Wells Fargo & Co.

ISIN US9497461015

WKN 857949

Market cap (in EUR)

223,731 m

Country

United States

Sector

Finance

Dividend yield

2.16%

Overview

Quote

Description

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

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Financials

Key metrics

Market capitalisation, EUR	223,731 m
EPS, EUR	5.59
P/B ratio	1.6
P/E ratio	12.9
Dividend yield	2.16%

Income statement (2025)

Revenue, EUR	110,124 m
Net income, EUR	18,914 m
Profit margin	17.18%

What ETF is Wells Fargo & Co. in?

There are 60 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 US Value Equity Active UCITS ETF USD (acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc	0.26%	Equity World	9,638
iShares MSCI World UCITS ETF (Dist)	0.26%	Equity World	8,005
JPMorgan US Value Equity Active UCITS ETF USD (acc)	2.63%	Equity United States Value	70
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	2.63%	Equity United States Value	4
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.50%	Equity World Social/Environmental Climate Change	37
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.16%	Equity World Multi-Asset Strategy	1,149
VanEck World Equal Weight Screened UCITS ETF A	0.35%	Equity World Equal Weighted	1,382
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	0.90%	Equity United States Buffer Alternative Investments	5
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.22%	Equity World	42,617
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.40%	Equity United States Social/Environmental	14,792
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.35%	Equity World Social/Environmental Climate Change	8
iShares MSCI North America UCITS ETF	0.35%	Equity North America	1,229
UBS Core MSCI World UCITS ETF USD dis	0.26%	Equity World	1,875
Invesco Global Enhanced Equity UCITS ETF Acc	0.21%	Equity World Multi-Factor Strategy	716
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.56%	Equity World Dividend	2,529
Vanguard FTSE Developed World UCITS ETF Acc	0.25%	Equity World	5,545
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.55%	Equity World Social/Environmental	1,707
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.37%	Equity United States	4
UBS Core MSCI World UCITS ETF hGBP dis	0.26%	Equity World	103
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	42
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.60%	Equity United States Social/Environmental	509
iShares MSCI ACWI UCITS ETF USD (Acc)	0.23%	Equity World	29,139
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.16%	Equity World Multi-Asset Strategy	87
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.39%	Equity United States Social/Environmental	1,427
UBS Core MSCI World UCITS ETF hEUR acc	0.26%	Equity World	836
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.37%	Equity United States	186
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.37%	Equity United States	44,813
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.38%	Equity United States Multi-Factor Strategy	136
Vanguard FTSE Developed World UCITS ETF Distributing	0.25%	Equity World	4,002
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.35%	Equity North America	2,664
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.13%	Equity United States Covered Call Alternative Investments	16
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.13%	Equity United States Covered Call Alternative Investments	361
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.21%	Equity World Multi-Factor Strategy	3
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1.19%	Equity World Financials Social/Environmental	123
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.44%	Equity United States Low Volatility/Risk Weighted	126
JPMorgan US Value Equity Active UCITS ETF USD (dist)	2.63%	Equity United States Value	6
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.05%	Equity World Multi-Asset Strategy	100
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	16
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.11%	Equity World Multi-Asset Strategy	880
JPMorgan US Equity Active UCITS ETF USD (dist)	1.19%	Equity United States Social/Environmental	5
Xtrackers MSCI World UCITS ETF 1D	0.28%	Equity World	4,825
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.21%	Equity World Multi-Factor Strategy	8
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF GBP Hedged (dist)	0.60%	Equity United States Social/Environmental Climate Change	-
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.13%	Equity United States Covered Call Alternative Investments	42
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.37%	Equity United States	28,487
iShares MSCI World Screened UCITS ETF USD (Dist)	0.28%	Equity World Social/Environmental	1,136
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.30%	Equity World Social/Environmental Climate Change	189
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.50%	Equity World Social/Environmental	58
UBS Core MSCI USA UCITS ETF USD dis	0.37%	Equity United States	1,253
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.22%	Equity World	22,299
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.37%	Equity North America Social/Environmental Climate Change	40
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.05%	Equity World Multi-Asset Strategy	232
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.56%	Equity World Dividend	8,654
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.35%	Equity North America	2,857
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.22%	Equity World Social/Environmental	589
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.74%	Equity United States Social/Environmental	1,192
iShares Core S&P 500 UCITS ETF USD (Dist)	0.37%	Equity United States	18,869
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	1.09%	Equity United States Value	283
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.11%	Equity World Multi-Asset Strategy	113
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.60%	Equity United States Social/Environmental Climate Change	2

Performance

Returns overview

YTD	-11.66%
1 month	+14.04%
3 months	+7.36%
6 months	-10.04%
1 year	+9.07%
3 years	+81.74%
5 years	+89.33%
Since inception (MAX)	+50.50%
2025	+19.51%
2024	+50.33%
2023	+17.05%
2022	-10.41%

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).