St James's Place

ISIN GB0007669376

WKN 888460

Market cap (in EUR)

7,142 m

Country

United Kingdom

Sector

Finance

Dividend yield

1.52%

Overview

Quote

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In paid partnership.

Description

St. James's Place Plc engages in the wealth management business. It offers investment, retirement, protection, intergenerational wealth management, banking and mortgages, and advice for businesses. The company was founded by Nathaniel Charles Jacob Rothschild, Mark Aubrey Weinberg, and Michael Summer Wilson in 1991 and is headquartered in Cirencester, the United Kingdom.

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Finance Investment Services United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	7,142 m
EPS, EUR	-
P/B ratio	3.8
P/E ratio	11.0
Dividend yield	1.52%

Income statement (2025)

Revenue, EUR	35,337 m
Net income, EUR	621 m
Profit margin	1.76%

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Capital at risk

What ETF is St James's Place in?

There are 105 ETFs which contain St James's Place. All of these ETFs are listed in the table below. The ETF with the largest weighting of St James's Place is the iShares MSCI UK Small Cap UCITS ETF (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc	0.13%	Equity World Small Cap Climate Change	479
iShares FTSE All-World UCITS ETF USD (Acc)	0.01%	Equity World	34
iShares MSCI UK Small Cap UCITS ETF (Acc)	1.71%	Equity United Kingdom Small Cap	116
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	0.23%	Equity United Kingdom	203
Xtrackers MSCI World Small Cap UCITS ETF 1D	0.03%	Equity World Small Cap	15
HSBC UK SCREENED EQUITY UCITS ETF GBP	0.02%	Equity United Kingdom Social/Environmental Climate Change	23
Xtrackers FTSE 100 UCITS ETF 1C	0.23%	Equity United Kingdom	104
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.01%	Equity World	33
Amundi MSCI Europe Small Cap ESG Broad Transition UCITS ETF Acc	0.50%	Equity Europe Small Cap Climate Change	100
Robeco 3D European Equity UCITS ETF A EUR	0.05%	Equity Europe Social/Environmental	21
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.05%	Equity Europe	4,210
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF Dist	0.08%	Equity Europe Social/Environmental Climate Change	1
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	6,022
Xtrackers MSCI Europe Small Cap ESG UCITS ETF 1C	0.65%	Equity Europe Small Cap	7
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	7,815
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	561
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc	0.02%	Equity World	92
iShares STOXX Europe 600 UCITS ETF EUR (Acc)	0.05%	Equity Europe	1
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.22%	Equity United Kingdom	5,374
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	226
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.01%	Equity World	61
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.22%	Equity United Kingdom	2,221
Xtrackers MSCI World Small Cap UCITS ETF 1C	0.03%	Equity World Small Cap	138
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	4,213
iShares Europe Domestic Focus UCITS ETF EUR (Acc)	0.15%	Equity Europe	10
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.05%	Equity Europe	20,937
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.05%	Equity Europe Social/Environmental	1,846
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.05%	Equity Europe	16
State Street SPDR MSCI Europe Small Cap Value Weighted UCITS ETF EUR	0.43%	Equity Europe Small Cap	841
Amundi Core FTSE 100 Swap UCITS ETF Dist	0.23%	Equity United Kingdom	50
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.02%	Equity World	46
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.02%	Equity World	9
iShares Core FTSE 100 UCITS ETF GBP (Acc)	0.23%	Equity United Kingdom	3,733
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.01%	Equity World	69
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	0.20%	Equity United Kingdom	382
Invesco FTSE All-World UCITS ETF	0.01%	Equity World	4,112
State Street SPDR MSCI Europe Small Cap UCITS ETF EUR	0.52%	Equity Europe Small Cap	284
Xtrackers MSCI Europe Small Cap UCITS ETF 1C	0.50%	Equity Europe Small Cap	3,225
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	0.12%	Equity Europe Social/Environmental	685
Xtrackers MSCI World Small Cap ESG UCITS ETF 1C	0.12%	Equity World Small Cap	10
First Trust United Kingdom AlphaDEX UCITS ETF Acc	0.41%	Equity United Kingdom Multi-Factor Strategy	9
iShares Ageing Population UCITS ETF	0.48%	Equity World Health Care Social/Environmental Ageing Population	786
Amundi UK Equity All Cap Index UCITS ETF Dist	0.21%	Equity United Kingdom	1,094
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.07%	Equity Europe Social/Environmental	129
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.02%	Equity World Dividend	9,876
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.23%	Equity United Kingdom	18,924
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.05%	Equity Europe	56
UBS FTSE 100 UCITS ETF GBP dis	0.23%	Equity United Kingdom	89
Invesco Europe Enhanced Equity UCITS ETF Acc	0.08%	Equity Europe Multi-Factor Strategy	295
iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETF USD (Acc)	0.15%	Equity World Small Cap	408
WisdomTree Europe SmallCap Dividend UCITS ETF Acc	0.00%	Equity Europe Small Cap	35
UBS MSCI World Small Cap UCITS ETF USD acc	0.07%	Equity World Small Cap	38
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	0.58%	Equity United Kingdom Social/Environmental Climate Change	875
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	52,897
Amundi Core Stoxx Europe 600 UCITS ETF Dist	0.05%	Equity Europe	0
HSBC Europe Screened Equity UCITS ETF EUR	0.02%	Equity Europe Social/Environmental Climate Change	19
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	1.26%	Equity Europe Financials	98
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	237
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist)	0.08%	Equity World Small Cap	45
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.01%	Equity World	2,098
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.02%	Equity World Dividend	3,025
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF	0.08%	Equity Europe Social/Environmental Climate Change	400
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.23%	Equity United Kingdom	50
Xtrackers Stoxx Europe 600 II UCITS ETF 1C	0.05%	Equity Europe	5
Xtrackers MSCI UK ESG UCITS ETF 1D	0.48%	Equity United Kingdom Social/Environmental	851
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	66
iShares FTSE All-World UCITS ETF USD (Dist)	0.01%	Equity World	1
Xtrackers FTSE 100 UCITS ETF Income 1D	0.23%	Equity United Kingdom	97
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.01%	Equity World	20
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.05%	Equity Europe	128
HSBC FTSE 100 UCITS ETF GBP	0.23%	Equity United Kingdom	1,002
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,449
Invesco FTSE 100 UCITS ETF	0.23%	Equity United Kingdom	41
Xtrackers FTSE All-World UCITS ETF 1C	0.01%	Equity World	145
iShares UK Domestic Focus UCITS ETF GBP (Acc)	1.04%	Equity United Kingdom	6
Invesco FTSE All-World UCITS ETF	0.01%	Equity World	285
Amundi MSCI Europe Small Cap ESG Broad Transition UCITS ETF Dist	0.50%	Equity Europe Small Cap Climate Change	206
Amundi Core FTSE 100 Swap UCITS ETF USD Hedged Acc	0.23%	Equity United Kingdom	4
Amundi Core FTSE 100 Swap UCITS ETF Acc	0.23%	Equity United Kingdom	718
Amundi Core FTSE 100 Swap UCITS ETF EUR Hedged Acc	0.23%	Equity United Kingdom	37
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	0.02%	Equity United Kingdom Social/Environmental Climate Change	8
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	0.20%	Equity United Kingdom	457
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.05%	Equity Europe	10
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.01%	Equity Europe Social/Environmental Climate Change	38
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.05%	Equity Europe	1,391
iShares Europe Equity Enhanced Active UCITS ETF EUR (Dist)	0.12%	Equity Europe Social/Environmental	0
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.07%	Equity Europe Social/Environmental	35
iShares MSCI World Small Cap UCITS ETF	0.08%	Equity World Small Cap	7,771
First Trust United Kingdom AlphaDEX UCITS ETF Dist	0.41%	Equity United Kingdom Multi-Factor Strategy	4
Invesco STOXX Europe 600 UCITS ETF	0.05%	Equity Europe	509
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.05%	Equity Europe	3,049
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	23,885
WisdomTree Europe SmallCap Dividend UCITS ETF	0.00%	Equity Europe Small Cap	50
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	0.58%	Equity United Kingdom Social/Environmental Climate Change	10
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc)	0.08%	Equity World Small Cap	1,704
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP acc	0.58%	Equity United Kingdom Social/Environmental Climate Change	0
Xtrackers Stoxx Europe 600 II UCITS ETF 1D	0.05%	Equity Europe	0
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.05%	Equity Europe	4,752
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.01%	Equity World	72
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.22%	Equity Europe Equal Weighted	206
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.01%	Equity World	23
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	1,089
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	469
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	0.58%	Equity United Kingdom Social/Environmental Climate Change	7
iShares MSCI Europe Small Cap UCITS ETF EUR (Acc)	0.50%	Equity Europe Small Cap	9

Performance

Returns overview

YTD	-24.52%
1 month	-11.31%
3 months	-13.41%
6 months	-9.25%
1 year	-17.27%
3 years	+26.67%
5 years	-30.37%
Since inception (MAX)	-6.78%
2025	+64.29%
2024	+23.23%
2023	-38.01%
2022	-34.73%

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).