Stock Markets March 5, 2026

U.K. equities slide as commodity-linked sectors weigh on market

United Kingdom 100 closes down 1.39% with mining, aerospace & defense and industrial metals dragging prices lower

By Leila Farooq RTO WPP III
U.K. equities slide as commodity-linked sectors weigh on market
RTO WPP III

U.K. stocks finished lower on Thursday, with the United Kingdom 100 index falling 1.39% as losses in the Mining, Aerospace & Defense and Industrial Metals & Mining sectors pushed the market down. A small group of stocks posted notable gains while several blue-chips and miners retreated. Commodities and currency moves accompanied the equity sell-off.

Key Points

  • The United Kingdom 100 index closed down 1.39%, with losses led by the Mining, Aerospace & Defense and Industrial Metals & Mining sectors.
  • Top performers included Rentokil Initial (LON:RTO), Admiral Group (LON:ADML) and WPP (LON:WPP), while 3I Group (LON:III), Fresnillo (LON:FRES) and Reckitt Benckiser (LON:RKT) were among the biggest decliners.
  • Commodities and FX moved notably: April gold futures fell 0.81%, April crude oil rose 6.63%, Brent May gained 3.97%, GBP/USD declined 0.43%, and the U.S. Dollar Index Futures rose 0.54%.

U.K. equities ended the trading day lower on Thursday, pressured by sector declines in mining, aerospace & defense and industrial metals & mining. At the close in London the United Kingdom 100 was down 1.39%.

Gains were concentrated in a few names despite the broader retreat. The best performers on the United Kingdom 100 were Rentokil Initial PLC (LON:RTO), which advanced 10.74% - up 45.70 points to finish at 471.20; Admiral Group PLC (LON:ADML), which climbed 7.62% or 218.00 points to close at 3,078.00; and WPP PLC (LON:WPP), which rose 6.59% or 16.80 points to end the session at 271.90.

On the other side of the ledger, several stocks posted notable declines. 3I Group PLC (LON:III) slipped 8.10% or 258.00 points to close at 2,929.00, marking a move to a 52-week low. Fresnillo PLC (LON:FRES) fell 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 settle at 5,700.00.

Market breadth was negative at the close. Declining issues on the London Stock Exchange outnumbered advancers by 1,037 to 734, while 531 stocks finished unchanged.

Commodity markets moved alongside the equity weakness. Gold futures for April delivery were down 0.81% or 41.70 to $5,093.00 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 gained 3.97% or 3.23 to trade at $84.63 a barrel.

Currency markets showed the British pound under pressure against the U.S. dollar. GBP/USD was down 0.43% to 1.33, while EUR/GBP was effectively unchanged - moving 0.06% to 0.87. The U.S. Dollar Index Futures was firmer, up 0.54% at 99.26.

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Market close snapshot

  • United Kingdom 100 -1.39% at the close
  • Leading gainers: Rentokil Initial (LON:RTO), Admiral Group (LON:ADML), WPP (LON:WPP)
  • Largest decliners: 3I Group (LON:III), Fresnillo (LON:FRES), Reckitt Benckiser (LON:RKT)
  • Decliners vs advancers: 1,037 vs 734; 531 unchanged

This session highlighted concentrated stock-level strength amid a broader sector-led pullback, while moves in gold, crude oil and major currency pairs accompanied the equity flow.

Risks

  • Sector concentration risk - large declines in mining, aerospace & defense and industrial metals & mining suggest sector-specific volatility that could pressure related stocks and indices.
  • Single-stock downside - 3I Group (LON:III) hit a 52-week low after an 8.10% drop, underscoring company-specific risk within the market.
  • Commodity-driven market swings - significant moves in crude oil and gold prices may amplify volatility for energy and materials companies.

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