Barclays PLC

ISIN GB0031348658

WKN 850403

Market cap (in EUR)

80,547 m

Country

United Kingdom

Sector

Finance

Dividend yield

1.68%

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	80,547 m
EPS, EUR	0.57
P/B ratio	1.0
P/E ratio	10.3
Dividend yield	1.68%

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 325 ETFs which contain Barclays PLC. All of these ETFs are listed in the table below. The ETF with the largest weighting of Barclays PLC is the HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.05%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.09%	Equity World	1,045
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.92%	Equity World Value	716
Xtrackers Portfolio UCITS ETF 1C	0.12%	Equity World Multi-Asset Strategy	748
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	2.53%	Equity United Kingdom	192
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.60%	Equity Europe	15,780
Invesco MSCI World Equal Weight UCITS ETF	0.07%	Equity World Equal Weighted	1,582
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	47
Xtrackers MSCI World Value UCITS ETF 1C	0.50%	Equity World Value	3,708
UBS Core MSCI Europe UCITS ETF EUR dis	0.60%	Equity Europe	1,544
State Street SPDR MSCI World Financials UCITS ETF USD	0.62%	Equity World Financials	280
Xtrackers MSCI World ex USA UCITS ETF 1C	0.36%	Equity World	6,242
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	28
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	2.43%	Equity United Kingdom	516
UBS MSCI United Kingdom UCITS ETF hUSD acc	2.66%	Equity United Kingdom	1,027
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental Climate Change	8
iShares MSCI UK UCITS ETF (Acc)	2.70%	Equity United Kingdom	138
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Dist)	0.59%	Equity Europe Social/Environmental	0
UBS Core MSCI World UCITS ETF USD dis	0.09%	Equity World	1,934
UBS MSCI World ex USA UCITS ETF USD acc	0.34%	Equity World	354
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	0.60%	Equity Europe Multi-Factor Strategy	666
CT QR Series Global Equity Active UCITS ETF USD Dist	0.16%	Equity World Fundamental/Quality	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	25
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	43
VanEck European Equal Weight Screened UCITS ETF A	1.06%	Equity Europe Equal Weighted	88
iShares MSCI ACWI UCITS ETF USD (Dist)	0.08%	Equity World	19
L&G Global Quality Dividends UCITS ETF USD Acc	0.20%	Equity World Dividend	52
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.10%	Equity World Social/Environmental	79
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.09%	Equity World Social/Environmental	580
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.85%	Equity Europe Social/Environmental Climate Change	181
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	2.52%	Equity United Kingdom	2,279
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.11%	Equity World	707
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.22%	Equity World Multi-Factor Strategy	217
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.72%	Equity Europe Social/Environmental Climate Change	60
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	1.14%	Equity Europe Covered Call Alternative Investments	19
Invesco MSCI Europe Equal Weight UCITS ETF	0.24%	Equity Europe Equal Weighted	211
iShares Europe Domestic Focus UCITS ETF EUR (Acc)	1.71%	Equity Europe	11
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.56%	Equity Europe	20,421
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.67%	Equity Europe Social/Environmental	1,819
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.60%	Equity Europe	13
Amundi MSCI Europe UCITS ETF Acc	0.59%	Equity Europe	613
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.11%	Equity World Multi-Factor Strategy	4
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	0.79%	Equity World Value Climate Change	494
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	15
Invesco FTSE All Share Screened & Tilted UCITS ETF	5.49%	Equity United Kingdom Social/Environmental Climate Change	48
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	393
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.23%	Equity World	45
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.09%	Equity World	93
iShares Core FTSE 100 UCITS ETF GBP (Acc)	2.53%	Equity United Kingdom	3,783
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.12%	Equity World	55
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	2.26%	Equity United Kingdom	393
Xtrackers MSCI World UCITS ETF 1D	0.10%	Equity World	4,727
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.19%	Equity World Social/Environmental	574
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.38%	Equity World Social/Environmental Climate Change	136
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	1.21%	Equity Europe Social/Environmental	121
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	1.24%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI ACWI Universal UCITS ETF USD dis	0.11%	Equity World Social/Environmental	2,173
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	729
First Trust United Kingdom AlphaDEX UCITS ETF Acc	2.05%	Equity United Kingdom Multi-Factor Strategy	9
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.18%	Equity World Social/Environmental	72
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.19%	Equity World Social/Environmental	79
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.48%	Equity World Value	360
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	236
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.60%	Equity Europe	10,636
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating	0.76%	Equity Europe Social/Environmental	122
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.20%	Equity World Dividend	9,369
iShares STOXX Europe 600 Banks UCITS ETF (DE)	3.85%	Equity Europe Financials	3,477
iShares Core FTSE 100 UCITS ETF GBP (Dist)	2.53%	Equity United Kingdom	19,323
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc)	1.21%	Equity Europe Social/Environmental	2,809
Amundi Prime Europe UCITS ETF DR (D)	0.62%	Equity Europe	250
Invesco Europe Enhanced Equity UCITS ETF Acc	0.74%	Equity Europe Multi-Factor Strategy	280
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	41
Amundi MSCI Europe Action UCITS ETF Dist	0.89%	Equity Europe Social/Environmental Climate Change	2,278
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF USD (Dist)	0.59%	Equity World Social/Environmental	0
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.34%	Equity World Social/Environmental Climate Change	300
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	479
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	0.68%	Equity Europe Social/Environmental Climate Change	7
Amundi Core MSCI Europe UCITS ETF Acc	0.60%	Equity Europe	4,162
Xtrackers Portfolio Income UCITS ETF 1D	0.04%	Equity World Multi-Asset Strategy	58
CT QR Series European Equity Active UCITS ETF EUR Dist	0.73%	Equity Europe Fundamental/Quality	-
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.08%	Equity World Social/Environmental	60
Invesco FTSE All Share Screened & Tilted UCITS ETF	5.49%	Equity United Kingdom Social/Environmental Climate Change	10
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	1.03%	Equity World Value	276
Vanguard LifeStrategy 80% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	1,176
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.59%	Equity Europe Social/Environmental	517
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.09%	Equity World Social/Environmental Climate Change	306
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.65%	Equity World Financials Social/Environmental	32
Amundi Prime Global UCITS ETF Acc	0.09%	Equity World	2,851
L&G UK Quality Dividends Equal Weight UCITS ETF GBP Dist	5.08%	Equity United Kingdom Dividend	91
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	27
HSBC MSCI World UCITS ETF USD	0.09%	Equity World	13,186
State Street SPDR MSCI Europe Value UCITS ETF EUR	2.58%	Equity Europe Value	79
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.34%	Equity World	0
L&G MSCI Europe Select UCITS ETF EUR Accumulating ETF	0.81%	Equity Europe Social/Environmental Climate Change	648
CT QR Series Global Equity Active UCITS ETF USD Acc	0.16%	Equity World Fundamental/Quality	-
L&G Global Equity UCITS ETF	0.10%	Equity World Social/Environmental	1,508
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.20%	Equity World Dividend	2,828
Invesco MSCI World Universal Screened UCITS ETF Acc	0.14%	Equity World Social/Environmental	251
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	1,294
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.11%	Equity World Social/Environmental	63
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	2.53%	Equity United Kingdom	44
UBS Core MSCI World UCITS ETF hGBP dis	0.09%	Equity World	108
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	2.43%	Equity United Kingdom	136
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.11%	Equity World Social/Environmental	1,355
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	90
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF EUR Dist	4.96%	Equity United Kingdom Social/Environmental	17
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.18%	Equity World Social/Environmental	212
UBS Core MSCI World UCITS ETF hEUR acc	0.09%	Equity World	899
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.85%	Equity Europe Social/Environmental Climate Change	26
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.10%	Equity World	19
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.69%	Equity World Value	197
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.56%	Equity Europe	130
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.09%	Equity World	1,131
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	2.66%	Equity United Kingdom	93
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	434
iShares Edge MSCI World Value Factor UCITS ETF	0.48%	Equity World Value	5,843
Amundi Core MSCI World UCITS ETF Acc	0.09%	Equity World	14,124
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.61%	Equity Europe	103
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.19%	Equity World Social/Environmental	5,509
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.65%	Equity World Financials Social/Environmental	123
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental Climate Change	7
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.63%	Equity World Social/Environmental Climate Change	54
UBS Core MSCI Europe UCITS ETF USD acc	0.60%	Equity Europe	49
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	913
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	11.97%	Equity United Kingdom Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	6
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.10%	Equity World	433
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	1.01%	Equity Europe Social/Environmental Climate Change	5
UBS Core MSCI Europe UCITS ETF hEUR acc	0.60%	Equity Europe	136
iShares Core MSCI World UCITS ETF USD (Acc)	0.09%	Equity World	123,324
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.60%	Equity Europe	1,240
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental Climate Change	5
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	100
Amundi Core MSCI Europe UCITS ETF Dist	0.60%	Equity Europe	450
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	807
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.09%	Equity World	59
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C	0.76%	Equity World Social/Environmental	3
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.18%	Equity World Social/Environmental	57
L&G Global Quality Dividends UCITS ETF USD Dist	0.20%	Equity World Dividend	247
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.08%	Equity World	22,401
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	5.04%	Equity United Kingdom Social/Environmental Climate Change	11
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.09%	Equity World	14,683
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.14%	Equity World Social/Environmental	418
UBS Core MSCI Europe UCITS ETF hCHF acc	0.60%	Equity Europe	147
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	1.31%	Equity Europe Social/Environmental Climate Change	15
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.34%	Equity World	2
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.16%	Equity World	6
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.58%	Equity Europe	4,739
Amundi MSCI World Ex USA UCITS ETF Dist	0.34%	Equity World	127
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.09%	Equity World Social/Environmental Climate Change	2
L&G UK Equity UCITS ETF GBP Acc	2.77%	Equity United Kingdom Social/Environmental	229
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.15%	Equity World Social/Environmental	266
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.15%	Equity World Social/Environmental	590
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	2.52%	Equity Europe Financials	1,627
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.24%	Equity Europe Equal Weighted	199
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.09%	Equity World	12
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.78%	Equity Europe Social/Environmental	193
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF GBP Acc	4.96%	Equity United Kingdom Social/Environmental	76
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.09%	Equity World Social/Environmental	969
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Dist	0.72%	Equity Europe Social/Environmental Climate Change	18
Amundi MSCI World Screened UCITS ETF Acc	0.10%	Equity World Social/Environmental	1,591
Amundi MSCI World Ex USA UCITS ETF Acc	0.34%	Equity World	638
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	120
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	1.59%	Equity Europe Social/Environmental Climate Change	234
UBS Core MSCI World UCITS ETF USD acc	0.09%	Equity World	9,938
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.34%	Equity World Social/Environmental Climate Change	37
iShares FTSE All-World UCITS ETF USD (Acc)	0.08%	Equity World	25
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.38%	Equity World Social/Environmental Climate Change	189
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.34%	Equity World Social/Environmental Climate Change	536
HSBC UK SCREENED EQUITY UCITS ETF GBP	11.97%	Equity United Kingdom Social/Environmental Climate Change	31
iShares Core MSCI World UCITS ETF USD (Dist)	0.09%	Equity World	756
Xtrackers FTSE 100 UCITS ETF 1C	2.75%	Equity United Kingdom	106
Invesco RAFI All-World Fundamental Value UCITS ETF	0.17%	Equity World Value	256
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.14%	Equity World Social/Environmental Multi-Asset Strategy	118
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.18%	Equity World Social/Environmental	5
Franklin S&P World Screened UCITS ETF Acc	0.12%	Equity United States Social/Environmental Climate Change	12
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.12%	Equity World	27
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	1.04%	Equity Europe Social/Environmental Climate Change	102
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.34%	Equity World	11
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.60%	Equity Europe	4,248
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.09%	Equity World	78
Amundi Prime All Country World UCITS ETF Acc	0.08%	Equity World	2,480
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.19%	Equity World Social/Environmental	30
UBS MSCI World UCITS ETF USD dis	0.10%	Equity World	1,440
Vanguard FTSE Developed World UCITS ETF Acc	0.09%	Equity World	5,637
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.19%	Equity World Social/Environmental	1,721
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.34%	Equity World Social/Environmental Climate Change	17
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.09%	Equity World	21
UBS MSCI United Kingdom UCITS ETF hEUR acc	2.66%	Equity United Kingdom	600
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	549
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.10%	Equity World Social/Environmental Climate Change	124
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.90%	Equity World Social/Environmental	3
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.05%	Equity World	6,591
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.86%	Equity Europe Social/Environmental Climate Change	608
UBS MSCI United Kingdom UCITS ETF GBP acc	2.66%	Equity United Kingdom	2,155
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.10%	Equity World	17,098
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.24%	Equity Europe Equal Weighted	59
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	2.52%	Equity United Kingdom	5,530
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.05%	Equity World	173
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.67%	Equity Europe Social/Environmental	632
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.28%	Equity World Multi-Factor Strategy	6
UBS MSCI United Kingdom UCITS ETF hCHF acc	2.66%	Equity United Kingdom	363
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	1.31%	Equity Europe Social/Environmental Climate Change	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.09%	Equity World	4,024
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.11%	Equity World Social/Environmental	625
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	1.24%	Equity Europe Social/Environmental Climate Change	6
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc	0.81%	Equity World Technology Blockchain	44
Xtrackers MSCI World ex USA UCITS ETF 1D	0.36%	Equity World	242
UBS MSCI United Kingdom UCITS ETF GBP dis	2.66%	Equity United Kingdom	126
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.10%	Equity World	423
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.67%	Equity Europe Social/Environmental	85
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.10%	Equity World	330
Xtrackers MSCI World Screened UCITS ETF 1D	0.11%	Equity World Social/Environmental	134
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.09%	Equity World	142
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.10%	Equity World Social/Environmental	5,925
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental	17
Invesco FTSE All-World UCITS ETF	0.12%	Equity World	3,673
Xtrackers MSCI Europe Value UCITS ETF 1C	1.82%	Equity Europe Value	331
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	1
CT QR Series European Equity Active UCITS ETF EUR Acc	0.73%	Equity Europe Fundamental/Quality	-
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.12%	Equity World Social/Environmental Climate Change	21
Amundi MSCI UK IMI SRI Climate Paris Aligned UCITS ETF EUR Acc	4.96%	Equity United Kingdom Social/Environmental	33
iShares MSCI World Screened UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	1,036
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	183
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.14%	Equity World Social/Environmental Multi-Asset Strategy	54
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	1.32%	Equity Europe Social/Environmental Multi-Asset Strategy	613
HSBC MSCI World UCITS ETF CHF hedged	0.09%	Equity World	75
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	16
iShares MSCI World Screened UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	5,216
Amundi Core MSCI World UCITS ETF USD Dist	0.09%	Equity World	1,599
Amundi UK Equity All Cap UCITS ETF Dist	2.39%	Equity United Kingdom	1,051
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.11%	Equity World Social/Environmental	260
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	2,769
iShares AI Adopters & Applications UCITS ETF USD (Acc)	2.01%	Equity World Social/Environmental Artificial Intelligence	162
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.38%	Equity World Social/Environmental Climate Change	9
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.60%	Equity Europe	1,229
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.60%	Equity Europe Multi-Factor Strategy	212
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.56%	Equity Europe	55
UBS MSCI United Kingdom UCITS ETF hEUR dis	2.66%	Equity United Kingdom	9
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.11%	Equity World Social/Environmental	112
HSBC MSCI Europe UCITS ETF EUR	0.61%	Equity Europe	356
UBS FTSE 100 UCITS ETF GBP dis	2.53%	Equity United Kingdom	93
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.19%	Equity World Social/Environmental	886
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.34%	Equity World Social/Environmental Climate Change	0
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.39%	Equity World Social/Environmental Climate Change	5
Xtrackers MSCI World Value ESG UCITS ETF 1C	0.99%	Equity World Value	273
Amundi Prime Europe UCITS ETF DR (C)	0.62%	Equity Europe	234
iShares MSCI World UCITS ETF (Dist)	0.09%	Equity World	8,022
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	5.04%	Equity United Kingdom Social/Environmental Climate Change	898
VanEck World Equal Weight Screened UCITS ETF A	0.41%	Equity World Equal Weighted	1,411
WisdomTree Global Value UCITS ETF USD (Acc)	0.30%	Equity World Value	2
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.09%	Equity World	1,742
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	1.08%	Equity Europe Social/Environmental	68
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.08%	Equity World	45,254
HSBC Europe Screened Equity UCITS ETF EUR	3.99%	Equity Europe Social/Environmental Climate Change	19
HSBC MSCI World UCITS ETF USD (Acc)	0.09%	Equity World	1,912
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.65%	Equity World Financials Social/Environmental	1,534
State Street SPDR MSCI Europe Financials UCITS ETF EUR	2.55%	Equity Europe Financials	784
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.07%	Equity World Multi-Factor Strategy	216
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental	4,328
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.10%	Equity World	51
UBS MSCI United Kingdom UCITS ETF hUSD dis	2.66%	Equity United Kingdom	12
Invesco Global Enhanced Equity UCITS ETF Acc	0.11%	Equity World Multi-Factor Strategy	851
Invesco RAFI Europe Fundamental Value UCITS ETF	0.84%	Equity Europe Value	33
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	0.20%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.09%	Equity World	58
iShares Edge MSCI Europe Value Factor UCITS ETF	1.67%	Equity Europe Value	2,556
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.64%	Equity World Social/Environmental Climate Change	60
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Acc	0.72%	Equity Europe Social/Environmental Climate Change	2,409
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	0.63%	Equity Europe Social/Environmental	3,430
iShares MSCI ACWI UCITS ETF USD (Acc)	0.08%	Equity World	29,494
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.69%	Equity Europe Social/Environmental	4,694
Xtrackers FTSE 100 UCITS ETF Income 1D	2.75%	Equity United Kingdom	99
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.90%	Equity Europe Social/Environmental	3
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.09%	Equity World	1,634
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.18%	Equity World Social/Environmental	28
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.64%	Equity Europe	296
HSBC FTSE 100 UCITS ETF GBP	2.56%	Equity United Kingdom	1,050
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.07%	Equity World Multi-Factor Strategy	1,335
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.09%	Equity World	5,163
Xtrackers FTSE All-World UCITS ETF 1C	0.09%	Equity World	77
iShares UK Domestic Focus UCITS ETF GBP (Acc)	11.72%	Equity United Kingdom	3
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.81%	Equity Europe Social/Environmental Climate Change	17
Invesco FTSE All-World UCITS ETF	0.12%	Equity World	274
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	100
Xtrackers MSCI Europe Financials UCITS ETF 1C	2.63%	Equity Europe Financials	154
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	1.14%	Equity Europe Covered Call Alternative Investments	81
Xtrackers MSCI Europe UCITS ETF 1D	0.64%	Equity Europe	478
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	2.26%	Equity United Kingdom	471
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.10%	Equity World Social/Environmental	105
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	0.56%	Equity Europe	8
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.88%	Equity Europe Social/Environmental Climate Change	43
Amundi Prime Global UCITS ETF Dist	0.09%	Equity World	1,577
Xtrackers MSCI World UCITS ETF 1C	0.10%	Equity World	19,664
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.11%	Equity World Multi-Factor Strategy	8
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	0.78%	Equity Europe Social/Environmental	2,455
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.26%	Equity World Social/Environmental Multi-Asset Strategy	70
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.76%	Equity Europe Social/Environmental	35
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.09%	Equity World	534
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental Multi-Asset Strategy	1,727
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	2.05%	Equity United Kingdom Multi-Factor Strategy	4
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.09%	Equity World Social/Environmental Climate Change	1,036
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	1.01%	Equity Europe Social/Environmental Climate Change	37
UBS Core MSCI Europe UCITS ETF EUR acc	0.60%	Equity Europe	564
Amundi Prime All Country World UCITS ETF Dist	0.08%	Equity World	4,543
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.06%	Equity World Social/Environmental Climate Change	101
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.58%	Equity Europe	2,870
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.69%	Equity Europe Social/Environmental	495
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.19%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.11%	Equity World Social/Environmental	1,320
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.10%	Equity World Social/Environmental	97
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP acc	5.04%	Equity United Kingdom Social/Environmental Climate Change	0
Xtrackers MSCI Europe UCITS ETF 1C	0.64%	Equity Europe	7,670
Xtrackers MSCI World Financials UCITS ETF 1C	0.63%	Equity World Financials	1,204
State Street SPDR MSCI Europe UCITS ETF EUR	0.60%	Equity Europe	394
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	1.67%	Equity Europe Value	115
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.78%	Equity Europe Social/Environmental	4,852
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.12%	Equity World	59
HSBC Developed World Screened Equity UCITS ETF USD	0.64%	Equity World Social/Environmental Climate Change	445
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	5.04%	Equity United Kingdom Social/Environmental Climate Change	51
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.34%	Equity World	3,030

Performance

Returns overview

YTD	+7.13%
1 month	+0.99%
3 months	+18.29%
6 months	+4.29%
1 year	+37.00%
3 years	+225.48%
5 years	+192.00%
Since inception (MAX)	+112.92%
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).