AUB Group Ownership

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

Recent Insider Transactions

DB:A5H Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
13 Nov 24	Buy€30,651,407	First Sentier Investors (Australia) IM Ltd	Company	1,593,549	€19.47
12 Nov 24	Sell€1,671,624	First Sentier Investors (Australia) IM Ltd	Company	88,135	€19.99
08 Nov 24	Buy€96,305	Peter Harmer	Individual	4,875	€19.75
06 Nov 24	Sell€154,073	Michael Emmett	Individual	7,745	€19.89
21 Oct 24	Sell€7,542,568	State Street Global Advisors, Inc.	Company	358,102	€21.12
21 Oct 24	Sell€170,240,339	Odyssey Investment Partners, LLC	Company	9,018,974	€18.88
15 Oct 24	Buy€19,898,759	State Street Global Advisors, Inc.	Company	951,980	€20.98
24 Sep 24	Buy€70,986,167	First Sentier Investors (Australia) IM Ltd	Company	3,693,996	€19.24
20 Sep 24	Buy€16,551,195	The Vanguard Group, Inc.	Company	798,704	€20.93
18 Sep 24	Sell€225,461	The Vanguard Group, Inc.	Company	11,739	€19.59
22 Aug 24	Buy€18,115	Melanie Laing	Individual	914	€19.82
31 May 24	Buy€30,600	Melanie Laing	Individual	1,714	€17.85
09 Feb 24	Sell€4,167,722	Challenger Limited	Company	225,144	€18.51
09 Jan 24	Buy€1,833,119	Challenger Limited	Company	111,909	€16.38

Insider Trading Volume

Insider Buying: A5H insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of A5H?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	570,047	0.489%
Individual Insiders	1,494,940	1.28%
Public Companies	2,018,501	1.73%
Institutions	48,700,173	41.8%
General Public	63,803,773	54.7%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 7.5%.

Top Shareholders

Top 25 shareholders own 43.44% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
5.85%	State Street Global Advisors, Inc.	6,817,365	€127.0m	1,300%	no data
5.76%	First Sentier Investors (Australia) IM Ltd	6,717,270	€125.2m	28.9%	0.38%
5.19%	The Vanguard Group, Inc.	6,055,889	€112.9m	64.2%	no data
4.64%	Greencape Capital Pty Ltd	5,406,718	€100.8m	0%	7.86%
4.59%	Challenger Limited	5,354,254	€99.8m	0%	3.25%
3.2%	Capital Research and Management Company	3,726,876	€69.5m	0%	no data
1.88%	Dimensional Fund Advisors LP	2,189,213	€40.8m	4.65%	0.01%
1.82%	Massachusetts Financial Services Company	2,124,479	€39.6m	0.1%	0.01%
1.78%	Norges Bank Investment Management	2,070,134	€38.6m	0%	no data
1.73%	Washington H. Soul Pattinson and Company Limited	2,018,501	€37.6m	9.71%	no data
1.62%	BlackRock, Inc.	1,891,179	€35.2m	4.49%	no data
1.15%	Australian Foundation Investment Company Limited	1,342,152	€25.0m	0%	0.45%
0.76%	abrdn plc	882,078	€16.4m	-6.42%	0.01%
0.58%	Matthews International Capital Management, LLC	673,186	€12.5m	-1.13%	0.16%
0.46%	Peter Masfen	537,737	€10.0m	-10.7%	no data
0.37%	Michael Emmett	430,248	€8.0m	-1.77%	no data
0.36%	Netwealth Investments Ltd.	421,995	€7.9m	18.4%	0.09%
0.33%	BetaShares Capital Limited	386,844	€7.2m	6.93%	0.04%
0.29%	Mirrabooka Investments Limited	332,695	€6.2m	-12.7%	1.53%
0.2%	Principal Global Investors, LLC	236,798	€4.4m	-0.87%	no data
0.2%	Gaeleen Rouvray	236,723	€4.4m	0%	no data
0.18%	Dcrm Pty Ltd	210,669	€3.9m	0%	no data
0.18%	Gottlieb Pty Ltd	210,669	€3.9m	0%	no data
0.17%	Charles Schwab Investment Management, Inc.	203,469	€3.8m	1.88%	no data
0.15%	Fidelity International Ltd	172,893	€3.2m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/25 08:44
End of Day Share Price	2024/12/23 00:00
Earnings	2024/06/30
Annual Earnings	2024/06/30

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

AUB Group Limited is covered by 20 analysts. 10 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
Anthony Hoo	ANZ Equities Pty Limited
Andrew Adams	Barrenjoey Markets Pty Limited
Benjamin Brayshaw	Barrenjoey Markets Pty Limited