Bank of Montreal

ISIN CA0636711016

WKN 850386

Market cap (in EUR)

92,674 m

Country

Canada

Sector

Finance

Dividend yield

3.14%

Overview

Quote

Description

Bank of Montreal engages in the provision of banking and financial services to individuals and institutions. It operates through the following segments: Canadian Personal and Commercial Banking (Canadian P&C), United States Personal and Commercial Banking (U.S. P&C), BMO Wealth Management, BMO Capital Markets, and Corporate Services. The company was founded by Robert Armour, John C. Bush, Austin Cuvillier, George Garden, Horatio Gates, James Leslie, George Moffatt, John Richardson and Thomas A. Turner on June 23, 1817 and is headquartered in Montreal, Canada.

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Finance Banking International Banks Canada

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Financials

Key metrics

Market capitalisation, EUR	92,674 m
EPS, EUR	7.58
P/B ratio	1.9
P/E ratio	17.4
Dividend yield	3.14%

Income statement (2025)

Revenue, EUR	50,126 m
Net income, EUR	5,605 m
Profit margin	11.18%

What ETF is Bank of Montreal in?

There are 42 ETFs which contain Bank of Montreal. All of these ETFs are listed in the table below. The ETF with the largest weighting of Bank of Montreal is the VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	1.29%	Equity World Dividend	7,748
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.20%	Equity World Multi-Factor Strategy	0
iShares MSCI World UCITS ETF (Dist)	0.12%	Equity World	7,853
UBS Core MSCI World UCITS ETF USD acc	0.12%	Equity World	8,487
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.21%	Equity World Social/Environmental Climate Change	36
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.05%	Equity World Multi-Asset Strategy	1,052
VanEck World Equal Weight Screened UCITS ETF A	0.40%	Equity World Equal Weighted	1,263
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	15
VanEck Multi-Asset Growth Allocation UCITS ETF	0.63%	Equity World Social/Environmental Multi-Asset Strategy	33
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	807
Xtrackers MSCI World UCITS ETF 1D	0.11%	Equity World	4,445
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.10%	Equity World	37,789
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.07%	Equity World Multi-Factor Strategy	8
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental Climate Change	8
iShares MSCI North America UCITS ETF	0.16%	Equity North America	1,289
UBS Core MSCI World UCITS ETF USD dis	0.12%	Equity World	1,782
iShares MSCI World Screened UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	1,107
Invesco Global Enhanced Equity UCITS ETF Acc	0.07%	Equity World Multi-Factor Strategy	568
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.24%	Equity World Dividend	2,229
Vanguard FTSE Developed World UCITS ETF Acc	0.12%	Equity World	5,691
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.13%	Equity World Social/Environmental	1,615
UBS Core MSCI World UCITS ETF hGBP dis	0.12%	Equity World	100
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.12%	Equity World Social/Environmental	55
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	40
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.10%	Equity World	21,288
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.43%	Equity World Social/Environmental Multi-Asset Strategy	39
iShares MSCI ACWI UCITS ETF USD (Acc)	0.11%	Equity World	26,625
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.05%	Equity North America Social/Environmental Climate Change	38
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	79
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	221
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.12%	Equity World Social/Environmental	524
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.24%	Equity World Dividend	8,070
UBS Core MSCI World UCITS ETF hEUR acc	0.12%	Equity World	798
Vanguard FTSE Developed World UCITS ETF Distributing	0.12%	Equity World	3,812
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.16%	Equity North America	2,764
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	743
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.16%	Equity North America	2,557
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.18%	Equity North America Social/Environmental	26
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.07%	Equity World Multi-Factor Strategy	3
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.54%	Equity World Financials Social/Environmental	117
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	101
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	96

Performance

Returns overview

YTD	+22.51%
1 month	+5.01%
3 months	+10.33%
6 months	+30.15%
1 year	+48.94%
3 years	+69.08%
5 years	+63.97%
Since inception (MAX)	+146.71%
2025	+21.06%
2024	+3.18%
2023	+4.80%
2022	-10.78%

Monthly returns in a heat map

Risk

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF returns include dividend payments (if applicable).