Bank of Montreal

ISIN CA0636711016

WKN 850386

Market cap (in EUR)

78,351 m

Country

Canada

Sector

Finance

Dividend yield

3.61%

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 Toronto, Canada.

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Finance Banking International Banks Canada

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Financials

Key metrics

Market capitalisation, EUR	78,351 m
EPS, EUR	7.37
P/B ratio	1.6
P/E ratio	15.6
Dividend yield	3.61%

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 38 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	1.38%	Equity World Dividend	4,654
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.20%	Equity World Multi-Factor Strategy	0
UBS Core MSCI World UCITS ETF USD acc	0.11%	Equity World	5,308
iShares MSCI World UCITS ETF (Dist)	0.11%	Equity World	7,356
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.23%	Equity World Social/Environmental Climate Change	43
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.05%	Equity World Multi-Asset Strategy	864
VanEck World Equal Weight Screened UCITS ETF A	0.45%	Equity World Equal Weighted	1,142
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	14
VanEck Multi-Asset Growth Allocation UCITS ETF	0.63%	Equity World Social/Environmental Multi-Asset Strategy	31
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	662
Xtrackers MSCI World UCITS ETF 1D	0.11%	Equity World	4,457
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.09%	Equity World	26,469
iShares MSCI North America UCITS ETF	0.14%	Equity North America	1,090
UBS Core MSCI World UCITS ETF USD dis	0.11%	Equity World	1,287
iShares MSCI World Screened UCITS ETF USD (Dist)	0.12%	Equity World Social/Environmental	943
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.24%	Equity World Dividend	1,391
Vanguard FTSE Developed World UCITS ETF Acc	0.11%	Equity World	4,742
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.12%	Equity World Social/Environmental	1,907
UBS Core MSCI World UCITS ETF hGBP dis	0.11%	Equity World	92
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.10%	Equity World Social/Environmental	52
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	34
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.09%	Equity World	18,562
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.43%	Equity World Social/Environmental Multi-Asset Strategy	38
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.10%	Equity North America Social/Environmental Climate Change	43
iShares MSCI ACWI UCITS ETF USD (Acc)	0.10%	Equity World	21,254
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	64
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	186
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.11%	Equity World Social/Environmental	485
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.24%	Equity World Dividend	6,396
UBS Core MSCI World UCITS ETF hEUR acc	0.11%	Equity World	292
Vanguard FTSE Developed World UCITS ETF Distributing	0.11%	Equity World	3,479
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.14%	Equity North America	2,478
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	957
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.14%	Equity North America	2,108
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.16%	Equity North America Social/Environmental	27
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.58%	Equity World Financials Social/Environmental	537
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	87
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	85

Performance

Returns overview

YTD	+19.94%
1 month	+5.04%
3 months	+0.00%
6 months	+21.48%
1 year	+18.58%
3 years	+30.46%
5 years	+78.31%
Since inception (MAX)	+99.51%
2024	+3.18%
2023	+4.80%
2022	-10.78%
2021	+54.10%

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).