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U.K. (FTSE) Asset Management Industry Analysis

UpdatedApr 13, 2025
DataAggregated Company Financials
Companies138
  • 7D2.5%
  • 3M-2.7%
  • 1Y7.0%
  • YTDn/a

The Asset Management industry is up 2.5% in the last week, with 3i Group up 9.0%. During this same period, the Bridgepoint Group underperformed, falling 12%. In the last 12 months, the industry was up 7.0%. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 13 Apr 2025UK£84.8bUK£49.1bUK£8.5b10.6x10x1.7x
Tue, 11 Mar 2025UK£97.4bUK£49.4bUK£8.5b10.9x11.4x2x
Thu, 06 Feb 2025UK£100.5bUK£51.0bUK£8.1b11.7x12.4x2x
Sat, 04 Jan 2025UK£95.1bUK£51.0bUK£8.1b11.6x11.8x1.9x
Mon, 02 Dec 2024UK£96.4bUK£50.9bUK£8.0b12.2x12x1.9x
Wed, 30 Oct 2024UK£90.9bUK£50.5bUK£7.7b11.6x11.8x1.8x
Fri, 27 Sep 2024UK£93.7bUK£50.5bUK£7.6b12.4x12.3x1.9x
Sun, 25 Aug 2024UK£89.6bUK£50.5bUK£7.4b12.4x12.1x1.8x
Tue, 23 Jul 2024UK£88.6bUK£40.6bUK£7.0b15.6x12.7x2.2x
Thu, 20 Jun 2024UK£88.4bUK£40.8bUK£6.8b15.6x13x2.2x
Sat, 18 May 2024UK£84.8bUK£40.5bUK£6.8b16.2x12.5x2.1x
Mon, 15 Apr 2024UK£81.2bUK£41.3bUK£7.4b15x11x2x
Wed, 13 Mar 2024UK£77.4bUK£40.8bUK£7.1b16.3x10.9x1.9x
Fri, 09 Feb 2024UK£74.7bUK£35.1bUK£7.4b13.4x10.1x2.1x
Sun, 07 Jan 2024UK£78.7bUK£36.0bUK£7.4b14.9x10.6x2.2x
Tue, 05 Dec 2023UK£76.8bUK£36.1bUK£7.5b14.2x10.3x2.1x
Thu, 02 Nov 2023UK£69.9bUK£36.2bUK£7.5b11.8x9.4x1.9x
Sat, 30 Sep 2023UK£75.2bUK£36.2bUK£7.5b12.7x10x2.1x
Mon, 28 Aug 2023UK£70.4bUK£36.2bUK£7.6b13.4x9.2x1.9x
Wed, 26 Jul 2023UK£68.7bUK£21.1bUK£7.3b13.3x9.4x3.2x
Fri, 23 Jun 2023UK£66.2bUK£18.2bUK£7.4b13.5x8.9x3.6x
Sun, 21 May 2023UK£74.3bUK£18.5bUK£7.8b13.6x9.5x4x
Tue, 18 Apr 2023UK£71.2bUK£17.5bUK£6.7b14.1x10.6x4.1x
Thu, 16 Mar 2023UK£70.0bUK£18.0bUK£7.0b12.7x10x3.9x
Sat, 11 Feb 2023UK£76.5bUK£18.5bUK£8.3b12.5x9.3x4.1x
Mon, 09 Jan 2023UK£70.3bUK£18.5bUK£8.2b12.7x8.5x3.8x
Wed, 07 Dec 2022UK£64.6bUK£18.7bUK£8.4b12.8x7.7x3.5x
Fri, 04 Nov 2022UK£61.1bUK£19.9bUK£9.7b9.6x6.3x3.1x
Sun, 02 Oct 2022UK£58.3bUK£19.9bUK£9.7b10.6x6x2.9x
Tue, 30 Aug 2022UK£65.5bUK£19.7bUK£9.9b9.2x6.6x3.3x
Thu, 28 Jul 2022UK£80.0bUK£44.3bUK£12.3b9.1x6.5x1.8x
Sat, 25 Jun 2022UK£79.4bUK£43.3bUK£12.2b8.6x6.5x1.8x
Mon, 23 May 2022UK£82.3bUK£43.4bUK£11.7b8.2x7x1.9x
Wed, 20 Apr 2022UK£89.2bUK£41.7bUK£10.4b9.1x8.6x2.1x
Price to Earnings Ratio

8.6x


Total Market Cap: UK£89.2bTotal Earnings: UK£10.4bTotal Revenue: UK£41.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Asset Management Industry Price to Earnings3Y Average 10.3x202320242025
Current Industry PE
  • Investors are relatively neutral on the British Asset Management and Custody Banks industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 10.3x.
  • The 3-year average PS ratio of 2.7x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have declined 6.6% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.5% per year.
  • This means that although more sales are being generated, 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-1.01%
Financials0.75%
Capital Markets1.89%
Asset Management2.51%
Investment Banking and Brokerage6.25%
Financial Exchanges and Data0.25%
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£38.469.0%
+UK£3.1b		35.9%PE8.8x
HICL HICL InfrastructureUK£1.102.4%
+UK£49.2m		-12.7%PE21.2x
CLDN Caledonia InvestmentsUK£34.752.5%
+UK£42.2m		1.3%PE17x
XPS XPS Pensions GroupUK£3.644.1%
+UK£30.1m		39.5%PE12.2x
GROW Molten VenturesUK£2.507.0%
+UK£29.6m		5.2%PS167.6x
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Latest News

LWDB

UK£8.37

Law Debenture

7D

2.6%

1Y

2.4%

GROW

UK£2.50

Molten Ventures

7D

7.0%

1Y

5.2%

BPT

UK£2.45

Bridgepoint Group

7D

-12.5%

1Y

-2.6%

JUP

UK£0.71

Jupiter Fund Management

7D

3.9%

1Y

-20.2%

SDR

UK£3.02

Schroders

7D

-3.1%

1Y

-19.4%

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Apr 10
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ABDN

UK£1.30

Aberdeen Group

7D

-4.0%

1Y

-6.7%

IPX

UK£1.26

Impax Asset Management Group

7D

-18.6%

1Y

-72.6%

Impax Asset Management Group Plc's (LON:IPX) 31% Dip In Price Shows Sentiment Is Matching Earnings

Apr 09
Impax Asset Management Group Plc's (LON:IPX) 31% Dip In Price Shows Sentiment Is Matching Earnings

PHLL

UK£2.01

Petershill Partners

7D

-6.3%

1Y

1.5%

STJ

UK£8.23

St. James's Place

7D

0.7%

1Y

98.0%

ICG

UK£16.73

Intermediate Capital Group

7D

-2.2%

1Y

-21.2%

EMG

UK£1.57

Man Group

7D

-10.4%

1Y

-41.4%

RAT

UK£14.06

Rathbones Group

7D

-4.0%

1Y

-13.4%

III

UK£38.46

3i Group

7D

9.0%

1Y

35.9%

XPS

UK£3.64

XPS Pensions Group

7D

4.1%

1Y

39.5%

HICL

UK£1.10

HICL Infrastructure

7D

2.4%

1Y

-12.7%

HICL Infrastructure (LON:HICL) Has Affirmed Its Dividend Of £0.0206

Mar 02
HICL Infrastructure (LON:HICL) Has Affirmed Its Dividend Of £0.0206

CLDN

UK£34.75

Caledonia Investments

7D

2.5%

1Y

1.3%

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Feb 18
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