AJ Bell plc (AJB) - Total Assets
Based on the latest financial reports, AJ Bell plc (AJB) holds total assets worth GBX303.08 Million GBX (≈ $36.88K USD) as of September 2025. Total assets represent everything the company owns and controls, combining both current assets—like cash and cash equivalents, accounts receivable, and inventories—and non-current assets such as property, plant, equipment (PP&E), intangible assets, and long-term investments. Check AJ Bell plc (AJB) total reinvestment rate to assess the company's total reinvestment commitment from operating cash flow.
AJ Bell plc - Total Assets Trend (2013–2025)
This chart illustrates how AJ Bell plc's total assets have evolved over time, based on quarterly financial data. Check AJ Bell plc (AJB) cash flow quality to evaluate the quality of earnings relative to operating cash generation.
AJ Bell plc - Asset Composition Analysis
Current Asset Composition (September 2025)
AJ Bell plc's total assets of GBX303.08 Million consist of 88.6% current assets and 11.5% non-current assets.
| Asset Category | Amount (GBX) | % of Total Assets |
|---|---|---|
| Cash & Equivalents | GBX0.00 | 62.1% |
| Accounts Receivable | GBX58.97 Million | 19.5% |
| Inventory | GBX0.00 | 0.0% |
| Property, Plant & Equipment | GBX0.00 | 0.0% |
| Intangible Assets | GBX7.99 Million | 2.6% |
| Goodwill | GBX6.99 Million | 2.3% |
Asset Composition Trend (2013–2025)
This chart illustrates how AJ Bell plc's asset composition has evolved over time. Understanding changes in asset allocation can provide insights into the company's strategic shifts, capital allocation priorities, and business focus evolution. For live market cap, price, and company overview, see AJ Bell plc market cap and net worth.
Key Asset Composition Facts
- Current vs. Non-Current Assets: AJ Bell plc's current assets represent 88.6% of total assets in 2025, an increase from 33.9% in 2013.
- Cash Position: Cash and equivalents constituted 62.1% of total assets in 2025, up from 33.9% in 2013.
- Tangible vs. Intangible: Intangible assets (including goodwill) make up 4.0% of total assets, a decrease from 11.0% in 2013.
- Asset Diversification: The largest asset category is accounts receivable at 19.5% of total assets.
AJ Bell plc Competitors by Total Assets
Key competitors of AJ Bell plc based on total assets are shown below.
| Company | Country | Total Assets |
|---|---|---|
|
Metrics Master Income Trust
AU:MXT
|
Australia | AU$2.46 Billion |
|
Jpmorgan Global Core Real Assets Ltd
LSE:JARA
|
UK | GBX70.85 Million |
|
Northern Trust Corporation
NASDAQ:NTRS
|
USA | $174.57 Billion |
|
Principal Financial Group Inc
NASDAQ:PFG
|
USA | $332.70 Billion |
|
Industrivarden AB ser. C
ST:INDU-C
|
Sweden | Skr211.38 Billion |
|
Sprott Physical Gold and Silver Trust
TO:CEF
|
Canada | CA$9.34 Billion |
|
Anxin Trust Co Ltd
SHG:600816
|
China | CN¥26.40 Billion |
|
Norte Grande
SN:NORTEGRAN
|
Chile | CL$2.96 Billion |
AJ Bell plc - Liquidity and Working Capital Analysis
Liquidity ratios measure a company's ability to pay off its short-term debts as they come due, using the company's current or quick assets. Working capital represents the operational liquidity available.
Key Liquidity Metrics
| Metric | Current | 1 Year Ago | 5 Years Ago |
|---|---|---|---|
| Current Ratio | 3.67 | 3.63 | 9.49 |
| Quick Ratio | 3.67 | 3.63 | 9.49 |
| Cash Ratio | 0.00 | 0.00 | 0.00 |
| Working Capital | GBX195.22 Million | GBX186.47 Million | GBX77.28 Million |
AJ Bell plc - Advanced Valuation Insights
This section examines the relationship between AJ Bell plc's asset base and its market valuation, helping to identify whether the company's assets are efficiently translated into market value.
Key Valuation Metrics
| Current Price-to-Book Ratio | 8.84 |
| Latest Market Cap to Assets Ratio | 0.10 |
| Asset Growth Rate (YoY) | 4.9% |
| Total Assets | GBX303.08 Million |
| Market Capitalization | $29.35 Million USD |
Valuation Analysis
Below Book Valuation: The market values AJ Bell plc's assets below their book value (0.10x), which may indicate investor concerns about asset quality or future growth.
Positive Asset Growth: AJ Bell plc's assets grew by 4.9% over the past year, showing continued investment in the company's operational capacity.
Annual Total Assets for AJ Bell plc (2013–2025)
The table below shows the annual total assets of AJ Bell plc from 2013 to 2025.
| Year | Total Assets | Change |
|---|---|---|
| 2025-09-30 | GBX303.08 Million ≈ $36.88K |
+4.92% |
| 2024-09-30 | GBX288.88 Million ≈ $35.15K |
+23.28% |
| 2023-09-30 | GBX234.32 Million ≈ $28.51K |
+41.35% |
| 2022-09-30 | GBX165.78 Million ≈ $20.17K |
+2.12% |
| 2021-09-30 | GBX162.34 Million ≈ $19.75K |
+14.82% |
| 2020-09-30 | GBX141.39 Million ≈ $17.20K |
+36.88% |
| 2019-09-30 | GBX103.29 Million ≈ $12.57K |
+26.96% |
| 2018-09-30 | GBX81.36 Million ≈ $9.90K |
+7.01% |
| 2017-09-30 | GBX76.03 Million ≈ $9.25K |
+13.07% |
| 2016-09-30 | GBX67.24 Million ≈ $8.18K |
-33.32% |
| 2015-09-30 | GBX100.84 Million ≈ $12.27K |
+1.33% |
| 2014-09-30 | GBX99.52 Million ≈ $12.11K |
+3.92% |
| 2013-09-30 | GBX95.77 Million ≈ $11.65K |
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About AJ Bell plc
AJ Bell plc, through its subsidiaries, operates investment platforms in the United Kingdom. The company offers AJ Bell Investcentre, which offers adviser needs and client service, easy-to-use functionality, and a comprehensive investment range at competitive prices; and AJ Bell, an investment platform. It also provides AJ Bell Touch, a mobile-focused platform service for financial advisers; AJ Be… Read more