Allfunds Group (ALLFG) Q3 2026 TU earnings summary

Executive summary

• AuA reached €1,966.9bn at 30 September 2026, up 16.7% YoY; 9M total net revenue rose 10.7% to €508.2m.

• Platform growth was supported by €73.9bn in 9M net flows, while Alternatives Solutions AuA grew 73.0% YoY to €53.2bn.

Financial highlights

• 9M platform revenue increased 11.6% YoY to €470.8m; total net revenue excluding NTI rose 11.4% to €448.2m.

• Commission revenue rose 16.1% YoY to €322.8m; transaction revenue declined 0.9% to €88.1m.

• NTI increased 5.6% YoY to €60.0m; VAS revenue grew 1.0% to €37.4m.

Outlook and guidance

• Strategic priority is connecting local demand to global supply through a single platform; management cited rising client interest and industry momentum in ETFs and tokenisation.