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Morgan Stanley
ISIN US6174464486
|WKN 885836
Market cap (in EUR)
288.487 m
Country
Verenigde Staten
Sector
Financiën
Dividend yield
1,94%
Overview
Quote
Description
Morgan Stanley is een wereldwijde financiële dienstverlener. Het bedrijf levert producten en diensten op het gebied van investment banking aan zijn klanten, waaronder bedrijven, overheden, financiële instellingen en particulieren. Het is actief via de volgende segmenten: Institutional Securities, Wealth Management en Investment Management. Het segment Institutionele Diensten biedt financieel advies, diensten voor het aantrekken van kapitaal en gerelateerde financieringsdiensten namens institutionele beleggers. Het segment Vermogensbeheer biedt makelaarsdiensten en beleggingsadvies voor verschillende soorten beleggingen, waaronder aandelen, opties, futures, vreemde valuta, edelmetalen, vastrentende waarden, beleggingsfondsen, gestructureerde producten, alternatieve beleggingen, beleggingsfondsen, beheerde futures, afzonderlijk beheerde rekeningen en programma's voor assetallocatie van beleggingsfondsen. Het segment Investment Management biedt strategieën voor aandelen, vastrentende waarden, alternatieve beleggingen, onroerend goed en zakenbankieren. Het bedrijf werd in 1924 opgericht door Harold Stanley en Henry S. Morgan en heeft zijn hoofdkantoor in New York, NY.
Financiën Beleggingsdiensten Verenigde Staten
Chart
Financials
Key metrics
| Market capitalisation, EUR | 288.487 m |
| EPS, EUR | 10,61 |
| P/B ratio | 3,2 |
| P/E ratio | 17,3 |
| Dividend yield | 1,94% |
Income statement (2025)
| Revenue, EUR | 106.119 m |
| Net income, EUR | 14.946 m |
| Profit margin | 14,08% |
What ETF is Morgan Stanley in?
There are 67 ETFs which contain Morgan Stanley. All of these ETFs are listed in the table below. The ETF with the largest weighting of Morgan Stanley is the iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist).
Performance
Returns overview
| YTD | +15.89% |
| 1 month | -3.80% |
| 3 months | +4.54% |
| 6 months | +19.47% |
| 1 year | +43.78% |
| 3 years | +127.71% |
| 5 years | +106.45% |
| Since inception (MAX) | +469.63% |
| 2025 | +27.77% |
| 2024 | +42.03% |
| 2023 | +6.27% |
| 2022 | -8.65% |
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%.
Risk overview
| Volatility 1 year | 26.69% |
| Volatility 3 years | 28.58% |
| Volatility 5 years | 27.96% |
| Return per risk 1 year | 1.64 |
| Return per risk 3 years | 1.10 |
| Return per risk 5 years | 0.56 |
| Maximum drawdown 1 year | -18.66% |
| Maximum drawdown 3 years | -33.40% |
| Maximum drawdown 5 years | -33.40% |
| Maximum drawdown since inception | -49.98% |
Rolling 1 year volatility
Latest articles
— 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.