Stock Markets March 2, 2026

U.K. equities fall at Monday close as travel, autos and healthcare equipment weigh

United Kingdom 100 retreats 1.30% as mixed corporate moves include record highs for defence and oil majors and steep drops for ad and banking names

By Ajmal Hussain SHEL WPP
U.K. equities fall at Monday close as travel, autos and healthcare equipment weigh
SHEL WPP

U.K. stocks finished lower after the close on Monday, with the United Kingdom 100 index sliding 1.30%. Losses were concentrated in the Automobiles & Parts, Travel & Leisure and Healthcare Equipment & Services sectors. While BAE Systems and Shell reached record highs, WPP plunged to five-year lows and several lenders and airlines posted notable declines.

Key Points

  • United Kingdom 100 closed down 1.30% after the London market shut on Monday.
  • Top gainers included BAE Systems (+6.11%, to 2,241.00) and Shell (+2.50%, to 3,150.30); WPP fell sharply (-7.64%, to 254.00).
  • Market breadth was negative with 1,311 decliners versus 559 advancers; commodities and the U.S. dollar strengthened, while GBP weakened.

U.K. equities closed weaker after the market shut on Monday, as sector-level declines in Automobiles & Parts, Travel & Leisure and Healthcare Equipment & Services helped push the benchmark lower.

At the close in London the United Kingdom 100 fell 1.30%.


Market movers

The session’s strongest performances were led by BAE Systems PLC, which climbed 6.11% - an increase of 129.00 points - to finish at 2,241.00. Airtel Africa Plc added 3.21%, or 11.20 points, closing at 360.20, while Shell PLC rose 2.50%, an advance of 76.80 points, to end the session at 3,150.30.

On the downside, WPP PLC was the heaviest decliner, sliding 7.64% or 21.00 points to close at 254.00. International Consolidated Airlines Group S.A. fell 5.48%, losing 23.20 points to end at 400.50, and Standard Chartered PLC dropped 5.30% - down 97.00 points - to 1,735.00.


Breadth and notable levels

Declining issues outpaced advancers on the London Stock Exchange by 1,311 to 559, with 446 names finishing unchanged. During the session BAE Systems and Shell reached all-time highs, while WPP fell to a five-year low.


Commodities and currencies

In commodities trading, April Gold Futures rose 1.31%, up 68.70 to $5,316.60 a troy ounce. Crude oil for April delivery gained 5.43% or 3.64 to trade at $70.66 a barrel, and the May Brent contract increased 5.90% or 4.30 to reach $77.17 a barrel.

On the currency front, GBP/USD weakened 0.63% to 1.34, while EUR/GBP moved 0.37% to 0.87. The US Dollar Index Futures was higher by 0.98% at 98.52.


Implications for sectors

The day’s activity highlights contrasting dynamics: defence and energy names posted strong gains and record valuations, while advertising, banking and travel-linked stocks registered sharp losses. This split underscores uneven investor sentiment across cyclicals and defensive areas of the market.

Market participants will likely watch whether strength among energy and defence names is sustained and whether pressure on travel, advertising and financials persists in coming sessions.

Risks

  • Continued weakness in Travel & Leisure and Automobiles & Parts could pressure related equities and affect market breadth.
  • Significant declines in major advertising and banking names may signal sector-specific volatility that could spill into indices.
  • Rising oil and gold prices introduce commodity-driven volatility that may influence energy and materials sectors.

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