| P/E (FY) | — | Sales (TTM) | — |
| Earnings (TTM) | €2.3M | ROE | 0.12% |
| Net Margin | — | ROIC | — |
| Debt / Equity | — | TD / EBITDA | — |
| EPS Growth 3Y | −63.36% | Sales Growth 3Y | — |
Allfunds Group plc is a B2B WealthTech company that connects fund houses and distributors in the United Kingdom and internationally. It operates through Net Platform and Net Subscription and Other Revenues segments, offering tools such as the Connect workstation, the Nextportfolio management system, ESG and sustainability solutions, regulatory reporting, white-label fund hosting, and blockchain services. The company serves private banks, insurers, asset managers, banks, and custodians, and is based in London.
| Market Cap | — | Trading Days | 1296 |
| 52W High | 8.88 |
| 52W Low | 5.74 |
| % Off High | −2.03% |
| YTD | 10.72% | 1Y | 26.89% |
| 3Y | 61.81% | 5Y | −38.38% |
| Since incept. (ann.) | −8.05% |
| Ann. Volatility (1Y) | 30.60% | Ann. Volatility (3Y) | 33.25% |
| Sharpe (1Y) | 0.93 | Sharpe (3Y) | 0.66 |
| Max Drawdown (1Y) | −17.52% | Max Drawdown (3Y) | −36.27% |
| Beta (3Y, vs SPY) | 0.78 |
| Ticker | Name | Mkt cap | P/E |
|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC | $1.11T | — |
| JPM | JPMORGAN CHASE & CO | $957.42B | 17.8 |
| RNI.JO | REINET INVESTMENTS S.C.A. | $481.50B | — |
| BAC | BANK OF AMERICA CORP /DE/ | $444.39B | 16.4 |
| UNH | UNITEDHEALTH GROUP INC | $389.40B | 32.4 |
| MS | MORGAN STANLEY | $333.72B | 20.7 |
| GS | GOLDMAN SACHS GROUP INC | $304.84B | 20.1 |
| WFC | WELLS FARGO & COMPANY/MN | $265.84B | 13.9 |
| C | CITIGROUP INC | $231.73B | 19.0 |
| AXP | AMERICAN EXPRESS CO | $227.33B | 21.9 |
| TD | TORONTO DOMINION BANK | $203.43B | — |
| SCHW | SCHWAB CHARLES CORP | $184.30B |
| 22.8 |
