Wells Fargo & Co.

ISIN US9497461015

WKN 857949

Marktkapitalisatie (in EUR)

241,298 m

Land

United States

Sector

Finance

Dividendrendement

1.85%

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Overzicht

Koers

Beschrijving

Wells Fargo & Co. is a diversified and community-based financial services company, which engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance products and services. It operates through the following segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management. The Consumer Banking and Lending segment offers consumer and small business banking, home lending, credit cards, auto, and personal lending. The Commercial Banking segment provides banking and credit products across industry sectors and municipalities, secured lending and lease products, and treasury management. The Corporate and Investment Banking segment is composed of corporate banking, investment banking, treasury management, commercial real estate lending and servicing, and equity and fixed income solutions, as well as sales, trading, and research capabilities. The Wealth and Investment Management segment refers to personalized wealth management, brokerage, financial planning, lending, private banking, trust, and fiduciary products and services. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.

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Finance Banking United States Banks United States

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR	241,298 m
WPA, EUR	5.55
KBV	1.7
K/W	14.7
Dividendrendement	1.85%

Income statement (2025)

Omzet, EUR	109,498 m
Netto-inkomen, EUR	18,914 m
Winstmarge	17.27%

What ETF is Wells Fargo & Co. in?

There are 57 ETFs which contain Wells Fargo & Co.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Wells Fargo & Co. is the JPMorgan Active US Value UCITS ETF USD (acc).

ETF	Weging	Investeringsfocus	Fondsgrootte (in m EUR)
iShares MSCI World UCITS ETF (Dist)	0.33%	Equity World	7,362
UBS Core MSCI World UCITS ETF USD acc	0.33%	Equity World	6,332
JPMorgan Active US Value UCITS ETF USD (acc)	3.12%	Equity United States Value	62
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	3.12%	Equity United States Value	4
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.60%	Equity World Social/Environmental Climate Change	43
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.16%	Equity World Multi-Asset Strategy	912
VanEck World Equal Weight Screened UCITS ETF A	0.42%	Equity World Equal Weighted	1,217
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	1.07%	Equity United States Buffer Alternative Investments	5
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.29%	Equity World	28,956
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.30%	Equity United States Social/Environmental	12,920
iShares MSCI North America UCITS ETF	0.44%	Equity North America	1,081
UBS Core MSCI World UCITS ETF USD dis	0.36%	Equity World	1,351
Invesco Global Enhanced Equity UCITS ETF Acc	0.40%	Equity World Multi-Factor Strategy	365
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.73%	Equity World Dividend	1,704
Vanguard FTSE Developed World UCITS ETF Acc	0.33%	Equity World	4,929
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.68%	Equity World Social/Environmental	1,857
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.46%	Equity United States	2
UBS Core MSCI World UCITS ETF hGBP dis	0.33%	Equity World	95
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	35
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.69%	Equity United States Social/Environmental	515
iShares MSCI ACWI UCITS ETF USD (Acc)	0.29%	Equity World	22,393
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.16%	Equity World Multi-Asset Strategy	68
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.49%	Equity United States Social/Environmental	1,276
UBS Core MSCI World UCITS ETF hEUR acc	0.33%	Equity World	388
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.46%	Equity United States	266
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.47%	Equity United States	41,830
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.33%	Equity United States Multi-Factor Strategy	142
Vanguard FTSE Developed World UCITS ETF Distributing	0.33%	Equity World	3,537
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.45%	Equity North America	2,080
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.14%	Equity United States Covered Call Alternative Investments	8
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.14%	Equity United States Covered Call Alternative Investments	274
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1.64%	Equity World Financials Social/Environmental	537
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	1.26%	Equity United States Low Volatility/Risk Weighted	98
JPMorgan Active US Value UCITS ETF USD (dist)	3.12%	Equity United States Value	6
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.05%	Equity World Multi-Asset Strategy	91
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.11%	Equity World Multi-Asset Strategy	702
JPMorgan Active US Equity UCITS ETF USD (dist)	1.45%	Equity United States Social/Environmental	7
Xtrackers MSCI World UCITS ETF 1D	0.36%	Equity World	4,596
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.40%	Equity World Multi-Factor Strategy	7
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist)	0.14%	Equity United States Covered Call Alternative Investments	0
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.47%	Equity United States	25,731
iShares MSCI World Screened UCITS ETF USD (Dist)	0.36%	Equity World Social/Environmental	955
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.35%	Equity World Social/Environmental Climate Change	129
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.61%	Equity World Social/Environmental	50
UBS Core MSCI USA UCITS ETF USD dis	0.46%	Equity United States	1,165
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.29%	Equity World	19,171
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.13%	Equity North America Social/Environmental Climate Change	34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.05%	Equity World Multi-Asset Strategy	198
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.73%	Equity World Dividend	7,217
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.45%	Equity North America	2,485
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	973
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.94%	Equity United States Social/Environmental	950
iShares Core S&P 500 UCITS ETF USD (Dist)	0.47%	Equity United States	17,175
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	1.45%	Equity United States Value	122
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.11%	Equity World Multi-Asset Strategy	91
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.97%	Equity United States Social/Environmental Climate Change	2

Prestaties

Rendementsoverzicht

YTD	-1,37%
1 maand	-3,66%
3 maanden	+6,39%
6 maanden	+19,40%
1 jaar	+1,46%
3 jaar	+78,80%
5 jaar	+193,86%
Since inception	+68,03%
2025	+19,51%
2024	+50,33%
2023	+17,05%
2022	-10,41%

Maandelijks rendement in een heat map

Risico

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-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).