Rockwell Automation

ISIN US7739031091

 | 

WKN 903978

Market cap (in EUR)
38 733 M
Country
États-Unis
Sector
Industriels
Dividend yield
1,29%
 

Overview

Quote

Description

Rockwell Automation, Inc. fournit des services d'automatisation et d'information industrielles. Elle opère à travers les segments suivants : Intelligent Devices, Software and Control, et Lifecycle Services. Le segment Intelligent Devices combine un portefeuille de produits intelligents qui constituent la base d'un système de production agile, résilient et durable. Le segment des logiciels et du contrôle comprend un portefeuille de plateformes d'automatisation de la production et d'opérations de production, y compris le matériel et les logiciels. Le segment Lifecycle Services offre un portefeuille de services professionnels et de solutions à valeur ajoutée. La société a été fondée par Lynde Bradley et Stanton Allen en 1903 et son siège social se trouve à Milwaukee, WI.
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Industriels Fabrication industrielle Fabrication de machines États-Unis

Chart

Financials

Key metrics

Market capitalisation, EUR 38 733 M
EPS, EUR 7,74
P/B ratio 12,3
P/E ratio 47,0
Dividend yield 1,29%

Income statement (2025)

Revenue, EUR 7 559 M
Net income, EUR 786 M
Profit margin 10,39%

What ETF is Rockwell Automation in?

There are 50 ETFs which contain Rockwell Automation. All of these ETFs are listed in the table below. The ETF with the largest weighting of Rockwell Automation is the iShares Automation & Robotics UCITS ETF.
ETF Weight Investment focus Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist) 0.06%
Equity
World
7,408
UBS Core MSCI World UCITS ETF USD acc 0.05%
Equity
World
6,471
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0.12%
Equity
World
Social/Environmental
Climate Change
45
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.03%
Equity
World
Multi-Asset Strategy
923
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist) 0.57%
Equity
World
Industrials
Social/Environmental
94
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.05%
Equity
World
29,504
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist) 0.29%
Equity
United States
Social/Environmental
12,836
UBS MSCI World Socially Responsible UCITS ETF USD dis 0.24%
Equity
World
Social/Environmental
Climate Change
3,869
iShares MSCI North America UCITS ETF 0.07%
Equity
North America
1,064
UBS Core MSCI World UCITS ETF USD dis 0.05%
Equity
World
1,346
Invesco Global Enhanced Equity UCITS ETF Acc 0.10%
Equity
World
Multi-Factor Strategy
388
Vanguard FTSE Developed World UCITS ETF Acc 0.05%
Equity
World
4,972
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.04%
Equity
World
Social/Environmental
1,870
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0.07%
Equity
United States
2
UBS Core MSCI World UCITS ETF hGBP dis 0.05%
Equity
World
95
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
35
UBS S&P 500 Scored & Screened UCITS ETF USD dis 0.11%
Equity
United States
Social/Environmental
514
iShares MSCI ACWI UCITS ETF USD (Acc) 0.05%
Equity
World
22,649
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.03%
Equity
World
Multi-Asset Strategy
69
iShares MSCI USA Screened UCITS ETF USD (Dist) 0.08%
Equity
United States
Social/Environmental
1,306
UBS Core MSCI World UCITS ETF hEUR acc 0.05%
Equity
World
403
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.07%
Equity
United States
268
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.08%
Equity
United States
41,702
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0.06%
Equity
United States
Multi-Factor Strategy
144
Vanguard FTSE Developed World UCITS ETF Distributing 0.05%
Equity
World
3,557
UBS MSCI USA Socially Responsible UCITS ETF USD dis 0.33%
Equity
United States
Social/Environmental
Climate Change
688
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis 0.33%
Equity
United States
Social/Environmental
Climate Change
238
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.07%
Equity
North America
2,100
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist) 0.28%
Equity
United States
Momentum
13
iShares MSCI World SRI UCITS ETF USD (Dist) 0.23%
Equity
World
Social/Environmental
1,441
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
92
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
15
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.02%
Equity
World
Multi-Asset Strategy
709
iShares Automation & Robotics UCITS ETF 2.99%
Equity
World
Technology
Social/Environmental
Robotics & Automation
203
Xtrackers MSCI World UCITS ETF 1D 0.06%
Equity
World
4,630
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0.10%
Equity
World
Multi-Factor Strategy
7
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.08%
Equity
United States
25,842
iShares MSCI World Screened UCITS ETF USD (Dist) 0.06%
Equity
World
Social/Environmental
964
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.11%
Equity
World
Social/Environmental
Climate Change
116
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.04%
Equity
World
Social/Environmental
52
UBS Core MSCI USA UCITS ETF USD dis 0.07%
Equity
United States
1,163
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.05%
Equity
World
19,376
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 0.22%
Equity
North America
Social/Environmental
Climate Change
34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
202
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.22%
Equity
World
Social/Environmental
983
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.07%
Equity
North America
2,500
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.08%
Equity
United States
Social/Environmental
956
iShares Core S&P 500 UCITS ETF USD (Dist) 0.08%
Equity
United States
17,090
iShares MSCI USA SRI UCITS ETF USD (Dist) 0.33%
Equity
United States
Social/Environmental
323
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
91

Performance

Returns overview

YTD +2.08%
1 month -2.78%
3 months +1.21%
6 months +20.86%
1 year +16.97%
3 years +28.56%
5 years +69.38%
Since inception (MAX) +260.03%
2025 +21.83%
2024 -1.85%
2023 +15.42%
2022 -20.83%

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 32.66%
Volatility 3 years 31.07%
Volatility 5 years 29.87%
Return per risk 1 year 0.52
Return per risk 3 years 0.28
Return per risk 5 years 0.37
Maximum drawdown 1 year -31.92%
Maximum drawdown 3 years -35.60%
Maximum drawdown 5 years -41.66%
Maximum drawdown since inception -41.66%

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.