Lloyds Banking Group

ISIN GB0008706128

WKN 871784

Market cap (in EUR)

65,251 m

Country

United Kingdom

Sector

Finance

Dividend yield

3.42%

Overview

Quote

Description

Lloyds Banking Group Plc is a financial services company, which engages in the provision of banking and financial services. It operates through the following segments: Retail, Commercial Banking, Insurance and Wealth, and Other. The Retail segment offers broad range of financial service products, including current accounts, savings, mortgages, motor finance and unsecured consumer lending to personal, and small business customers. The Commercial Banking segment provides a range of products and services such as lending, transactional banking, working capital management, risk management and debt capital markets services to SMEs, corporates, and financial institutions. The Insurance and Wealth segment focuses on the insurance, investment, and wealth management products and services. The Other segment refers to income and expenditure not attributed to the group’s financial reporting segments. These amounts include those arising from the group’s equities business, residual net interest income after transfer pricing, and certain gains from gilt sales. The company’s history roots are traced back to 18th century and Lloyds Banking Group was formed in January 2009 and is headquartered in London, the United Kingdom.

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Finance Banking International Banks United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	65,251 m
EPS, EUR	0.07
P/B ratio	1.3
P/E ratio	16.9
Dividend yield	3.42%

Income statement (2024)

Revenue, EUR	68,785 m
Net income, EUR	4,635 m
Profit margin	6.74%

What ETF is Lloyds Banking Group in?

There are 64 ETFs which contain Lloyds Banking Group. All of these ETFs are listed in the table below. The ETF with the largest weighting of Lloyds Banking Group is the L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc	0.09%	Equity World	4,695
iShares MSCI World UCITS ETF (Dist)	0.08%	Equity World	7,468
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.04%	Equity World Social/Environmental Climate Change	41
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	855
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	5.07%	Equity United Kingdom Social/Environmental Climate Change	838
VanEck World Equal Weight Screened UCITS ETF A	0.45%	Equity World Equal Weighted	1,113
L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist	5.15%	Equity United Kingdom Dividend	65
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.07%	Equity World	25,806
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.09%	Equity World Multi-Factor Strategy	139
L&G MSCI Europe Climate Pathway UCITS ETF EUR Accumulating ETF	0.65%	Equity Europe Social/Environmental Climate Change	814
UBS Core MSCI World UCITS ETF USD dis	0.09%	Equity World	1,204
L&G Global Equity UCITS ETF	0.09%	Equity World Social/Environmental	941
WisdomTree S&P 500 EUR Daily Hedged USD Unhedged Acc	1.83%	Equity World Dividend	9
Invesco Global Enhanced Equity UCITS ETF Acc	0.07%	Equity World Multi-Factor Strategy	211
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.19%	Equity World Dividend	1,345
Vanguard FTSE Developed World UCITS ETF Acc	0.08%	Equity World	4,695
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	1,659
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	2.23%	Equity United Kingdom	46
UBS Core MSCI World UCITS ETF hGBP dis	0.09%	Equity World	91
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	34
JPMorgan UK Equity Core UCITS ETF GBP (dist)	1.80%	Equity United Kingdom	84
VanEck European Equal Weight Screened UCITS ETF A	1.18%	Equity Europe Equal Weighted	75
iShares MSCI ACWI UCITS ETF USD (Acc)	0.08%	Equity World	20,831
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	63
Xtrackers FTSE 100 UCITS ETF Income 1D	2.18%	Equity United Kingdom	86
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.09%	Equity World Social/Environmental	483
UBS Core MSCI World UCITS ETF hEUR acc	0.09%	Equity World	274
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	2.24%	Equity United Kingdom	4,580
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.57%	Equity Europe Social/Environmental Climate Change	26
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	2.24%	Equity United Kingdom	2,335
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.40%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.08%	Equity World	3,506
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	1.45%	Equity Europe Momentum	47
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.09%	Equity World Multi-Factor Strategy	755
Amundi MSCI Europe UCITS ETF Acc	0.53%	Equity Europe	739
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.39%	Equity World Financials Social/Environmental	538
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	84
Xtrackers MSCI Europe UCITS ETF 1D	0.52%	Equity Europe	124
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	640
Xtrackers MSCI World UCITS ETF 1D	0.09%	Equity World	4,440
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.07%	Equity World Multi-Factor Strategy	0
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.67%	Equity Europe Social/Environmental	30
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.30%	Equity Europe Social/Environmental	126
iShares MSCI World Screened UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	819
Amundi Core MSCI Europe UCITS ETF Dist	0.52%	Equity Europe	515
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.53%	Equity Europe	1,933
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.04%	Equity World Social/Environmental	52
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.07%	Equity World	18,590
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.60%	Equity Europe Social/Environmental	462
Amundi Core MSCI World UCITS ETF USD Dist	0.08%	Equity World	820
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.37%	Equity World Value	168
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	187
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.52%	Equity Europe	10,012
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.19%	Equity World Dividend	6,226
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	0.89%	Equity Europe Value	69
iShares STOXX Europe 600 Banks UCITS ETF (DE)	3.78%	Equity Europe Financials	3,188
iShares Core FTSE 100 UCITS ETF GBP (Dist)	2.23%	Equity United Kingdom	15,459
Amundi Prime Europe UCITS ETF DR (D)	0.53%	Equity Europe	147
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.28%	Equity Europe Multi-Factor Strategy	151
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.65%	Equity Europe Social/Environmental	4,097
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.53%	Equity Europe	4,067
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.11%	Equity World Social/Environmental	937
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	86

Performance

Returns overview

YTD	+69.70%
1 month	+9.80%
3 months	+17.89%
6 months	+20.43%
1 year	+72.31%
3 years	+103.64%
5 years	+160.47%
Since inception (MAX)	+15.46%
2024	+17.86%
2023	+7.69%
2022	-10.34%
2021	+41.46%

Monthly returns in a heat map

Risk

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF returns include dividend payments (if applicable).