63

St. James's Place

7D

-5.6%

1Y

26.7%

ORIT

UK£0.67

Octopus Renewables Infrastructure Trust

7D

1.5%

1Y

-25.9%

ICG

UK£20.50

Intermediate Capital Group

7D

-4.6%

1Y

21.1%

BRK

UK£16.55

Brooks Macdonald Group

7D

3.1%

1Y

-13.4%

CLDN

UK£35.10

Caledonia Investments

7D

1.7%

1Y

-1.1%

Caledonia Investments (LON:CLDN) Has Announced A Dividend Of £0.1969

Nov 29
Caledonia Investments (LON:CLDN) Has Announced A Dividend Of £0.1969

JTC

UK£9.69

JTC

7D

-4.1%

1Y

18.2%

HICL

UK£1.14

HICL Infrastructure

7D

-5.0%

1Y

-16.5%

PHLL

UK£2.49

Petershill Partners

7D

-2.7%

1Y

52.0%

III

UK£35.48

3i Group

7D

-2.7%

1Y

46.6%

3i Group (LON:III) Has Announced A Dividend Of £0.305

Nov 18
3i Group (LON:III) Has Announced A Dividend Of £0.305

SDR

UK£3.12

Schroders

7D

-1.8%

1Y

-28.7%

HEIT

UK£0.65

Harmony Energy Income Trust

7D

5.0%

1Y

-17.8%

POLN

UK£7.72

Pollen Street Group

7D

3.8%

1Y

20.8%

JUP

UK£0.86

Jupiter Fund Management

7D

3.4%

1Y

-6.5%

HL.

UK£10.96

Hargreaves Lansdown

7D

0.1%

1Y

53.2%

SIHL

US$0.34

Symphony International Holdings

7D

10.6%

1Y

-19.8%