Lloyds Banking Group

ISIN GB0008706128

WKN 871784

Market cap (in EUR)

65,075 m

Country

United Kingdom

Sector

Finance

Dividend yield

3.49%

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	65,075 m
EPS, EUR	0.08
P/B ratio	1.4
P/E ratio	13.6
Dividend yield	3.49%

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 320 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	861
Xtrackers Portfolio UCITS ETF 1C	0.09%	Equity World Multi-Asset Strategy	687
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	2.52%	Equity United Kingdom	182
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.59%	Equity Europe	14,654
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,110
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	38
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.50%	Equity World	147
Xtrackers MSCI World Value UCITS ETF 1C	0.34%	Equity World Value	3,744
UBS Core MSCI Europe UCITS ETF EUR dis	0.62%	Equity Europe	1,034
State Street SPDR MSCI World Financials UCITS ETF USD	0.63%	Equity World Financials	275
Xtrackers MSCI World ex USA UCITS ETF 1C	0.35%	Equity World	5,050
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)	2.25%	Equity United Kingdom	442
UBS MSCI United Kingdom UCITS ETF hUSD acc	2.75%	Equity United Kingdom	502
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)	2.67%	Equity United Kingdom	128
UBS Core MSCI World UCITS ETF USD dis	0.11%	Equity World	1,380
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.83%	Equity World Fundamental/Quality	9
UBS MSCI World ex USA UCITS ETF USD acc	0.36%	Equity World	83
State Street SPDR STOXX Europe 600 SRI UCITS ETF EUR Unhedged (Acc)	1.26%	Equity Europe Social/Environmental	521
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.31%	Equity Europe Multi-Factor Strategy	571
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	37
VanEck European Equal Weight Screened UCITS ETF A	1.36%	Equity Europe Equal Weighted	81
iShares MSCI ACWI UCITS ETF USD (Dist)	0.09%	Equity World	5
L&G Global Quality Dividends UCITS ETF USD Acc	0.21%	Equity World Dividend	20
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.09%	Equity World Social/Environmental	70
iShares Edge MSCI Europe Momentum Factor UCITS ETF	1.79%	Equity Europe Momentum	736
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.10%	Equity World Social/Environmental	488
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.62%	Equity Europe Social/Environmental Climate Change	145
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	2.60%	Equity United Kingdom	2,832
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.10%	Equity World	484
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.70%	Equity Europe Social/Environmental Climate Change	57
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.30%	Equity Europe Equal Weighted	359
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.56%	Equity Europe	16,827
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.69%	Equity Europe Social/Environmental	1,433
Amundi MSCI Europe UCITS ETF Acc	0.60%	Equity Europe	617
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.53%	Equity Europe	10
Amundi MSCI World ESG Selection UCITS ETF Acc	0.19%	Equity World Social/Environmental	1,740
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	5.60%	Equity United Kingdom Social/Environmental Climate Change	55
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.11%	Equity World	66
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.31%	Equity World Momentum Climate Change	493
iShares Core FTSE 100 UCITS ETF GBP (Acc)	2.52%	Equity United Kingdom	3,475
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.10%	Equity World	40
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	2.29%	Equity United Kingdom	359
Xtrackers MSCI World UCITS ETF 1D	0.10%	Equity World	4,284
Xtrackers MSCI World ESG UCITS ETF 1C	0.23%	Equity World Social/Environmental	5,119
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.07%	Equity World Social/Environmental	466
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.21%	Equity World Social/Environmental Climate Change	129
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.41%	Equity Europe Social/Environmental	121
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	1.10%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.13%	Equity World Social/Environmental	2,088
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.12%	Equity World	675
First Trust United Kingdom AlphaDEX UCITS ETF Acc	0.95%	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	1
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.83%	Equity World Fundamental/Quality	3
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental	89
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.34%	Equity World Value	266
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	205
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.59%	Equity Europe	10,577
Amundi MSCI Europe ESG Selection UCITS ETF Acc	1.22%	Equity Europe Social/Environmental	1,021
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.96%	Equity World Momentum	218
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.79%	Equity Europe Social/Environmental	126
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.22%	Equity World Dividend	7,587
iShares STOXX Europe 600 Banks UCITS ETF (DE)	3.87%	Equity Europe Financials	3,587
iShares Core FTSE 100 UCITS ETF GBP (Dist)	2.52%	Equity United Kingdom	16,824
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.41%	Equity Europe Social/Environmental	2,816
Amundi Prime Europe UCITS ETF DR (D)	0.64%	Equity Europe	214
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.77%	Equity Europe Social/Environmental	130
Amundi MSCI Europe Growth UCITS ETF Dist	0.43%	Equity Europe Growth	82
Invesco Europe Enhanced Equity UCITS ETF Acc	0.40%	Equity Europe Multi-Factor Strategy	174
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	33
Xtrackers MSCI Europe ESG UCITS ETF 1C	1.52%	Equity Europe Social/Environmental	1,085
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental Climate Change	289
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.68%	Equity Europe Social/Environmental Climate Change	6
Amundi Core MSCI Europe UCITS ETF Acc	0.59%	Equity Europe	3,993
Xtrackers Portfolio Income UCITS ETF 1D	0.03%	Equity World Multi-Asset Strategy	58
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.09%	Equity World Social/Environmental	24
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	5.60%	Equity United Kingdom Social/Environmental Climate Change	11
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	944
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.00%	Equity World Value	238
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF CLASS EUR (Acc)	1.10%	Equity Europe	139
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.10%	Equity World Social/Environmental Climate Change	236
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.68%	Equity World Financials Social/Environmental	75
Amundi Prime Global UCITS ETF Acc	0.10%	Equity World	1,296
L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist	6.34%	Equity United Kingdom Dividend	72
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	21
HSBC MSCI World UCITS ETF USD	0.12%	Equity World	12,343
L&G MSCI Europe Climate Pathway UCITS ETF EUR Accumulating ETF	0.83%	Equity Europe Social/Environmental Climate Change	935
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.43%	Equity Europe Growth	173
L&G Global Equity UCITS ETF	0.11%	Equity World Social/Environmental	925
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.22%	Equity World Dividend	1,875
Invesco MSCI World Universal Screened UCITS ETF Acc	0.20%	Equity World Social/Environmental	211
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.83%	Equity World Fundamental/Quality	263
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.13%	Equity World Social/Environmental	34
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	2.52%	Equity United Kingdom	52
UBS Core MSCI World UCITS ETF hGBP dis	0.11%	Equity World	90
JPMorgan UK Equity Core UCITS ETF GBP (dist)	2.25%	Equity United Kingdom	99
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.13%	Equity World Social/Environmental	1,386
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	70
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (D)	5.42%	Equity United Kingdom Social/Environmental	15
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	174
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	2.80%	Equity Europe Social/Environmental Climate Change	2
UBS Core MSCI World UCITS ETF hEUR acc	0.09%	Equity World	409
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.62%	Equity Europe Social/Environmental Climate Change	32
UBS MSCI World Selection UCITS ETF hEUR dis	0.20%	Equity World Social/Environmental	283
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.23%	Equity World Social/Environmental	908
UBS MSCI World Selection UCITS ETF hCHF acc	0.20%	Equity World Social/Environmental	269
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.10%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.12%	Equity World Social/Environmental	199
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.56%	Equity Europe	113
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.10%	Equity World	971
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	2.75%	Equity United Kingdom	104
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.11%	Equity World Social/Environmental	127
iShares Edge MSCI World Value Factor UCITS ETF	0.34%	Equity World Value	4,992
Amundi Core MSCI World UCITS ETF Acc	0.10%	Equity World	12,290
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.62%	Equity Europe	91
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental	5,003
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.51%	Equity World Financials Social/Environmental	194
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.18%	Equity World Social/Environmental Climate Change	6
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.61%	Equity World Social/Environmental Climate Change	40
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.45%	Equity World Momentum	3,399
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	726
HSBC UK Screened Equity UCITS ETF GBP (Dist)	7.35%	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	0.10%	Equity World	382
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.97%	Equity Europe Social/Environmental Climate Change	6
UBS Core MSCI Europe UCITS ETF hEUR acc	0.62%	Equity Europe	126
iShares Core MSCI World UCITS ETF USD (Acc)	0.10%	Equity World	110,978
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.53%	Equity Europe	946
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.18%	Equity World Social/Environmental Climate Change	2
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	79
Amundi Core MSCI Europe UCITS ETF Dist	0.59%	Equity Europe	673
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	668
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.10%	Equity World	48
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	0.21%	Equity World Dividend	52
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.09%	Equity World	19,477
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	5.69%	Equity United Kingdom Social/Environmental Climate Change	9
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.83%	Equity World Fundamental/Quality	616
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.11%	Equity World	8,375
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	0.47%	Equity World Momentum	1,585
UBS Core MSCI Europe UCITS ETF hCHF acc	0.62%	Equity Europe	118
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Climate Change	305
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.47%	Equity Europe Social/Environmental Climate Change	8
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.16%	Equity World	32
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.60%	Equity Europe	4,350
Amundi MSCI World Ex USA UCITS ETF Dist	0.35%	Equity World	113
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.10%	Equity World Social/Environmental Climate Change	2
L&G UK Equity UCITS ETF GBP Acc	2.80%	Equity United Kingdom Social/Environmental	186
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.14%	Equity World Social/Environmental	218
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental	954
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	2.49%	Equity Europe Financials	1,286
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.22%	Equity Europe Equal Weighted	195
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.80%	Equity Europe Social/Environmental	194
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	5.42%	Equity United Kingdom Social/Environmental	67
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.10%	Equity World Social/Environmental	734
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.70%	Equity Europe Social/Environmental Climate Change	21
Amundi MSCI World Screened UCITS ETF Acc	0.10%	Equity World Social/Environmental	1,174
Amundi MSCI World Ex USA UCITS ETF Acc	0.35%	Equity World	543
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	91
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.75%	Equity Europe Social/Environmental Climate Change	239
UBS Core MSCI World UCITS ETF USD acc	0.11%	Equity World	7,380
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental Climate Change	41
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.21%	Equity World Social/Environmental Climate Change	326
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental Climate Change	328
HSBC UK Screened Equity UCITS ETF GBP	7.35%	Equity United Kingdom Social/Environmental Climate Change	30
iShares Core MSCI World UCITS ETF USD (Dist)	0.10%	Equity World	475
Xtrackers FTSE 100 UCITS ETF 1C	2.54%	Equity United Kingdom	98
Invesco FTSE RAFI All World 3000 UCITS ETF	0.20%	Equity World Fundamental/Quality	185
Xtrackers MSCI Europe ESG UCITS ETF 1D	1.52%	Equity Europe Social/Environmental	32
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	2
Invesco Global Buyback Achievers UCITS ETF	2.00%	Equity World Buyback	132
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.10%	Equity World	15
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	1.07%	Equity Europe Social/Environmental Climate Change	104
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.53%	Equity Europe	3,559
Amundi Prime All Country World UCITS ETF Acc	0.09%	Equity World	1,180
WisdomTree Global Ex-USA Quality Dividend Growth UCITS ETF EUR Acc	2.13%	Equity World Dividend	16
UBS MSCI World UCITS ETF USD dis	0.11%	Equity World	1,335
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.07%	Equity World Social/Environmental	22
Vanguard FTSE Developed World UCITS ETF Acc	0.09%	Equity World	5,050
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	1,578
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental Climate Change	17
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.52%	Equity World Multi-Factor Strategy	830
UBS MSCI United Kingdom UCITS ETF hEUR acc	2.55%	Equity United Kingdom	407
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	457
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.11%	Equity World Social/Environmental Climate Change	108
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.94%	Equity World Social/Environmental	0
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.10%	Equity World	4,440
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.77%	Equity Europe Social/Environmental Climate Change	635
UBS MSCI United Kingdom UCITS ETF GBP acc	2.75%	Equity United Kingdom	2,705
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.19%	Equity World Social/Environmental	84
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.11%	Equity World	14,716
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.30%	Equity Europe Equal Weighted	163
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	2.60%	Equity United Kingdom	4,958
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.10%	Equity World	85
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	2.91%	Equity Europe Social/Environmental	220
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.66%	Equity Europe Social/Environmental	530
UBS MSCI United Kingdom UCITS ETF hCHF acc	2.75%	Equity United Kingdom	236
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.47%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.10%	Equity World	3,552
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	1.79%	Equity Europe Momentum	46
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.13%	Equity World Social/Environmental	647
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	1.10%	Equity Europe Social/Environmental Climate Change	6
iShares UK Dividend UCITS ETF	3.73%	Equity United Kingdom Dividend	1,354
Xtrackers MSCI World ex USA UCITS ETF 1D	0.35%	Equity World	215
UBS MSCI United Kingdom UCITS ETF GBP dis	2.75%	Equity United Kingdom	61
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.10%	Equity World	359
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.63%	Equity Europe Social/Environmental	78
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.11%	Equity World	263
Xtrackers MSCI World Screened UCITS ETF 1D	0.11%	Equity World Social/Environmental	119
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.09%	Equity World Social/Environmental	5,151
Invesco FTSE All-World UCITS ETF Acc	0.10%	Equity World	2,432
Xtrackers MSCI Europe Value UCITS ETF 1C	0.93%	Equity Europe Value	230
UBS MSCI World Selection UCITS ETF hEUR acc	0.20%	Equity World Social/Environmental	41
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	0.12%	Equity World Social/Environmental Climate Change	19
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (C)	5.42%	Equity United Kingdom Social/Environmental	40
iShares MSCI World Screened UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	1,003
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	0.51%	Equity Europe Social/Environmental Multi-Asset Strategy	525
HSBC MSCI World UCITS ETF CHF hedged	0.12%	Equity World	74
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	15
Xtrackers MSCI World ESG UCITS ETF 1D	0.23%	Equity World Social/Environmental	191
iShares MSCI World Screened UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental	4,545
Amundi Core MSCI World UCITS ETF USD Dist	0.10%	Equity World	1,376
Amundi UK Equity All Cap UCITS ETF Dist	2.44%	Equity United Kingdom	788
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.13%	Equity World Social/Environmental	278
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	197
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.21%	Equity World Social/Environmental Climate Change	9
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.59%	Equity Europe	1,450
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.56%	Equity Europe	50
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.31%	Equity Europe Multi-Factor Strategy	180
UBS MSCI United Kingdom UCITS ETF hEUR dis	2.75%	Equity United Kingdom	7
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.13%	Equity World Social/Environmental	102
HSBC MSCI Europe UCITS ETF EUR	0.62%	Equity Europe	327
UBS FTSE 100 UCITS ETF GBP dis	2.62%	Equity United Kingdom	93
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental	820
UBS MSCI World Selection UCITS ETF USD acc	0.20%	Equity World Social/Environmental	648
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.05%	Equity World Social/Environmental Climate Change	1
Amundi Prime Europe UCITS ETF DR (C)	0.64%	Equity Europe	179
iShares MSCI World UCITS ETF (Dist)	0.10%	Equity World	7,304
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	5.69%	Equity United Kingdom Social/Environmental Climate Change	845
VanEck World Equal Weight Screened UCITS ETF A	0.54%	Equity World Equal Weighted	1,198
WisdomTree Global Value UCITS ETF USD (Acc)	0.43%	Equity World Value	2
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.10%	Equity World	1,570
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.21%	Equity Europe Social/Environmental	62
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	1.22%	Equity Europe Social/Environmental	75
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.09%	Equity World	31,002
HSBC Europe Screened Equity UCITS ETF EUR	2.80%	Equity Europe Social/Environmental Climate Change	21
HSBC MSCI World UCITS ETF USD (Acc)	0.12%	Equity World	1,538
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.68%	Equity World Financials Social/Environmental	612
State Street SPDR MSCI Europe Financials UCITS ETF EUR	2.55%	Equity Europe Financials	729
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.10%	Equity World Multi-Factor Strategy	171
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental	3,801
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.10%	Equity World	42
UBS MSCI United Kingdom UCITS ETF hUSD dis	2.75%	Equity United Kingdom	12
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.03%	Equity World Social/Environmental	429
Invesco Global Enhanced Equity UCITS ETF Acc	0.10%	Equity World Multi-Factor Strategy	412
Invesco FTSE RAFI Europe UCITS ETF Dist	0.80%	Equity Europe Fundamental/Quality	29
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	0.11%	Equity World	38
iShares Edge MSCI Europe Value Factor UCITS ETF	0.92%	Equity Europe Value	2,410
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.50%	Equity World Social/Environmental Climate Change	58
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.70%	Equity Europe Social/Environmental Climate Change	2,349
iShares MSCI ACWI UCITS ETF USD (Acc)	0.09%	Equity World	23,004
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.69%	Equity Europe Social/Environmental	4,620
Xtrackers FTSE 100 UCITS ETF Income 1D	2.54%	Equity United Kingdom	96
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.12%	Equity World Multi-Factor Strategy	377
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.94%	Equity Europe Social/Environmental	1
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	1,061
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	16
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.61%	Equity Europe	255
HSBC FTSE 100 UCITS ETF GBP	2.61%	Equity United Kingdom	868
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.10%	Equity World Multi-Factor Strategy	968
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.10%	Equity World	4,687
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.69%	Equity Europe Social/Environmental Climate Change	16
Invesco FTSE All-World UCITS ETF Dist	0.10%	Equity World	202
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	92
Xtrackers MSCI Europe Financials Screened UCITS ETF 1C	3.55%	Equity Europe Financials Social/Environmental	134
Xtrackers MSCI Europe UCITS ETF 1D	0.61%	Equity Europe	123
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.34%	Equity World Dividend	118
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	2.29%	Equity United Kingdom	443
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.66%	Equity Europe Social/Environmental Climate Change	32
Amundi Prime Global UCITS ETF Dist	0.10%	Equity World	1,156
Xtrackers MSCI World UCITS ETF 1C	0.10%	Equity World	16,664
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.10%	Equity World Multi-Factor Strategy	7
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.74%	Equity Europe Social/Environmental	2,155
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.24%	Equity World Social/Environmental Multi-Asset Strategy	47
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.79%	Equity Europe Social/Environmental	34
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.19%	Equity World Social/Environmental Climate Change	15
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.09%	Equity World	473
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	0.95%	Equity United Kingdom Multi-Factor Strategy	4
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.10%	Equity World Social/Environmental Climate Change	975
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.98%	Equity Europe Social/Environmental Climate Change	38
UBS Core MSCI Europe UCITS ETF EUR acc	0.62%	Equity Europe	191
Amundi Prime All Country World UCITS ETF Dist	0.09%	Equity World	3,008
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	33
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.60%	Equity Europe	2,301
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.69%	Equity Europe Social/Environmental	450
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.18%	Equity World Social/Environmental	15
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.13%	Equity World Social/Environmental	1,184
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.11%	Equity World Social/Environmental	84
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.03%	Equity World Social/Environmental	13
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.52%	Equity World Multi-Factor Strategy	3
Xtrackers MSCI Europe UCITS ETF 1C	0.61%	Equity Europe	7,168
State Street SPDR MSCI Europe UCITS ETF EUR	0.62%	Equity Europe	382
Xtrackers MSCI World Financials UCITS ETF 1C	0.61%	Equity World Financials	2,374
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	0.90%	Equity Europe Value	88
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.74%	Equity Europe Social/Environmental	4,279
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.10%	Equity World	31
HSBC Developed World Screened Equity UCITS ETF USD	0.50%	Equity World Social/Environmental Climate Change	250
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	5.69%	Equity United Kingdom Social/Environmental Climate Change	110
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.32%	Equity World	2,451

Performance

Returns overview

YTD	-5.00%
1 month	-7.77%
3 months	-1.04%
6 months	+13.10%
1 year	+35.71%
3 years	+115.91%
5 years	+131.71%
Since inception (MAX)	+31.94%
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).