Barclays PLC

ISIN GB0031348658

WKN 850403

Market cap (in EUR)

78,127 m

Country

United Kingdom

Sector

Finance

Dividend yield

1.72%

Overview

Quote

Description

Barclays PLC is a bank holding company, which engages in the provision of retail banking, credit cards, corporate and investment banking, and wealth management services. It operates through the following segments: Barclays United Kingdom (UK), Barclays United Kingdom (UK) Corporate Bank, Barclays Private Bank and Wealth Management, Barclays Investment Bank, Barclays United States (US) Consumer Bank, and Head Office. The Barclays UK segment represents businesses that sit within the UK ring-fenced bank entity, Barclays Bank UK PLC, and comprises personal banking, business banking and Barclaycard consumer UK. The Barclays UK Corporate Bank segment focuses on bringing together lending, trade and working capital, liquidity, payments, and FX solutions for UK corporate clients. The Barclays Private Bank and Wealth Management segment serves UK and international private banking clients. The Barclays Investment Bank segment incorporates the global markets, investment banking, and international corporate banking businesses. The Barclays US Consumer Bank segment relates to co-branded credit card issuer and financial services partner in the United States. The Head Office segment comprises central support, central treasury operations, Barclays Execution Services assets and legacy businesses. The company was founded on 1690 and is headquartered in London, the United Kingdom.

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Finance Investment Services United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	78,127 m
EPS, EUR	0.52
P/B ratio	1.1
P/E ratio	11.2
Dividend yield	1.72%

Income statement (2025)

Revenue, EUR	63,831 m
Net income, EUR	7,217 m
Profit margin	11.31%

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What ETF is Barclays PLC in?

There are 321 ETFs which contain Barclays PLC. All of these ETFs are listed in the table below. The ETF with the largest weighting of Barclays PLC 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)	0.05%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.09%	Equity World	1,007
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.87%	Equity World Value	599
Xtrackers Portfolio UCITS ETF 1C	0.12%	Equity World Multi-Asset Strategy	752
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	2.38%	Equity United Kingdom	198
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.57%	Equity Europe	15,526
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,404
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	46
Xtrackers MSCI World Value UCITS ETF 1C	0.47%	Equity World Value	4,336
UBS Core MSCI Europe UCITS ETF EUR dis	0.58%	Equity Europe	1,308
State Street SPDR MSCI World Financials UCITS ETF USD	0.59%	Equity World Financials	266
Xtrackers MSCI World ex USA UCITS ETF 1C	0.33%	Equity World	5,743
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	28
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	2.30%	Equity United Kingdom	480
UBS MSCI United Kingdom UCITS ETF hUSD acc	2.51%	Equity United Kingdom	968
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental Climate Change	8
iShares MSCI UK UCITS ETF (Acc)	2.50%	Equity United Kingdom	129
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Dist)	0.56%	Equity Europe Social/Environmental	0
UBS Core MSCI World UCITS ETF USD dis	0.09%	Equity World	1,854
UBS MSCI World ex USA UCITS ETF USD acc	0.33%	Equity World	156
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.58%	Equity Europe Multi-Factor Strategy	579
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	24
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	42
VanEck European Equal Weight Screened UCITS ETF A	1.03%	Equity Europe Equal Weighted	88
iShares MSCI ACWI UCITS ETF USD (Dist)	0.08%	Equity World	12
L&G Global Quality Dividends UCITS ETF USD Acc	0.18%	Equity World Dividend	28
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.09%	Equity World Social/Environmental	89
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.09%	Equity World Social/Environmental	597
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.83%	Equity Europe Social/Environmental Climate Change	179
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	2.38%	Equity United Kingdom	2,271
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.11%	Equity World	670
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.22%	Equity World Multi-Factor Strategy	225
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.69%	Equity Europe Social/Environmental Climate Change	62
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	1.08%	Equity Europe Covered Call Alternative Investments	17
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.23%	Equity Europe Equal Weighted	205
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	19,819
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.65%	Equity Europe Social/Environmental	1,757
Amundi MSCI Europe UCITS ETF Acc	0.57%	Equity Europe	608
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.54%	Equity Europe	23
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.17%	Equity World Multi-Factor Strategy	3
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	0.79%	Equity World Value Climate Change	477
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	5.20%	Equity United Kingdom Social/Environmental Climate Change	45
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	408
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.22%	Equity World	28
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.09%	Equity World	94
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.13%	Equity World Momentum Climate Change	546
iShares Core FTSE 100 UCITS ETF GBP (Acc)	2.38%	Equity United Kingdom	3,540
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.12%	Equity World	56
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	2.13%	Equity United Kingdom	378
Xtrackers MSCI World UCITS ETF 1D	0.09%	Equity World	4,892
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.19%	Equity World Social/Environmental	558
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.39%	Equity World Social/Environmental Climate Change	139
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	1.16%	Equity Europe Social/Environmental	121
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	1.06%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.11%	Equity World Social/Environmental	2,287
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	748
First Trust United Kingdom AlphaDEX UCITS ETF Acc	1.96%	Equity United Kingdom Multi-Factor Strategy	9
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.17%	Equity World Social/Environmental	2
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.19%	Equity World Social/Environmental	71
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.46%	Equity World Value	400
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	230
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.58%	Equity Europe	10,634
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.75%	Equity Europe Social/Environmental	119
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.19%	Equity World Dividend	8,596
iShares STOXX Europe 600 Banks UCITS ETF (DE)	3.78%	Equity Europe Financials	3,357
iShares Core FTSE 100 UCITS ETF GBP (Dist)	2.38%	Equity United Kingdom	18,036
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc)	1.16%	Equity Europe Social/Environmental	2,780
Amundi Prime Europe UCITS ETF DR (D)	0.59%	Equity Europe	244
Invesco Europe Enhanced Equity UCITS ETF Acc	0.72%	Equity Europe Multi-Factor Strategy	265
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	37
Amundi MSCI Europe Action UCITS ETF Dist	0.86%	Equity Europe Social/Environmental Climate Change	2,541
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF USD (Dist)	0.56%	Equity World Social/Environmental	0
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.33%	Equity World Social/Environmental Climate Change	294
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	451
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.63%	Equity Europe Social/Environmental Climate Change	7
Amundi Core MSCI Europe UCITS ETF Acc	0.57%	Equity Europe	4,124
Xtrackers Portfolio Income UCITS ETF 1D	0.04%	Equity World Multi-Asset Strategy	59
CT QR Series European Equity Active UCITS ETF EUR Dist	0.69%	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 Acc	5.20%	Equity United Kingdom Social/Environmental Climate Change	10
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	1.03%	Equity World Value	266
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	1,148
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.56%	Equity Europe Social/Environmental	493
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.09%	Equity World Social/Environmental Climate Change	184
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.63%	Equity World Financials Social/Environmental	27
Amundi Prime Global UCITS ETF Acc	0.09%	Equity World	2,592
L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist	4.99%	Equity United Kingdom Dividend	83
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	26
HSBC MSCI World UCITS ETF USD	0.10%	Equity World	13,562
State Street SPDR MSCI Europe Value UCITS ETF EUR	2.26%	Equity Europe Value	75
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.33%	Equity World	0
L&G MSCI Europe Select UCITS ETF EUR Accumulating ETF	0.78%	Equity Europe Social/Environmental Climate Change	438
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	1,421
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.19%	Equity World Dividend	2,444
Invesco MSCI World Universal Screened UCITS ETF Acc	0.14%	Equity World Social/Environmental	266
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	1,269
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.11%	Equity World Social/Environmental	68
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	2.38%	Equity United Kingdom	55
UBS Core MSCI World UCITS ETF hGBP dis	0.09%	Equity World	105
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	2.30%	Equity United Kingdom	124
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.11%	Equity World Social/Environmental	1,436
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	83
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (D)	4.64%	Equity United Kingdom Social/Environmental	16
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.17%	Equity World Social/Environmental	219
UBS Core MSCI World UCITS ETF hEUR acc	0.09%	Equity World	821
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.83%	Equity Europe Social/Environmental Climate Change	20
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
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.65%	Equity World Value	188
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.53%	Equity Europe	118
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.09%	Equity World	1,165
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	2.51%	Equity United Kingdom	94
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	435
iShares Edge MSCI World Value Factor UCITS ETF	0.46%	Equity World Value	6,401
Amundi Core MSCI World UCITS ETF Acc	0.09%	Equity World	13,950
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.58%	Equity Europe	102
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.19%	Equity World Social/Environmental	5,521
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.56%	Equity World Financials Social/Environmental	123
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.17%	Equity World Social/Environmental Climate Change	7
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.62%	Equity World Social/Environmental Climate Change	53
UBS Core MSCI Europe UCITS ETF USD acc	0.58%	Equity Europe	48
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	879
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	11.34%	Equity United Kingdom Social/Environmental Climate Change	15
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.09%	Equity World	462
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.98%	Equity Europe Social/Environmental Climate Change	6
UBS Core MSCI Europe UCITS ETF hEUR acc	0.58%	Equity Europe	133
iShares Core MSCI World UCITS ETF USD (Acc)	0.09%	Equity World	123,285
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.54%	Equity Europe	1,154
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.17%	Equity World Social/Environmental Climate Change	5
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	97
Amundi Core MSCI Europe UCITS ETF Dist	0.57%	Equity Europe	456
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	775
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.09%	Equity World	63
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C	1.26%	Equity World Social/Environmental	3
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.17%	Equity World Social/Environmental	59
L&G Global Quality Dividends UCITS ETF USD Dist	0.18%	Equity World Dividend	180
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.08%	Equity World	22,594
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	4.78%	Equity United Kingdom Social/Environmental Climate Change	10
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.09%	Equity World	13,860
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers MSCI World Momentum UCITS ETF 1C	0.40%	Equity World Momentum	2,015
UBS Core MSCI Europe UCITS ETF hCHF acc	0.58%	Equity Europe	136
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	1.26%	Equity Europe Social/Environmental Climate Change	14
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.16%	Equity World	8
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.56%	Equity Europe	4,520
Amundi MSCI World Ex USA UCITS ETF Dist	0.33%	Equity World	126
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	2.62%	Equity United Kingdom Social/Environmental	200
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.15%	Equity World Social/Environmental	824
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.15%	Equity World Social/Environmental	259
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	2.40%	Equity Europe Financials	1,491
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.23%	Equity Europe Equal Weighted	191
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.09%	Equity World	12
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.76%	Equity Europe Social/Environmental	202
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	4.64%	Equity United Kingdom Social/Environmental	70
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.09%	Equity World Social/Environmental	951
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.69%	Equity Europe Social/Environmental Climate Change	19
Amundi MSCI World Screened UCITS ETF Acc	0.10%	Equity World Social/Environmental	1,546
Amundi MSCI World Ex USA UCITS ETF Acc	0.33%	Equity World	658
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	111
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.56%	Equity Europe Social/Environmental Climate Change	221
UBS Core MSCI World UCITS ETF USD acc	0.09%	Equity World	9,348
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.33%	Equity World Social/Environmental Climate Change	37
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.39%	Equity World Social/Environmental Climate Change	274
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.33%	Equity World Social/Environmental Climate Change	500
HSBC UK SCREENED EQUITY UCITS ETF GBP	11.34%	Equity United Kingdom Social/Environmental Climate Change	28
iShares Core MSCI World UCITS ETF USD (Dist)	0.09%	Equity World	755
Xtrackers FTSE 100 UCITS ETF 1C	2.45%	Equity United Kingdom	100
Invesco RAFI All-World Fundamental Value UCITS ETF	0.17%	Equity World Value	234
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	158
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.17%	Equity World Social/Environmental	4
Franklin S&P World Screened UCITS ETF Acc	0.14%	Equity United States Social/Environmental Climate Change	12
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.12%	Equity World	25
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	1.00%	Equity Europe Social/Environmental Climate Change	94
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.54%	Equity Europe	4,170
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.09%	Equity World	79
Amundi Prime All Country World UCITS ETF Acc	0.08%	Equity World	2,045
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.19%	Equity World Social/Environmental	28
UBS MSCI World UCITS ETF USD dis	0.09%	Equity World	1,459
Vanguard FTSE Developed World UCITS ETF Acc	0.09%	Equity World	5,595
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.19%	Equity World Social/Environmental	1,728
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.33%	Equity World Social/Environmental Climate Change	15
UBS MSCI United Kingdom UCITS ETF hEUR acc	2.51%	Equity United Kingdom	569
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	524
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.10%	Equity World Social/Environmental Climate Change	120
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)	0.05%	Equity World	6,030
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.83%	Equity Europe Social/Environmental Climate Change	592
UBS MSCI United Kingdom UCITS ETF GBP acc	2.51%	Equity United Kingdom	2,014
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.10%	Equity World	16,848
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.23%	Equity Europe Equal Weighted	58
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	2.38%	Equity United Kingdom	5,152
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.05%	Equity World	143
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.65%	Equity Europe Social/Environmental	609
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.28%	Equity World Multi-Factor Strategy	6
UBS MSCI United Kingdom UCITS ETF hCHF acc	2.51%	Equity United Kingdom	353
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	1.26%	Equity Europe Social/Environmental Climate Change	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.09%	Equity World	4,039
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.11%	Equity World Social/Environmental	673
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	1.06%	Equity Europe Social/Environmental Climate Change	6
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc	0.82%	Equity World Technology Blockchain	45
Xtrackers MSCI World ex USA UCITS ETF 1D	0.33%	Equity World	232
UBS MSCI United Kingdom UCITS ETF GBP dis	2.51%	Equity United Kingdom	119
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.09%	Equity World	420
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.61%	Equity Europe Social/Environmental	84
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.10%	Equity World	320
Xtrackers MSCI World Screened UCITS ETF 1D	0.10%	Equity World Social/Environmental	140
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.09%	Equity World	159
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.09%	Equity World Social/Environmental	5,906
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental	17
Invesco FTSE All-World UCITS ETF Acc	0.12%	Equity World	3,422
Xtrackers MSCI Europe Value UCITS ETF 1C	1.46%	Equity Europe Value	284
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	0.69%	Equity Europe Fundamental/Quality	-
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.12%	Equity World Social/Environmental Climate Change	22
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (C)	4.64%	Equity United Kingdom Social/Environmental	31
iShares MSCI World Screened UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	1,154
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	191
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	54
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	1.25%	Equity Europe Social/Environmental Multi-Asset Strategy	551
HSBC MSCI World UCITS ETF CHF hedged	0.10%	Equity World	85
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	5,293
Amundi Core MSCI World UCITS ETF USD Dist	0.09%	Equity World	1,576
Amundi UK Equity All Cap UCITS ETF Dist	2.24%	Equity United Kingdom	974
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	2,734
iShares AI Adopters & Applications UCITS ETF USD (Acc)	1.99%	Equity World Social/Environmental Artificial Intelligence	156
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.39%	Equity World Social/Environmental Climate Change	9
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.58%	Equity Europe	1,230
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.58%	Equity Europe Multi-Factor Strategy	201
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.53%	Equity Europe	56
UBS MSCI United Kingdom UCITS ETF hEUR dis	2.51%	Equity United Kingdom	7
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.11%	Equity World Social/Environmental	114
HSBC MSCI Europe UCITS ETF EUR	0.58%	Equity Europe	348
UBS FTSE 100 UCITS ETF GBP dis	2.40%	Equity United Kingdom	87
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.19%	Equity World Social/Environmental	888
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.33%	Equity World Social/Environmental Climate Change	1
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.38%	Equity World Social/Environmental Climate Change	5
Xtrackers MSCI World Value ESG UCITS ETF 1C	0.95%	Equity World Value	280
Amundi Prime Europe UCITS ETF DR (C)	0.59%	Equity Europe	220
iShares MSCI World UCITS ETF (Dist)	0.09%	Equity World	8,130
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	4.78%	Equity United Kingdom Social/Environmental Climate Change	831
VanEck World Equal Weight Screened UCITS ETF A	0.41%	Equity World Equal Weighted	1,358
WisdomTree Global Value UCITS ETF USD (Acc)	0.30%	Equity World Value	1
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.09%	Equity World	1,772
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.63%	Equity Europe Social/Environmental	67
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.08%	Equity World	42,727
HSBC Europe Screened Equity UCITS ETF EUR	3.92%	Equity Europe Social/Environmental Climate Change	19
HSBC MSCI World UCITS ETF USD (Acc)	0.10%	Equity World	1,904
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.63%	Equity World Financials Social/Environmental	1,285
State Street SPDR MSCI Europe Financials UCITS ETF EUR	2.44%	Equity Europe Financials	743
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.07%	Equity World Multi-Factor Strategy	210
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental	4,338
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.09%	Equity World	51
UBS MSCI United Kingdom UCITS ETF hUSD dis	2.51%	Equity United Kingdom	14
Invesco Global Enhanced Equity UCITS ETF Acc	0.17%	Equity World Multi-Factor Strategy	676
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	0.80%	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 Acc	0.38%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.09%	Equity World	57
iShares Edge MSCI Europe Value Factor UCITS ETF	1.43%	Equity Europe Value	2,524
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.65%	Equity World Social/Environmental Climate Change	62
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.69%	Equity Europe Social/Environmental Climate Change	2,369
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.62%	Equity Europe Social/Environmental	3,351
iShares MSCI ACWI UCITS ETF USD (Acc)	0.08%	Equity World	29,594
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.66%	Equity Europe Social/Environmental	4,874
Xtrackers FTSE 100 UCITS ETF Income 1D	2.45%	Equity United Kingdom	97
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	1,602
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.17%	Equity World Social/Environmental	27
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.59%	Equity Europe	284
HSBC FTSE 100 UCITS ETF GBP	2.42%	Equity United Kingdom	1,000
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.07%	Equity World Multi-Factor Strategy	1,292
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.09%	Equity World	5,333
Xtrackers FTSE All-World UCITS ETF 1C	0.08%	Equity World	31
iShares UK Domestic Focus UCITS ETF GBP (Acc)	11.09%	Equity United Kingdom	3
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.73%	Equity Europe Social/Environmental Climate Change	17
Invesco FTSE All-World UCITS ETF Dist	0.12%	Equity World	258
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	100
Xtrackers MSCI Europe Financials UCITS ETF 1C	3.72%	Equity Europe Financials	147
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	1.08%	Equity Europe Covered Call Alternative Investments	64
Xtrackers MSCI Europe UCITS ETF 1D	0.59%	Equity Europe	272
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	2.13%	Equity United Kingdom	439
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.10%	Equity World Social/Environmental	105
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.85%	Equity Europe Social/Environmental Climate Change	34
Amundi Prime Global UCITS ETF Dist	0.09%	Equity World	1,562
Xtrackers MSCI World UCITS ETF 1C	0.09%	Equity World	19,538
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.17%	Equity World Multi-Factor Strategy	8
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.76%	Equity Europe Social/Environmental	2,400
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.26%	Equity World Social/Environmental Multi-Asset Strategy	65
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.75%	Equity Europe Social/Environmental	35
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.09%	Equity World	536
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	1,831
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	1.96%	Equity United Kingdom Multi-Factor Strategy	4
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.09%	Equity World Social/Environmental Climate Change	1,036
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.99%	Equity Europe Social/Environmental Climate Change	37
UBS Core MSCI Europe UCITS ETF EUR acc	0.58%	Equity Europe	347
Amundi Prime All Country World UCITS ETF Dist	0.08%	Equity World	4,420
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.06%	Equity World Social/Environmental Climate Change	80
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.56%	Equity Europe	2,956
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.66%	Equity Europe Social/Environmental	474
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.18%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.11%	Equity World Social/Environmental	1,303
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.10%	Equity World Social/Environmental	99
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP acc	4.78%	Equity United Kingdom Social/Environmental Climate Change	0
Xtrackers MSCI Europe UCITS ETF 1C	0.59%	Equity Europe	8,014
Xtrackers MSCI World Financials UCITS ETF 1C	0.58%	Equity World Financials	778
State Street SPDR MSCI Europe UCITS ETF EUR	0.58%	Equity Europe	419
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	1.43%	Equity Europe Value	110
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.76%	Equity Europe Social/Environmental	4,951
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.12%	Equity World	60
HSBC Developed World Screened Equity UCITS ETF USD	0.65%	Equity World Social/Environmental Climate Change	403
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	4.78%	Equity United Kingdom Social/Environmental Climate Change	111
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.33%	Equity World	2,986

Performance

Returns overview

YTD	-3.77%
1 month	+6.99%
3 months	+11.14%
6 months	+1.55%
1 year	+40.80%
3 years	+192.36%
5 years	+152.20%
Since inception (MAX)	+91.25%
2025	+80.00%
2024	+69.87%
2023	-3.11%
2022	-14.81%

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).