Personal Assets Trust (PNL)

Sector:

Investment Firms

Index:

FTSE 250

540.00p
   
  • Change Today:
      1.00p
  • 52 Week High: 542.00
  • 52 Week Low: 492.50
  • Currency: UK Pounds
  • Shares Issued: 311.26m
  • Volume: 47,887
  • Market Cap: £1,680.80m
  • RiskGrade: 44
  • Beta: 0.23

Latest Deals

Traded Action Notifier PriceAmountValue
20-Oct-25 Buy Iain Ferguson 538.64p 12,995 £69,996.27

Largest Deals (28 days)

Traded Action Notifier PriceAmountValue
20-Oct-25 Buy Iain Ferguson 538.64p 12,995 £69,996.27

Director Shareholdings

Notifier Holding Value*
Paul Read 540,000 £2,916,000
Iain Ferguson 314,755 £1,699,677
Gordon Joseph Neilly 198,098 £1,069,729
Robbie Robertson 30,000 £162,000
Sharon Brown 12,916 £69,746
Mandy Clements 12,012 £64,865
Jennifer Thomas 400 £2,160

Major Shareholders

Notifier** Holding Value*
Brewin Dolphin Limited 40,186,970 £217,009,638
Hargreaves Lansdown 35,511,395 £191,761,533
RBC Europe Limited 31,683,063 £171,088,540
Personal Assets Trust ISA 26,204,200 £141,502,680
Personal Assets Trust Investment Plan 19,558,400 £105,615,360
AJ Bell 18,509,675 £99,952,245
Rathbone Investment Management Ltd 15,423,965 £83,289,411
Charles Stanley 13,441,579 £72,584,527
James Summers MacLeod 1,334,100 £7,204,140
Anne Haggart Rushbrook 800 £4,320

* Value is calculated by using the current share price multiplied by the amount held.
** Major Shareholders are individuals or institutions that own more than 3% of the company’s shares and have been reported in the annual accounts.

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: RiskGrade figures are provided by RiskMetrics.

 

PNL Market Data

Currency UK Pounds
Share Price 540.00p
Change Today 1.00p
% Change 0.19 %
52 Week High 542.00
52 Week Low 492.50
Volume 47,887
Shares Issued 311.26m
Market Cap £1,680.80m
Beta 0.23
RiskGrade 44

PNL Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
82.67% below the market average82.67% below the market average82.67% below the market average82.67% below the market average82.67% below the market average
91.85% below the sector average91.85% below the sector average91.85% below the sector average91.85% below the sector average91.85% below the sector average
Price Trend
19.03% above the market average19.03% above the market average19.03% above the market average19.03% above the market average19.03% above the market average
0.33% above the sector average0.33% above the sector average0.33% above the sector average0.33% above the sector average0.33% above the sector average
Income
53.91% below the market average53.91% below the market average53.91% below the market average53.91% below the market average53.91% below the market average
29.59% above the sector average29.59% above the sector average29.59% above the sector average29.59% above the sector average29.59% above the sector average
Growth
82.73% below the market average82.73% below the market average82.73% below the market average82.73% below the market average82.73% below the market average
75.71% below the sector average75.71% below the sector average75.71% below the sector average75.71% below the sector average75.71% below the sector average

PNL Dividends

  Latest Previous
  2nd Interim 1st Interim
Ex-Div 21-Aug-25 26-Jun-25
Paid 03-Oct-25 31-Jul-25
Amount 1.40p 1.40p

Trades for 07-Nov-2025

Time Volume / Share Price
09:25 156 @ 540.20p
09:22 2,200 @ 540.20p
09:22 9,204 @ 540.41p
09:17 11 @ 540.31p
09:13 2,021 @ 540.00p

PNL Key Personnel

Chair Iain Ferguson

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