BCS close: $7.5 on 2023-08-28 to $26.9 on 2026-08-28.
Split-adj closes · 240 of 5,340 · price returnⓘ
At a glance
Days to cover2.2d
Top-10 13F concentration61.4%
SI 2026-08-14 · 13F 2026-Q1ⓘ
Key fundamentalsFY 2025
Sales (TTM)£11.11B
Earnings (TTM)£7.17B
ROE9.6%
Net margin64.6%
EPS growth 3Y12.4%
Sales growth 3Y5.4%
FY ratios · TTM sales/earnings (GBP)ⓘ
Trailing returns
YTD+8.0%
1Y+37.2%
3Y+294.6%
5Y+214.9%
10Y+322.1%
Since incept. (ann.)+2.0%
Total return · from 2005-06-03ⓘ
Risk
Ann. volatility (1Y)30.8%
Ann. volatility (3Y)32.2%
Sharpe (1Y)1.18
Sharpe (3Y)1.59
Max drawdown (1Y)−26.2%
Max drawdown (3Y)−26.2%
Beta (3Y vs SPY)0.99
Daily returns, ann.ⓘ
Top institutional holders13F 2026-Q1
Manager
Shares
Value
% sh out
QoQ
Fisher Asset Management, LLC
91.5M
$1.9B
—
+1.9%
ACADIAN ASSET MANAGEMENT LLC
15.8M
$334M
—
−17.5%
MORGAN STANLEY
11.5M
$244M
—
−7.9%
FMR LLC
9.2M
$194M
—
+7.6%
NATIXIS ADVISORS, LLC
9.1M
$193M
—
+5.1%
BANK OF AMERICA CORP /DE/
8.7M
$184M
—
+2.3%
JONES FINANCIAL COMPANIES LLLP
8.9M
$180M
—
+22147.2%
GOLDMAN SACHS GROUP INC
7.4M
$156M
—
−6.9%
Δ vs 2025-Q4 · % of shares outstanding not shown: this line files 20-F annual reports only — a foreign private issuer whose US listing trades as ADSs (depositary receipts), while its cover-page share count is in ORDINARY shares. The depositary ratio is not in our data. The count we hold for this line is 13,866,661,730 shares (as of 2025-12-31, source dei). Dividing one by the other is wrong by the whole ratio (a 5:1 ADR reads one fifth of the true percentage), so the percentage is withheld rather than served wrong. Holder share counts are shown as filed.ⓘ
Latest reported quarters
No reported quarters on file for BCS.
Basis & disclosures
EOD closes · nothing imputed or averaged · absent “—”
As-of differs by block · 13F = US long, 45+d lag, LOWER bound
Not investment advice · no recommendation, price target or solicitation
EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
