Bank of Montreal

ISIN CA0636711016

WKN 850386

Marktkapitalisatie (in EUR)

92.674 m

Land

Canada

Sector

Financiën

Dividendrendement

3,14%

Overzicht

Koers

Beschrijving

Bank of Montreal verleent bancaire en financiële diensten aan particulieren en instellingen. Ze is actief via de volgende segmenten: Canadian Personal and Commercial Banking (Canadian P&C), United States Personal and Commercial Banking (U.S. P&C), BMO Wealth Management, BMO Capital Markets en Corporate Services. Het bedrijf werd opgericht door Robert Armour, John C. Bush, Austin Cuvillier, George Garden, Horatio Gates, James Leslie, George Moffatt, John Richardson en Thomas A. Turner op 23 juni 1817 en heeft zijn hoofdkantoor in Toronto, Canada.

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Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR	92.674 m
WPA, EUR	7,58
KBV	1,9
K/W	17,4
Dividendrendement	3,14%

Winst- en verliesrekening (2025)

Omzet, EUR	50.126 m
Netto-inkomen, EUR	5.605 m
Winstmarge	11,18%

In welke ETF zit Bank of Montreal?

Er zijn 42 ETF's die Bank of Montreal bevatten. Al deze ETF's staan in de tabel hieronder. De ETF met de grootste weging van Bank of Montreal is de VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF.

ETF	Weging	Investeringsfocus	Fondsgrootte (in m EUR)
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	1,29%	Aandelen Wereld Dividend	7.748
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0,20%	Aandelen Wereld Multi-factorstrategie	0
iShares MSCI World UCITS ETF (Dist)	0,12%	Aandelen Wereld	7.853
UBS Core MSCI World UCITS ETF USD acc	0,12%	Aandelen Wereld	8.487
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0,21%	Aandelen Wereld Sociaal/Milieu Klimaatverandering	36
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0,05%	Aandelen Wereld Multi-assetstrategie	1.052
VanEck World Equal Weight Screened UCITS ETF A	0,40%	Aandelen Wereld Equal Weighted	1.263
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0,02%	Aandelen Wereld Multi-assetstrategie	15
VanEck Multi-Asset Growth Allocation UCITS ETF	0,63%	Aandelen Wereld Sociaal/Milieu Multi-assetstrategie	33
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0,04%	Aandelen Wereld Multi-assetstrategie	807
Xtrackers MSCI World UCITS ETF 1D	0,11%	Aandelen Wereld	4.445
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0,10%	Aandelen Wereld	37.789
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0,07%	Aandelen Wereld Multi-factorstrategie	8
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0,11%	Aandelen Wereld Sociaal/Milieu Klimaatverandering	8
iShares MSCI North America UCITS ETF	0,16%	Aandelen Noord-Amerika	1.289
UBS Core MSCI World UCITS ETF USD dis	0,12%	Aandelen Wereld	1.782
iShares MSCI World Screened UCITS ETF USD (Dist)	0,13%	Aandelen Wereld Sociaal/Milieu	1.107
Invesco Global Enhanced Equity UCITS ETF Acc	0,07%	Aandelen Wereld Multi-factorstrategie	568
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0,24%	Aandelen Wereld Dividend	2.229
Vanguard FTSE Developed World UCITS ETF Acc	0,12%	Aandelen Wereld	5.691
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0,13%	Aandelen Wereld Sociaal/Milieu	1.615
UBS Core MSCI World UCITS ETF hGBP dis	0,12%	Aandelen Wereld	100
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0,12%	Aandelen Wereld Sociaal/Milieu	55
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0,02%	Aandelen Wereld Multi-assetstrategie	40
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0,10%	Aandelen Wereld	21.288
VanEck Multi-Asset Balanced Allocation UCITS ETF	0,43%	Aandelen Wereld Sociaal/Milieu Multi-assetstrategie	39
iShares MSCI ACWI UCITS ETF USD (Acc)	0,11%	Aandelen Wereld	26.625
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0,05%	Aandelen Noord-Amerika Sociaal/Milieu Klimaatverandering	38
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0,05%	Aandelen Wereld Multi-assetstrategie	79
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0,02%	Aandelen Wereld Multi-assetstrategie	221
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0,12%	Aandelen Wereld Sociaal/Milieu	524
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0,24%	Aandelen Wereld Dividend	8.070
UBS Core MSCI World UCITS ETF hEUR acc	0,12%	Aandelen Wereld	798
Vanguard FTSE Developed World UCITS ETF Distributing	0,12%	Aandelen Wereld	3.812
Vanguard FTSE North America UCITS ETF (USD) Distributing	0,16%	Aandelen Noord-Amerika	2.764
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0,03%	Aandelen Wereld Sociaal/Milieu	743
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0,16%	Aandelen Noord-Amerika	2.557
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0,18%	Aandelen Noord-Amerika Sociaal/Milieu	26
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0,07%	Aandelen Wereld Multi-factorstrategie	3
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0,54%	Aandelen Wereld Financieel Sociaal/Milieu	117
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0,04%	Aandelen Wereld Multi-assetstrategie	101
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0,02%	Aandelen Wereld Multi-assetstrategie	96

Prestaties

Rendementsoverzicht

YTD	+22,51%
1 maand	+5,01%
3 maanden	+10,33%
6 maanden	+30,15%
1 jaar	+48,94%
3 jaar	+69,08%
5 jaar	+63,97%
Since inception	+146,71%
2025	+21,06%
2024	+3,18%
2023	+4,80%
2022	-10,78%

Maandelijks rendement in een heat map

Risico

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-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).