Ardian, Saudi PIF Complete $4.2B Acquisitions of Stake in Heathrow Airport

The two investors purchased interests in FGP TopCo, with Ardian taking a 22.6% stake and the PIF a 15% cut.



The Public Investment Fund of Saudi Arabia
announced Monday that it has finalized its acquisition of a 15% stake in FGP TopCo Ltd., the holding company which operates Heathrow Airport Holdings Ltd. The stake was purchased from Spanish transportation and infrastructure firm Ferrovial S.E. and other shareholders. 

Additionally, French alternative investment firm Ardian SAS announced that it acquired a 22.6% stake in FGP TopCo, becoming the holding company’s largest shareholder. As part of the transaction, Ferrovial’s stake in the airport operator decreased to 5.25%. 

Ferrovial previously held a 19.75% stake in FGP TopCo, while existing shareholders who also sold their stakes held 17.87% of shares.  According to Ferrovial, the combined purchase price was 4 billion euros ($4.2 billion). 

“PIF is pleased to be investing in Heathrow Airport, a vital U.K. asset and a world-class airport,” said Turqi Al-Nowaiser, the PIF’s deputy governor and head of international investments. “We believe in the importance of infrastructure as a key sector in supporting the transition to net zero.” 

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The PIF announced in December 2023 that it had agreed to acquire a 10% stake in the airport operator, with Ardian seeking a 15% stake. In the PIF’s announcement, the investment was described as in line with the PIF’s strategy to “support important sectors and businesses as long-term partners as part of its global portfolio of assets.” 

“Heathrow acts as a crucial gateway to the world, and we look forward to supporting Heathrow’s management in its efforts to secure the sustainable growth of the airport and to continue to maintain its position as a global aviation hub,” Al-Nowaiser said.  

London Heathrow is no stranger to institutional ownership. In addition to the PIF and Ardian, its largest stakeholders also include the Qatar Investment Authority (20% stake), Singapore’s GIC (11.20%), the Australian Retirement Trust (11.18%), China Investment Corp. (10%), Caisse de dépôt et placement du Québec (2.65%) and the U.K.’s Universities Superannuation Scheme (2.10%). 

“Heathrow is a vital national asset connecting the U.K. to the world and driving prosperity in every corner of the country,” said Paul Deighton, Heathrow Airport Holdings Ltd.’s chairman, in a statement. “We’re delighted to welcome Ardian and PIF as new shareholders and investors in Heathrow’s future. We have a board of experienced infrastructure investors committed to our long-term development and growth, supporting our strategic journey to make Heathrow an extraordinary airport, fit for the future.” 

According to reports, the PIF is looking to acquire a large stake—as high as 49%—in Newcastle International Airport, also in the U.K. The PIF will also own the to-be-constructed King Salman International Airport in Riyadh, which will, according to the PIF, accommodate 120 million passengers by year by 2030. 

The PIF, the sovereign wealth fund of Saudi Arabia, manages $925 billion in assets. Ardian manages $176 billion in assets across private equity, real assets and credit strategies.  

Related Stories: 

PSP Investments Acquires 3 UK Airports for $1.94B 

Saudi Arabia’s Sovereign Wealth Fund Acquires 10% Stake in Heathrow Airport Owner 

Why Airports Hold Promise for Asset Allocators 

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