UK100 Hits Record Highs | Why the FTSE 100 Is Outperforming

While US markets are still arguing with Big Tech valuations, the UK market is doing its own thing. The UK100 (FTSE 100) just pushed above 10,400, marking fresh all-time highs.

📊 The great rotation is here
Investors are rebalancing away from US tech-heavy portfolios, and London’s market is catching the inflows. The result? The UK100 keeps climbing as the S&P 500 and Nasdaq 100 struggle to find their footing.

🏦 Why the UK100 loves this moment
Here’s the thing about London’s benchmark: technology makes up less than £53 billion of its market cap — the second-smallest sector. That’s a rounding error compared to US benchmarks where a handful of software giants dominate performance and volatility. Instead, the UK100 is built around sectors that behave very differently in this environment.

🛡️ A defensive core by design
Financials, consumer staples, and health care are the three largest sectors in the index. That gives the UK100 a naturally defensive tilt, and it explains why UK stocks often sit out tech-driven selloffs.
The index also houses global mining giants like Glencore and Rio Tinto. With dollar weakness and the US-China race for critical minerals heating up, these heavyweights are pulling their weight — and then some.