Morgan Stanley

ISIN US6174464486

WKN 885836

Market cap (in EUR)

235.603 m

Country

Verenigde Staten

Sector

FinanciÃ«n

Dividend yield

2,25%

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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.

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FinanciÃ«n Beleggingsdiensten Verenigde Staten

Chart

Financials

Key metrics

Market capitalisation, EUR	235.603 m
EPS, EUR	9,04
P/B ratio	2,7
P/E ratio	17,1
Dividend yield	2,25%

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 58 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).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist)	0.25%	Equity World	7,466
UBS Core MSCI World UCITS ETF USD acc	0.24%	Equity World	7,183
JPMorgan Active US Value UCITS ETF USD (acc)	0.87%	Equity United States Value	65
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	0.87%	Equity United States Value	4
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.27%	Equity World Social/Environmental Climate Change	42
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.11%	Equity World Multi-Asset Strategy	937
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.03%	Equity United States Multi-Factor Strategy	1
VanEck World Equal Weight Screened UCITS ETF A	0.51%	Equity World Equal Weighted	1,282
VanEck Multi-Asset Conservative Allocation UCITS ETF	0.18%	Equity World Social/Environmental Multi-Asset Strategy	21
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.20%	Equity World	30,482
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.38%	Equity United States Social/Environmental	12,789
iShares MSCI North America UCITS ETF	0.33%	Equity North America	1,028
UBS Core MSCI World UCITS ETF USD dis	0.26%	Equity World	1,359
Invesco Global Enhanced Equity UCITS ETF Acc	0.50%	Equity World Multi-Factor Strategy	400
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.51%	Equity World Dividend	1,832
Vanguard FTSE Developed World UCITS ETF Acc	0.23%	Equity World	5,048
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.08%	Equity World Social/Environmental	1,744
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.35%	Equity United States	2
UBS Core MSCI World UCITS ETF hGBP dis	0.24%	Equity World	94
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	36
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.52%	Equity United States Social/Environmental	511
iShares MSCI ACWI UCITS ETF USD (Acc)	0.22%	Equity World	23,085
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.11%	Equity World Multi-Asset Strategy	70
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.36%	Equity United States Social/Environmental	1,295
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.23%	Equity World Social/Environmental	495
UBS Core MSCI World UCITS ETF hEUR acc	0.24%	Equity World	403
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.34%	Equity United States	266
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.35%	Equity United States	41,972
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.12%	Equity United States Multi-Factor Strategy	133
Vanguard FTSE Developed World UCITS ETF Distributing	0.23%	Equity World	3,571
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.32%	Equity North America	2,150
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.37%	Equity North America Social/Environmental	25
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.02%	Equity United States Covered Call Alternative Investments	10
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.02%	Equity United States Covered Call Alternative Investments	290
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	1.44%	Equity United States Momentum	11
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1.83%	Equity World Financials Social/Environmental	535
JPMorgan Active US Value UCITS ETF USD (dist)	0.87%	Equity United States Value	6
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	94
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	15
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.07%	Equity World Multi-Asset Strategy	724
Xtrackers MSCI World UCITS ETF 1D	0.26%	Equity World	4,635
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.50%	Equity World Multi-Factor Strategy	7
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist)	0.02%	Equity United States Covered Call Alternative Investments	0
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.35%	Equity United States	26,117
iShares MSCI World Screened UCITS ETF USD (Dist)	0.27%	Equity World Social/Environmental	1,006
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.27%	Equity World Social/Environmental Climate Change	117
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	54
UBS Core MSCI USA UCITS ETF USD dis	0.34%	Equity United States	1,162
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.20%	Equity World	19,682
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.47%	Equity North America Social/Environmental Climate Change	34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	205
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.51%	Equity World Dividend	7,664
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.35%	Equity World Social/Environmental	989
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.32%	Equity North America	2,525
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.14%	Equity United States Social/Environmental	969
iShares Core S&P 500 UCITS ETF USD (Dist)	0.35%	Equity United States	17,088
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.07%	Equity World Multi-Asset Strategy	93
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.02%	Equity United States Social/Environmental Climate Change	2

Performance

Returns overview

YTD	-2.99%
1 month	-4.12%
3 months	+6.62%
6 months	+20.35%
1 year	+16.37%
3 years	+59.94%
5 years	+136.66%
Since inception (MAX)	+376.81%
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%.

ETF returns include dividend payments (if applicable).