Barclays PLC

ISIN GB0031348658

WKN 850403

Market cap (in EUR)

77,439 m

Country

United Kingdom

Sector

Finance

Dividend yield

1.75%

Overview

Quote

Get £100 worth of free trades: Open an ISA or Trading account with ii and make smarter decisions for your future now. Learn more

Capital at risk. Terms & fees apply.

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.

Show more Show less

Finance Banking International Banks United Kingdom

Chart

Financials

Key metrics

Market capitalisation, EUR	77,439 m
EPS, EUR	0.49
P/B ratio	1.1
P/E ratio	11.6
Dividend yield	1.75%

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 297 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	9
UBS Core MSCI World UCITS ETF hCHF acc	0.10%	Equity World	714
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.96%	Equity World Value	311
Xtrackers Portfolio UCITS ETF 1C	0.12%	Equity World Multi-Asset Strategy	681
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	2.54%	Equity United Kingdom	167
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.60%	Equity Europe	14,424
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	757
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	36
Xtrackers MSCI World Value UCITS ETF 1C	0.55%	Equity World Value	3,103
UBS Core MSCI Europe UCITS ETF EUR dis	0.61%	Equity Europe	910
SPDR MSCI World Financials UCITS ETF	0.60%	Equity World Financials	303
Xtrackers MSCI World ex USA UCITS ETF 1C	0.35%	Equity World	3,995
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)	2.31%	Equity United Kingdom	411
UBS MSCI United Kingdom UCITS ETF hUSD acc	2.69%	Equity United Kingdom	854
iShares MSCI UK UCITS ETF (Acc)	2.69%	Equity United Kingdom	124
UBS Core MSCI World UCITS ETF USD dis	0.10%	Equity World	1,334
UBS MSCI World ex USA UCITS ETF USD acc	0.35%	Equity World	54
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.64%	Equity Europe Multi-Factor Strategy	561
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	1.31%	Equity Europe Equal Weighted	81
iShares MSCI ACWI UCITS ETF USD (Dist)	0.09%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.10%	Equity World Social/Environmental	64
iShares Edge MSCI Europe Momentum Factor UCITS ETF	1.91%	Equity Europe Momentum	806
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.09%	Equity World Social/Environmental	497
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.85%	Equity Europe Social/Environmental Climate Change	120
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	2.53%	Equity United Kingdom	2,567
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.11%	Equity World	378
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.06%	Equity World Multi-Factor Strategy	266
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.72%	Equity Europe Social/Environmental Climate Change	61
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.30%	Equity Europe Equal Weighted	354
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.54%	Equity Europe	15,685
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.64%	Equity Europe Social/Environmental	1,427
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.59%	Equity Europe	11
Amundi MSCI Europe UCITS ETF Acc	0.57%	Equity Europe	583
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	0.81%	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	5.70%	Equity United Kingdom Social/Environmental Climate Change	55
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	325
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.11%	Equity World	66
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.93%	Equity World Momentum Climate Change	3
iShares Core FTSE 100 UCITS ETF GBP (Acc)	2.54%	Equity United Kingdom	3,216
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.10%	Equity World	33
SPDR FTSE UK All Share UCITS ETF	2.24%	Equity United Kingdom	135
Xtrackers MSCI World UCITS ETF 1D	0.10%	Equity World	4,574
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.21%	Equity World Social/Environmental	444
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.39%	Equity World Social/Environmental Climate Change	134
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	1.27%	Equity Europe Social/Environmental	139
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	1.09%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.12%	Equity World Social/Environmental	1,916
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	647
First Trust United Kingdom AlphaDEX UCITS ETF Acc	2.11%	Equity United Kingdom Multi-Factor Strategy	10
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.19%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.21%	Equity World Social/Environmental	329
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.54%	Equity World Value	214
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	193
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.60%	Equity Europe	10,749
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.72%	Equity World Momentum	213
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.77%	Equity Europe Social/Environmental	148
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.21%	Equity World Dividend	6,740
iShares STOXX Europe 600 Banks UCITS ETF (DE)	4.16%	Equity Europe Financials	3,463
iShares Core FTSE 100 UCITS ETF GBP (Dist)	2.54%	Equity United Kingdom	16,270
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	1.27%	Equity Europe Social/Environmental	2,757
Amundi Prime Europe UCITS ETF DR (D)	0.59%	Equity Europe	205
Invesco Europe Enhanced Equity UCITS ETF Acc	0.70%	Equity Europe Multi-Factor Strategy	167
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	0.88%	Equity Europe Social/Environmental Climate Change	2,425
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.34%	Equity World Social/Environmental Climate Change	253
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	483
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.63%	Equity Europe Social/Environmental Climate Change	6
Amundi Core MSCI Europe UCITS ETF Acc	0.57%	Equity Europe	3,990
Xtrackers Portfolio Income UCITS ETF 1D	0.04%	Equity World Multi-Asset Strategy	59
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.08%	Equity World Social/Environmental	25
Invesco FTSE All Share Screened & Tilted UCITS ETF Acc	5.70%	Equity United Kingdom Social/Environmental Climate Change	12
HSBC MSCI WORLD VALUE SCREENED UCITS ETF USD (Acc)	1.08%	Equity World Value	239
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	896
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	5.80%	Equity United Kingdom Dividend	71
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	21
HSBC MSCI World UCITS ETF USD	0.11%	Equity World	12,808
SPDR MSCI Europe Value UCITS ETF	2.46%	Equity Europe Value	55
L&G MSCI Europe Climate Pathway UCITS ETF EUR Accumulating ETF	0.81%	Equity Europe Social/Environmental Climate Change	852
Invesco FTSE RAFI UK 100 UCITS ETF	4.00%	Equity United Kingdom Fundamental/Quality	16
L&G Global Equity UCITS ETF	0.10%	Equity World Social/Environmental	961
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.21%	Equity World Dividend	1,492
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	1,475
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.12%	Equity World Social/Environmental	48
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	2.54%	Equity United Kingdom	49
UBS Core MSCI World UCITS ETF hGBP dis	0.10%	Equity World	94
JPMorgan UK Equity Core UCITS ETF GBP (dist)	2.31%	Equity United Kingdom	91
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.12%	Equity World Social/Environmental	1,392
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	67
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (D)	5.11%	Equity United Kingdom Social/Environmental	16
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.19%	Equity World Social/Environmental	167
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	4.18%	Equity Europe Social/Environmental Climate Change	3
UBS Core MSCI World UCITS ETF hEUR acc	0.10%	Equity World	308
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.85%	Equity Europe Social/Environmental Climate Change	28
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)	0.71%	Equity World Value	107
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.54%	Equity Europe	110
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.10%	Equity World	979
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	2.69%	Equity United Kingdom	98
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	118
iShares Edge MSCI World Value Factor UCITS ETF	0.54%	Equity World Value	4,307
Amundi Core MSCI World UCITS ETF Acc	0.09%	Equity World	11,849
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.61%	Equity Europe	77
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.21%	Equity World Social/Environmental	5,235
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.51%	Equity World Financials Social/Environmental	545
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	0.64%	Equity World Social/Environmental Climate Change	19
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.45%	Equity World Momentum	3,341
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	683
HSBC UK Screened Equity UCITS ETF GBP (Dist)	11.24%	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	347
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	1.01%	Equity Europe Social/Environmental Climate Change	6
UBS Core MSCI Europe UCITS ETF hEUR acc	0.61%	Equity Europe	126
iShares Core MSCI World UCITS ETF USD (Acc)	0.10%	Equity World	111,710
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.59%	Equity Europe	936
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	74
Amundi Core MSCI Europe UCITS ETF Dist	0.57%	Equity Europe	518
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	692
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.09%	Equity World	21
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C 1C	1.23%	Equity World Social/Environmental	3
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.19%	Equity World Social/Environmental	54
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.08%	Equity World	19,168
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	5.12%	Equity United Kingdom Social/Environmental Climate Change	11
SPDR MSCI All Country World UCITS ETF (Acc)	0.11%	Equity World	7,475
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	0.45%	Equity World Momentum	1,608
UBS Core MSCI Europe UCITS ETF hCHF acc	0.61%	Equity Europe	93
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	1.58%	Equity Europe Social/Environmental Climate Change	8
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.16%	Equity World	18
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.59%	Equity Europe	4,326
Amundi MSCI World Ex USA UCITS ETF Dist	0.33%	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	2.76%	Equity United Kingdom Social/Environmental	180
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.14%	Equity World Social/Environmental	188
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental	987
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	2.54%	Equity Europe Financials	1,918
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.22%	Equity Europe Equal Weighted	192
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.80%	Equity Europe Social/Environmental	171
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - GBP (C)	5.11%	Equity United Kingdom Social/Environmental	69
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.09%	Equity World Social/Environmental	744
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.72%	Equity Europe Social/Environmental Climate Change	21
Amundi MSCI World Screened UCITS ETF Acc	0.10%	Equity World Social/Environmental	917
Amundi MSCI World Ex USA UCITS ETF Acc	0.33%	Equity World	460
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	89
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.20%	Equity Europe Social/Environmental Climate Change	239
UBS Core MSCI World UCITS ETF USD acc	0.10%	Equity World	5,939
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.34%	Equity World Social/Environmental Climate Change	44
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.39%	Equity World Social/Environmental Climate Change	434
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.34%	Equity World Social/Environmental Climate Change	209
HSBC UK Screened Equity UCITS ETF GBP	11.24%	Equity United Kingdom Social/Environmental Climate Change	31
iShares Core MSCI World UCITS ETF USD (Dist)	0.10%	Equity World	519
Xtrackers FTSE 100 UCITS ETF 1C	2.57%	Equity United Kingdom	95
Invesco FTSE RAFI All World 3000 UCITS ETF	0.30%	Equity World Fundamental/Quality	144
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.19%	Equity World Social/Environmental Multi-Asset Strategy	189
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.19%	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	2.00%	Equity World Buyback	125
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.10%	Equity World	6
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.97%	Equity Europe Social/Environmental Climate Change	168
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.59%	Equity Europe	3,505
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)	0.21%	Equity World Social/Environmental	19
UBS MSCI World UCITS ETF USD dis	0.10%	Equity World	1,368
Vanguard FTSE Developed World UCITS ETF Acc	0.09%	Equity World	4,903
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.21%	Equity World Social/Environmental	1,941
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.34%	Equity World Social/Environmental Climate Change	3
UBS MSCI United Kingdom UCITS ETF hEUR acc	2.69%	Equity United Kingdom	539
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	404
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.10%	Equity World Social/Environmental Climate Change	142
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.05%	Equity World	4,171
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.38%	Equity World Social/Environmental	1,623
UBS MSCI United Kingdom UCITS ETF GBP acc	2.69%	Equity United Kingdom	2,176
SPDR MSCI World UCITS ETF	0.10%	Equity World	14,103
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.30%	Equity Europe Equal Weighted	162
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	2.53%	Equity United Kingdom	4,853
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.05%	Equity World	74
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.64%	Equity Europe Social/Environmental	391
UBS MSCI United Kingdom UCITS ETF hCHF acc	2.69%	Equity United Kingdom	293
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	1.58%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.09%	Equity World	3,563
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	1.91%	Equity Europe Momentum	29
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.12%	Equity World Social/Environmental	788
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	1.09%	Equity Europe Social/Environmental Climate Change	6
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc	0.83%	Equity World Technology Blockchain	44
Xtrackers MSCI World ex USA UCITS ETF 1D	0.35%	Equity World	178
UBS MSCI United Kingdom UCITS ETF GBP dis	2.69%	Equity United Kingdom	59
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.10%	Equity World	328
Xtrackers MSCI Europe Screened UCITS ETF 1C 1C	0.63%	Equity Europe Social/Environmental	79
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.10%	Equity World	252
Xtrackers MSCI World Screened UCITS ETF 1D	0.11%	Equity World Social/Environmental	122
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.10%	Equity World Social/Environmental	5,067
Invesco FTSE All-World UCITS ETF Acc	0.10%	Equity World	2,248
Xtrackers MSCI Europe Value UCITS ETF 1C	1.58%	Equity Europe Value	168
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	0.13%	Equity World Social/Environmental Climate Change	22
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF - EUR (C)	5.11%	Equity United Kingdom Social/Environmental	41
iShares MSCI World Screened UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	965
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	135
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.19%	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	553
HSBC MSCI World UCITS ETF CHF hedged	0.11%	Equity World	51
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)	0.10%	Equity World Social/Environmental	4,761
Amundi Core MSCI World UCITS ETF USD Dist	0.09%	Equity World	1,309
Amundi UK Equity All Cap UCITS ETF Dist	2.24%	Equity United Kingdom	734
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.12%	Equity World Social/Environmental	293
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	145
iShares AI Adopters & Applications UCITS ETF USD (Acc)	1.92%	Equity World Social/Environmental Artificial Intelligence	270
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.39%	Equity World Social/Environmental Climate Change	5
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.60%	Equity Europe	1,410
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.64%	Equity Europe Multi-Factor Strategy	171
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.54%	Equity Europe	46
UBS MSCI United Kingdom UCITS ETF hEUR dis	2.69%	Equity United Kingdom	6
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.12%	Equity World Social/Environmental	109
HSBC MSCI Europe UCITS ETF EUR	0.61%	Equity Europe	327
UBS FTSE 100 UCITS ETF GBP dis	2.55%	Equity United Kingdom	92
L&G Global Brands UCITS ETF USD Acc	0.31%	Equity World Fundamental/Quality Moat	52
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.21%	Equity World Social/Environmental	806
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.34%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI World Value ESG UCITS ETF 1C 1C	0.98%	Equity World Value	217
Amundi Prime Europe UCITS ETF DR (C)	0.59%	Equity Europe	163
iShares MSCI World UCITS ETF (Dist)	0.10%	Equity World	7,513
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	5.12%	Equity United Kingdom Social/Environmental Climate Change	888
VanEck World Equal Weight Screened UCITS ETF A	0.51%	Equity World Equal Weighted	1,193
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.10%	Equity World	1,556
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C 1C	0.37%	Equity Europe	62
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.08%	Equity World	27,971
HSBC Europe Screened Equity UCITS ETF EUR	4.18%	Equity Europe Social/Environmental Climate Change	27
HSBC MSCI World UCITS ETF USD (Acc)	0.11%	Equity World	1,483
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	2.56%	Equity Europe Financials	723
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.08%	Equity World Multi-Factor Strategy	152
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental	4,504
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.10%	Equity World	37
UBS MSCI United Kingdom UCITS ETF hUSD dis	2.69%	Equity United Kingdom	12
Invesco Global Enhanced Equity UCITS ETF Acc	0.10%	Equity World Multi-Factor Strategy	329
Invesco FTSE RAFI Europe UCITS ETF Dist	1.30%	Equity Europe Fundamental/Quality	24
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.10%	Equity World Social/Environmental	2
Invesco S&P World Financials ESG UCITS ETF Acc	0.40%	Equity World Financials Social/Environmental	5
UBS Core MSCI World UCITS ETF hGBP acc	0.10%	Equity World	3
iShares Edge MSCI Europe Value Factor UCITS ETF	1.57%	Equity Europe Value	2,207
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.68%	Equity World Social/Environmental Climate Change	50
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.72%	Equity Europe Social/Environmental Climate Change	2,414
iShares MSCI ACWI UCITS ETF USD (Acc)	0.09%	Equity World	22,108
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.70%	Equity Europe Social/Environmental	4,670
Xtrackers FTSE 100 UCITS ETF Income 1D	2.57%	Equity United Kingdom	91
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	1,017
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.19%	Equity World Social/Environmental	4
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.61%	Equity Europe	263
HSBC FTSE 100 UCITS ETF GBP	2.56%	Equity United Kingdom	791
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.08%	Equity World Multi-Factor Strategy	831
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.10%	Equity World	4,927
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C 1C	0.75%	Equity Europe Social/Environmental Climate Change	13
Invesco FTSE All-World UCITS ETF Dist	0.10%	Equity World	193
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	87
Xtrackers MSCI Europe Financials Screened UCITS ETF 1C 1C	3.97%	Equity Europe Financials Social/Environmental	142
Xtrackers MSCI Europe UCITS ETF 1D	0.61%	Equity Europe	135
SPDR FTSE UK All Share UCITS ETF	2.24%	Equity United Kingdom	436
Amundi Prime Global UCITS ETF Dist	0.09%	Equity World	1,002
Xtrackers MSCI World UCITS ETF 1C	0.10%	Equity World	16,651
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.10%	Equity World Multi-Factor Strategy	0
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.79%	Equity Europe Social/Environmental	1,759
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.26%	Equity World Social/Environmental Multi-Asset Strategy	43
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.77%	Equity Europe Social/Environmental	33
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.09%	Equity World	480
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.19%	Equity World Social/Environmental Multi-Asset Strategy	1,294
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	2.11%	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	1.01%	Equity Europe Social/Environmental Climate Change	36
UBS Core MSCI Europe UCITS ETF EUR acc	0.61%	Equity Europe	145
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	29
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.59%	Equity Europe	2,143
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.70%	Equity Europe Social/Environmental	466
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.19%	Equity World Social/Environmental	16
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.12%	Equity World Social/Environmental	1,221
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.10%	Equity World Social/Environmental	84
Xtrackers MSCI Europe UCITS ETF 1C	0.61%	Equity Europe	7,166
SPDR MSCI Europe UCITS ETF	0.60%	Equity Europe	380
Xtrackers MSCI World Financials UCITS ETF 1C	0.59%	Equity World Financials	2,515
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	1.57%	Equity Europe Value	62
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.79%	Equity Europe Social/Environmental	4,270
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.10%	Equity World	16
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.68%	Equity World Social/Environmental Climate Change	252
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	5.12%	Equity United Kingdom Social/Environmental Climate Change	114
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.35%	Equity World	1,807

Performance

Returns overview

YTD	+0.21%
1 month	+6.70%
3 months	+29.19%
6 months	+40.18%
1 year	+83.14%
3 years	+170.06%
5 years	+208.39%
Since inception (MAX)	+99.17%
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).