Barclays PLC

ISIN GB0031348658

WKN 850403

Market cap (in EUR)

61,008 m

Country

United Kingdom

Sector

Finance

Dividend yield

2.25%

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	61,008 m
EPS, EUR	0.51
P/B ratio	0.8
P/E ratio	8.7
Dividend yield	2.25%

Income statement (2025)

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

What ETF is Barclays PLC in?

There are 307 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)	0.07%	Equity World Equal Weighted	18
UBS Core MSCI World UCITS ETF hCHF acc	0.10%	Equity World	857
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	1.02%	Equity World Value	333
Xtrackers Portfolio UCITS ETF 1C	0.12%	Equity World Multi-Asset Strategy	685
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	2.70%	Equity United Kingdom	180
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.65%	Equity Europe	14,552
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,105
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	38
Xtrackers MSCI World Value UCITS ETF 1C	0.57%	Equity World Value	3,772
UBS Core MSCI Europe UCITS ETF EUR dis	0.66%	Equity Europe	1,038
State Street SPDR MSCI World Financials UCITS ETF USD	0.67%	Equity World Financials	263
Xtrackers MSCI World ex USA UCITS ETF 1C	0.38%	Equity World	5,029
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	25
JPMorgan UK Equity Core UCITS ETF GBP (acc)	2.47%	Equity United Kingdom	442
UBS MSCI United Kingdom UCITS ETF hUSD acc	2.90%	Equity United Kingdom	504
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Climate Change	7
iShares MSCI UK UCITS ETF (Acc)	2.86%	Equity United Kingdom	128
UBS Core MSCI World UCITS ETF USD dis	0.11%	Equity World	1,361
UBS MSCI World ex USA UCITS ETF USD acc	0.38%	Equity World	84
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.67%	Equity Europe Multi-Factor Strategy	569
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	36
VanEck European Equal Weight Screened UCITS ETF A	1.40%	Equity Europe Equal Weighted	82
iShares MSCI ACWI UCITS ETF USD (Dist)	0.10%	Equity World	3
L&G Global Quality Dividends UCITS ETF USD Acc	0.21%	Equity World Dividend	22
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.10%	Equity World Social/Environmental	69
iShares Edge MSCI Europe Momentum Factor UCITS ETF	1.98%	Equity Europe Momentum	729
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.11%	Equity World Social/Environmental	480
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.92%	Equity Europe Social/Environmental Climate Change	143
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	2.72%	Equity United Kingdom	2,828
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.11%	Equity World	480
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.07%	Equity World Multi-Factor Strategy	217
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.79%	Equity Europe Social/Environmental Climate Change	57
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.30%	Equity Europe Equal Weighted	361
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.62%	Equity Europe	16,803
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.73%	Equity Europe Social/Environmental	1,416
Amundi MSCI Europe UCITS ETF Acc	0.66%	Equity Europe	613
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.57%	Equity Europe	10
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.10%	Equity World Multi-Factor Strategy	2
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	0.95%	Equity World Value Climate Change	436
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	5.80%	Equity United Kingdom Social/Environmental Climate Change	54
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Climate Change	368
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.11%	Equity World	67
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.14%	Equity World Momentum Climate Change	528
iShares Core FTSE 100 UCITS ETF GBP (Acc)	2.70%	Equity United Kingdom	3,467
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.10%	Equity World	39
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	2.40%	Equity United Kingdom	378
Xtrackers MSCI World UCITS ETF 1D	0.10%	Equity World	4,244
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.22%	Equity World Social/Environmental	462
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.45%	Equity World Social/Environmental Climate Change	127
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	1.30%	Equity Europe Social/Environmental	120
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	0.13%	Equity World Social/Environmental	2,089
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.12%	Equity World	560
First Trust United Kingdom AlphaDEX UCITS ETF Acc	2.18%	Equity United Kingdom Multi-Factor Strategy	10
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.20%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.22%	Equity World Social/Environmental	88
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.57%	Equity World Value	273
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	207
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.65%	Equity Europe	10,488
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.77%	Equity World Momentum	210
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.83%	Equity Europe Social/Environmental	125
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.23%	Equity World Dividend	7,631
iShares STOXX Europe 600 Banks UCITS ETF (DE)	4.16%	Equity Europe Financials	3,517
iShares Core FTSE 100 UCITS ETF GBP (Dist)	2.70%	Equity United Kingdom	16,827
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	1.30%	Equity Europe Social/Environmental	2,790
Amundi Prime Europe UCITS ETF DR (D)	0.67%	Equity Europe	214
Invesco Europe Enhanced Equity UCITS ETF Acc	0.90%	Equity Europe Multi-Factor Strategy	173
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	32
Amundi MSCI Europe Action UCITS ETF Dist	0.98%	Equity Europe Social/Environmental Climate Change	2,259
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.38%	Equity World Social/Environmental Climate Change	285
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	465
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.68%	Equity Europe Social/Environmental Climate Change	6
Amundi Core MSCI Europe UCITS ETF Acc	0.65%	Equity Europe	3,990
Xtrackers Portfolio Income UCITS ETF 1D	0.04%	Equity World Multi-Asset Strategy	58
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.09%	Equity World Social/Environmental	24
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	5.80%	Equity United Kingdom Social/Environmental Climate Change	11
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	1.20%	Equity World Value	235
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	941
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF CLASS EUR (Acc)	0.50%	Equity Europe	161
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.11%	Equity World Social/Environmental Climate Change	234
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.72%	Equity World Financials Social/Environmental	74
Amundi Prime Global UCITS ETF Acc	0.11%	Equity World	1,452
L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist	6.26%	Equity United Kingdom Dividend	72
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	21
HSBC MSCI World UCITS ETF USD	0.12%	Equity World	12,187
State Street SPDR MSCI Europe Value UCITS ETF EUR	2.58%	Equity Europe Value	72
L&G MSCI Europe Climate Pathway UCITS ETF EUR Accumulating ETF	0.88%	Equity Europe Social/Environmental Climate Change	853
L&G Global Equity UCITS ETF	0.11%	Equity World Social/Environmental	977
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.23%	Equity World Dividend	1,903
Invesco MSCI World Universal Screened UCITS ETF Acc	0.20%	Equity World Social/Environmental	208
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	1,297
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.13%	Equity World Social/Environmental	32
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	2.70%	Equity United Kingdom	52
UBS Core MSCI World UCITS ETF hGBP dis	0.11%	Equity World	89
JPMorgan UK Equity Core UCITS ETF GBP (dist)	2.47%	Equity United Kingdom	109
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.13%	Equity World Social/Environmental	1,353
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	70
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (D)	5.59%	Equity United Kingdom Social/Environmental	15
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.20%	Equity World Social/Environmental	172
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	4.47%	Equity Europe Social/Environmental Climate Change	2
UBS Core MSCI World UCITS ETF hEUR acc	0.10%	Equity World	406
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.92%	Equity Europe Social/Environmental Climate Change	32
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.11%	Equity World	17
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.77%	Equity World Value	121
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.62%	Equity Europe	116
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.11%	Equity World	952
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	2.90%	Equity United Kingdom	104
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.11%	Equity World Social/Environmental	412
iShares Edge MSCI World Value Factor UCITS ETF	0.57%	Equity World Value	4,993
Amundi Core MSCI World UCITS ETF Acc	0.11%	Equity World	12,119
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.66%	Equity Europe	89
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.21%	Equity World Social/Environmental	4,935
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.56%	Equity World Financials Social/Environmental	155
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.19%	Equity World Social/Environmental Climate Change	6
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.64%	Equity World Social/Environmental Climate Change	40
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.49%	Equity World Momentum	3,384
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	727
HSBC UK Screened Equity UCITS ETF GBP (Dist)	12.29%	Equity United Kingdom Social/Environmental Climate Change	7
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	0.10%	Equity World	376
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	1.09%	Equity Europe Social/Environmental Climate Change	6
UBS Core MSCI Europe UCITS ETF hEUR acc	0.66%	Equity Europe	124
iShares Core MSCI World UCITS ETF USD (Acc)	0.11%	Equity World	109,651
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.57%	Equity Europe	943
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.19%	Equity World Social/Environmental Climate Change	2
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	78
Amundi Core MSCI Europe UCITS ETF Dist	0.65%	Equity Europe	670
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	657
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.11%	Equity World	47
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C	1.36%	Equity World Social/Environmental	3
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.20%	Equity World Social/Environmental	53
L&G Global Quality Dividends UCITS ETF USD Dist	0.21%	Equity World Dividend	69
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.09%	Equity World	19,334
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	5.63%	Equity United Kingdom Social/Environmental Climate Change	9
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.11%	Equity World	8,293
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers MSCI World Momentum UCITS ETF 1C	0.49%	Equity World Momentum	1,569
UBS Core MSCI Europe UCITS ETF hCHF acc	0.66%	Equity Europe	117
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	1.70%	Equity Europe Social/Environmental Climate Change	8
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.18%	Equity World	32
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.63%	Equity Europe	4,308
Amundi MSCI World Ex USA UCITS ETF Dist	0.38%	Equity World	114
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.11%	Equity World Social/Environmental Climate Change	2
L&G UK Equity UCITS ETF GBP Acc	2.96%	Equity United Kingdom Social/Environmental	185
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.17%	Equity World Social/Environmental	214
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.17%	Equity World Social/Environmental	905
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	2.67%	Equity Europe Financials	1,262
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.22%	Equity Europe Equal Weighted	195
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.90%	Equity Europe Social/Environmental	203
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	5.59%	Equity United Kingdom Social/Environmental	68
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.11%	Equity World Social/Environmental	729
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.79%	Equity Europe Social/Environmental Climate Change	21
Amundi MSCI World Screened UCITS ETF Acc	0.12%	Equity World Social/Environmental	1,152
Amundi MSCI World Ex USA UCITS ETF Acc	0.38%	Equity World	545
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	92
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.58%	Equity Europe Social/Environmental Climate Change	239
UBS Core MSCI World UCITS ETF USD acc	0.11%	Equity World	7,237
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.34%	Equity World Social/Environmental Climate Change	40
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.45%	Equity World Social/Environmental Climate Change	320
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.38%	Equity World Social/Environmental Climate Change	323
HSBC UK Screened Equity UCITS ETF GBP	12.29%	Equity United Kingdom Social/Environmental Climate Change	30
iShares Core MSCI World UCITS ETF USD (Dist)	0.11%	Equity World	472
Xtrackers FTSE 100 UCITS ETF 1C	2.71%	Equity United Kingdom	98
Invesco FTSE RAFI All World 3000 UCITS ETF	0.30%	Equity World Fundamental/Quality	185
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.21%	Equity World Social/Environmental Multi-Asset Strategy	140
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.20%	Equity World Social/Environmental	2
Franklin S&P World Screened UCITS ETF Acc	0.15%	Equity United States Social/Environmental Climate Change	6
Invesco Global Buyback Achievers UCITS ETF	2.20%	Equity World Buyback	131
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.10%	Equity World	16
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	1.13%	Equity Europe Social/Environmental Climate Change	99
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.57%	Equity Europe	3,532
Amundi Prime All Country World UCITS ETF Acc	0.10%	Equity World	1,199
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.22%	Equity World Social/Environmental	22
UBS MSCI World UCITS ETF USD dis	0.11%	Equity World	1,316
Vanguard FTSE Developed World UCITS ETF Acc	0.09%	Equity World	5,020
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.22%	Equity World Social/Environmental	1,562
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.38%	Equity World Social/Environmental Climate Change	16
UBS MSCI United Kingdom UCITS ETF hEUR acc	2.69%	Equity United Kingdom	406
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	457
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.11%	Equity World Social/Environmental Climate Change	106
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.96%	Equity World Social/Environmental	0
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.06%	Equity World	4,454
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.42%	Equity World Social/Environmental	1,611
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.94%	Equity Europe Social/Environmental Climate Change	635
UBS MSCI United Kingdom UCITS ETF GBP acc	2.90%	Equity United Kingdom	2,600
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.11%	Equity World	14,555
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.30%	Equity Europe Equal Weighted	163
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	2.72%	Equity United Kingdom	4,943
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.06%	Equity World	87
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.73%	Equity Europe Social/Environmental	526
UBS MSCI United Kingdom UCITS ETF hCHF acc	2.90%	Equity United Kingdom	235
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	1.70%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.11%	Equity World	3,526
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	1.98%	Equity Europe Momentum	45
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.13%	Equity World Social/Environmental	634
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	1.18%	Equity Europe Social/Environmental Climate Change	6
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc	0.90%	Equity World Technology Blockchain	42
Xtrackers MSCI World ex USA UCITS ETF 1D	0.38%	Equity World	217
UBS MSCI United Kingdom UCITS ETF GBP dis	2.90%	Equity United Kingdom	61
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.10%	Equity World	354
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.68%	Equity Europe Social/Environmental	77
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.11%	Equity World	258
Xtrackers MSCI World Screened UCITS ETF 1D	0.12%	Equity World Social/Environmental	115
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.10%	Equity World Social/Environmental	5,085
Invesco FTSE All-World UCITS ETF Acc	0.10%	Equity World	2,462
Xtrackers MSCI Europe Value UCITS ETF 1C	1.65%	Equity Europe Value	228
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.14%	Equity World Social/Environmental Climate Change	19
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (C)	5.59%	Equity United Kingdom Social/Environmental	39
iShares MSCI World Screened UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	998
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental Climate Change	115
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.21%	Equity World Social/Environmental Multi-Asset Strategy	43
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	1.40%	Equity Europe Social/Environmental Multi-Asset Strategy	524
HSBC MSCI World UCITS ETF CHF hedged	0.12%	Equity World	74
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	15
iShares MSCI World Screened UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental	4,454
Amundi Core MSCI World UCITS ETF USD Dist	0.11%	Equity World	1,362
Amundi UK Equity All Cap UCITS ETF Dist	2.57%	Equity United Kingdom	791
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.13%	Equity World Social/Environmental	273
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental	222
iShares AI Adopters & Applications UCITS ETF USD (Acc)	2.00%	Equity World Social/Environmental Artificial Intelligence	186
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.45%	Equity World Social/Environmental Climate Change	9
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.65%	Equity Europe	1,424
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.67%	Equity Europe Multi-Factor Strategy	180
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.62%	Equity Europe	51
UBS MSCI United Kingdom UCITS ETF hEUR dis	2.90%	Equity United Kingdom	7
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.13%	Equity World Social/Environmental	99
HSBC MSCI Europe UCITS ETF EUR	0.66%	Equity Europe	329
UBS FTSE 100 UCITS ETF GBP dis	2.73%	Equity United Kingdom	93
L&G Global Brands UCITS ETF USD Acc	0.35%	Equity World Fundamental/Quality Moat	44
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.22%	Equity World Social/Environmental	831
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.38%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI World Value ESG UCITS ETF 1C	1.04%	Equity World Value	315
Amundi Prime Europe UCITS ETF DR (C)	0.67%	Equity Europe	179
iShares MSCI World UCITS ETF (Dist)	0.11%	Equity World	7,218
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	5.63%	Equity United Kingdom Social/Environmental Climate Change	879
VanEck World Equal Weight Screened UCITS ETF A	0.55%	Equity World Equal Weighted	1,186
WisdomTree Global Value UCITS ETF USD (Acc)	0.35%	Equity World Value	2
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.11%	Equity World	1,549
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	0.40%	Equity Europe Social/Environmental	67
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.09%	Equity World	31,056
HSBC Europe Screened Equity UCITS ETF EUR	4.47%	Equity Europe Social/Environmental Climate Change	21
HSBC MSCI World UCITS ETF USD (Acc)	0.12%	Equity World	1,522
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.72%	Equity World Financials Social/Environmental	604
State Street SPDR MSCI Europe Financials UCITS ETF EUR	2.69%	Equity Europe Financials	725
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.08%	Equity World Multi-Factor Strategy	171
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.17%	Equity World Social/Environmental	3,753
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.10%	Equity World	43
UBS MSCI United Kingdom UCITS ETF hUSD dis	2.90%	Equity United Kingdom	12
Invesco Global Enhanced Equity UCITS ETF Acc	0.10%	Equity World Multi-Factor Strategy	418
Invesco FTSE RAFI Europe UCITS ETF Dist	1.40%	Equity Europe Fundamental/Quality	29
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.10%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.40%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.11%	Equity World	41
iShares Edge MSCI Europe Value Factor UCITS ETF	1.64%	Equity Europe Value	2,396
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.77%	Equity World Social/Environmental Climate Change	57
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.79%	Equity Europe Social/Environmental Climate Change	2,331
iShares MSCI ACWI UCITS ETF USD (Acc)	0.10%	Equity World	22,794
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.75%	Equity Europe Social/Environmental	4,680
Xtrackers FTSE 100 UCITS ETF Income 1D	2.71%	Equity United Kingdom	96
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.96%	Equity Europe Social/Environmental	1
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	1,077
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.20%	Equity World Social/Environmental	16
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.65%	Equity Europe	263
HSBC FTSE 100 UCITS ETF GBP	2.74%	Equity United Kingdom	866
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.08%	Equity World Multi-Factor Strategy	990
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.11%	Equity World	4,559
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.81%	Equity Europe Social/Environmental Climate Change	15
Invesco FTSE All-World UCITS ETF Dist	0.10%	Equity World	202
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	93
Xtrackers MSCI Europe Financials Screened UCITS ETF 1C	3.97%	Equity Europe Financials Social/Environmental	133
Xtrackers MSCI Europe UCITS ETF 1D	0.65%	Equity Europe	122
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	2.40%	Equity United Kingdom	437
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.57%	Equity Europe Social/Environmental Climate Change	31
Amundi Prime Global UCITS ETF Dist	0.11%	Equity World	1,144
Xtrackers MSCI World UCITS ETF 1C	0.10%	Equity World	16,443
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.10%	Equity World Multi-Factor Strategy	7
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.85%	Equity Europe Social/Environmental	2,141
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.26%	Equity World Social/Environmental Multi-Asset Strategy	48
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.83%	Equity Europe Social/Environmental	33
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.09%	Equity World	465
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.21%	Equity World Social/Environmental Multi-Asset Strategy	1,388
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	2.18%	Equity United Kingdom Multi-Factor Strategy	4
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.11%	Equity World Social/Environmental Climate Change	967
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	1.09%	Equity Europe Social/Environmental Climate Change	38
UBS Core MSCI Europe UCITS ETF EUR acc	0.66%	Equity Europe	205
Amundi Prime All Country World UCITS ETF Dist	0.10%	Equity World	3,161
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.05%	Equity World Social/Environmental Climate Change	33
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.63%	Equity Europe	2,299
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.75%	Equity Europe Social/Environmental	417
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.20%	Equity World Social/Environmental	15
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.13%	Equity World Social/Environmental	1,169
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.12%	Equity World Social/Environmental	83
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP acc	5.63%	Equity United Kingdom Social/Environmental Climate Change	0
Xtrackers MSCI Europe UCITS ETF 1C	0.65%	Equity Europe	7,135
State Street SPDR MSCI Europe UCITS ETF EUR	0.65%	Equity Europe	379
Xtrackers MSCI World Financials UCITS ETF 1C	0.65%	Equity World Financials	748
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	1.57%	Equity Europe Value	90
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.85%	Equity Europe Social/Environmental	4,243
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.10%	Equity World	32
HSBC Developed World Screened Equity UCITS ETF USD	0.77%	Equity World Social/Environmental Climate Change	248
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	5.63%	Equity United Kingdom Social/Environmental Climate Change	107
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.37%	Equity World	2,488

Performance

Returns overview

YTD	-21.38%
1 month	-21.71%
3 months	-20.72%
6 months	-2.85%
1 year	+22.15%
3 years	+173.72%
5 years	+106.04%
Since inception (MAX)	+56.25%
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).