Investment Trusts

3i Group Plc

III:LSE

3i Group Plc

Actions
  • Price (GBX)4,185.00
  • Today's Change-20.00 / -0.48%
  • Shares traded4.09m
  • 1 Year change+39.87%
  • Beta1.2962
Data delayed at least 20 minutes, as of Jul 11 2025 16:23 BST.
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About the company

3i Group PLC is a United Kingdom-based investment company, which is specialized in private equity and infrastructure. It invests in mid-market companies. Its private equity business includes investment and asset management to generate capital returns, and is focused on consumer, healthcare, industrial technology, and business and technology services. Its infrastructure business invests in a range of economic infrastructure businesses and operational projects in Europe and North America, in sectors such as utilities, transport/logistics, communications, natural resources/energy, social infrastructure, and healthcare.

  • Revenue in GBP (TTM)5.16bn
  • Net income in GBP5.04bn
  • Incorporated1973
  • Employees237.00
  • Location
    3i Group Plc1 KnightsbridgeLONDON SW1X 7LXUnited KingdomGBR
  • Phone+44 207 975 3131
  • Fax+44 207 975 3232
  • Websitehttps://www.3i.com/
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Profile

Management group(s)3i Asset Management Ltd
AIC sectorPrivate Equity
ISINGB00B1YW4409
Launch date01 Apr 1945
Share typeOrdinary Share
StructureInvestment Trust
Base currencyGBP

Objective

3i is an investment company which aims to provide its shareholders with quoted access to private equity and infrastructure returns. Currently, its main focus is on making quoted and unquoted equity and/ or debt investments in businesses and funds in Europe, Asia and the Americas.

Managed by

Simon Borrows

Management & contract fees

Management fee of between 1.2% and 1.4% on a tiered basis. Performance fee of 20% of returns above a hurdle of 8% of the growth in NAV per share with a deferral and clawback mechanism in the event of subsequent performance below the hurdle.

Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status
III:LSE since
announced
Transaction
value
Waterwipes UcAnnounced09 Dec 202409 Dec 2024Announced12.20%142.67m
Data delayed at least 20 minutes, as of Jul 11 2025 16:23 BST.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Groep Brussel Lambert NV5.79bn114.56m8.52bn83.0076.340.656315.851.470.96740.967449.12112.530.23862.0410.8080,542,170.000.22520.70970.27240.84465.2066.450.94393.411.58--0.3335279.70-1.533.51-64.01-28.437.659.68
DWS Group GmbH & Co KgaA2.27bn561.96m8.54bn4.57k15.201.3214.003.763.253.2513.1437.360.2231----575,213.505.545.555.605.6250.7897.0524.8625.21----0.019488.097.532.3317.574.90-9.715.67
HAL Trust10.88bn1.05bn9.62bn32.47k9.190.75194.120.884613.3913.39139.08163.590.46815.297.23386,934.205.346.377.679.4255.4554.6211.4115.881.19--0.222231.08-0.603619.3820.9142.664.531.14
Investment AB Latour2.06bn386.07m11.64bn9.95k32.623.6525.845.647.777.7741.5869.470.40053.184.352,979,206.007.549.979.1711.6139.5438.6418.8324.130.7028--0.296146.121.3213.514.682.98--29.77
Scottish Mortgage Investment Trust PLC1.33bn1.22bn12.03bn0.0010.811.04--9.050.9670.9671.0310.060.0941--7.91--8.628.508.918.7493.0293.3091.6592.51----0.11854.26-9.495.14-10.854.59--6.15
Industrivarden AB1.04bn1.02bn12.23bn14.0012.040.9557--11.7630.3730.3731.10382.530.0801--176.68959,142,800.007.828.477.948.60----97.6597.69--129.110.036627.32-52.41-15.47-52.86-15.76----
Amundi SA5.69bn1.22bn12.58bn5.70k10.31----2.216.856.8532.06--------1,167,809.00--4.14--4.82--54.8321.3322.07------62.1510.045.9911.366.298.65--
CVC Capital Partners PLC1.36bn195.08m16.32bn1.26k79.2019.1243.5112.040.22390.22391.650.9273------1,244,567.00--------100.00--19.68----2.010.5019--57.40---19.68------
Partners Group Holding AG1.88bn1.05bn26.19bn1.78k24.5011.3223.9513.9643.0643.0677.1093.190.3849--2.171,137,070.0021.5023.4328.3828.87----55.8755.94----0.470488.018.715.4612.394.620.798410.49
EQT AB2.29bn671.91m32.42bn1.94k127.724.4330.9114.132.652.6525.0276.450.2401--7.6415,251,850.007.037.217.587.85----29.2927.06----0.2154773.5624.9836.30338.0939.0619.9612.38
3i Group plc5.16bn5.04bn40.74bn237.008.041.66--7.905.205.205.3225.280.2162--127.2821,751,050.0021.1323.8321.2724.0899.7399.2397.7396.01----0.047913.5528.5272.0431.3388.0939.7715.84
Investor AB5.83bn3.35bn68.88bn19.06k20.501.09--11.8114.1114.1124.57264.800.08123.295.484,396,180.004.6612.174.7512.4356.0359.3957.35133.153.65--0.113515.0511.224.67-10.792.2916.1618.24
UBS Group AG29.60bn3.72bn88.38bn106.79k23.761.3113.912.341.201.2012.1721.78--------0.32280.8566--------9.9526.76--------21.2422.83-81.423.394.86--
Data as of Jul 11 2025. Currency figures normalised to 3i Group Plc's reporting currency: UK Pound GBX

Institutional shareholders

33.84%Per cent of shares held by top holders
HolderShares% Held
BlackRock Investment Management (UK) Ltd.as of 15 Apr 202572.92m7.49%
Fidelity Management & Research Co. LLCas of 15 Apr 202558.73m6.03%
Capital International Ltd.as of 15 Apr 202548.75m5.01%
WCM Investment Management LLCas of 15 Apr 202547.35m4.86%
The Vanguard Group, Inc.as of 15 Apr 202534.04m3.50%
Norges Bank Investment Managementas of 01 Jun 202520.00m2.06%
Capital Research & Management Co. (World Investors)as of 02 Jul 202512.90m1.33%
JPMorgan Asset Management (UK) Ltd.as of 01 Jun 202512.24m1.26%
FIL Investment Advisors (UK) Ltd.as of 01 Jun 202511.61m1.19%
Vanguard Global Advisers LLCas of 31 May 202510.90m1.12%
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Data from 31 Dec 2024 - 31 Mar 2025Source: FactSet Research Systems Inc.
Data Provided by LSEG
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