Share class: Netwealth Group Limited

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A1245,396,703131,616,628 ( 53.63 %) 0 53.63 %

Major shareholders: Netwealth Group Limited

NameStocks%Valuation
40.77 %
100,040,000 40.77 % 1 516 M $
5.597 %
13,733,743 5.597 % 208 M $
5.034 %
12,354,042 5.034 % 187 M $
Netwealth Investments Ltd.
4.459 %
10,943,371 4.459 % 166 M $
Hyperion Asset Management Ltd.
4.122 %
10,115,439 4.122 % 153 M $
1.378 %
3,381,775 1.378 % 51 M $
Australian Foundation Investment Co. Ltd. (Invt Mgmt)
1.076 %
2,641,410 1.076 % 40 M $
BetaShares Capital Ltd.
0.8102 %
1,988,242 0.8102 % 30 M $
Pengana Capital Ltd.
0.3974 %
975,259 0.3974 % 15 M $
Russell Investment Management Ltd.
0.3408 %
836,397 0.3408 % 13 M $
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Breakdown by shareholder type

Individuals47.82%
Institutional11.85%
Pinnacle Investment Management Group Ltd.5.03%
Others0.15%
Unknown35.16%

Based on 1000 largest holdings

Geographical origin of shareholders

Individuals
47.82%
Australia
16.99%
United Kingdom
0.02%
New Zealand
0.01%
Ireland
0.01%

Based on 1000 largest holdings

Logo Netwealth Group Limited
Netwealth Group Limited is an Australia-based financial services company. The Company acts as a technology company, a superannuation fund trustee and a wealth administration business. The principal activities of the Company are to provide financial intermediaries and clients with wealth administration and management services, including managed funds, investor directed portfolio services, a superannuation master fund, managed accounts service, self-managed superannuation and non-custodial administration services. The Company operates through the Platform Operations segment. Its digital platform supports how its financial products are delivered to the market. Its financial products include superannuation, including accumulation and retirement income products; investor directed portfolio services for self-managed super and non-super investments; managed accounts, managed funds; self-managed superannuation funds administration, and non-custodial administration and reporting services.
Employees
790
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