XPS Pensions Group Ownership

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

Recent Insider Transactions

LSE:XPS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
21 Nov 24	BuyUK£45,550	Alan Bannatyne	Individual	13,033	UK£3.50
16 Oct 24	SellUK£223,881	Snehal Shah	Individual	66,830	UK£3.35
05 Jul 24	SellUK£1,604,547	Ben Bramhall	Individual	509,380	UK£3.15
05 Jul 24	SellUK£814,382	Paul Cuff	Individual	258,534	UK£3.15

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of XPS?
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%
VC/PE Firms	17,796,693	8.59%
General Public	17,799,611	8.59%
Institutions	168,619,672	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	UK£99.9m	-6.58%	0.1%
8.83%	JP Morgan Asset Management	18,304,633	UK£63.3m	17.1%	0.01%
8.59%	Gresham House Asset Management Limited	17,796,693	UK£61.6m	-10.5%	4.34%
7.74%	BlackRock, Inc.	16,041,544	UK£55.5m	24.8%	no data
6.9%	Mawer Investment Management Ltd.	14,293,933	UK£49.5m	0%	0.14%
4.03%	Montanaro Investment Managers Ltd.	8,345,000	UK£28.9m	0.24%	1.96%
3.73%	Schroder Investment Management Limited	7,733,125	UK£26.8m	-50%	0.02%
3.04%	Premier Fund Managers Ltd.	6,293,160	UK£21.8m	-38.8%	0.33%
2.57%	Janus Henderson Group plc	5,324,310	UK£18.4m	67.5%	0.01%
1.89%	Legal & General Investment Management Limited	3,913,327	UK£13.5m	-0.11%	no data
1.45%	Lazard Asset Management LLC	2,996,469	UK£10.4m	-5.57%	0.01%
1.42%	Canaccord Genuity Asset Management Limited	2,950,000	UK£10.2m	-14.5%	0.5%
1.37%	Royal London Asset Management Ltd.	2,849,625	UK£9.9m	-22.1%	0.02%
1.34%	The Vanguard Group, Inc.	2,775,746	UK£9.6m	24%	no data
1.18%	Aegon Asset Management UK Plc	2,453,124	UK£8.5m	3.07%	0.06%
1.13%	N.F.U. Mutual Unit Managers Limited	2,336,747	UK£8.1m	-11.7%	0.2%
1.02%	JPMorgan Chase & Co, Brokerage and Securities Investments	2,123,856	UK£7.3m	201%	no data
0.93%	River Global Investors LLP	1,920,000	UK£6.6m	-33.6%	0.43%
0.81%	West Yorkshire Pension Fund	1,684,482	UK£5.8m	0%	0.14%
0.81%	Acadian Asset Management LLC	1,683,278	UK£5.8m	60%	0.02%
0.81%	Lombard Odier Asset Management (Europe) Ltd.	1,672,636	UK£5.8m	-9.04%	0.12%
0.77%	HSBC Global Asset Management (UK) Limited	1,590,122	UK£5.5m	66.3%	no data
0.75%	Xafinity Plc, Employee Benefit Trust	1,548,836	UK£5.4m	-12.3%	90.38%
0.74%	M&G Investment Management Limited	1,540,519	UK£5.3m	-34.2%	0.01%
0.74%	Invesco Ltd.	1,523,531	UK£5.3m	-39.8%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 02:59
End of Day Share Price	2024/12/20 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