Lloyds Banking Group

ISIN GB0008706128

WKN 871784

Market cap (in EUR)

76,172 m

Country

United Kingdom

Sector

Finance

Dividend yield

3.27%

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	76,172 m
EPS, EUR	0.09
P/B ratio	1.4
P/E ratio	14.4
Dividend yield	3.27%

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 355 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 iShares UK Domestic Focus UCITS ETF GBP (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.06%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.09%	Equity World	1,028
Xtrackers Portfolio UCITS ETF 1C	0.09%	Equity World Multi-Asset Strategy	757
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	2.39%	Equity United Kingdom	182
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.57%	Equity Europe	15,683
Invesco MSCI World Equal Weight UCITS ETF	0.07%	Equity World Equal Weighted	1,503
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	46
Xtrackers MSCI World Value UCITS ETF 1C	0.28%	Equity World Value	3,901
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.17%	Equity World Social/Environmental	258
UBS Core MSCI Europe UCITS ETF EUR dis	0.57%	Equity Europe	1,504
State Street SPDR MSCI World Financials UCITS ETF USD	0.58%	Equity World Financials	275
Xtrackers MSCI World ex USA UCITS ETF 1C	0.33%	Equity World	5,964
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	28
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	2.10%	Equity United Kingdom	501
UBS MSCI United Kingdom UCITS ETF hUSD acc	2.51%	Equity United Kingdom	977
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Climate Change	8
iShares MSCI UK UCITS ETF (Acc)	2.57%	Equity United Kingdom	133
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Dist)	0.81%	Equity Europe Social/Environmental	0
UBS Core MSCI World UCITS ETF USD dis	0.09%	Equity World	1,935
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.76%	Equity World Fundamental/Quality	12
UBS MSCI World ex USA UCITS ETF USD acc	0.32%	Equity World	338
State Street SPDR STOXX Europe 600 SRI UCITS ETF EUR Unhedged (Acc)	1.14%	Equity Europe Social/Environmental	517
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.29%	Equity Europe Multi-Factor Strategy	597
CT QR Series Global Equity Active UCITS ETF USD Dist	0.15%	Equity World Fundamental/Quality	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	25
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	43
VanEck European Equal Weight Screened UCITS ETF A	1.01%	Equity Europe Equal Weighted	88
iShares MSCI ACWI UCITS ETF USD (Dist)	0.07%	Equity World	18
L&G Global Quality Dividends UCITS ETF USD Acc	0.19%	Equity World Dividend	43
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.09%	Equity World Social/Environmental	82
iShares Edge MSCI Europe Momentum Factor UCITS ETF	1.23%	Equity Europe Momentum	762
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.09%	Equity World Social/Environmental	600
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.59%	Equity Europe Social/Environmental Climate Change	182
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	2.38%	Equity United Kingdom	2,212
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.10%	Equity World	696
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.05%	Equity World Multi-Factor Strategy	219
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.66%	Equity Europe Social/Environmental Climate Change	62
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.33%	Equity Europe Covered Call Alternative Investments	18
Invesco MSCI Europe Equal Weight UCITS ETF	0.25%	Equity Europe Equal Weighted	206
iShares Europe Domestic Focus UCITS ETF EUR (Acc)	1.63%	Equity Europe	10
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.53%	Equity Europe	20,037
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.63%	Equity Europe Social/Environmental	1,788
Amundi MSCI Europe UCITS ETF	0.56%	Equity Europe	610
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.54%	Equity Europe	14
Amundi MSCI World ESG Selection UCITS ETF Acc	0.18%	Equity World Social/Environmental	1,825
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.12%	Equity World Multi-Factor Strategy	3
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
Invesco FTSE All Share Screened & Tilted UCITS ETF	5.19%	Equity United Kingdom Social/Environmental Climate Change	46
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental Climate Change	410
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.20%	Equity World	44
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.09%	Equity World	96
iShares Core FTSE 100 UCITS ETF GBP (Acc)	2.39%	Equity United Kingdom	3,661
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.09%	Equity World	55
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	2.13%	Equity United Kingdom	390
Xtrackers MSCI World UCITS ETF 1D	0.09%	Equity World	4,813
Xtrackers MSCI World ESG UCITS ETF 1C	0.21%	Equity World Social/Environmental	5,112
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.06%	Equity World Social/Environmental	592
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.18%	Equity World Social/Environmental Climate Change	139
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.38%	Equity Europe Social/Environmental	121
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	1.18%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.10%	Equity World Social/Environmental	2,259
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	723
First Trust United Kingdom AlphaDEX UCITS ETF Acc	0.88%	Equity United Kingdom Multi-Factor Strategy	9
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	73
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.76%	Equity World Fundamental/Quality	3
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	81
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.29%	Equity World Value	393
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	235
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.57%	Equity Europe	10,612
Amundi MSCI Europe ESG Selection UCITS ETF Acc	1.13%	Equity Europe Social/Environmental	1,077
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.72%	Equity Europe Social/Environmental	122
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.19%	Equity World Dividend	9,052
iShares STOXX Europe 600 Banks UCITS ETF (DE)	3.66%	Equity Europe Financials	3,446
iShares Core FTSE 100 UCITS ETF GBP (Dist)	2.39%	Equity United Kingdom	18,662
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.38%	Equity Europe Social/Environmental	2,807
Amundi Prime Europe UCITS ETF DR (D)	0.60%	Equity Europe	252
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.86%	Equity Europe Social/Environmental	94
Amundi MSCI Europe Growth UCITS ETF Dist	0.41%	Equity Europe Growth	91
Invesco Europe Enhanced Equity UCITS ETF Acc	0.47%	Equity Europe Multi-Factor Strategy	271
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	40
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.31%	Equity World Dividend	3
Xtrackers MSCI Europe ESG UCITS ETF 1C	1.32%	Equity Europe Social/Environmental	1,109
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	109
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF USD (Dist)	0.81%	Equity World Social/Environmental	0
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental Climate Change	314
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.58%	Equity Europe Social/Environmental Climate Change	7
Amundi Core MSCI Europe UCITS ETF Acc	0.56%	Equity Europe	4,110
Xtrackers Portfolio Income UCITS ETF 1D	0.03%	Equity World Multi-Asset Strategy	58
CT QR Series European Equity Active UCITS ETF EUR Dist	0.76%	Equity Europe Fundamental/Quality	-
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.08%	Equity World Social/Environmental	61
Invesco FTSE All Share Screened & Tilted UCITS ETF	5.19%	Equity United Kingdom Social/Environmental Climate Change	10
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	1,183
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.00%	Equity World Value	273
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.81%	Equity Europe Social/Environmental	502
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.09%	Equity World Social/Environmental Climate Change	311
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.64%	Equity World Financials Social/Environmental	28
Amundi Prime Global UCITS ETF Acc	0.09%	Equity World	2,770
L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist	5.01%	Equity United Kingdom Dividend	88
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	27
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.19%	Equity World Value	7
HSBC MSCI World UCITS ETF USD	0.10%	Equity World	13,661
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.32%	Equity World	0
L&G MSCI Europe Select UCITS ETF EUR Accumulating ETF	0.76%	Equity Europe Social/Environmental Climate Change	644
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.41%	Equity Europe Growth	177
CT QR Series Global Equity Active UCITS ETF USD Acc	0.15%	Equity World Fundamental/Quality	-
L&G Global Equity UCITS ETF	0.09%	Equity World Social/Environmental	1,495
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.19%	Equity World Dividend	2,693
Invesco MSCI World Universal Screened UCITS ETF Acc	0.14%	Equity World Social/Environmental	258
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.76%	Equity World Fundamental/Quality	228
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.10%	Equity World Social/Environmental	66
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	2.39%	Equity United Kingdom	60
UBS Core MSCI World UCITS ETF hGBP dis	0.09%	Equity World	108
Xtrackers MSCI UK ESG UCITS ETF 1D	4.89%	Equity United Kingdom Social/Environmental	803
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	2.10%	Equity United Kingdom	129
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.10%	Equity World Social/Environmental	1,419
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	90
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (D)	5.12%	Equity United Kingdom Social/Environmental	16
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	219
UBS Core MSCI World UCITS ETF hEUR acc	0.09%	Equity World	883
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.59%	Equity Europe Social/Environmental Climate Change	26
UBS MSCI World Selection UCITS ETF hEUR dis	0.18%	Equity World Social/Environmental	313
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.21%	Equity World Social/Environmental	1,070
UBS MSCI World Selection UCITS ETF hCHF acc	0.18%	Equity World Social/Environmental	293
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	0.09%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.14%	Equity World Social/Environmental	258
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.53%	Equity Europe	124
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.09%	Equity World	1,204
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	2.51%	Equity United Kingdom	90
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.09%	Equity World Social/Environmental	439
iShares Edge MSCI World Value Factor UCITS ETF	0.29%	Equity World Value	6,032
Amundi Core MSCI World UCITS ETF Acc	0.09%	Equity World	14,249
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.58%	Equity Europe	102
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	5,586
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.68%	Equity World Financials Social/Environmental	121
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental Climate Change	7
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.60%	Equity World Social/Environmental Climate Change	54
UBS Core MSCI Europe UCITS ETF USD acc	0.57%	Equity Europe	48
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.26%	Equity World Momentum	4,922
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	903
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	7.11%	Equity United Kingdom Social/Environmental Climate Change	15
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	445
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.89%	Equity Europe Social/Environmental Climate Change	5
UBS Core MSCI Europe UCITS ETF hEUR acc	0.57%	Equity Europe	135
iShares Core MSCI World UCITS ETF USD (Acc)	0.09%	Equity World	125,409
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.54%	Equity Europe	1,197
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.15%	Equity World Social/Environmental Climate Change	5
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	100
Amundi Core MSCI Europe UCITS ETF Dist	0.56%	Equity Europe	454
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	812
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.09%	Equity World	59
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	59
L&G Global Quality Dividends UCITS ETF USD Dist	0.19%	Equity World Dividend	222
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.08%	Equity World	22,865
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	5.17%	Equity United Kingdom Social/Environmental Climate Change	11
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.76%	Equity World Fundamental/Quality	643
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.09%	Equity World	14,588
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers MSCI World Momentum UCITS ETF 1C	0.25%	Equity World Momentum	1,969
UBS Core MSCI Europe UCITS ETF hCHF acc	0.57%	Equity Europe	146
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental Climate Change	710
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.44%	Equity Europe Social/Environmental Climate Change	12
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.32%	Equity World	2
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.16%	Equity World	6
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.55%	Equity Europe	4,657
Amundi MSCI World Ex USA UCITS ETF Dist	0.32%	Equity World	126
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.09%	Equity World Social/Environmental Climate Change	2
L&G UK Equity UCITS ETF GBP Acc	2.62%	Equity United Kingdom Social/Environmental	216
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.13%	Equity World Social/Environmental	272
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	599
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	2.40%	Equity Europe Financials	1,577
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.20%	Equity Europe Equal Weighted	194
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.08%	Equity World	12
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.74%	Equity Europe Social/Environmental	211
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	5.12%	Equity United Kingdom Social/Environmental	74
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.09%	Equity World Social/Environmental	984
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.66%	Equity Europe Social/Environmental Climate Change	18
Amundi MSCI World Screened UCITS ETF Acc	0.10%	Equity World Social/Environmental	1,556
Amundi MSCI World Ex USA UCITS ETF Acc	0.32%	Equity World	628
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	117
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.67%	Equity Europe Social/Environmental Climate Change	229
UBS Core MSCI World UCITS ETF USD acc	0.09%	Equity World	9,906
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental Climate Change	38
iShares FTSE All-World UCITS ETF USD (Acc)	0.08%	Equity World	26
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.18%	Equity World Social/Environmental Climate Change	201
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental Climate Change	549
HSBC UK SCREENED EQUITY UCITS ETF GBP	7.11%	Equity United Kingdom Social/Environmental Climate Change	29
iShares Core MSCI World UCITS ETF USD (Dist)	0.09%	Equity World	780
Xtrackers FTSE 100 UCITS ETF 1C	2.47%	Equity United Kingdom	102
Invesco RAFI All-World Fundamental Value UCITS ETF	0.14%	Equity World Value	238
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	132
Xtrackers MSCI Europe ESG UCITS ETF 1D	1.32%	Equity Europe Social/Environmental	33
Franklin S&P World Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental Climate Change	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental	5
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.09%	Equity World	26
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	1.02%	Equity Europe Social/Environmental Climate Change	102
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.32%	Equity World	11
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.54%	Equity Europe	4,219
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.09%	Equity World	80
Amundi Prime All Country World UCITS ETF Acc	0.08%	Equity World	2,289
WisdomTree Global Ex-USA Quality Dividend Growth UCITS ETF EUR Acc	2.02%	Equity World Dividend	25
UBS MSCI World UCITS ETF USD dis	0.09%	Equity World	1,467
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.06%	Equity World Social/Environmental	29
Vanguard FTSE Developed World UCITS ETF Acc	0.08%	Equity World	5,717
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	1,750
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.08%	Equity World	16
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental Climate Change	16
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.52%	Equity World Multi-Factor Strategy	992
UBS MSCI United Kingdom UCITS ETF hEUR acc	2.51%	Equity United Kingdom	575
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.09%	Equity World Social/Environmental	553
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.08%	Equity World Social/Environmental Climate Change	121
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.88%	Equity World Social/Environmental	3
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.09%	Equity World	6,459
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.74%	Equity Europe Social/Environmental Climate Change	599
UBS MSCI United Kingdom UCITS ETF GBP acc	2.51%	Equity United Kingdom	2,068
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.18%	Equity World Social/Environmental	83
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.09%	Equity World	17,406
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.25%	Equity Europe Equal Weighted	59
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	2.38%	Equity United Kingdom	5,344
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.09%	Equity World	164
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	2.95%	Equity Europe Social/Environmental	233
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.64%	Equity Europe Social/Environmental	609
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.22%	Equity World Multi-Factor Strategy	6
UBS MSCI United Kingdom UCITS ETF hCHF acc	2.51%	Equity United Kingdom	354
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.44%	Equity Europe Social/Environmental Climate Change	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.08%	Equity World	4,098
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	1.23%	Equity Europe Momentum	40
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.10%	Equity World Social/Environmental	661
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	1.18%	Equity Europe Social/Environmental Climate Change	6
iShares UK Dividend UCITS ETF	3.07%	Equity United Kingdom Dividend	1,501
Xtrackers MSCI World ex USA UCITS ETF 1D	0.33%	Equity World	239
UBS MSCI United Kingdom UCITS ETF GBP dis	2.51%	Equity United Kingdom	121
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.09%	Equity World	432
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.61%	Equity Europe Social/Environmental	84
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.09%	Equity World	333
Xtrackers MSCI World Screened UCITS ETF 1D	0.10%	Equity World Social/Environmental	135
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.09%	Equity World	142
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.09%	Equity World Social/Environmental	5,962
Invesco FTSE All-World UCITS ETF	0.09%	Equity World	3,596
Xtrackers MSCI Europe Value UCITS ETF 1C	0.95%	Equity Europe Value	296
UBS MSCI World Selection UCITS ETF hEUR acc	0.18%	Equity World Social/Environmental	32
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
CT QR Series European Equity Active UCITS ETF EUR Acc	0.76%	Equity Europe Fundamental/Quality	-
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.09%	Equity World Social/Environmental Climate Change	22
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (C)	5.12%	Equity United Kingdom Social/Environmental	31
iShares MSCI World Screened UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	1,150
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	188
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	55
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	0.50%	Equity Europe Social/Environmental Multi-Asset Strategy	563
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	0.08%	Equity World Social/Environmental	17
Xtrackers MSCI World ESG UCITS ETF 1D	0.21%	Equity World Social/Environmental	13
iShares MSCI World Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	5,345
Amundi Core MSCI World UCITS ETF USD Dist	0.09%	Equity World	1,618
Amundi UK Equity All Cap UCITS ETF Dist	2.27%	Equity United Kingdom	1,011
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.10%	Equity World Social/Environmental	279
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	2,859
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.18%	Equity World Social/Environmental Climate Change	9
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.57%	Equity Europe	1,202
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.53%	Equity Europe	55
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.29%	Equity Europe Multi-Factor Strategy	205
UBS MSCI United Kingdom UCITS ETF hEUR dis	2.51%	Equity United Kingdom	9
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.10%	Equity World Social/Environmental	119
HSBC MSCI Europe UCITS ETF EUR	0.58%	Equity Europe	351
UBS FTSE 100 UCITS ETF GBP dis	2.40%	Equity United Kingdom	89
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	894
UBS MSCI World Selection UCITS ETF USD acc	0.18%	Equity World Social/Environmental	642
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.05%	Equity World Social/Environmental Climate Change	2
Amundi MSCI World Ex USA Screened UCITS ETF	0.37%	Equity World Social/Environmental Climate Change	5
Amundi Prime Europe UCITS ETF DR (C)	0.60%	Equity Europe	226
Xtrackers MSCI World Value ESG UCITS ETF 1C	0.23%	Equity World Value	288
iShares MSCI World UCITS ETF (Dist)	0.08%	Equity World	8,179
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	5.17%	Equity United Kingdom Social/Environmental Climate Change	854
VanEck World Equal Weight Screened UCITS ETF A	0.39%	Equity World Equal Weighted	1,422
WisdomTree Global Value UCITS ETF USD (Acc)	0.38%	Equity World Value	1
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.09%	Equity World	1,775
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.46%	Equity Europe Social/Environmental	68
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	1.13%	Equity Europe Social/Environmental	58
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.08%	Equity World	44,969
HSBC Europe Screened Equity UCITS ETF EUR	2.48%	Equity Europe Social/Environmental Climate Change	19
HSBC MSCI World UCITS ETF USD (Acc)	0.10%	Equity World	1,930
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.64%	Equity World Financials Social/Environmental	1,303
State Street SPDR MSCI Europe Financials UCITS ETF EUR	2.42%	Equity Europe Financials	774
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.11%	Equity World Multi-Factor Strategy	217
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	4,352
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.09%	Equity World	53
UBS MSCI United Kingdom UCITS ETF hUSD dis	2.51%	Equity United Kingdom	14
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	377
Invesco Global Enhanced Equity UCITS ETF Acc	0.12%	Equity World Multi-Factor Strategy	751
Invesco RAFI Europe Fundamental Value UCITS ETF	0.68%	Equity Europe Value	32
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	0.64%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.09%	Equity World	59
iShares Edge MSCI Europe Value Factor UCITS ETF	0.91%	Equity Europe Value	2,490
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.42%	Equity World Social/Environmental Climate Change	54
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.66%	Equity Europe Social/Environmental Climate Change	2,385
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.59%	Equity Europe Social/Environmental	3,371
iShares MSCI ACWI UCITS ETF USD (Acc)	0.07%	Equity World	29,825
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.66%	Equity Europe Social/Environmental	4,672
Xtrackers FTSE 100 UCITS ETF Income 1D	2.47%	Equity United Kingdom	96
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.12%	Equity World Multi-Factor Strategy	587
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.88%	Equity Europe Social/Environmental	1
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	1,648
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	28
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.58%	Equity Europe	295
HSBC FTSE 100 UCITS ETF GBP	2.42%	Equity United Kingdom	1,022
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.11%	Equity World Multi-Factor Strategy	1,340
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.09%	Equity World	5,324
Xtrackers FTSE All-World UCITS ETF 1C	0.08%	Equity World	52
iShares UK Domestic Focus UCITS ETF GBP (Acc)	11.12%	Equity United Kingdom	3
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.65%	Equity Europe Social/Environmental Climate Change	17
Invesco FTSE All-World UCITS ETF	0.09%	Equity World	270
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	100
Xtrackers MSCI Europe Financials UCITS ETF 1C	2.38%	Equity Europe Financials	151
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.33%	Equity Europe Covered Call Alternative Investments	74
Xtrackers MSCI Europe UCITS ETF 1D	0.58%	Equity Europe	142
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.31%	Equity World Dividend	139
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	2.13%	Equity United Kingdom	453
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.09%	Equity World Social/Environmental	106
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.53%	Equity Europe	8
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.06%	Equity Europe Social/Environmental Climate Change	43
Amundi Prime Global UCITS ETF Dist	0.09%	Equity World	1,583
Xtrackers MSCI World UCITS ETF 1C	0.09%	Equity World	19,846
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.12%	Equity World Multi-Factor Strategy	9
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.70%	Equity Europe Social/Environmental	2,383
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.24%	Equity World Social/Environmental Multi-Asset Strategy	70
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.72%	Equity Europe Social/Environmental	34
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.22%	Equity World Social/Environmental Climate Change	17
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.08%	Equity World	550
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	1,747
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	0.88%	Equity United Kingdom Multi-Factor Strategy	4
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.09%	Equity World Social/Environmental Climate Change	1,056
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.89%	Equity Europe Social/Environmental Climate Change	37
UBS Core MSCI Europe UCITS ETF EUR acc	0.57%	Equity Europe	467
Amundi Prime All Country World UCITS ETF Dist	0.08%	Equity World	4,588
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	81
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.55%	Equity Europe	2,822
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.66%	Equity Europe Social/Environmental	498
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.17%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.10%	Equity World Social/Environmental	1,286
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.09%	Equity World Social/Environmental	100
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	15
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP acc	5.17%	Equity United Kingdom Social/Environmental Climate Change	0
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.52%	Equity World Multi-Factor Strategy	0
Xtrackers MSCI Europe UCITS ETF 1C	0.58%	Equity Europe	7,965
State Street SPDR MSCI Europe UCITS ETF EUR	0.57%	Equity Europe	428
Xtrackers MSCI World Financials UCITS ETF 1C	0.57%	Equity World Financials	818
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	0.91%	Equity Europe Value	109
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.70%	Equity Europe Social/Environmental	4,847
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.09%	Equity World	63
HSBC Developed World Screened Equity UCITS ETF USD	0.42%	Equity World Social/Environmental Climate Change	430
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	5.17%	Equity United Kingdom Social/Environmental Climate Change	48
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.32%	Equity World	2,967

Performance

Returns overview

YTD	+12.00%
1 month	+15.46%
3 months	+8.74%
6 months	+9.80%
1 year	+43.59%
3 years	+154.55%
5 years	+143.48%
Since inception (MAX)	+55.56%
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).