Morgan Stanley

ISIN US6174464486

 | 

WKN 885836

Market cap (in EUR)
219,327 m
Country
United States
Sector
Finance
Dividend yield
2.48%
 

Overview

Quote

Description

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.
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Finance Investment Services United States

Graphique

Données financières

Indicateurs clés

Capitalisation boursière, EUR 219,327 m
BPA, EUR 9.04
Ratio cours/valeur comptable 2.5
PER 15.5
Rendement en dividendes 2.48%

Income statement (2025)

Chiffre d'affaires, EUR 106,119 m
Résultat net, EUR 14,946 m
Marge bénéficiaire 14.08%

What ETF is Morgan Stanley in?

There are 63 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 Poids Objectif d'investissement Taille fonds en M €
iShares MSCI World UCITS ETF (Dist) 0.25%
Equity
World
6,928
UBS Core MSCI World UCITS ETF USD acc 0.23%
Equity
World
6,854
JPMorgan Active US Value UCITS ETF USD (acc) 1.30%
Equity
United States
Value
60
JPMorgan Active US Value UCITS ETF EUR Hedged (acc) 1.30%
Equity
United States
Value
4
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0.25%
Equity
World
Social/Environmental
Climate Change
39
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.11%
Equity
World
Multi-Asset Strategy
916
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 0.45%
Equity
World
Equal Weighted
1,143
VanEck Multi-Asset Conservative Allocation UCITS ETF 0.18%
Equity
World
Social/Environmental
Multi-Asset Strategy
20
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist) 0.25%
Equity
United States
Buffer
Alternative Investments
5
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc) 0.70%
Equity
World
142
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.19%
Equity
World
30,478
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist) 0.40%
Equity
United States
Social/Environmental
12,650
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc) 0.30%
Equity
World
Social/Environmental
Climate Change
7
iShares MSCI North America UCITS ETF 0.34%
Equity
North America
1,143
UBS Core MSCI World UCITS ETF USD dis 0.23%
Equity
World
1,316
Invesco Global Enhanced Equity UCITS ETF Acc 0.51%
Equity
World
Multi-Factor Strategy
445
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.44%
Equity
World
Dividend
1,964
Vanguard FTSE Developed World UCITS ETF Acc 0.21%
Equity
World
4,831
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.13%
Equity
World
Social/Environmental
1,505
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0.35%
Equity
United States
4
UBS Core MSCI World UCITS ETF hGBP dis 0.23%
Equity
World
85
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 0.50%
Equity
United States
Social/Environmental
453
iShares MSCI ACWI UCITS ETF USD (Acc) 0.22%
Equity
World
22,138
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.11%
Equity
World
Multi-Asset Strategy
68
iShares MSCI USA Screened UCITS ETF USD (Dist) 0.38%
Equity
United States
Social/Environmental
1,187
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.22%
Equity
World
Social/Environmental
452
UBS Core MSCI World UCITS ETF hEUR acc 0.23%
Equity
World
494
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.33%
Equity
United States
168
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.34%
Equity
United States
38,370
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0.60%
Equity
United States
Multi-Factor Strategy
124
Vanguard FTSE Developed World UCITS ETF Distributing 0.21%
Equity
World
3,359
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.31%
Equity
North America
2,113
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.35%
Equity
North America
Social/Environmental
23
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist) 0.03%
Equity
United States
Covered Call
Alternative Investments
14
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist) 0.03%
Equity
United States
Covered Call
Alternative Investments
299
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist) 1.47%
Equity
United States
Momentum
10
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc 0.51%
Equity
World
Multi-Factor Strategy
2
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 1.80%
Equity
World
Financials
Social/Environmental
145
JPMorgan Active US Value UCITS ETF USD (dist) 1.30%
Equity
United States
Value
6
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.04%
Equity
World
Multi-Asset Strategy
93
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.04%
Equity
World
Multi-Asset Strategy
14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.07%
Equity
World
Multi-Asset Strategy
714
Xtrackers MSCI World UCITS ETF 1D 0.23%
Equity
World
3,992
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0.51%
Equity
World
Multi-Factor Strategy
7
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist) 0.03%
Equity
United States
Covered Call
Alternative Investments
0
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.34%
Equity
United States
25,033
iShares MSCI World Screened UCITS ETF USD (Dist) 0.27%
Equity
World
Social/Environmental
950
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.28%
Equity
World
Social/Environmental
Climate Change
110
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.11%
Equity
World
Social/Environmental
50
UBS Core MSCI USA UCITS ETF USD dis 0.33%
Equity
United States
1,062
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.19%
Equity
World
18,554
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 0.43%
Equity
North America
Social/Environmental
Climate Change
33
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.04%
Equity
World
Multi-Asset Strategy
204
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.44%
Equity
World
Dividend
7,492
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.36%
Equity
World
Social/Environmental
678
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.31%
Equity
North America
2,383
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc) 1.00%
Equity
United States
229
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.16%
Equity
United States
Social/Environmental
925
iShares Core S&P 500 UCITS ETF USD (Dist) 0.36%
Equity
United States
16,045
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.07%
Equity
World
Multi-Asset Strategy
90
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0.07%
Equity
United States
Social/Environmental
Climate Change
2

Rendement

Aperçu des rendements

Année en cours -7,21%
1 mois +1,03%
3 mois -7,21%
6 mois +4,39%
1 an +31,97%
3 ans +77,02%
5 ans +113,98%
Depuis la création (MAX) +356,05%
2025 +27,77%
2024 +42,03%
2023 +6,27%
2022 -8,65%

Rendements mensuels dans une heat map

Risque

Les rendements des ETF comprennent les paiements de dividendes (le cas échéant).
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Aperçu des risques

Volatilité 1 an 30,75%
Volatilité 3 ans 28,26%
Volatilité 5 ans 27,77%
Rendement par risque 1 an 1,04
Rendement par risque 3 ans 0,74
Rendement par risque 5 ans 0,59
Perte maximale sur 1 an -18,66%
Perte maximale sur 3 ans -33,40%
Perte maximale sur 5 ans -33,40%
Perte maximale depuis la création -49,98%

Volatilité sur 1 an

— Les données utilisées sont mises à disposition par Trackinsight, etfinfo, Xignite Inc., gettex, FactSet et justETF GmbH.

Les cotations sont des cotations en temps réel (gettex), des cotations boursières retardées de 15 minutes ou des VNI (quotidiennes publiées par le fournisseur du fonds). Par défaut, les rendements des ETF incluent les paiements de dividendes (le cas échéant). Aucune garantie n'est donnée quant à l'exhaustivité, la précision et l'exactitude des informations affichées.