Wells Fargo & Co.

ISIN US9497461015

 | 

WKN 857949

Market cap (in EUR)
229,123 m
Country
United States
Sector
Finance
Dividend yield
2.06%
 

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 229,123 m
EPS, EUR 5.90
P/B ratio 1.6
P/E ratio 12.7
Dividend yield 2.06%

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 61 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 EUR Hedged (acc).
ETF Weight Investment focus Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist) 0.28%
Equity
World
8,307
UBS Core MSCI World UCITS ETF USD acc 0.28%
Equity
World
10,475
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc) 2.63%
Equity
United States
Value
6
JPMorgan US Value Equity Active UCITS ETF USD (acc) 2.63%
Equity
United States
Value
235
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist) 0.51%
Equity
World
Social/Environmental
Climate Change
38
BNP Paribas Easy S&P 500 UCITS ETF 0.39%
Equity
United States
172
Amundi MSCI World Swap II UCITS ETF Dist 0.28%
Equity
World
8,843
VanEck World Equal Weight Screened UCITS ETF A 0.36%
Equity
World
Equal Weighted
1,485
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist) 0.83%
Equity
United States
Buffer
Alternative Investments
5
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.24%
Equity
World
48,290
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist) 0.44%
Equity
United States
Social/Environmental
16,166
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc) 0.38%
Equity
World
Social/Environmental
Climate Change
8
iShares MSCI North America UCITS ETF 0.37%
Equity
North America
1,338
UBS Core MSCI World UCITS ETF USD dis 0.28%
Equity
World
1,999
Invesco Global Enhanced Equity UCITS ETF Acc 0.23%
Equity
World
Multi-Factor Strategy
919
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.60%
Equity
World
Dividend
2,822
Vanguard FTSE Developed World UCITS ETF Acc 0.27%
Equity
World
5,927
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.57%
Equity
World
Social/Environmental
1,778
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist) 0.39%
Equity
United States
1
UBS Core MSCI World UCITS ETF hGBP dis 0.28%
Equity
World
114
VanEck Multi-Asset Balanced Allocation UCITS ETF 0.21%
Equity
World
Social/Environmental
Multi-Asset Strategy
43
UBS S&P 500 Scored & Screened UCITS ETF USD dis 0.63%
Equity
United States
Social/Environmental
496
iShares MSCI ACWI UCITS ETF USD (Acc) 0.25%
Equity
World
30,956
iShares MSCI USA Screened UCITS ETF USD (Dist) 0.42%
Equity
United States
Social/Environmental
1,485
UBS Core MSCI World UCITS ETF hEUR acc 0.28%
Equity
World
960
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.39%
Equity
United States
195
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.39%
Equity
United States
46,567
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0.41%
Equity
United States
Multi-Factor Strategy
140
Vanguard FTSE Developed World UCITS ETF Distributing 0.27%
Equity
World
4,204
Vanguard Russell 1000 U.S. Value UCITS ETF USD Dist 0.71%
Equity
United States
Value
2
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.37%
Equity
North America
2,876
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist) 0.13%
Equity
United States
Covered Call
Alternative Investments
17
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist) 0.13%
Equity
United States
Covered Call
Alternative Investments
455
WisdomTree S&P 500 EUR Daily Hedged 0.39%
Equity
United States
4
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc 0.23%
Equity
World
Multi-Factor Strategy
4
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 1.22%
Equity
World
Financials
Social/Environmental
125
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) 0.44%
Equity
United States
Low Volatility/Risk Weighted
138
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist 0.39%
Equity
United States
1,194
JPMorgan US Value Equity Active UCITS ETF USD (dist) 2.63%
Equity
United States
Value
17
VanEck Multi-Asset Growth Allocation UCITS ETF 0.32%
Equity
World
Social/Environmental
Multi-Asset Strategy
34
JPMorgan US Equity Active UCITS ETF USD (dist) 1.28%
Equity
United States
Social/Environmental
5
Xtrackers MSCI World UCITS ETF 1D 0.29%
Equity
World
4,918
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0.23%
Equity
World
Multi-Factor Strategy
10
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF GBP Hedged (dist) 0.62%
Equity
United States
Social/Environmental
Climate Change
-
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc 0.20%
Equity
United States
Equal Weighted
1,016
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 0.39%
Equity
United States
30,945
iShares MSCI World Screened UCITS ETF USD (Dist) 0.30%
Equity
World
Social/Environmental
1,098
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.32%
Equity
World
Social/Environmental
Climate Change
190
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.50%
Equity
World
Social/Environmental
60
UBS Core MSCI USA UCITS ETF USD dis 0.39%
Equity
United States
1,325
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.24%
Equity
World
23,490
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 0.41%
Equity
North America
Social/Environmental
Climate Change
40
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.60%
Equity
World
Dividend
9,627
Amundi Core S&P 500 Swap UCITS ETF EUR Dist 0.39%
Equity
United States
3,199
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.37%
Equity
North America
3,019
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist) 0.24%
Equity
World
Social/Environmental
656
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.77%
Equity
United States
Social/Environmental
1,289
iShares Core S&P 500 UCITS ETF USD (Dist) 0.39%
Equity
United States
20,173
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist) 1.14%
Equity
United States
Value
252
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist) 0.62%
Equity
United States
Social/Environmental
Climate Change
2

Performance

Returns overview

YTD -5.87%
1 month -0.34%
3 months +18.08%
6 months -2.02%
1 year +13.28%
3 years +90.53%
5 years +78.97%
Since inception (MAX) +60.35%
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).
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Risk overview

Volatility 1 year 26.25%
Volatility 3 years 28.47%
Volatility 5 years 29.85%
Return per risk 1 year 0.51
Return per risk 3 years 0.84
Return per risk 5 years 0.41
Maximum drawdown 1 year -24.33%
Maximum drawdown 3 years -29.71%
Maximum drawdown 5 years -35.51%
Maximum drawdown since inception -68.15%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.