Pollen Street Group H1 2026: AUM hits £8.5B, fees rise 90% but stock slips 7.13%

Pollen Street Group, managing £8.5 billion in assets under management as of June 2026, reported robust financial performance in its first-half 2026 results. Fee-paying AUM grew by 18% year-over-year to £5.5 billion, while management fee income surged 90% to £33.9 million, driven largely by private equity contributions expected to dominate the second half. Performance metrics showed a balance sheet return of 3.4%—below target but described as exceptional—and an underlying net investment return of 7.4%, excluding mark-to-market and equalization effects. One-time adjustments, including a £15 million mark-to-market impact on Shawbrook Holdings, contributed a 3.8% reduction to the balance sheet.