Barclays PLC

ISIN GB0031348658

 | 

WKN 850403

Market cap (in EUR)
66.161 m
Country
Verenigd Koninkrijk
Sector
Financiën
Dividend yield
2,06%
 

Overview

Quote

Description

Barclays PLC is een bankholding die zich bezighoudt met bankdiensten voor particulieren, creditcards, zakelijk en investeringsbankieren en vermogensbeheer. De onderneming is actief via de volgende segmenten: Barclays Verenigd Koninkrijk (VK), Barclays United Kingdom (VK) Corporate Bank, Barclays Private Bank and Wealth Management, Barclays Investment Bank, Barclays United States (VS) Consumer Bank, en het hoofdkantoor. Het segment Barclays UK vertegenwoordigt de activiteiten binnen de afgeschermde bankentiteit in het Verenigd Koninkrijk, Barclays Bank UK PLC, en omvat private banking, business banking en Barclaycard consumer UK. Het segment Barclays UK Corporate Bank richt zich op het samenbrengen van krediet-, handels- en werkkapitaal-, liquiditeits-, betalings- en FX-oplossingen voor zakelijke klanten in het Verenigd Koninkrijk. Het segment Barclays Private Bank and Wealth Management bedient Britse en internationale private-bankingklanten. Het segment Barclays Investment Bank omvat de activiteiten van Global Markets, Investment Banking en International Corporate Banking. Het segment Barclays US Consumer Bank heeft betrekking op de uitgever van co-branded creditcards en financiële dienstverleningspartner in de Verenigde Staten. Het segment Head Office omvat centrale ondersteuning, centrale treasury-activiteiten, Barclays Execution Services-activa en bestaande activiteiten. Het bedrijf is opgericht in 1690 en heeft zijn hoofdkantoor in Londen, het Verenigd Koninkrijk.
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Financiën Beleggingsdiensten Verenigd Koninkrijk

Chart

Financials

Key metrics

Market capitalisation, EUR 66.161 m
EPS, EUR 0,51
P/B ratio 0,9
P/E ratio 9,5
Dividend yield 2,06%

Income statement (2025)

Revenue, EUR 63.831 m
Net income, EUR 7.217 m
Profit margin 11,31%

What ETF is Barclays PLC in?

There are 58 ETFs which contain Barclays PLC. All of these ETFs are listed in the table below. The ETF with the largest weighting of Barclays PLC is the UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis.
ETF Weight Investment focus Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc 0,10%
Equity
World
7,270
iShares MSCI World UCITS ETF (Dist) 0,10%
Equity
World
7,298
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0,34%
Equity
World
Social/Environmental
Climate Change
42
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0,03%
Equity
World
Multi-Asset Strategy
938
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis 5,12%
Equity
United Kingdom
Social/Environmental
Climate Change
859
VanEck World Equal Weight Screened UCITS ETF A 0,51%
Equity
World
Equal Weighted
1,191
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0,08%
Equity
World
30,664
UBS Core MSCI World UCITS ETF USD dis 0,11%
Equity
World
1,366
Invesco Global Enhanced Equity UCITS ETF Acc 0,10%
Equity
World
Multi-Factor Strategy
408
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0,21%
Equity
World
Dividend
1,874
Vanguard FTSE Developed World UCITS ETF Acc 0,09%
Equity
World
5,025
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0,21%
Equity
World
Social/Environmental
1,581
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc) 2,54%
Equity
United Kingdom
50
UBS Core MSCI World UCITS ETF hGBP dis 0,10%
Equity
World
90
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0,01%
Equity
World
Multi-Asset Strategy
36
JPMorgan UK Equity Core UCITS ETF GBP (dist) 2,31%
Equity
United Kingdom
97
VanEck European Equal Weight Screened UCITS ETF A 1,31%
Equity
Europe
Equal Weighted
80
iShares MSCI ACWI UCITS ETF USD (Acc) 0,09%
Equity
World
22,919
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0,03%
Equity
World
Multi-Asset Strategy
69
Xtrackers FTSE 100 UCITS ETF Income 1D 2,57%
Equity
United Kingdom
96
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0,09%
Equity
World
Social/Environmental
486
UBS Core MSCI World UCITS ETF hEUR acc 0,10%
Equity
World
396
Vanguard FTSE 100 UCITS ETF (GBP) Distributing 2,53%
Equity
United Kingdom
4,913
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist) 0,85%
Equity
Europe
Social/Environmental
Climate Change
32
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating 2,53%
Equity
United Kingdom
2,796
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist) 1,58%
Equity
Europe
Social/Environmental
Climate Change
8
Vanguard FTSE Developed World UCITS ETF Distributing 0,09%
Equity
World
3,545
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist) 2,04%
Equity
Europe
Momentum
44
Amundi MSCI Europe UCITS ETF Acc 0,57%
Equity
Europe
622
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 0,51%
Equity
World
Financials
Social/Environmental
525
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0,01%
Equity
World
Multi-Asset Strategy
93
Xtrackers MSCI Europe UCITS ETF 1D 0,61%
Equity
Europe
128
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0,01%
Equity
World
Multi-Asset Strategy
14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0,02%
Equity
World
Multi-Asset Strategy
723
Xtrackers MSCI World UCITS ETF 1D 0,10%
Equity
World
4,309
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0,10%
Equity
World
Multi-Factor Strategy
7
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing 0,77%
Equity
Europe
Social/Environmental
34
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist) 1,27%
Equity
Europe
Social/Environmental
123
iShares MSCI World Screened UCITS ETF USD (Dist) 0,10%
Equity
World
Social/Environmental
1,000
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0,04%
Equity
World
Social/Environmental
Climate Change
116
Amundi Core MSCI Europe UCITS ETF Dist 0,57%
Equity
Europe
675
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating 0,59%
Equity
Europe
2,280
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0,19%
Equity
World
Social/Environmental
53
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0,08%
Equity
World
19,394
iShares MSCI Europe Screened UCITS ETF EUR (Dist) 0,70%
Equity
Europe
Social/Environmental
448
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) 0,54%
Equity
World
Value
264
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0,01%
Equity
World
Multi-Asset Strategy
205
iShares Core MSCI Europe UCITS ETF EUR (Dist) 0,60%
Equity
Europe
10,503
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0,21%
Equity
World
Dividend
7,581
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist) 1,57%
Equity
Europe
Value
86
iShares STOXX Europe 600 Banks UCITS ETF (DE) 4,16%
Equity
Europe
Financials
3,589
iShares Core FTSE 100 UCITS ETF GBP (Dist) 2,54%
Equity
United Kingdom
16,651
Amundi Prime Europe UCITS ETF DR (D) 0,59%
Equity
Europe
213
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist) 0,64%
Equity
Europe
Multi-Factor Strategy
177
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist) 0,79%
Equity
Europe
Social/Environmental
4,265
Vanguard FTSE Developed Europe UCITS ETF Distributing 0,59%
Equity
Europe
4,325
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0,14%
Equity
World
Social/Environmental
971
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0,02%
Equity
World
Multi-Asset Strategy
91

Performance

Returns overview

YTD -14.08%
1 month -15.62%
3 months -6.00%
6 months +11.64%
1 year +27.37%
3 years +141.03%
5 years +131.53%
Since inception (MAX) +46.42%
2025 +70.94%
2024 +78.77%
2023 -1.65%
2022 -19.11%

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).
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Risk overview

Volatility 1 year 31.73%
Volatility 3 years 29.87%
Volatility 5 years 32.83%
Return per risk 1 year 0.86
Return per risk 3 years 1.14
Return per risk 5 years 0.56
Maximum drawdown 1 year -22.55%
Maximum drawdown 3 years -23.08%
Maximum drawdown 5 years -42.75%
Maximum drawdown since inception -77.62%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.