IMB.L close: 1,752 on 2023-08-17 to 2,568 on 2026-08-17.
Split-adj closes · 240 of 4,134 · price returnⓘ
At a glance
Top-10 13F concentration100.0%
13F 2026-Q1ⓘ
Key fundamentalsFY 2025
Sales (TTM)£32.17B
Earnings (TTM)£2.07B
ROE40.3%
Net margin6.4%
ROIC18.2%
Debt / equity1.99×
Total debt / EBITDA2.25×
EPS growth 3Y14.8%
Sales growth 3Y−0.4%
FY ratios · TTM sales/earnings (GBP)ⓘ
Trailing returns
YTD−17.7%
1Y−16.0%
3Y+46.6%
5Y+60.9%
10Y−37.8%
Since incept. (ann.)+1.7%
Total return · from 2010-01-04ⓘ
Risk
Ann. volatility (1Y)21.7%
Ann. volatility (3Y)20.7%
Sharpe (1Y)−0.75
Sharpe (3Y)0.74
Max drawdown (1Y)−23.1%
Max drawdown (3Y)−23.1%
Beta (3Y vs SPY)−0.22
Daily returns, ann.ⓘ
Top institutional holders13F 2026-Q1
Manager
Shares
Value
% sh out
QoQ
Pacer Advisors, Inc.
1.2M
$54M
—
+22.7%
PARADIGM ASSET MANAGEMENT CO LLC
2,379
$95,904
—
+0.0%
Δ vs 2025-Q4 · % of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.ⓘ
Latest reported quarters
No reported quarters on file for IMB.L.
Basis & disclosures
EOD closes · nothing imputed or averaged · absent “—”
As-of differs by block · 13F = US long, 45+d lag, LOWER bound
Not investment advice · no recommendation, price target or solicitation
EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
