Wells Fargo & Co.

ISIN US9497461015

WKN 857949

Market cap (in EUR)

193,332 m

Country

United States

Sector

Finance

Dividend yield

2.37%

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

Chart

Financials

Key metrics

Market capitalisation, EUR	193,332 m
EPS, EUR	5.59
P/B ratio	1.4
P/E ratio	11.4
Dividend yield	2.37%

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 59 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	0.31%	Equity World	8,531
iShares MSCI World UCITS ETF (Dist)	0.31%	Equity World	7,885
JPMorgan US Value Equity Active UCITS ETF USD (acc)	2.79%	Equity United States Value	62
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	2.79%	Equity United States Value	4
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.59%	Equity World Social/Environmental Climate Change	36
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.16%	Equity World Multi-Asset Strategy	1,056
VanEck World Equal Weight Screened UCITS ETF A	0.41%	Equity World Equal Weighted	1,261
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	1.00%	Equity United States Buffer Alternative Investments	5
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.27%	Equity World	37,962
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.43%	Equity United States Social/Environmental	14,356
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.33%	Equity World Social/Environmental Climate Change	8
iShares MSCI North America UCITS ETF	0.42%	Equity North America	1,297
UBS Core MSCI World UCITS ETF USD dis	0.31%	Equity World	1,802
Invesco Global Enhanced Equity UCITS ETF Acc	0.32%	Equity World Multi-Factor Strategy	571
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.61%	Equity World Dividend	2,214
Vanguard FTSE Developed World UCITS ETF Acc	0.30%	Equity World	5,715
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.64%	Equity World Social/Environmental	1,622
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.44%	Equity United States	4
UBS Core MSCI World UCITS ETF hGBP dis	0.31%	Equity World	101
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	40
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.65%	Equity United States Social/Environmental	519
iShares MSCI ACWI UCITS ETF USD (Acc)	0.28%	Equity World	26,772
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.16%	Equity World Multi-Asset Strategy	78
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.48%	Equity United States Social/Environmental	1,407
UBS Core MSCI World UCITS ETF hEUR acc	0.31%	Equity World	816
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.44%	Equity United States	194
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.44%	Equity United States	44,312
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.49%	Equity United States Multi-Factor Strategy	116
Vanguard FTSE Developed World UCITS ETF Distributing	0.30%	Equity World	3,800
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.42%	Equity North America	2,560
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.14%	Equity United States Covered Call Alternative Investments	18
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.14%	Equity United States Covered Call Alternative Investments	328
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.32%	Equity World Multi-Factor Strategy	3
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1.55%	Equity World Financials Social/Environmental	117
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.49%	Equity United States Low Volatility/Risk Weighted	100
JPMorgan US Value Equity Active UCITS ETF USD (dist)	2.79%	Equity United States Value	6
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.05%	Equity World Multi-Asset Strategy	96
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	15
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.11%	Equity World Multi-Asset Strategy	806
JPMorgan US Equity Active UCITS ETF USD (dist)	1.40%	Equity United States Social/Environmental	5
Xtrackers MSCI World UCITS ETF 1D	0.31%	Equity World	4,494
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.32%	Equity World Multi-Factor Strategy	8
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.14%	Equity United States Covered Call Alternative Investments	40
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.44%	Equity United States	28,996
iShares MSCI World Screened UCITS ETF USD (Dist)	0.35%	Equity World Social/Environmental	1,113
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.35%	Equity World Social/Environmental Climate Change	123
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.56%	Equity World Social/Environmental	55
UBS Core MSCI USA UCITS ETF USD dis	0.44%	Equity United States	1,237
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.27%	Equity World	21,349
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.44%	Equity North America Social/Environmental Climate Change	38
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.05%	Equity World Multi-Asset Strategy	221
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.61%	Equity World Dividend	8,047
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.42%	Equity North America	2,779
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.25%	Equity World Social/Environmental	748
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.85%	Equity United States Social/Environmental	1,084
iShares Core S&P 500 UCITS ETF USD (Dist)	0.44%	Equity United States	18,592
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	1.26%	Equity United States Value	382
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.11%	Equity World Multi-Asset Strategy	101
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.72%	Equity United States Social/Environmental Climate Change	2

Performance

Returns overview

YTD	-21.77%
1 month	-7.58%
3 months	-13.93%
6 months	-13.98%
1 year	-6.69%
3 years	+76.48%
5 years	+63.01%
Since inception (MAX)	+33.26%
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).