Lloyds Banking Group

ISIN GB0008706128

WKN 871784

Market cap (in EUR)

66,432 m

Country

United Kingdom

Sector

Finance

Dividend yield

3.71%

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	66,432 m
EPS, EUR	0.09
P/B ratio	1.2
P/E ratio	12.7
Dividend yield	3.71%

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 338 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)	0.06%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.09%	Equity World	966
Xtrackers Portfolio UCITS ETF 1C	0.09%	Equity World Multi-Asset Strategy	719
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	2.21%	Equity United Kingdom	188
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.54%	Equity Europe	14,876
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,221
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	43
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.42%	Equity World Social/Environmental	171
Xtrackers MSCI World Value UCITS ETF 1C	0.30%	Equity World Value	4,435
UBS Core MSCI Europe UCITS ETF EUR dis	0.55%	Equity Europe	1,167
State Street SPDR MSCI World Financials UCITS ETF USD	0.56%	Equity World Financials	264
Xtrackers MSCI World ex USA UCITS ETF 1C	0.31%	Equity World	5,266
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	27
JPMorgan UK Equity Core UCITS ETF GBP (acc)	1.97%	Equity United Kingdom	463
UBS MSCI United Kingdom UCITS ETF hUSD acc	2.32%	Equity United Kingdom	499
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental Climate Change	8
iShares MSCI UK UCITS ETF (Acc)	2.32%	Equity United Kingdom	127
UBS Core MSCI World UCITS ETF USD dis	0.09%	Equity World	1,776
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.75%	Equity World Fundamental/Quality	12
UBS MSCI World ex USA UCITS ETF USD acc	0.31%	Equity World	96
State Street SPDR STOXX Europe 600 SRI UCITS ETF EUR Unhedged (Acc)	1.12%	Equity Europe Social/Environmental	474
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.27%	Equity Europe Multi-Factor Strategy	582
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	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	39
VanEck European Equal Weight Screened UCITS ETF A	0.99%	Equity Europe Equal Weighted	84
iShares MSCI ACWI UCITS ETF USD (Dist)	0.08%	Equity World	5
L&G Global Quality Dividends UCITS ETF USD Acc	0.19%	Equity World Dividend	23
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.09%	Equity World Social/Environmental	84
iShares Edge MSCI Europe Momentum Factor UCITS ETF	1.77%	Equity Europe Momentum	767
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.09%	Equity World Social/Environmental	525
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.57%	Equity Europe Social/Environmental Climate Change	162
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	2.22%	Equity United Kingdom	2,650
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.10%	Equity World	581
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.04%	Equity World Multi-Factor Strategy	237
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.66%	Equity Europe Social/Environmental Climate Change	59
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.30%	Equity Europe Covered Call Alternative Investments	16
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.25%	Equity Europe Equal Weighted	197
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.53%	Equity Europe	18,043
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.65%	Equity Europe Social/Environmental	1,678
Amundi MSCI Europe UCITS ETF Acc	0.57%	Equity Europe	577
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.51%	Equity Europe	12
Amundi MSCI World ESG Selection UCITS ETF Acc	0.19%	Equity World Social/Environmental	1,755
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.08%	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 Dist	5.09%	Equity United Kingdom Social/Environmental Climate Change	53
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.09%	Equity World	92
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.28%	Equity World Momentum Climate Change	613
iShares Core FTSE 100 UCITS ETF GBP (Acc)	2.21%	Equity United Kingdom	3,486
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.09%	Equity World	48
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	2.00%	Equity United Kingdom	374
Xtrackers MSCI World UCITS ETF 1D	0.09%	Equity World	4,429
Xtrackers MSCI World ESG UCITS ETF 1C	0.21%	Equity World Social/Environmental	5,164
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.06%	Equity World Social/Environmental	528
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.18%	Equity World Social/Environmental Climate Change	134
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.36%	Equity Europe Social/Environmental	115
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.98%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.11%	Equity World Social/Environmental	2,255
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	724
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)	0.05%	Equity World Social/Environmental	1
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.75%	Equity World Fundamental/Quality	2
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	77
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.29%	Equity World Value	329
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	220
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.54%	Equity Europe	10,426
Amundi MSCI Europe ESG Selection UCITS ETF Acc	1.15%	Equity Europe Social/Environmental	996
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.87%	Equity World Momentum	205
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.72%	Equity Europe Social/Environmental	115
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.18%	Equity World Dividend	8,028
iShares STOXX Europe 600 Banks UCITS ETF (DE)	3.70%	Equity Europe Financials	3,424
iShares Core FTSE 100 UCITS ETF GBP (Dist)	2.21%	Equity United Kingdom	17,566
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.36%	Equity Europe Social/Environmental	2,629
Amundi Prime Europe UCITS ETF DR (D)	0.59%	Equity Europe	228
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.82%	Equity Europe Social/Environmental	98
Amundi MSCI Europe Growth UCITS ETF Dist	0.41%	Equity Europe Growth	82
Invesco Europe Enhanced Equity UCITS ETF Acc	0.47%	Equity Europe Multi-Factor Strategy	193
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	34
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.31%	Equity World Dividend	0
Xtrackers MSCI Europe ESG UCITS ETF 1C	1.25%	Equity Europe Social/Environmental	972
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	104
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental Climate Change	322
Amundi Core MSCI Europe UCITS ETF Acc	0.56%	Equity Europe	3,922
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.55%	Equity Europe Social/Environmental Climate Change	6
Xtrackers Portfolio Income UCITS ETF 1D	0.03%	Equity World Multi-Asset Strategy	58
CT QR Series European Equity Active UCITS ETF EUR Dist	0.73%	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	58
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	5.09%	Equity United Kingdom Social/Environmental Climate Change	11
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	1,049
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.00%	Equity World Value	254
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	1.01%	Equity Europe Social/Environmental	443
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.09%	Equity World Social/Environmental Climate Change	247
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.62%	Equity World Financials Social/Environmental	30
Amundi Prime Global UCITS ETF Acc	0.09%	Equity World	1,773
L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist	4.98%	Equity United Kingdom Dividend	79
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	24
HSBC MSCI World UCITS ETF USD	0.10%	Equity World	13,001
L&G MSCI Europe Climate Pathway UCITS ETF EUR Accumulating ETF	0.74%	Equity Europe Social/Environmental Climate Change	449
Amundi MSCI Europe Growth UCITS ETF - EUR (C)	0.41%	Equity Europe Growth	169
CT QR Series Global Equity Active UCITS ETF USD Acc	0.15%	Equity World Fundamental/Quality	-
L&G Global Equity UCITS ETF	0.10%	Equity World Social/Environmental	1,136
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.18%	Equity World Dividend	2,191
Invesco MSCI World Universal Screened UCITS ETF Acc	0.15%	Equity World Social/Environmental	240
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.75%	Equity World Fundamental/Quality	220
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.11%	Equity World Social/Environmental	41
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	2.21%	Equity United Kingdom	53
UBS Core MSCI World UCITS ETF hGBP dis	0.09%	Equity World	100
JPMorgan UK Equity Core UCITS ETF GBP (dist)	1.97%	Equity United Kingdom	114
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.11%	Equity World Social/Environmental	1,423
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	78
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (D)	5.05%	Equity United Kingdom Social/Environmental	15
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental	195
Xtrackers MSCI World Momentum ESG UCITS ETF	0.93%	Equity World Momentum	220
UBS Core MSCI World UCITS ETF hEUR acc	0.09%	Equity World	808
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.57%	Equity Europe Social/Environmental Climate Change	25
UBS MSCI World Selection UCITS ETF hEUR dis	0.17%	Equity World Social/Environmental	305
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.21%	Equity World Social/Environmental	1,040
UBS MSCI World Selection UCITS ETF hCHF acc	0.17%	Equity World Social/Environmental	286
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	18
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.15%	Equity World Social/Environmental	225
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.53%	Equity Europe	132
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.09%	Equity World	1,096
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	2.32%	Equity United Kingdom	97
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	449
iShares Edge MSCI World Value Factor UCITS ETF	0.29%	Equity World Value	6,044
Amundi Core MSCI World UCITS ETF Acc	0.09%	Equity World	13,335
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.55%	Equity Europe	94
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	5,320
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.48%	Equity World Financials Social/Environmental	116
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental Climate Change	6
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.59%	Equity World Social/Environmental Climate Change	49
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.44%	Equity World Momentum	4,253
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	802
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	6.71%	Equity United Kingdom Social/Environmental Climate Change	14
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	453
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	0.55%	Equity Europe	129
iShares Core MSCI World UCITS ETF USD (Acc)	0.09%	Equity World	118,221
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.51%	Equity Europe	1,086
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental Climate Change	2
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	155
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	89
Amundi Core MSCI Europe UCITS ETF Dist	0.56%	Equity Europe	689
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	734
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.09%	Equity World	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	55
L&G Global Quality Dividends UCITS ETF USD Dist	0.19%	Equity World Dividend	123
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.08%	Equity World	21,204
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	4.96%	Equity United Kingdom Social/Environmental Climate Change	10
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.75%	Equity World Fundamental/Quality	611
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.09%	Equity World	10,254
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	1,800
UBS Core MSCI Europe UCITS ETF hCHF acc	0.55%	Equity Europe	124
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	61
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental Climate Change	333
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.43%	Equity Europe Social/Environmental Climate Change	16
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.15%	Equity World	36
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.53%	Equity Europe	4,359
Amundi MSCI World Ex USA UCITS ETF Dist	0.32%	Equity World	118
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	2.46%	Equity United Kingdom Social/Environmental	195
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.13%	Equity World Social/Environmental	245
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	744
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	2.32%	Equity Europe Financials	1,381
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.20%	Equity Europe Equal Weighted	191
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.75%	Equity Europe Social/Environmental	185
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	5.05%	Equity United Kingdom Social/Environmental	67
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.09%	Equity World Social/Environmental	854
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.66%	Equity Europe Social/Environmental Climate Change	19
Amundi MSCI World Screened UCITS ETF Acc	0.10%	Equity World Social/Environmental	1,372
Amundi MSCI World Ex USA UCITS ETF Acc	0.32%	Equity World	579
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	99
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.60%	Equity Europe Social/Environmental Climate Change	238
UBS Core MSCI World UCITS ETF USD acc	0.09%	Equity World	8,354
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental Climate Change	36
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.18%	Equity World Social/Environmental Climate Change	321
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental Climate Change	472
HSBC UK SCREENED EQUITY UCITS ETF GBP	6.71%	Equity United Kingdom Social/Environmental Climate Change	26
iShares Core MSCI World UCITS ETF USD (Dist)	0.09%	Equity World	680
Xtrackers FTSE 100 UCITS ETF 1C	2.23%	Equity United Kingdom	98
Invesco RAFI All-World Fundamental Value UCITS ETF	0.14%	Equity World Value	198
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	177
Xtrackers MSCI Europe ESG UCITS ETF 1D	1.25%	Equity Europe Social/Environmental	31
Franklin S&P World Screened UCITS ETF Acc	0.13%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.05%	Equity World Social/Environmental	3
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.09%	Equity World	21
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	1.04%	Equity Europe Social/Environmental Climate Change	89
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.51%	Equity Europe	3,770
Amundi Prime All Country World UCITS ETF Acc	0.08%	Equity World	1,638
WisdomTree Global Ex-USA Quality Dividend Growth UCITS ETF EUR Acc	1.96%	Equity World Dividend	20
UBS MSCI World UCITS ETF USD dis	0.09%	Equity World	1,407
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.06%	Equity World Social/Environmental	26
Vanguard FTSE Developed World UCITS ETF Acc	0.09%	Equity World	5,660
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	1,615
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned 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	874
UBS MSCI United Kingdom UCITS ETF hEUR acc	2.32%	Equity United Kingdom	402
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	477
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.09%	Equity World Social/Environmental Climate Change	115
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.83%	Equity World Social/Environmental	0
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.09%	Equity World	5,131
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.75%	Equity Europe Social/Environmental Climate Change	548
UBS MSCI United Kingdom UCITS ETF GBP acc	2.32%	Equity United Kingdom	2,462
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.19%	Equity World Social/Environmental	85
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.09%	Equity World	15,808
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.25%	Equity Europe Equal Weighted	56
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	2.22%	Equity United Kingdom	5,122
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.09%	Equity World	104
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	2.89%	Equity Europe Social/Environmental	203
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.64%	Equity Europe Social/Environmental	545
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.24%	Equity World Multi-Factor Strategy	5
UBS MSCI United Kingdom UCITS ETF hCHF acc	2.32%	Equity United Kingdom	234
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.43%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.09%	Equity World	3,772
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	1.77%	Equity Europe Momentum	47
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.11%	Equity World Social/Environmental	665
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.98%	Equity Europe Social/Environmental Climate Change	6
iShares UK Dividend UCITS ETF	2.88%	Equity United Kingdom Dividend	1,396
Xtrackers MSCI World ex USA UCITS ETF 1D	0.31%	Equity World	213
UBS MSCI United Kingdom UCITS ETF GBP dis	2.32%	Equity United Kingdom	121
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.09%	Equity World	386
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.57%	Equity Europe Social/Environmental	79
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.09%	Equity World	291
Xtrackers MSCI World Screened UCITS ETF 1D	0.10%	Equity World Social/Environmental	126
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.09%	Equity World Social/Environmental	5,477
Invesco FTSE All-World UCITS ETF Acc	0.09%	Equity World	2,992
Xtrackers MSCI Europe Value UCITS ETF 1C	0.83%	Equity Europe Value	253
UBS MSCI World Selection UCITS ETF hEUR acc	0.17%	Equity World Social/Environmental	44
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	0.73%	Equity Europe Fundamental/Quality	-
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.11%	Equity World Social/Environmental Climate Change	21
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (C)	5.05%	Equity United Kingdom Social/Environmental	32
iShares MSCI World Screened UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	1,106
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	47
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	0.48%	Equity Europe Social/Environmental Multi-Asset Strategy	546
HSBC MSCI World UCITS ETF CHF hedged	0.10%	Equity World	83
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	16
Xtrackers MSCI World ESG UCITS ETF 1D	0.21%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	4,859
Amundi Core MSCI World UCITS ETF USD Dist	0.09%	Equity World	1,494
Amundi UK Equity All Cap UCITS ETF Dist	2.19%	Equity United Kingdom	899
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.11%	Equity World Social/Environmental	278
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	1,434
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)	0.54%	Equity Europe	1,194
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.53%	Equity Europe	53
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.27%	Equity Europe Multi-Factor Strategy	192
UBS MSCI United Kingdom UCITS ETF hEUR dis	2.32%	Equity United Kingdom	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.11%	Equity World Social/Environmental	109
HSBC MSCI Europe UCITS ETF EUR	0.55%	Equity Europe	331
UBS FTSE 100 UCITS ETF GBP dis	2.22%	Equity United Kingdom	86
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	866
UBS MSCI World Selection UCITS ETF USD acc	0.17%	Equity World Social/Environmental	731
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.05%	Equity World Social/Environmental Climate Change	6
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.38%	Equity World Social/Environmental Climate Change	4
Amundi Prime Europe UCITS ETF DR (C)	0.59%	Equity Europe	199
iShares MSCI World UCITS ETF (Dist)	0.09%	Equity World	7,824
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	4.96%	Equity United Kingdom Social/Environmental Climate Change	867
VanEck World Equal Weight Screened UCITS ETF A	0.40%	Equity World Equal Weighted	1,261
WisdomTree Global Value UCITS ETF USD (Acc)	0.37%	Equity World Value	1
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.09%	Equity World	1,709
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.19%	Equity Europe Social/Environmental	69
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	1.15%	Equity Europe Social/Environmental	54
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.08%	Equity World	37,131
HSBC EUROPE SCREENED EQUITY UCITS ETF EUR	2.49%	Equity Europe Social/Environmental Climate Change	21
HSBC MSCI World UCITS ETF USD (Acc)	0.10%	Equity World	1,758
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.62%	Equity World Financials Social/Environmental	580
State Street SPDR MSCI Europe Financials UCITS ETF EUR	2.36%	Equity Europe Financials	706
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.09%	Equity World Multi-Factor Strategy	195
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	3,875
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.09%	Equity World	48
UBS MSCI United Kingdom UCITS ETF hUSD dis	2.32%	Equity United Kingdom	12
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	401
Invesco Global Enhanced Equity UCITS ETF Acc	0.08%	Equity World Multi-Factor Strategy	539
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	0.67%	Equity Europe Value	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	0.69%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.09%	Equity World	49
iShares Edge MSCI Europe Value Factor UCITS ETF	0.82%	Equity Europe Value	2,529
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.44%	Equity World Social/Environmental Climate Change	62
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.66%	Equity Europe Social/Environmental Climate Change	2,283
iShares MSCI ACWI UCITS ETF USD (Acc)	0.08%	Equity World	26,560
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.63%	Equity Europe Social/Environmental	4,718
Xtrackers FTSE 100 UCITS ETF Income 1D	2.23%	Equity United Kingdom	96
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.12%	Equity World Multi-Factor Strategy	500
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.83%	Equity Europe Social/Environmental	1
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	1,418
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental	21
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.55%	Equity Europe	273
HSBC FTSE 100 UCITS ETF GBP	2.24%	Equity United Kingdom	1,008
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.09%	Equity World Multi-Factor Strategy	1,136
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.09%	Equity World	5,143
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.63%	Equity Europe Social/Environmental Climate Change	16
Invesco FTSE All-World UCITS ETF Dist	0.09%	Equity World	230
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	96
Xtrackers MSCI Europe Financials Screened UCITS ETF 1C	3.60%	Equity Europe Financials Social/Environmental	134
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.30%	Equity Europe Covered Call Alternative Investments	39
Xtrackers MSCI Europe UCITS ETF 1D	0.55%	Equity Europe	125
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.31%	Equity World Dividend	116
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	2.00%	Equity United Kingdom	437
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.10%	Equity World Social/Environmental	104
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.06%	Equity Europe Social/Environmental Climate Change	32
Amundi Prime Global UCITS ETF Dist	0.09%	Equity World	1,174
Xtrackers MSCI World UCITS ETF 1C	0.09%	Equity World	18,477
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.08%	Equity World Multi-Factor Strategy	8
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.67%	Equity Europe Social/Environmental	2,139
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.24%	Equity World Social/Environmental Multi-Asset Strategy	57
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	0.21%	Equity World Social/Environmental Climate Change	16
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.09%	Equity World	521
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	1,622
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	976
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.87%	Equity Europe Social/Environmental Climate Change	38
UBS Core MSCI Europe UCITS ETF EUR acc	0.55%	Equity Europe	274
Amundi Prime All Country World UCITS ETF Dist	0.08%	Equity World	3,946
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	77
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.53%	Equity Europe	2,716
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.63%	Equity Europe Social/Environmental	445
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.17%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.11%	Equity World Social/Environmental	1,247
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.09%	Equity World Social/Environmental	96
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	4.96%	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	0.55%	Equity Europe	7,470
Xtrackers MSCI World Financials UCITS ETF 1C	0.56%	Equity World Financials	744
State Street SPDR MSCI Europe UCITS ETF EUR	0.55%	Equity Europe	388
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	0.82%	Equity Europe Value	102
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.67%	Equity Europe Social/Environmental	4,479
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.09%	Equity World	47
HSBC Developed World Screened Equity UCITS ETF USD	0.44%	Equity World Social/Environmental Climate Change	370
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	4.96%	Equity United Kingdom Social/Environmental Climate Change	108
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.31%	Equity World	2,806

Performance

Returns overview

YTD	-3.00%
1 month	-6.73%
3 months	-5.83%
6 months	+3.19%
1 year	+31.08%
3 years	+110.87%
5 years	+106.38%
Since inception (MAX)	+34.72%
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).