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St. James's Place
St. James's Place (STJ) investor relations material
St. James's Place Trading update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Trading update summary29 Jan, 2026
New business and investment performance
New business inflows reached £21.9 billion in 2025, a 19% increase year-on-year.
Net inflows rose 42% to £6.2 billion, supported by a high retention rate of 94.9%.
Net investment returns were strong at 12.4% of opening funds under management.
Closing funds under management hit a record £220.0 billion, up 16% from the previous year.
Net inflows as a percentage of opening funds under management improved to 3.2%.
Quarterly and annual fund flows
In Q4 2025, gross inflows totaled £5.69 billion, with net inflows of £0.57 billion.
Surrenders and part-surrenders for the year were £10.51 billion, with an implied surrender rate of 5.1%.
Regular income withdrawals and maturities for the year amounted to £5.21 billion.
Pension products saw the largest net inflows at £4.49 billion for the year.
All product categories contributed to the growth in closing funds under management.
Investment allocation and geographic exposure
North American equities comprised 38% of total funds under management at year-end.
Fixed income securities and European equities represented 17% and 14% respectively.
UK and Asia-Pacific equities each accounted for 14% of the portfolio.
Cash, alternatives, and property made up the remaining allocation.
Impact of Q4 TFC withdrawals on pension outflows
Effect of new charging structure on Q3/Q4 activity
Shift in FUM allocation from property/alternatives
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Latest summaries
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- GL
Earnings and sales grew across all segments, with higher 2026 guidance and ongoing share buybacks. - RSI
Record financial results, all motions passed, and LEAP project remains a strategic priority. - COST
January sales climbed 9.3% to $21.33B, with digital sales up 34.4%. - FR
FFO per share rose 11.7% in 2025, with robust rental growth and a higher dividend. - ALCO
Land sales and leasing drove improved profitability and strong liquidity as citrus operations ended. - PAHC
Net sales and profit surged on acquisition, with raised outlook and strong liquidity. - PTC
Q1'26 saw double-digit growth, margin gains, and major share repurchases, with a strong FY'26 outlook. - MKL
Operating income rose to $3.2B, with broad-based growth and improved insurance profitability. - UHAL
Q3 net loss of $37M on higher costs and depreciation, but self-storage revenue increased. - SITM
Acquisition accelerates growth to $1B revenue, expanding leadership in precision timing.
Next St. James's Place earnings date
H2 202525 Feb, 2026
St. James's Place
Next St. James's Place earnings date
H2 202525 Feb, 2026
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Frequently asked questions
St. James's Place plc is a UK-based wealth management company providing financial advice, investment management, and related services to individuals, families, and businesses. The company offers tailored solutions in areas such as retirement planning, tax-efficient investing, inheritance planning, and wealth protection. Its services are delivered through a network of financial advisers known as the St. James's Place Partnership. The company is headquartered in Cirencester, United Kingdom, and its shares are listed on the LSE (London Stock Exchange).
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