Bank of Montreal

ISIN CA0636711016

WKN 850386

Marktkapitalisatie (in EUR)

111.484 m

Land

Canada

Sector

Financiën

Dividendrendement

2,63%

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	111.484 m
WPA, EUR	8,14
KBV	2,3
K/W	19,4
Dividendrendement	2,63%

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 37 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 Xtrackers STOXX Global Select Dividend 100 Swap UCITS ETF 1D.

ETF	Weging	Investeringsfocus	Fondsgrootte (in m EUR)
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0,24%	Aandelen Wereld Multi-factorstrategie	1
iShares MSCI World UCITS ETF (Dist)	0,14%	Aandelen Wereld	8.236
UBS Core MSCI World UCITS ETF USD acc	0,14%	Aandelen Wereld	10.529
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0,26%	Aandelen Wereld Sociaal/Milieu Klimaatverandering	38
Amundi MSCI World Swap II UCITS ETF Dist	0,13%	Aandelen Wereld	8.753
VanEck World Equal Weight Screened UCITS ETF A	0,45%	Aandelen Wereld Equal Weighted	1.505
VanEck Multi-Asset Growth Allocation UCITS ETF	0,61%	Aandelen Wereld Sociaal/Milieu Multi-assetstrategie	34
Xtrackers MSCI World UCITS ETF 1D	0,14%	Aandelen Wereld	4.775
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0,12%	Aandelen Wereld	48.732
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0,50%	Aandelen Wereld Sociaal/Milieu	1
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0,08%	Aandelen Wereld Multi-factorstrategie	9
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0,22%	Aandelen Wereld Sociaal/Milieu Klimaatverandering	8
iShares MSCI North America UCITS ETF	0,18%	Aandelen Noord-Amerika	1.342
UBS Core MSCI World UCITS ETF USD dis	0,14%	Aandelen Wereld	1.974
iShares MSCI World Screened UCITS ETF USD (Dist)	0,15%	Aandelen Wereld Sociaal/Milieu	1.086
Invesco Global Enhanced Equity UCITS ETF Acc	0,08%	Aandelen Wereld Multi-factorstrategie	926
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0,04%	Aandelen Wereld Sociaal/Milieu Klimaatverandering	187
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0,29%	Aandelen Wereld Dividend	2.855
Vanguard FTSE Developed World UCITS ETF Acc	0,13%	Aandelen Wereld	5.907
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0,15%	Aandelen Wereld Sociaal/Milieu	1.752
UBS Core MSCI World UCITS ETF hGBP dis	0,14%	Aandelen Wereld	113
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0,13%	Aandelen Wereld Sociaal/Milieu	60
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0,12%	Aandelen Wereld	23.401
VanEck Multi-Asset Balanced Allocation UCITS ETF	0,39%	Aandelen Wereld Sociaal/Milieu Multi-assetstrategie	44
iShares MSCI ACWI UCITS ETF USD (Acc)	0,12%	Aandelen Wereld	30.918
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0,05%	Aandelen Noord-Amerika Sociaal/Milieu Klimaatverandering	40
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0,14%	Aandelen Wereld Sociaal/Milieu	601
Xtrackers STOXX Global Select Dividend 100 Swap UCITS ETF 1D	0,84%	Aandelen Wereld Dividend	1.026
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0,29%	Aandelen Wereld Dividend	9.693
UBS Core MSCI World UCITS ETF hEUR acc	0,14%	Aandelen Wereld	955
Vanguard FTSE Developed World UCITS ETF Distributing	0,13%	Aandelen Wereld	4.170
Vanguard FTSE North America UCITS ETF (USD) Distributing	0,18%	Aandelen Noord-Amerika	2.995
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0,04%	Aandelen Wereld Sociaal/Milieu	668
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0,18%	Aandelen Noord-Amerika	2.870
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0,21%	Aandelen Noord-Amerika Sociaal/Milieu	27
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0,08%	Aandelen Wereld Multi-factorstrategie	4
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0,59%	Aandelen Wereld Financieel Sociaal/Milieu	124

Prestaties

Rendementsoverzicht

YTD	+34,86%
1 maand	-5,45%
3 maanden	+13,31%
6 maanden	+23,39%
1 jaar	+54,88%
3 jaar	+95,68%
5 jaar	+77,14%
Since inception	+171,58%
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).