Company 3i Group plc

Equities

III

GB00B1YW4409

Investment Management & Fund Operators

Market Closed - London S.E. 11:35:04 2024-07-05 am EDT 5-day change 1st Jan Change
2,998 GBX -1.06% Intraday chart for 3i Group plc -2.22% +23.83%

Business Summary

3i Group plc is one of Europe's largest capital investment companies. At the end of March 2023, the group's portfolio had a market value of GBP 18.4 billion, broken down by type of operation as follows:

- private equity (89.1%): investments in medium-sized enterprises, operating in the business and technology services, industry, health and consumer goods sectors, located primarily in Europe and North America. The group also manages funds on behalf of third parties;

- investment in infrastructure assets (7.6%): activity insured primarily in Europe;

- other (3.3%).

The portfolio in value breaks down by type of participation between unlisted companies (94.8%) and listed companies (5.2%).

Number of employees: 249

Sales per Business

GBP in Million2023Weight2024Weight Delta
Private Equity
89.6 %
598 87.6 % 526 89.6 % -12.04%
Infrastructure
6.1 %
47 6.9 % 36 6.1 % -23.40%
Scandlines
4.3 %
38 5.6 % 25 4.3 % -34.21%

Sales per region

GBP in Million2023Weight2024Weight Delta
Europe
98.5 %
-- 578 98.5 % -
North America
1.5 %
16 2.3 % 9 1.5 % -43.75%

Managers

Managers TitleAgeSince
Chief Executive Officer 65 11-10-16
Director of Finance/CFO - 16-12-31
Chief Operating Officer 46 04-12-31
Compliance Officer - 96-12-31
Investor Relations Contact - 06-12-31
Comptroller/Controller/Auditor - 99-12-31
Treasurer 41 10-10-31
Corporate Officer/Principal - -
Corporate Officer/Principal - -
Corporate Officer/Principal - -

Members of the board

Members of the board TitleAgeSince
Director/Board Member 71 21-09-30
Director/Board Member 60 18-10-31
Chief Executive Officer 65 11-10-16
Director of Finance/CFO - 16-12-31
Director/Board Member 60 16-09-30
Director/Board Member 59 21-05-31
- -
Director/Board Member 65 19-12-31
Chairman 63 13-11-10
Chief Operating Officer 46 04-12-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 973,372,742 942,850,143 ( 96.86 %) 0 96.86 %

Shareholders

NameEquities%Valuation
BlackRock Investment Management (UK) Ltd.
7.190 %
69,986,925 7.190 % 2 551 M p
Artemis Investment Management LLP
4.944 %
48,120,868 4.944 % 1 754 M p
WCM Investment Management LLC
4.030 %
39,227,511 4.030 % 1 430 M p
Capital International Ltd.
3.858 %
37,554,680 3.858 % 1 369 M p
UBS Asset Management (UK) Ltd.
3.688 %
35,899,801 3.688 % 1 309 M p
Fidelity Management & Research Co. LLC
3.480 %
33,876,590 3.480 % 1 235 M p
The Vanguard Group, Inc.
3.455 %
33,632,068 3.455 % 1 226 M p
Threadneedle Asset Management Ltd.
3.383 %
32,930,824 3.383 % 1 200 M p
Legal & General Investment Management Ltd.
3.105 %
30,221,987 3.105 % 1 102 M p
JPMorgan Asset Management (UK) Ltd.
2.500 %
24,333,494 2.500 % 887 M p
NameEquities%Valuation
WCM Investment Management LLC
0.8333 %
16,221,738 0.8333 % 296 M p
BlackRock Investment Management (UK) Ltd.
0.1401 %
2,727,708 0.1401 % 50 M p
Todd Asset Management LLC
0.0111 %
215,580 0.0111 % 4 M p
Ativo Capital Management LLC
0.004756 %
92,596 0.004756 % 2 M p
RhumbLine Advisers LP
0.001025 %
19,959 0.001025 % 363 773 p
SVB Wealth LLC
0.000733 %
14,265 0.000733 % 259 994 p
First Horizon Advisors, Inc.
0.000143 %
2,790 0.000143 % 50 851 p
PNC Investments LLC
0.000077 %
1,508 0.000077 % 27 485 p
Front Row Advisors LLC
0.000033 %
652 0.000033 % 11 883 p
Wetzel Investment Advisors, Inc.
0.000005 %
91 0.000005 % 1 659 p

Holdings

NameEquities%Valuation
269,242,685 29.19% 1,160,376,739 $

Company contact information

3i Group Plc

16 Palace Street

SW1E 5JD, London

+44 20 7975 3131

http://www.3i.com
address 3i Group plc(III)

Group companies

NameCategory and Sector
Investment Managers
Investment Managers
3i Technology Corp.
3i US Growth Corp.
Investment Managers
Investment Managers
Financial Conglomerates
3i APTECH GP Ltd.
Financial Conglomerates