Stock Markets February 5, 2026

U.K. equities end lower as mining, metals and banking names drag index down

United Kingdom 100 falls 1.05% as Glencore, NatWest and Fresnillo lead declines while LSE Group and GSK post gains

By Maya Rios
U.K. equities end lower as mining, metals and banking names drag index down

U.K. stocks closed lower on Thursday, with the United Kingdom 100 shedding 1.05%. Losses in Industrial Metals & Mining, Mining and Banking sectors weighed on the market. While London Stock Exchange Group and GSK were among the session's strongest performers, heavyweight miners and a major bank posted notable declines. Commodities and currency moves accompanied the equity weakness.

Key Points

  • United Kingdom 100 closed down 1.05% as losses in Industrial Metals & Mining, Mining and Banking sectors weighed on the market.
  • Top gainers included LON:LSEG (+5.80%), LON:GSK (+4.81%, hitting five-year highs) and LON:SGE (+3.05%); biggest declines were at LON:GLEN (-7.03%), LON:NWG (-6.02%) and LON:FRES (-5.83%).
  • Commodities and FX moved lower for precious metals and oil while the US Dollar Index Futures rose, reflecting risk-off conditions.

U.K. equities finished the session in negative territory on Thursday, with the United Kingdom 100 down 1.05% at the close in London as sector weakness in Industrial Metals & Mining, Mining and Banking pressured the market.

Market movers

The leading gainers on the United Kingdom 100 were:

  • London Stock Exchange Group PLC (LON:LSEG) - up 5.80% or 416.00 points to close at 7,586.00.
  • GSK plc (LON:GSK) - added 4.81% or 100.00 points to finish at 2,182.34, a move that pushed the stock to five-year highs.
  • Sage Group PLC (LON:SGE) - rose 3.05% or 25.80 points to end the day at 871.20.

The session’s heaviest decliners included:

  • Glencore PLC (LON:GLEN) - slipped 7.03% or 35.95 points to 475.25 at the close.
  • NatWest Group PLC (LON:NWG) - down 6.02% or 41.60 points to finish at 650.00.
  • Fresnillo PLC (LON:FRES) - fell 5.83% or 220.00 points to 3,556.00.

Market breadth in London showed more falling issues than rising ones: 1,114 shares declined, 708 advanced and 489 were unchanged.

Commodities and FX

Metal and energy prices moved lower alongside equities. April gold futures were down 1.15% or 56.79 to trade at $4,894.01 a troy ounce. In oil markets, crude for March delivery fell 2.56% or $1.67 to $63.47 a barrel, while the April Brent contract declined 2.59% or $1.80 to $67.66 a barrel.

Currency markets reflected the risk-off tone. GBP/USD slipped 0.88% to 1.35, and EUR/GBP rose 0.79% to 0.87. The US Dollar Index Futures was higher by 0.18% at 97.66.


Context and implications

The session was characterized by pronounced weakness in mining and banking names that contributed to the headline index’s decline. At the same time, select large-cap stocks rallied, with GSK reaching a five-year peak. Commodities and currency moves were consistent with the broader retreat in risk assets.

Risks

  • Ongoing weakness in the Mining and Industrial Metals & Mining sectors could continue to pressure mining-related stocks and indices.
  • Banking sector volatility, as seen in NatWest’s decline, presents ongoing uncertainty for financial stocks and broader market sentiment.
  • Declines in commodity prices, including oil and gold, may create additional headwinds for resource-focused companies and related sectors.

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