Stock Markets March 5, 2026

London stocks retreat as mining and defense names weigh on index

United Kingdom 100 closes down 1.39% with heavy losses in mining, aerospace & defense and industrial metals

By Nina Shah RTO WPP III
London stocks retreat as mining and defense names weigh on index
RTO WPP III

U.K. equities finished lower on Thursday, led by declines in the Mining, Aerospace & Defense and Industrial Metals & Mining sectors. The Investing.com United Kingdom 100 fell 1.39% at the close, with notable gains in Rentokil Initial, Admiral Group and WPP contrasting sharp drops in 3I Group, Fresnillo and Reckitt Benckiser. Commodity moves included a slide in gold and sizable gains in crude oil.

Key Points

  • Investing.com United Kingdom 100 closed down 1.39%, led by losses in the Mining, Aerospace & Defense and Industrial Metals & Mining sectors.
  • Notable outperformers included Rentokil Initial PLC (LON:RTO) +10.74%, Admiral Group PLC (LON:ADML) +7.62% and WPP PLC (LON:WPP) +6.59%; major decliners were 3I Group PLC (LON:III) -8.10%, Fresnillo PLC (LON:FRES) -7.27% and Reckitt Benckiser Group PLC (LON:RKT) -5.79%.
  • Commodity and currency moves were mixed: April gold futures fell to $5,092.24/oz while crude oil and Brent rose to $79.61/bbl and $84.63/bbl respectively; GBP/USD weakened to 1.33 and the US Dollar Index Futures rose to 99.26.

U.K. stocks closed lower on Thursday, with sector losses in Mining, Aerospace & Defense and Industrial Metals & Mining driving the market down. At the London close the Investing.com United Kingdom 100 dropped 1.39%.

Market winners were concentrated among select names. Rentokil Initial PLC (LON:RTO) led advances, rising 10.74% or 45.70 points to finish at 471.20. Admiral Group PLC (LON:ADML) added 7.62% or 218.00 points to end at 3,078.00, while WPP PLC (LON:WPP) climbed 6.59% or 16.80 points to 271.90 at the close.

On the downside, 3I Group PLC (LON:III) fell 8.10% or 258.00 points to trade at 2,929.00, recording a move to 52-week lows. Fresnillo PLC (LON:FRES) slipped 7.27% or 280.00 points to finish at 3,572.00, and Reckitt Benckiser Group PLC (LON:RKT) declined 5.79% or 350.00 points to 5,700.00.

Breadth on the London Stock Exchange skewed negative, with declining issues outnumbering advancers by 1,037 to 734, and 531 stocks ending the session unchanged.

Commodities showed mixed moves. Gold Futures for April delivery were down 0.83% or 42.46 to $5,092.24 a troy ounce. In energy markets Crude oil for April delivery rose 6.63% or 4.95 to $79.61 a barrel, while the May Brent contract increased 3.97% or 3.23 to trade at $84.63 a barrel.

In currency markets, GBP/USD was down 0.43% to 1.33, while EUR/GBP was effectively unchanged, quoted at 0.87 with a 0.06% move. The US Dollar Index Futures gained 0.54%, trading at 99.26.


Summary of notable moves:

  • Index: Investing.com United Kingdom 100 -1.39% at close.
  • Top gainers: Rentokil Initial PLC (LON:RTO) +10.74% to 471.20; Admiral Group PLC (LON:ADML) +7.62% to 3,078.00; WPP PLC (LON:WPP) +6.59% to 271.90.
  • Top decliners: 3I Group PLC (LON:III) -8.10% to 2,929.00 (52-week low); Fresnillo PLC (LON:FRES) -7.27% to 3,572.00; Reckitt Benckiser Group PLC (LON:RKT) -5.79% to 5,700.00.
  • Market breadth: 1,037 down, 734 up, 531 unchanged.
  • Commodities and FX: Gold down to $5,092.24/oz; Brent $84.63/bbl; Crude $79.61/bbl; GBP/USD 1.33; EUR/GBP 0.87; US Dollar Index Futures 99.26.

No additional commentary or attribution is provided beyond the numerical moves and sector performance reported above.

Risks

  • Market breadth tilted negative with 1,037 decliners versus 734 advancers, indicating downside pressure across the exchange - this could affect mining and industrial metals sectors.
  • 3I Group PLC (LON:III) falling to a 52-week low introduces company-specific downside risk and potential heightened volatility in related investment positions.
  • Divergent commodity moves - falling gold but rising oil prices - create uncertainty for commodity-linked sectors, including mining and energy, and may influence currency and inflation dynamics.

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