Barclays PLC

ISIN GB0031348658

WKN 850403

Market cap (in EUR)

75,574 m

Country

United Kingdom

Sector

Finance

Dividend yield

1.79%

Overview

Quote

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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 Banking International Banks United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	75,574 m
EPS, EUR	0.49
P/B ratio	1.0
P/E ratio	11.4
Dividend yield	1.79%

Income statement (2024)

Revenue, EUR	65,246 m
Net income, EUR	6,281 m
Profit margin	9.63%

What ETF is Barclays PLC in?

There are 298 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)	0.06%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.09%	Equity World	696
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.93%	Equity World Value	295
Xtrackers Portfolio UCITS ETF 1C	0.12%	Equity World Multi-Asset Strategy	671
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	2.39%	Equity United Kingdom	165
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.58%	Equity Europe	14,013
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	725
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	35
Xtrackers MSCI World Value UCITS ETF 1C	0.62%	Equity World Value	3,006
UBS Core MSCI Europe UCITS ETF EUR dis	0.59%	Equity Europe	884
SPDR MSCI World Financials UCITS ETF	0.59%	Equity World Financials	298
Xtrackers MSCI World ex USA UCITS ETF 1C	0.33%	Equity World	3,857
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	15
JPMorgan UK Equity Core UCITS ETF GBP (acc)	2.24%	Equity United Kingdom	399
UBS MSCI United Kingdom UCITS ETF hUSD acc	2.56%	Equity United Kingdom	835
iShares MSCI UK UCITS ETF (Acc)	2.54%	Equity United Kingdom	121
UBS Core MSCI World UCITS ETF USD dis	0.09%	Equity World	1,302
UBS MSCI World ex USA UCITS ETF USD acc	0.33%	Equity World	54
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.60%	Equity Europe Multi-Factor Strategy	554
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	34
VanEck European Equal Weight Screened UCITS ETF A	1.24%	Equity Europe Equal Weighted	80
iShares MSCI ACWI UCITS ETF USD (Dist)	0.08%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.09%	Equity World Social/Environmental	64
iShares Edge MSCI Europe Momentum Factor UCITS ETF	1.51%	Equity Europe Momentum	785
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.09%	Equity World Social/Environmental	485
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.79%	Equity Europe Social/Environmental Climate Change	117
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	2.40%	Equity United Kingdom	2,501
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.11%	Equity World	350
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.06%	Equity World Multi-Factor Strategy	264
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.69%	Equity Europe Social/Environmental Climate Change	59
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.26%	Equity Europe Equal Weighted	347
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.52%	Equity Europe	15,143
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.62%	Equity Europe Social/Environmental	1,456
Amundi MSCI Europe UCITS ETF Acc	0.55%	Equity Europe	583
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.52%	Equity Europe	11
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	0.82%	Equity World Value Climate Change	2
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
Invesco FTSE All Share Screened & Tilted UCITS ETF Dist	5.36%	Equity United Kingdom Social/Environmental Climate Change	54
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	319
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.11%	Equity World	65
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.90%	Equity World Momentum Climate Change	3
iShares Core FTSE 100 UCITS ETF GBP (Acc)	2.39%	Equity United Kingdom	3,142
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.13%	Equity World	32
SPDR FTSE UK All Share UCITS ETF	2.11%	Equity United Kingdom	132
Xtrackers MSCI World UCITS ETF 1D	0.10%	Equity World	4,464
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.19%	Equity World Social/Environmental	435
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.38%	Equity World Social/Environmental Climate Change	131
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	1.19%	Equity Europe Social/Environmental	134
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	1.07%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.12%	Equity World Social/Environmental	1,877
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	677
First Trust United Kingdom AlphaDEX UCITS ETF Acc	2.00%	Equity United Kingdom Multi-Factor Strategy	10
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.17%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.19%	Equity World Social/Environmental	322
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.63%	Equity World Value	181
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	186
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.59%	Equity Europe	10,518
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.43%	Equity World Momentum	208
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.72%	Equity Europe Social/Environmental	145
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.20%	Equity World Dividend	6,505
iShares STOXX Europe 600 Banks UCITS ETF (DE)	4.07%	Equity Europe Financials	3,462
iShares Core FTSE 100 UCITS ETF GBP (Dist)	2.39%	Equity United Kingdom	15,911
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	1.19%	Equity Europe Social/Environmental	2,708
Amundi Prime Europe UCITS ETF DR (D)	0.57%	Equity Europe	200
Invesco Europe Enhanced Equity UCITS ETF Acc	0.64%	Equity Europe Multi-Factor Strategy	157
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	30
Amundi MSCI Europe Action UCITS ETF Dist	0.85%	Equity Europe Social/Environmental Climate Change	2,411
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.32%	Equity World Social/Environmental Climate Change	247
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	474
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.57%	Equity Europe Social/Environmental Climate Change	6
Amundi Core MSCI Europe UCITS ETF Acc	0.56%	Equity Europe	3,877
Xtrackers Portfolio Income UCITS ETF 1D	0.04%	Equity World Multi-Asset Strategy	59
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	5.36%	Equity United Kingdom Social/Environmental Climate Change	11
HSBC MSCI WORLD VALUE SCREENED UCITS ETF USD (Acc)	1.05%	Equity World Value	237
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	867
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.12%	Equity World Social/Environmental Climate Change	269
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.61%	Equity World Financials Social/Environmental	117
Amundi Prime Global UCITS ETF Acc	0.09%	Equity World	1,018
L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist	5.20%	Equity United Kingdom Dividend	68
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	21
HSBC MSCI World UCITS ETF USD	0.10%	Equity World	12,534
SPDR MSCI Europe Value UCITS ETF	2.19%	Equity Europe Value	54
L&G MSCI Europe Climate Pathway UCITS ETF EUR Accumulating ETF	0.74%	Equity Europe Social/Environmental Climate Change	837
Invesco FTSE RAFI UK 100 UCITS ETF	3.81%	Equity United Kingdom Fundamental/Quality	15
L&G Global Equity UCITS ETF	0.09%	Equity World Social/Environmental	940
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.20%	Equity World Dividend	1,421
Invesco MSCI World Universal Screened UCITS ETF Acc	0.15%	Equity World Social/Environmental	204
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	1,432
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.12%	Equity World Social/Environmental	48
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	2.39%	Equity United Kingdom	47
UBS Core MSCI World UCITS ETF hGBP dis	0.09%	Equity World	93
JPMorgan UK Equity Core UCITS ETF GBP (dist)	2.24%	Equity United Kingdom	89
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.12%	Equity World Social/Environmental	1,377
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	64
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (D)	4.91%	Equity United Kingdom Social/Environmental	15
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.17%	Equity World Social/Environmental	164
Xtrackers MSCI World Momentum ESG UCITS ETF	0.57%	Equity World Momentum	206
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	3.99%	Equity Europe Social/Environmental Climate Change	3
UBS Core MSCI World UCITS ETF hEUR acc	0.09%	Equity World	306
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.79%	Equity Europe Social/Environmental Climate Change	27
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.09%	Equity World	17
SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.80%	Equity World Value	104
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.52%	Equity Europe	104
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.10%	Equity World	965
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	2.56%	Equity United Kingdom	96
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	113
iShares Edge MSCI World Value Factor UCITS ETF	0.63%	Equity World Value	4,150
Amundi Core MSCI World UCITS ETF Acc	0.09%	Equity World	11,849
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.59%	Equity Europe	75
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.19%	Equity World Social/Environmental	5,126
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.48%	Equity World Financials Social/Environmental	539
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.17%	Equity World Social/Environmental Climate Change	6
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.60%	Equity World Social/Environmental Climate Change	19
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.40%	Equity World Momentum	3,008
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	663
HSBC UK Screened Equity UCITS ETF GBP (Dist)	10.62%	Equity United Kingdom Social/Environmental Climate Change	14
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.10%	Equity World	395
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	0.94%	Equity Europe Social/Environmental Climate Change	6
UBS Core MSCI Europe UCITS ETF hEUR acc	0.59%	Equity Europe	122
iShares Core MSCI World UCITS ETF USD (Acc)	0.10%	Equity World	108,749
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.52%	Equity Europe	912
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.17%	Equity World Social/Environmental Climate Change	2
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	71
Amundi Core MSCI Europe UCITS ETF Dist	0.56%	Equity Europe	506
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	667
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.09%	Equity World	21
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C 1C	2.48%	Equity World Social/Environmental	3
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.17%	Equity World Social/Environmental	53
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.08%	Equity World	18,720
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	5.21%	Equity United Kingdom Social/Environmental Climate Change	11
SPDR MSCI All Country World UCITS ETF (Acc)	0.11%	Equity World	7,209
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	0.38%	Equity World Momentum	1,573
UBS Core MSCI Europe UCITS ETF hCHF acc	0.59%	Equity Europe	92
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	1.49%	Equity Europe Social/Environmental Climate Change	8
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.16%	Equity World	13
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.57%	Equity Europe	4,217
Amundi MSCI World Ex USA UCITS ETF Dist	0.32%	Equity World	83
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.12%	Equity World Social/Environmental Climate Change	2
L&G UK Equity UCITS ETF GBP Acc	2.54%	Equity United Kingdom Social/Environmental	177
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.14%	Equity World Social/Environmental	181
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental	963
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	2.48%	Equity Europe Financials	2,035
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.21%	Equity Europe Equal Weighted	189
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.78%	Equity Europe Social/Environmental	168
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	4.91%	Equity United Kingdom Social/Environmental	66
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.09%	Equity World Social/Environmental	722
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.69%	Equity Europe Social/Environmental Climate Change	18
Amundi MSCI World Screened UCITS ETF Acc	0.10%	Equity World Social/Environmental	917
Amundi MSCI World Ex USA UCITS ETF Acc	0.32%	Equity World	460
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	87
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.14%	Equity Europe Social/Environmental Climate Change	232
UBS Core MSCI World UCITS ETF USD acc	0.09%	Equity World	5,440
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.32%	Equity World Social/Environmental Climate Change	43
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.38%	Equity World Social/Environmental Climate Change	424
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.32%	Equity World Social/Environmental Climate Change	205
HSBC UK Screened Equity UCITS ETF GBP	10.62%	Equity United Kingdom Social/Environmental Climate Change	30
iShares Core MSCI World UCITS ETF USD (Dist)	0.10%	Equity World	507
Xtrackers FTSE 100 UCITS ETF 1C	2.33%	Equity United Kingdom	93
Invesco FTSE RAFI All World 3000 UCITS ETF	0.29%	Equity World Fundamental/Quality	138
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	188
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.17%	Equity World Social/Environmental	2
Franklin S&P World Screened UCITS ETF Acc	0.13%	Equity United States Social/Environmental Climate Change	6
Invesco Global Buyback Achievers UCITS ETF	1.79%	Equity World Buyback	124
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.13%	Equity World	5
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.93%	Equity Europe Social/Environmental Climate Change	164
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.52%	Equity Europe	3,430
Amundi Prime All Country World UCITS ETF Acc	0.08%	Equity World	814
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.19%	Equity World Social/Environmental	17
UBS MSCI World UCITS ETF USD dis	0.10%	Equity World	1,339
Vanguard FTSE Developed World UCITS ETF Acc	0.09%	Equity World	4,770
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.19%	Equity World Social/Environmental	1,910
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.32%	Equity World Social/Environmental Climate Change	3
UBS MSCI United Kingdom UCITS ETF hEUR acc	2.56%	Equity United Kingdom	527
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	392
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.09%	Equity World Social/Environmental Climate Change	139
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.05%	Equity World	3,934
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.35%	Equity World Social/Environmental	1,577
UBS MSCI United Kingdom UCITS ETF GBP acc	2.56%	Equity United Kingdom	2,131
SPDR MSCI World UCITS ETF	0.09%	Equity World	13,776
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.26%	Equity Europe Equal Weighted	158
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	2.40%	Equity United Kingdom	4,749
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.05%	Equity World	71
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.62%	Equity Europe Social/Environmental	382
UBS MSCI United Kingdom UCITS ETF hCHF acc	2.56%	Equity United Kingdom	288
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	1.49%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.09%	Equity World	3,479
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	1.51%	Equity Europe Momentum	29
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.12%	Equity World Social/Environmental	784
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	1.07%	Equity Europe Social/Environmental Climate Change	6
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc	0.77%	Equity World Technology Blockchain	43
Xtrackers MSCI World ex USA UCITS ETF 1D	0.33%	Equity World	173
UBS MSCI United Kingdom UCITS ETF GBP dis	2.56%	Equity United Kingdom	58
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.10%	Equity World	319
Xtrackers MSCI Europe Screened UCITS ETF 1C 1C	0.59%	Equity Europe Social/Environmental	77
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.09%	Equity World	247
Xtrackers MSCI World Screened UCITS ETF 1D	0.10%	Equity World Social/Environmental	122
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.09%	Equity World Social/Environmental	4,919
Invesco FTSE All-World UCITS ETF Acc	0.13%	Equity World	2,141
Xtrackers MSCI Europe Value UCITS ETF 1C	1.60%	Equity Europe Value	146
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	0.11%	Equity World Social/Environmental Climate Change	22
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (C)	4.91%	Equity United Kingdom Social/Environmental	40
iShares MSCI World Screened UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	945
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	132
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	1.35%	Equity Europe Social/Environmental Multi-Asset Strategy	541
HSBC MSCI World UCITS ETF CHF hedged	0.10%	Equity World	51
iShares MSCI World Screened UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	4,481
Amundi Core MSCI World UCITS ETF USD Dist	0.09%	Equity World	1,309
Amundi UK Equity All Cap UCITS ETF Dist	2.19%	Equity United Kingdom	712
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.12%	Equity World Social/Environmental	288
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	133
iShares AI Adopters & Applications UCITS ETF USD (Acc)	1.83%	Equity World Social/Environmental Artificial Intelligence	261
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.38%	Equity World Social/Environmental Climate Change	5
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.59%	Equity Europe	1,361
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.60%	Equity Europe Multi-Factor Strategy	168
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.52%	Equity Europe	44
UBS MSCI United Kingdom UCITS ETF hEUR dis	2.56%	Equity United Kingdom	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.12%	Equity World Social/Environmental	107
HSBC MSCI Europe UCITS ETF EUR	0.59%	Equity Europe	320
UBS FTSE 100 UCITS ETF GBP dis	2.42%	Equity United Kingdom	90
L&G Global Brands UCITS ETF USD Acc	0.27%	Equity World Fundamental/Quality Moat	51
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.19%	Equity World Social/Environmental	793
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.32%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI World Value ESG UCITS ETF 1C 1C	0.88%	Equity World Value	212
Amundi Prime Europe UCITS ETF DR (C)	0.57%	Equity Europe	157
iShares MSCI World UCITS ETF (Dist)	0.09%	Equity World	7,353
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	5.21%	Equity United Kingdom Social/Environmental Climate Change	867
VanEck World Equal Weight Screened UCITS ETF A	0.48%	Equity World Equal Weighted	1,151
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.10%	Equity World	1,529
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C 1C	0.33%	Equity Europe	61
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.08%	Equity World	26,864
HSBC Europe Screened Equity UCITS ETF EUR	3.99%	Equity Europe Social/Environmental Climate Change	26
HSBC MSCI World UCITS ETF USD (Acc)	0.10%	Equity World	1,443
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.61%	Equity World Financials Social/Environmental	569
SPDR MSCI Europe Financials UCITS ETF	2.50%	Equity Europe Financials	720
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.06%	Equity World Multi-Factor Strategy	147
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental	4,419
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.10%	Equity World	37
UBS MSCI United Kingdom UCITS ETF hUSD dis	2.56%	Equity United Kingdom	12
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.01%	Equity World Social/Environmental	385
Invesco Global Enhanced Equity UCITS ETF Acc	0.13%	Equity World Multi-Factor Strategy	267
Invesco FTSE RAFI Europe UCITS ETF Dist	1.22%	Equity Europe Fundamental/Quality	24
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	0.16%	Equity World Financials Social/Environmental	5
UBS Core MSCI World UCITS ETF hGBP acc	0.09%	Equity World	3
iShares Edge MSCI Europe Value Factor UCITS ETF	1.64%	Equity Europe Value	2,170
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.65%	Equity World Social/Environmental Climate Change	49
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.69%	Equity Europe Social/Environmental Climate Change	2,363
iShares MSCI ACWI UCITS ETF USD (Acc)	0.08%	Equity World	21,475
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.66%	Equity Europe Social/Environmental	4,550
Xtrackers FTSE 100 UCITS ETF Income 1D	2.33%	Equity United Kingdom	89
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	969
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.17%	Equity World Social/Environmental	4
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.56%	Equity Europe	253
HSBC FTSE 100 UCITS ETF GBP	2.43%	Equity United Kingdom	772
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.06%	Equity World Multi-Factor Strategy	786
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.09%	Equity World	4,845
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C 1C	0.68%	Equity Europe Social/Environmental Climate Change	13
Invesco FTSE All-World UCITS ETF Dist	0.13%	Equity World	182
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	85
Xtrackers MSCI Europe Financials Screened UCITS ETF 1C 1C	3.58%	Equity Europe Financials Social/Environmental	143
Xtrackers MSCI Europe UCITS ETF 1D	0.56%	Equity Europe	132
SPDR FTSE UK All Share UCITS ETF	2.11%	Equity United Kingdom	426
Amundi Prime Global UCITS ETF Dist	0.09%	Equity World	1,002
Xtrackers MSCI World UCITS ETF 1C	0.10%	Equity World	16,210
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.13%	Equity World Multi-Factor Strategy	0
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.74%	Equity Europe Social/Environmental	1,718
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.26%	Equity World Social/Environmental Multi-Asset Strategy	40
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.72%	Equity Europe Social/Environmental	32
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.10%	Equity World	455
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	1,030
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
First Trust United Kingdom AlphaDEX UCITS ETF Dist	2.00%	Equity United Kingdom Multi-Factor Strategy	4
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.12%	Equity World Social/Environmental Climate Change	1,207
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	0.95%	Equity Europe Social/Environmental Climate Change	35
UBS Core MSCI Europe UCITS ETF EUR acc	0.59%	Equity Europe	93
Amundi Prime All Country World UCITS ETF Dist	0.08%	Equity World	2,634
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.05%	Equity World Social/Environmental Climate Change	28
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.57%	Equity Europe	2,067
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.66%	Equity Europe Social/Environmental	470
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.18%	Equity World Social/Environmental	16
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.12%	Equity World Social/Environmental	1,194
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.10%	Equity World Social/Environmental	83
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.01%	Equity World Social/Environmental	9
Xtrackers MSCI Europe UCITS ETF 1C	0.56%	Equity Europe	7,031
SPDR MSCI Europe UCITS ETF	0.59%	Equity Europe	372
Xtrackers MSCI World Financials UCITS ETF 1C	0.54%	Equity World Financials	2,565
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	1.64%	Equity Europe Value	66
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.74%	Equity Europe Social/Environmental	4,177
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.13%	Equity World	15
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.65%	Equity World Social/Environmental Climate Change	248
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	5.21%	Equity United Kingdom Social/Environmental Climate Change	129
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.35%	Equity World	1,737

Performance

Returns overview

YTD	+2.94%
1 month	+12.36%
3 months	+26.22%
6 months	+47.45%
1 year	+83.90%
3 years	+178.98%
5 years	+245.77%
Since inception (MAX)	+104.58%
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).