Allianz Technology Trust (LSE:ATT) ROE % Adjusted to Book Value: 41.50% (As of Dec. 2025)


LSE:ATT Allianz Technology Trust PLC LSE:ATT
51 GF Score
Price £7.30
GF Value £3.91
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Allianz Technology Trust ROE % Adjusted to Book Value?

Allianz Technology Trust LSE:ATT +0.27% 51 ROE % Adjusted to Book Value is 41.50% as of Dec. 2025. GuruFocus rates LSE:ATT with a GF Score™ of 51/100 and a GF Value™ of £3.91 (Significantly Overvalued). The stock has 7 warning signs investors should review.

Allianz Technology Trust's ROE % for the quarter that ended in Dec. 2025 was 38.18%. Allianz Technology Trust's PB Ratio for the quarter that ended in Dec. 2025 was 0.92. Allianz Technology Trust's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 41.50%.


Allianz Technology Trust ROE % Adjusted to Book Value Related Terms


Allianz Technology Trust ROE % Adjusted to Book Value Historical Data

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The historical data trend for Allianz Technology Trust's ROE % Adjusted to Book Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Allianz Technology Trust ROE % Adjusted to Book Value Chart

Allianz Technology Trust Annual Data
Trend Nov15 Nov16 Nov17 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 17.51 -45.04 41.36 32.98 23.43

Allianz Technology Trust Semi-Annual Data
Nov15 May16 Nov16 May17 Nov17 May18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROE % Adjusted to Book Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 26.27 53.01 12.46 5.68 41.50

LSE:ATT vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Allianz Technology Trust's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Allianz Technology Trust ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Allianz Technology Trust's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Allianz Technology Trust's ROE % Adjusted to Book Value falls into.


LSE:ATT
51GF Score
Allianz Technology Trust PLC LSE:ATT
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Allianz Technology Trust ROE % Adjusted to Book Value Calculation

Allianz Technology Trust's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=21.56% / 0.92
=23.43%

Allianz Technology Trust's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=38.18% / 0.92
=41.50%

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a ROE % Adjusted to Book Value of 41.50% mean?
Allianz Technology Trust (LSE:ATT) has a ROE % Adjusted to Book Value of 41.50% as of Dec. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Allianz Technology Trust and its competitors.
Is Allianz Technology Trust's ROE % Adjusted to Book Value too high?
Allianz Technology Trust's current ROE % Adjusted to Book Value is 41.50%. Overall, Allianz Technology Trust has a GF Score™ of 51/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Allianz Technology Trust's ROE % Adjusted to Book Value compare to BLK and BX?
Allianz Technology Trust's ROE % Adjusted to Book Value of 41.50% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Allianz Technology Trust and its competitors. Allianz Technology Trust's current ROE % Adjusted to Book Value is 41.50%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Allianz Technology Trust stock overvalued right now?
Based on GuruFocus' analysis, Allianz Technology Trust (LSE:ATT) is currently considered Significantly Overvalued. The stock's GF Value™ is £3.91, compared to a current price of £7.30 — trading 86.7% above its estimated fair value. The current ROE % Adjusted to Book Value is 41.50%. Allianz Technology Trust's overall GF Score™ is 51/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Allianz Technology Trust (LSE:ATT), the current ROE % Adjusted to Book Value is 41.50% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Allianz Technology Trust (LSE:ATT) Overvalued in 2026?

Based on GuruFocus' analysis, Allianz Technology Trust stock appears to be overvalued. The current stock price of £7.30 is trading 86.7% above its estimated GF Value™ of £3.91. GuruFocus considers Allianz Technology Trust to be Significantly Overvalued.

Key valuation signals for LSE:ATT:

  • ROE % Adjusted to Book Value: 41.50%
  • GF Value™: £3.91 vs. price of £7.30 (86.7% above fair value)
  • GF Score™: 51/100 with 7 warning signs

No single metric tells the full story. See the LSE:ATT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Allianz Technology Trust Business Description

Address 199 Bishopsgate, London, GBR, EC2M 3TY
Allianz Technology Trust PLC is a United Kingdom-based investment company. It invests principally in the equity securities of quoted technology companies across the world to achieve long-term capital growth in excess of the Dow Jones World Technology Index (sterling adjusted, total return) (the benchmark). The company's investment portfolio comprises equity securities of various companies from the technology sector such as Microsoft, Cloudflare, Nvidia, Meta Platforms, Broadcom, Alphabet, and ServiceNow, among others.
51GF Score

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ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£7.30
Price
£3.91
GF Value