XPS Pensions Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:406 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
21 Nov 24	Buy€54,735	Alan Bannatyne	Individual	13,033	€4.20
16 Oct 24	Sell€267,628	Snehal Shah	Individual	66,830	€4.00
05 Jul 24	Sell€1,898,183	Ben Bramhall	Individual	509,380	€3.73
05 Jul 24	Sell€963,416	Paul Cuff	Individual	258,534	€3.73

Insider Trading Volume

Insider Buying: 406 insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of 406?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	101,919	0.0492%
Private Companies	158,350	0.0764%
Individual Insiders	1,225,979	0.592%
Employee Share Scheme	1,548,836	0.747%
General Public	17,770,262	8.57%
VC/PE Firms	17,796,693	8.59%
Institutions	168,649,021	81.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 76.51% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.9%	abrdn plc	28,876,791	€121.5m	-6.58%	0.1%
8.83%	JP Morgan Asset Management	18,304,633	€77.0m	17.1%	0.01%
8.59%	Gresham House Asset Management Limited	17,796,693	€74.9m	-10.5%	4.33%
7.74%	BlackRock, Inc.	16,041,544	€67.5m	24.8%	no data
6.9%	Mawer Investment Management Ltd.	14,293,933	€60.2m	0%	0.15%
4.03%	Montanaro Investment Managers Ltd.	8,345,000	€35.1m	0.24%	1.94%
3.73%	Schroder Investment Management Limited	7,733,125	€32.5m	-50%	0.02%
3.04%	Premier Fund Managers Ltd.	6,293,160	€26.5m	-38.8%	0.33%
2.57%	Janus Henderson Group plc	5,324,310	€22.4m	67.5%	0.01%
1.89%	Legal & General Investment Management Limited	3,913,327	€16.5m	-0.11%	no data
1.45%	Lazard Asset Management LLC	2,996,469	€12.6m	-5.57%	0.01%
1.42%	Canaccord Genuity Asset Management Limited	2,950,000	€12.4m	-14.5%	0.5%
1.37%	Royal London Asset Management Ltd.	2,849,625	€12.0m	-22.1%	0.02%
1.34%	The Vanguard Group, Inc.	2,775,746	€11.7m	24%	no data
1.18%	Aegon Asset Management UK Plc	2,453,124	€10.3m	3.07%	0.06%
1.13%	N.F.U. Mutual Unit Managers Limited	2,336,747	€9.8m	-11.7%	0.2%
1.02%	JPMorgan Chase & Co, Brokerage and Securities Investments	2,123,856	€8.9m	201%	no data
0.93%	River Global Investors LLP	1,920,000	€8.1m	-33.6%	0.43%
0.81%	West Yorkshire Pension Fund	1,684,482	€7.1m	0%	0.14%
0.81%	Acadian Asset Management LLC	1,683,278	€7.1m	60%	0.02%
0.81%	Lombard Odier Asset Management (Europe) Ltd.	1,672,636	€7.0m	-9.04%	0.12%
0.77%	HSBC Global Asset Management (UK) Limited	1,590,122	€6.7m	66.3%	no data
0.75%	Xafinity Plc, Employee Benefit Trust	1,548,836	€6.5m	-12.3%	90.36%
0.74%	M&G Investment Management Limited	1,540,519	€6.5m	-34.2%	0.01%
0.74%	Invesco Ltd.	1,523,531	€6.4m	-39.8%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/25 12:11
End of Day Share Price	2024/12/23 00:00
Earnings	2024/09/30
Annual Earnings	2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

XPS Pensions Group plc is covered by 6 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
null null	Canaccord Genuity
Steven Woolf	Numis Securities Ltd.
James Allen	Panmure Liberum