Share ownership PensionBee Group plc

PBEE

GB00BNDRLN84

Investment Management & Fund Operators

Market Closed - London S.E. Other stock markets 16:35:20 11/07/2025 BST			5-day change	1st Jan Change
170.50 ^GBX	-0.29%		-1.16%	+6.23%

06-04	Asure Software, PensionBee Collaborate on Small Business Retirement Rollovers	MT
06-04	Asure Software Partners with PensionBee to Offer Retirement Account Rollover Services to Small and Mid-Sized Businesses	CI

Share class: PensionBee Group plc

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	236,294,770	129,752,396 ( 54.91 %)	0	54.91 %

Major shareholders: PensionBee Group plc

Name	Equities	%	Valuation
Mudita Advisors LLP 6.386 %	15,102,201	6.386 %	34 M p
Morgan Stanley Securities Ltd. (Market-Maker) 5.915 %	13,988,000	5.915 %	32 M p
Norges Bank Investment Management 3.296 %	7,796,000	3.296 %	18 M p
Raymond James & Associates, Inc. (Invt Mgmt) 2.485 %	5,876,000	2.485 %	13 M p
JPMorgan Asset Management (UK) Ltd. 1.269 %	3,000,000	1.269 %	7 M p
Canaccord Genuity Wealth Ltd. 1.098 %	2,597,216	1.098 %	6 M p
Gregory Wood 1.05 %	2,482,805	1.05 %	6 M p
Graham Edwards 0.6681 %	1,580,000	0.6681 %	4 M p
Legal & General Investment Management Ltd. 0.6372 %	1,507,000	0.6372 %	3 M p
United Nations Joint Staff Pension Fund 0.5573 %	1,318,000	0.5573 %	3 M p
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Breakdown by shareholder type

Institutional	23.36%
Individuals	1.72%
Unknown	74.92%

Based on 1000 largest holdings

Geographical origin of shareholders

United Kingdom	16.63%
United States	3.33%
Norway	3.3%
Individuals	1.72%
Germany	0.06%
Ireland	0.04%

Based on 1000 largest holdings

Pensionbee Group PLC is an online pension provider. The principal activity of the Company is that of a direct-to-consumer online pension provider. The Companyâs technology platform allows customers to combine their pensions and invest in a range of online plans, forecast how much they are expected to have saved by the time they retire, and make withdrawals from the age of 55. Its Customer Proposition combine and transfer their existing pensions into the PensionBee Personal Pension. The Company's customers can make one-off or regular contributions to their PensionBee pension via easy bank transfer in under 60 seconds and also make use of its retirement calculator, which provides an estimate of retirement income based on a number of assumptions including the size of the pension plan, chosen retirement age and ongoing contributions, to plan ahead for their retirement.

Employees

204

Sector

Investment Management & Fund Operators

Calendar

07-22 - Q2 2025 Sales and Revenue Release - Trading Update

More about the company