Lloyds Banking Group

United Kingdom

$736B in Total Assets

Qualitative Analysis

FinanceMap scores this financial institution in the following areas. Please navigate to the relevant tab for in-depth analysis

FinanceMap Scores

Governance Score

Stewardship Score

Policy Engagement Score

Top Line Target

Net Zero

Portfolio Analysis

FinanceMap assesses these portfolios for this financial institution. Please navigate to the relevant tab for in-depth analysis.

Activity Stream
Value Assessed
Portfolio Paris Alignment Score
Exposure to Fossil Fuels
Equity Asset Management
$19.1B
-14%
5.4%

Governance

B-
Performance Band

73%
Organisation Score

Detailed Evidence Used to Assess Lloyds Banking Group

The following table outlines the key queries and data sources, which FinanceMap uses to assess financial institutions climate governance, targets and policies. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Exposure Analysis

Last Updated - 28/02/2023

Fossil fuel companies are those whose primary sector falls within coal mining and services, or up-, mid-, and downstream oil and gas sectors. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Equity Portfolio Paris Alignment

Portion of AUM Assessed: $19.1B

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors in which the asset manager has shareholdings. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.
Sector
% of Portfolio Value
Sector Paris Alignment

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Gd Power Development Co Ltd21.3%
SSE PLC13.9%
NTPC Ltd11.9%
Fortum Oyj11.2%
National Grid PLC7.5%
Drax Group PLC4.7%
Iberdrola SA2.5%
American Electric Power Company Inc2.4%
Engie SA2.4%
Energy of Minas Gerais Co2.0%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Bayerische Motoren Werke AG16.5%
Kia Corp16.2%
Dongfeng Motor Group Co Ltd15.4%
Honda Motor Co Ltd12.7%
Mercedes Benz Group AG12.2%
Volvo Car AB4.8%
Hyundai Motor Co4.8%
Nissan Motor Co Ltd4.2%
Toyota Motor Corp2.6%
Volkswagen AG2.3%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Glencore PLC98.9%
China Shenhua Energy Co Ltd0.4%
Yankuang Energy Group Co Ltd0.3%
Coal India Ltd0.2%
Adaro Energy Indonesia TBK PT0.1%
Whitehaven Coal Ltd<0.1%
United Tractors Tbk PT<0.1%
Mongolian Mining Corp<0.1%
Bukit Asam Tbk PT<0.1%
Bumi Resources Tbk PT<0.1%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
BP PLC41.1%
Shell PLC33.5%
Petroleo Brasileiro SA Petrobras5.0%
Harbour Energy PLC3.0%
Tullow Oil PLC3.0%
TotalEnergies SE2.2%
Equinor ASA1.8%
PetroChina Co Ltd1.4%
Exxon Mobil Corp1.3%
China Petroleum & Chemical Corp1.1%

Funds Assessed

All equity funds that FinanceMap has identified as being managed by this asset manager. Click through to a fund's profile page to view in-depth analysis.
Fund Name
Fund Domicile
TNA
Exposure
Portfolio Paris Alignment
United Kingdom
$4.88B
16.8%
-10%
United Kingdom
$3.15B
N/A
N/A
United Kingdom
$2.28B
16.5%
-7%
United Kingdom
$1.43B
16.5%
-7%
United Kingdom
$1.41B
10.6%
-28%
United Kingdom
$1.36B
20.4%
-6%
United Kingdom
$1.19B
8.2%
-6%
United Kingdom
$897M
9.9%
-8%
United Kingdom
$761M
N/A
N/A
United Kingdom
$735M
N/A
N/A
United Kingdom
$705M
N/A
N/A
United Kingdom
$693M
17.0%
-9%
United Kingdom
$608M
8.2%
-6%
United Kingdom
$563M
8.0%
-15%
United Kingdom
$517M
N/A
N/A
United Kingdom
$482M
20.4%
-6%
United Kingdom
$472M
N/A
N/A
United Kingdom
$455M
N/A
N/A
United Kingdom
$440M
8.0%
-15%
United Kingdom
$421M
16.7%
-10%
United Kingdom
$374M
N/A
N/A
United Kingdom
$371M
17.1%
-9%
United Kingdom
$353M
N/A
N/A
United Kingdom
$302M
4.8%
-13%
United Kingdom
$247M
N/A
N/A
United Kingdom
$241M
N/A
N/A
United Kingdom
$206M
0%
N/A
United Kingdom
$205M
N/A
N/A
United Kingdom
$194M
N/A
N/A
United Kingdom
$193M
N/A
N/A
United Kingdom
$182M
N/A
N/A
United Kingdom
$179M
N/A
N/A
United Kingdom
$174M
N/A
N/A
United Kingdom
$171M
9.3%
-5%
United Kingdom
$169M
N/A
N/A
United Kingdom
$167M
N/A
N/A
United Kingdom
$143M
N/A
N/A
United Kingdom
$140M
N/A
N/A
United Kingdom
$136M
11.6%
-24%
United Kingdom
$131M
N/A
N/A
United Kingdom
$126M
N/A
N/A
United Kingdom
$125M
1.4%
N/A
United Kingdom
$119M
N/A
N/A
United Kingdom
$119M
N/A
N/A
United Kingdom
$108M
8.1%
0%
United Kingdom
$94.9M
6.3%
-24%
United Kingdom
$92.8M
N/A
N/A
United Kingdom
$91.3M
N/A
N/A
United Kingdom
$89.6M
N/A
N/A
United Kingdom
$87.9M
N/A
N/A
United Kingdom
$82.3M
N/A
N/A
United Kingdom
$72.7M
N/A
N/A
United Kingdom
$70.3M
N/A
N/A
United Kingdom
$69.7M
N/A
N/A
United Kingdom
$61.0M
N/A
N/A
United Kingdom
$60.8M
N/A
N/A
United Kingdom
$58.8M
N/A
N/A
United Kingdom
$58.4M
N/A
N/A
United Kingdom
$57.4M
N/A
N/A
United Kingdom
$56.0M
0%
N/A
United Kingdom
$55.3M
N/A
N/A
United Kingdom
$54.8M
1.5%
N/A
United Kingdom
$43.9M
N/A
N/A
United Kingdom
$40.7M
N/A
N/A
United Kingdom
$40.6M
N/A
N/A
United Kingdom
$38.9M
N/A
N/A
United Kingdom
$38.8M
N/A
N/A
United Kingdom
$37.8M
11.3%
-27%
United Kingdom
$37.1M
N/A
N/A
United Kingdom
$36.7M
N/A
N/A
United Kingdom
$32.2M
0%
N/A
United Kingdom
$31.6M
N/A
N/A
United Kingdom
$30.2M
N/A
N/A
United Kingdom
$28.7M
N/A
N/A
United Kingdom
$28.5M
<1%
N/A
United Kingdom
$28.5M
N/A
N/A
United Kingdom
$28.5M
N/A
N/A
United Kingdom
$28.1M
N/A
N/A
United Kingdom
$28.0M
N/A
N/A
United Kingdom
$26.7M
N/A
N/A
United Kingdom
$26.6M
8.0%
-15%
United Kingdom
$26.6M
N/A
N/A
United Kingdom
$26.3M
N/A
N/A
United Kingdom
$25.5M
N/A
N/A
United Kingdom
$25.0M
N/A
N/A
United Kingdom
$24.6M
N/A
N/A
United Kingdom
$23.8M
N/A
N/A
United Kingdom
$23.7M
N/A
N/A
United Kingdom
$22.0M
N/A
N/A
United Kingdom
$21.5M
N/A
N/A
United Kingdom
$21.0M
N/A
N/A
United Kingdom
$21.0M
N/A
N/A
United Kingdom
$20.8M
N/A
N/A
United Kingdom
$20.8M
N/A
N/A
United Kingdom
$20.8M
N/A
N/A
United Kingdom
$20.6M
N/A
N/A
United Kingdom
$19.8M
N/A
N/A
United Kingdom
$19.7M
N/A
N/A
United Kingdom
$19.5M
10.2%
-9%
United Kingdom
$18.7M
N/A
N/A
United Kingdom
$18.7M
N/A
N/A
United Kingdom
$18.6M
6.3%
-24%
United Kingdom
$18.0M
N/A
N/A
United Kingdom
$17.9M
N/A
N/A
United Kingdom
$17.4M
N/A
N/A
United Kingdom
$17.3M
4.1%
-15%
United Kingdom
$17.3M
N/A
N/A
United Kingdom
$16.4M
N/A
N/A
United Kingdom
$15.8M
N/A
N/A
United Kingdom
$15.6M
N/A
N/A
United Kingdom
$14.6M
N/A
N/A
United Kingdom
$14.4M
N/A
N/A
United Kingdom
$13.6M
N/A
N/A
United Kingdom
$12.5M
8.6%
-22%
United Kingdom
$12.4M
N/A
N/A
United Kingdom
$12.4M
N/A
N/A
United Kingdom
$12.1M
N/A
N/A
United Kingdom
$11.9M
N/A
N/A
United Kingdom
$11.5M
N/A
N/A
United Kingdom
$11.4M
N/A
N/A
United Kingdom
$11.4M
N/A
N/A
United Kingdom
$11.1M
N/A
N/A
United Kingdom
$10.5M
9.8%
-8%
United Kingdom
$10.4M
N/A
N/A

Stewardship

B+
Performance Band

N/A
Voting Percentage

Detailed Evidence Used to Assess Lloyds Banking Group

The following table outlines the key queries and data sources, which FinanceMap uses to assess asset managers' corporate engagement programs. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Policy Engagement

C-
Performance Band

54%
Organisation Score

57%
Relationship Score

Detailed Evidence Used to Assess Lloyds Banking Group

The following table outlines the key queries and data sources, which FinanceMap uses to assess financial institutions’ sustainable finance policy engagement. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Detailed Evidence Used to Assess Lloyds Banking Group - Relationships

In this section, we depict graphically the relationships the corporation has with trade associations, federations, advocacy groups and other third parties who may be acting on their behalf to influence climate change policy. Each of the columns above represents one relationship the corporation appears to have with such a third party.

In these columns, the top, dark section represents the strength of the relationship the corporation has with the influencer. For example if a corporation's senior executive also held a key role in the trade association, we would deem this to be a strong relationship and it would be on the far left of the chart above, with the weaker ones to the right. Click on these grey shaded upper sections for details of these relationships. The middle section contains a link to the organization score details of the influencer concerned, so you can see the details of its climate change policy influence. Click on the middle sections for for details of the trade associations. The lower section contains the organization score of that influencer, the lower the more negatively it is influencing climate policy.

Strength of Relationship
STRONG
 
 
 
 
 
 
 
WEAK
 
50%
 
50%
 
71%
 
71%
 
41%
 
41%
 
62%
 
62%
 
60%
 
60%
 
55%
 
55%
 
56%
 
56%
 
52%
 
52%