Narrative Update • Jun 06

Over the last 7 days, the Asset Management industry has dropped 1.7%, driven by 3i Group declining 2.9%. On the other hand Man Group is actually up 5.6%. The industry has fallen 11% in the last year. Earnings are forecast to grow by 11% annually.
Has the U.K. Asset Management Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | UK£85.5b | UK£59.3b | UK£10.4b | 11.5x | 8.2x | 1.4x |
| Tue, 05 May 2026 | UK£87.9b | UK£60.4b | UK£11.5b | 11.8x | 7.7x | 1.5x |
| Thu, 02 Apr 2026 | UK£86.5b | UK£60.4b | UK£11.6b | 12.2x | 7.5x | 1.4x |
| Sat, 28 Feb 2026 | UK£96.9b | UK£55.1b | UK£10.9b | 13.2x | 8.9x | 1.8x |
| Mon, 26 Jan 2026 | UK£95.0b | UK£41.1b | UK£10.6b | 13.6x | 9x | 2.3x |
| Wed, 24 Dec 2025 | UK£92.4b | UK£41.1b | UK£10.6b | 12.9x | 8.7x | 2.2x |
| Fri, 21 Nov 2025 | UK£93.6b | UK£41.9b | UK£11.0b | 12.9x | 8.5x | 2.2x |
| Sun, 19 Oct 2025 | UK£103.1b | UK£40.5b | UK£9.5b | 13.2x | 10.8x | 2.5x |
| Tue, 16 Sep 2025 | UK£97.8b | UK£40.4b | UK£9.5b | 12.9x | 10.2x | 2.4x |
| Thu, 14 Aug 2025 | UK£100.1b | UK£40.4b | UK£9.5b | 13.4x | 10.5x | 2.5x |
| Sat, 12 Jul 2025 | UK£99.5b | UK£49.7b | UK£9.1b | 12.8x | 10.9x | 2x |
| Mon, 09 Jun 2025 | UK£97.4b | UK£49.6b | UK£9.1b | 13x | 10.7x | 2x |
| Wed, 07 May 2025 | UK£94.3b | UK£48.8b | UK£8.3b | 12.7x | 11.3x | 1.9x |
| Fri, 04 Apr 2025 | UK£87.7b | UK£49.0b | UK£8.4b | 11.1x | 10.4x | 1.8x |
| Sun, 02 Mar 2025 | UK£100.6b | UK£50.3b | UK£8.6b | 11.2x | 11.7x | 2x |
| Tue, 28 Jan 2025 | UK£98.6b | UK£51.0b | UK£8.1b | 11.3x | 12.2x | 1.9x |
| Thu, 26 Dec 2024 | UK£94.7b | UK£51.0b | UK£8.1b | 11.6x | 11.7x | 1.9x |
| Sat, 23 Nov 2024 | UK£94.3b | UK£51.0b | UK£8.1b | 12x | 11.6x | 1.8x |
| Mon, 21 Oct 2024 | UK£95.1b | UK£50.5b | UK£7.7b | 12.1x | 12.4x | 1.9x |
| Wed, 18 Sep 2024 | UK£89.8b | UK£50.4b | UK£7.4b | 12.3x | 12.1x | 1.8x |
| Fri, 16 Aug 2024 | UK£88.4b | UK£50.5b | UK£7.4b | 12.7x | 11.9x | 1.7x |
| Sun, 14 Jul 2024 | UK£89.5b | UK£40.7b | UK£6.9b | 15.6x | 13x | 2.2x |
| Tue, 11 Jun 2024 | UK£86.0b | UK£40.7b | UK£6.8b | 16.2x | 12.6x | 2.1x |
| Thu, 09 May 2024 | UK£84.2b | UK£41.3b | UK£7.4b | 15.3x | 11.3x | 2x |
| Sat, 06 Apr 2024 | UK£79.8b | UK£41.2b | UK£7.3b | 14.7x | 10.9x | 1.9x |
| Mon, 04 Mar 2024 | UK£75.1b | UK£41.5b | UK£7.2b | 14.3x | 10.5x | 1.8x |
| Wed, 31 Jan 2024 | UK£81.1b | UK£36.0b | UK£7.4b | 14.6x | 10.9x | 2.3x |
| Fri, 29 Dec 2023 | UK£81.7b | UK£36.0b | UK£7.4b | 15x | 11x | 2.3x |
| Sun, 26 Nov 2023 | UK£75.8b | UK£36.1b | UK£7.5b | 12.9x | 10.1x | 2.1x |
| Tue, 24 Oct 2023 | UK£71.1b | UK£36.1b | UK£7.5b | 12.3x | 9.5x | 2x |
| Thu, 21 Sep 2023 | UK£75.1b | UK£36.2b | UK£7.6b | 13.2x | 9.9x | 2.1x |
| Sat, 19 Aug 2023 | UK£70.0b | UK£36.2b | UK£7.6b | 13.3x | 9.2x | 1.9x |
| Mon, 17 Jul 2023 | UK£66.9b | UK£21.1b | UK£7.3b | 13.8x | 9.1x | 3.2x |
| Wed, 14 Jun 2023 | UK£75.3b | UK£18.2b | UK£7.4b | 14.1x | 10.1x | 4.1x |
10.1x
How does U.K. Asset Management compare with similar industries?
| GB Market | -0.73% | |
| Financials | -1.92% | |
| Capital Markets | 0.62% | |
| Asset Management | -1.70% | |
| Financial Exchanges and Data | 3.98% | |
| Investment Banking and Brokerage | 3.98% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EMG Man Group | UK£2.90 | 5.6% +UK£170.6m | 64.0% | PE24.7x | |
| N91 Ninety One Group | UK£2.21 | -0.4% UK£119.4m | 25.7% | PE14.2x | |
| IIG Intuitive Investments Group | UK£2.32 | 6.4% +UK£33.6m | 89.4% | PB1.7x | |
| JUP Jupiter Fund Management | UK£1.67 | 3.5% +UK£27.0m | 80.4% | PE8x | |
| RCP RIT Capital Partners | UK£23.05 | 0.7% +UK£20.4m | 19.7% | PE6.8x |