Lloyds Banking Group

ISIN GB0008706128

WKN 871784

Market cap (in EUR)

67,727 m

Country

United Kingdom

Sector

Finance

Dividend yield

3.31%

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, Pensions and Investments, and Other. The Retail segment offers a 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 Pensions and Investments segment focuses on the insurance, investment, and wealth management of products and services. The Other segment refers to income and expenditure not attributed to the group’s financial reporting segments. The company was founded on October 21, 1985 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	67,727 m
EPS, EUR	0.08
P/B ratio	1.4
P/E ratio	14.3
Dividend yield	3.31%

Income statement (2025)

Revenue, EUR	76,616 m
Net income, EUR	4,904 m
Profit margin	6.40%

What ETF is Lloyds Banking Group in?

There are 324 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 HSBC UK Screened Equity UCITS ETF GBP (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.07%	Equity World Equal Weighted	18
UBS Core MSCI World UCITS ETF hCHF acc	0.09%	Equity World	908
Xtrackers Portfolio UCITS ETF 1C	0.09%	Equity World Multi-Asset Strategy	701
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	2.35%	Equity United Kingdom	184
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.55%	Equity Europe	15,026
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,288
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	40
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.50%	Equity World	161
Xtrackers MSCI World Value UCITS ETF 1C	0.32%	Equity World Value	3,824
UBS Core MSCI Europe UCITS ETF EUR dis	0.56%	Equity Europe	1,114
State Street SPDR MSCI World Financials UCITS ETF USD	0.59%	Equity World Financials	267
Xtrackers MSCI World ex USA UCITS ETF 1C	0.33%	Equity World	5,244
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	25
JPMorgan UK Equity Core UCITS ETF GBP (acc)	2.00%	Equity United Kingdom	466
UBS MSCI United Kingdom UCITS ETF hUSD acc	2.41%	Equity United Kingdom	505
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Climate Change	7
iShares MSCI UK UCITS ETF (Acc)	2.48%	Equity United Kingdom	129
UBS Core MSCI World UCITS ETF USD dis	0.09%	Equity World	1,694
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.79%	Equity World Fundamental/Quality	12
UBS MSCI World ex USA UCITS ETF USD acc	0.31%	Equity World	90
State Street SPDR STOXX Europe 600 SRI UCITS ETF EUR Unhedged (Acc)	1.12%	Equity Europe Social/Environmental	489
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.29%	Equity Europe Multi-Factor Strategy	591
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	37
VanEck European Equal Weight Screened UCITS ETF A	1.23%	Equity Europe Equal Weighted	88
iShares MSCI ACWI UCITS ETF USD (Dist)	0.09%	Equity World	6
L&G Global Quality Dividends UCITS ETF USD Acc	0.20%	Equity World Dividend	22
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.09%	Equity World Social/Environmental	86
iShares Edge MSCI Europe Momentum Factor UCITS ETF	1.72%	Equity Europe Momentum	776
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.09%	Equity World Social/Environmental	502
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.59%	Equity Europe Social/Environmental Climate Change	153
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	2.29%	Equity United Kingdom	2,794
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.10%	Equity World	519
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.66%	Equity Europe Social/Environmental Climate Change	60
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.30%	Equity Europe Covered Call Alternative Investments	15
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.25%	Equity Europe Equal Weighted	374
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.53%	Equity Europe	17,985
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.62%	Equity Europe Social/Environmental	1,577
Amundi MSCI Europe UCITS ETF Acc	0.57%	Equity Europe	597
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.53%	Equity Europe	11
Amundi MSCI World ESG Selection UCITS ETF Acc	0.19%	Equity World Social/Environmental	1,794
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.08%	Equity World Multi-Factor Strategy	2
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	15
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	5.15%	Equity United Kingdom Social/Environmental Climate Change	55
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.09%	Equity World	69
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.29%	Equity World Momentum Climate Change	572
iShares Core FTSE 100 UCITS ETF GBP (Acc)	2.35%	Equity United Kingdom	3,551
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.10%	Equity World	43
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	2.05%	Equity United Kingdom	381
Xtrackers MSCI World UCITS ETF 1D	0.09%	Equity World	4,272
Xtrackers MSCI World ESG UCITS ETF 1C	0.22%	Equity World Social/Environmental	4,983
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.06%	Equity World Social/Environmental	503
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.19%	Equity World Social/Environmental Climate Change	130
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.36%	Equity Europe Social/Environmental	118
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	1.04%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.11%	Equity World Social/Environmental	2,212
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	671
First Trust United Kingdom AlphaDEX UCITS ETF Acc	0.84%	Equity United Kingdom Multi-Factor Strategy	10
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	0
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.79%	Equity World Fundamental/Quality	2
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	73
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.31%	Equity World Value	281
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	214
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.56%	Equity Europe	10,724
Amundi MSCI Europe ESG Selection UCITS ETF Acc	1.15%	Equity Europe Social/Environmental	1,035
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.92%	Equity World Momentum	188
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.70%	Equity Europe Social/Environmental	121
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.19%	Equity World Dividend	7,891
iShares STOXX Europe 600 Banks UCITS ETF (DE)	3.74%	Equity Europe Financials	3,500
iShares Core FTSE 100 UCITS ETF GBP (Dist)	2.35%	Equity United Kingdom	17,825
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.36%	Equity Europe Social/Environmental	2,678
Amundi Prime Europe UCITS ETF DR (D)	0.58%	Equity Europe	230
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.69%	Equity Europe Social/Environmental	130
Amundi MSCI Europe Growth UCITS ETF Dist	0.41%	Equity Europe Growth	84
Invesco Europe Enhanced Equity UCITS ETF Acc	0.42%	Equity Europe Multi-Factor Strategy	184
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	34
Xtrackers MSCI Europe ESG UCITS ETF 1C	1.44%	Equity Europe Social/Environmental	912
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	84
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental Climate Change	304
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.57%	Equity Europe Social/Environmental Climate Change	6
Amundi Core MSCI Europe UCITS ETF Acc	0.56%	Equity Europe	4,088
Xtrackers Portfolio Income UCITS ETF 1D	0.03%	Equity World Multi-Asset Strategy	57
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.09%	Equity World Social/Environmental	25
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	5.15%	Equity United Kingdom Social/Environmental Climate Change	12
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	996
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.00%	Equity World Value	247
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF CLASS EUR (Acc)	1.10%	Equity Europe	437
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.09%	Equity World Social/Environmental Climate Change	238
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.63%	Equity World Financials Social/Environmental	32
Amundi Prime Global UCITS ETF Acc	0.09%	Equity World	1,632
L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist	5.73%	Equity United Kingdom Dividend	80
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	23
HSBC MSCI World UCITS ETF USD	0.10%	Equity World	12,586
L&G MSCI Europe Climate Pathway UCITS ETF EUR Accumulating ETF	0.76%	Equity Europe Social/Environmental Climate Change	485
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.41%	Equity Europe Growth	182
L&G Global Equity UCITS ETF	0.10%	Equity World Social/Environmental	1,036
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.19%	Equity World Dividend	2,104
Invesco MSCI World Universal Screened UCITS ETF Acc	0.15%	Equity World Social/Environmental	232
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.79%	Equity World Fundamental/Quality	217
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.11%	Equity World Social/Environmental	38
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	2.35%	Equity United Kingdom	53
UBS Core MSCI World UCITS ETF hGBP dis	0.09%	Equity World	95
JPMorgan UK Equity Core UCITS ETF GBP (dist)	2.00%	Equity United Kingdom	115
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.11%	Equity World Social/Environmental	1,403
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	75
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (D)	5.18%	Equity United Kingdom Social/Environmental	16
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	180
UBS Core MSCI World UCITS ETF hEUR acc	0.09%	Equity World	701
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.59%	Equity Europe Social/Environmental Climate Change	30
UBS MSCI World Selection UCITS ETF hEUR dis	0.18%	Equity World Social/Environmental	293
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.22%	Equity World Social/Environmental	982
UBS MSCI World Selection UCITS ETF hCHF acc	0.18%	Equity World Social/Environmental	274
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.10%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.11%	Equity World Social/Environmental	199
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.53%	Equity Europe	136
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.10%	Equity World	1,018
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	2.41%	Equity United Kingdom	99
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	429
iShares Edge MSCI World Value Factor UCITS ETF	0.31%	Equity World Value	5,229
Amundi Core MSCI World UCITS ETF Acc	0.10%	Equity World	12,823
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.55%	Equity Europe	95
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	5,163
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.47%	Equity World Financials Social/Environmental	124
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.17%	Equity World Social/Environmental Climate Change	6
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.58%	Equity World Social/Environmental Climate Change	48
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.44%	Equity World Momentum	3,742
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	766
HSBC UK Screened Equity UCITS ETF GBP (Dist)	6.67%	Equity United Kingdom Social/Environmental Climate Change	7
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.09%	Equity World	407
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.87%	Equity Europe Social/Environmental Climate Change	6
UBS Core MSCI Europe UCITS ETF hEUR acc	0.56%	Equity Europe	130
iShares Core MSCI World UCITS ETF USD (Acc)	0.10%	Equity World	114,508
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.53%	Equity Europe	1,061
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.17%	Equity World Social/Environmental Climate Change	2
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	84
Amundi Core MSCI Europe UCITS ETF Dist	0.56%	Equity Europe	697
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	700
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.10%	Equity World	56
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	53
L&G Global Quality Dividends UCITS ETF USD Dist	0.20%	Equity World Dividend	102
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.08%	Equity World	20,341
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	5.13%	Equity United Kingdom Social/Environmental Climate Change	9
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.79%	Equity World Fundamental/Quality	617
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.09%	Equity World	9,291
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers MSCI World Momentum UCITS ETF 1C	0.46%	Equity World Momentum	1,633
UBS Core MSCI Europe UCITS ETF hCHF acc	0.56%	Equity Europe	121
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental Climate Change	305
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.42%	Equity Europe Social/Environmental Climate Change	17
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.15%	Equity World	35
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.53%	Equity Europe	4,414
Amundi MSCI World Ex USA UCITS ETF Dist	0.32%	Equity World	117
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.09%	Equity World Social/Environmental Climate Change	3
L&G UK Equity UCITS ETF GBP Acc	2.58%	Equity United Kingdom Social/Environmental	199
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental	742
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.14%	Equity World Social/Environmental	235
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	2.40%	Equity Europe Financials	1,417
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.20%	Equity Europe Equal Weighted	198
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.73%	Equity Europe Social/Environmental	208
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	5.18%	Equity United Kingdom Social/Environmental	72
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.09%	Equity World Social/Environmental	807
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.66%	Equity Europe Social/Environmental Climate Change	22
Amundi MSCI World Screened UCITS ETF Acc	0.10%	Equity World Social/Environmental	1,221
Amundi MSCI World Ex USA UCITS ETF Acc	0.32%	Equity World	574
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	96
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.66%	Equity Europe Social/Environmental Climate Change	242
UBS Core MSCI World UCITS ETF USD acc	0.09%	Equity World	7,887
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental Climate Change	34
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.19%	Equity World Social/Environmental Climate Change	317
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental Climate Change	455
HSBC UK Screened Equity UCITS ETF GBP	6.67%	Equity United Kingdom Social/Environmental Climate Change	29
iShares Core MSCI World UCITS ETF USD (Dist)	0.10%	Equity World	514
Xtrackers FTSE 100 UCITS ETF 1C	2.37%	Equity United Kingdom	100
Invesco FTSE RAFI All World 3000 UCITS ETF	0.19%	Equity World Fundamental/Quality	190
Xtrackers MSCI Europe ESG UCITS ETF 1D	1.44%	Equity Europe Social/Environmental	34
Franklin S&P World Screened UCITS ETF Acc	0.14%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental	3
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.10%	Equity World	19
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	1.01%	Equity Europe Social/Environmental Climate Change	91
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.53%	Equity Europe	3,730
Amundi Prime All Country World UCITS ETF Acc	0.09%	Equity World	1,405
WisdomTree Global Ex-USA Quality Dividend Growth UCITS ETF EUR Acc	2.04%	Equity World Dividend	18
UBS MSCI World UCITS ETF USD dis	0.10%	Equity World	1,351
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.06%	Equity World Social/Environmental	25
Vanguard FTSE Developed World UCITS ETF Acc	0.09%	Equity World	5,361
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	1,571
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental Climate Change	15
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.52%	Equity World Multi-Factor Strategy	825
UBS MSCI United Kingdom UCITS ETF hEUR acc	2.41%	Equity United Kingdom	421
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	443
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.09%	Equity World Social/Environmental Climate Change	111
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.84%	Equity World Social/Environmental	0
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.09%	Equity World	4,784
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.74%	Equity Europe Social/Environmental Climate Change	550
UBS MSCI United Kingdom UCITS ETF GBP acc	2.41%	Equity United Kingdom	2,506
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.19%	Equity World Social/Environmental	82
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.10%	Equity World	14,869
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.25%	Equity Europe Equal Weighted	169
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	2.29%	Equity United Kingdom	5,121
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.09%	Equity World	96
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	2.77%	Equity Europe Social/Environmental	211
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.63%	Equity Europe Social/Environmental	551
UBS MSCI United Kingdom UCITS ETF hCHF acc	2.41%	Equity United Kingdom	238
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.42%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.09%	Equity World	3,630
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	1.72%	Equity Europe Momentum	47
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.11%	Equity World Social/Environmental	655
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	1.04%	Equity Europe Social/Environmental Climate Change	6
iShares UK Dividend UCITS ETF	3.49%	Equity United Kingdom Dividend	1,378
Xtrackers MSCI World ex USA UCITS ETF 1D	0.33%	Equity World	211
UBS MSCI United Kingdom UCITS ETF GBP dis	2.41%	Equity United Kingdom	100
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.09%	Equity World	366
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.60%	Equity Europe Social/Environmental	80
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.10%	Equity World	274
Xtrackers MSCI World Screened UCITS ETF 1D	0.11%	Equity World Social/Environmental	120
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.09%	Equity World Social/Environmental	5,131
Invesco FTSE All-World UCITS ETF Acc	0.10%	Equity World	2,765
Xtrackers MSCI Europe Value UCITS ETF 1C	0.87%	Equity Europe Value	243
UBS MSCI World Selection UCITS ETF hEUR acc	0.18%	Equity World Social/Environmental	43
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.11%	Equity World Social/Environmental Climate Change	20
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (C)	5.18%	Equity United Kingdom Social/Environmental	36
iShares MSCI World Screened UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	1,051
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	0.49%	Equity Europe Social/Environmental Multi-Asset Strategy	550
HSBC MSCI World UCITS ETF CHF hedged	0.10%	Equity World	79
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.09%	Equity World Social/Environmental	15
Xtrackers MSCI World ESG UCITS ETF 1D	0.22%	Equity World Social/Environmental	16
iShares MSCI World Screened UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	4,573
Amundi Core MSCI World UCITS ETF USD Dist	0.10%	Equity World	1,423
Amundi UK Equity All Cap UCITS ETF Dist	2.20%	Equity United Kingdom	830
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.11%	Equity World Social/Environmental	281
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	1,362
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.19%	Equity World Social/Environmental Climate Change	9
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.56%	Equity Europe	1,083
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.53%	Equity Europe	51
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.29%	Equity Europe Multi-Factor Strategy	192
UBS MSCI United Kingdom UCITS ETF hEUR dis	2.41%	Equity United Kingdom	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.11%	Equity World Social/Environmental	105
HSBC MSCI Europe UCITS ETF EUR	0.55%	Equity Europe	342
UBS FTSE 100 UCITS ETF GBP dis	2.29%	Equity United Kingdom	89
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	854
UBS MSCI World Selection UCITS ETF USD acc	0.18%	Equity World Social/Environmental	681
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.05%	Equity World Social/Environmental Climate Change	11
Amundi Prime Europe UCITS ETF DR (C)	0.58%	Equity Europe	195
iShares MSCI World UCITS ETF (Dist)	0.10%	Equity World	7,538
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	5.13%	Equity United Kingdom Social/Environmental Climate Change	904
VanEck World Equal Weight Screened UCITS ETF A	0.48%	Equity World Equal Weighted	1,237
WisdomTree Global Value UCITS ETF USD (Acc)	0.42%	Equity World Value	1
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.10%	Equity World	1,642
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.20%	Equity Europe Social/Environmental	70
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	1.15%	Equity Europe Social/Environmental	68
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.08%	Equity World	34,647
HSBC Europe Screened Equity UCITS ETF EUR	2.50%	Equity Europe Social/Environmental Climate Change	21
HSBC MSCI World UCITS ETF USD (Acc)	0.10%	Equity World	1,629
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.63%	Equity World Financials Social/Environmental	580
State Street SPDR MSCI Europe Financials UCITS ETF EUR	2.37%	Equity Europe Financials	733
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.10%	Equity World Multi-Factor Strategy	183
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental	3,752
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.09%	Equity World	46
UBS MSCI United Kingdom UCITS ETF hUSD dis	2.41%	Equity United Kingdom	11
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	480
Invesco Global Enhanced Equity UCITS ETF Acc	0.08%	Equity World Multi-Factor Strategy	494
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	0.73%	Equity Europe Fundamental/Quality	30
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.09%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.70%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.09%	Equity World	46
iShares Edge MSCI Europe Value Factor UCITS ETF	0.86%	Equity Europe Value	2,504
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.46%	Equity World Social/Environmental Climate Change	60
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.66%	Equity Europe Social/Environmental Climate Change	2,321
iShares MSCI ACWI UCITS ETF USD (Acc)	0.09%	Equity World	25,063
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.65%	Equity Europe Social/Environmental	4,809
Xtrackers FTSE 100 UCITS ETF Income 1D	2.37%	Equity United Kingdom	97
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.12%	Equity World Multi-Factor Strategy	467
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.84%	Equity Europe Social/Environmental	1
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	1,259
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	18
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.57%	Equity Europe	266
HSBC FTSE 100 UCITS ETF GBP	2.32%	Equity United Kingdom	944
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.10%	Equity World Multi-Factor Strategy	1,075
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.10%	Equity World	4,998
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.65%	Equity Europe Social/Environmental Climate Change	16
Invesco FTSE All-World UCITS ETF Dist	0.10%	Equity World	215
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	96
Xtrackers MSCI Europe Financials Screened UCITS ETF 1C	3.72%	Equity Europe Financials Social/Environmental	133
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.30%	Equity Europe Covered Call Alternative Investments	26
Xtrackers MSCI Europe UCITS ETF 1D	0.57%	Equity Europe	125
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.34%	Equity World Dividend	114
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	2.05%	Equity United Kingdom	445
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.10%	Equity World Social/Environmental	101
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.63%	Equity Europe Social/Environmental Climate Change	33
Amundi Prime Global UCITS ETF Dist	0.09%	Equity World	1,134
Xtrackers MSCI World UCITS ETF 1C	0.09%	Equity World	17,685
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.08%	Equity World Multi-Factor Strategy	7
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.69%	Equity Europe Social/Environmental	2,176
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.24%	Equity World Social/Environmental Multi-Asset Strategy	53
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.70%	Equity Europe Social/Environmental	35
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.23%	Equity World Social/Environmental Climate Change	16
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.10%	Equity World	488
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
First Trust United Kingdom AlphaDEX UCITS ETF Dist	0.84%	Equity United Kingdom Multi-Factor Strategy	4
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.09%	Equity World Social/Environmental Climate Change	952
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.87%	Equity Europe Social/Environmental Climate Change	39
UBS Core MSCI Europe UCITS ETF EUR acc	0.56%	Equity Europe	259
Amundi Prime All Country World UCITS ETF Dist	0.09%	Equity World	3,733
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	39
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.53%	Equity Europe	2,456
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.65%	Equity Europe Social/Environmental	435
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.18%	Equity World Social/Environmental	16
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.11%	Equity World Social/Environmental	1,220
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.10%	Equity World Social/Environmental	91
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.03%	Equity World Social/Environmental	14
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP acc	5.13%	Equity United Kingdom Social/Environmental Climate Change	0
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.52%	Equity World Multi-Factor Strategy	4
Xtrackers MSCI Europe UCITS ETF 1C	0.57%	Equity Europe	7,313
Xtrackers MSCI World Financials UCITS ETF 1C	0.59%	Equity World Financials	742
State Street SPDR MSCI Europe UCITS ETF EUR	0.56%	Equity Europe	392
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	0.86%	Equity Europe Value	97
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.69%	Equity Europe Social/Environmental	4,516
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.10%	Equity World	39
HSBC Developed World Screened Equity UCITS ETF USD	0.46%	Equity World Social/Environmental Climate Change	253
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	5.13%	Equity United Kingdom Social/Environmental Climate Change	115
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.33%	Equity World	2,712

Performance

Returns overview

YTD	+1.00%
1 month	+9.78%
3 months	-3.81%
6 months	+17.44%
1 year	+36.49%
3 years	+102.00%
5 years	+140.48%
Since inception (MAX)	+40.28%
2025	+81.82%
2024	+12.24%
2023	+6.52%
2022	-6.12%

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).