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AJ Bell PLC — Investor Relations & Filings

Ticker · AJB ISIN · GB00BFZNLB60 LEI · 213800VNKA7DPWXWJJ36 IL Financial and insurance activities
Filings indexed 687 across all filing types
Latest filing 2025-11-27 Major Shareholding Noti…
Country GB United Kingdom
Listing IL AJB

About AJ Bell PLC

https://www.ajbell.co.uk/

AJ Bell PLC is an online investment platform that provides services for individual investors and financial advisers. The company offers a broad range of investment accounts, including tax-efficient Stocks and Shares ISAs, Lifetime ISAs, and pension products like Self-Invested Personal Pensions (SIPPs). A general dealing account is also available. The platform enables investment in a wide selection of assets such as global shares, funds, investment trusts, and exchange-traded funds (ETFs). AJ Bell also provides its own managed funds and a simplified investment app, Dodl, aimed at beginners. The service is complemented by expert market analysis, financial news, and educational resources to support investor decision-making.

Recent filings

Filing Released Lang Actions
Holding(s) in Company
Major Shareholding Notification Classification · 1% confidence The document is a 'TR-1: Standard form for notification of major holdings' filed by AJ Bell PLC. It details a change in share ownership by Liontrust Investment Partners LLP, specifically noting that the threshold for voting rights has been crossed. This is a standard regulatory disclosure for major shareholding notifications.
2025-11-27 English
Directorate change
Board/Management Information Classification · 1% confidence The document is an official announcement from AJ Bell PLC regarding changes to its Board of Directors, specifically the departure of a Senior Independent Director and the appointment of a successor. This content directly matches the definition for 'Board/Management Information' (MANG).
2025-11-26 English
Holding(s) in Company
Major Shareholding Notification Classification · 1% confidence The document is a 'TR-1: Standard form for notification of major holdings' filed by AJ Bell PLC. It details the acquisition of voting rights by Liontrust Investment Partners LLP, crossing the 5% threshold. This is a standard regulatory disclosure for major shareholding notifications, which corresponds to the MRQ filing category.
2025-11-25 English
Holding(s) in Company
Major Shareholding Notification Classification · 1% confidence The document is a 'TR-1: Standard form for notification of major holdings', which is the regulatory standard in the UK for disclosing changes in significant share ownership. It explicitly details the crossing of a voting rights threshold by a shareholder (Andy Bell) in AJ Bell PLC. This aligns perfectly with the definition of a Major Shareholding Notification (MRQ).
2025-11-20 English
Holding(s) in Company
Major Shareholding Notification Classification · 1% confidence The document is a 'TR-1: Standard form for notification of major holdings' filed by AJ Bell PLC. It details a change in share ownership by Liontrust Investment Partners LLP, specifically noting that the threshold for voting rights has been crossed. This aligns perfectly with the definition of a Major Shareholding Notification (MRQ).
2025-11-20 English
Director/PDMR Shareholding
Director's Dealing Classification · 1% confidence The document is a formal notification of share transactions by persons discharging managerial responsibilities (PDMRs) and persons closely associated (PCAs) with them, specifically under the company's 'Buy As You Earn' (BAYE) scheme. It follows the standard UK Market Abuse Regulation (MAR) disclosure format for director/insider dealings. This aligns perfectly with the 'Director's Dealing' (DIRS) category.
2025-11-17 English

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