(WELY) Amundi S&P Global - Ratings and Ratios
Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: IE000ENYES77 • Sector Equity Financial Services
WELY: Financials, Banking, Insurance, Investments
The Amundi S&P Global Financials ESG UCITS ETF DR EUR Inc (ticker: WELY), listed on XETRA, is an exchange-traded fund designed to provide exposure to the global financial services sector with a focus on environmental, social, and governance (ESG) criteria. The fund tracks the Morningstar Global Financial Services Total Return Net USD Index, which includes a diversified portfolio of companies across the financial services industry, such as banks, insurance companies, and financial technology firms.
With assets under management (AUM) of 777.73 million EUR, this ETF offers investors a cost-effective way to gain access to a globally diversified portfolio of financial services companies that meet specific ESG standards. The fund is UCITS-compliant, ensuring compliance with European Union regulations for investment funds, and is structured to deliver returns in EUR, making it particularly appealing to European investors seeking exposure to this sector.
Looking ahead, the future of the Amundi S&P Global Financials ESG UCITS ETF DR EUR Inc will likely be shaped by the evolving landscape of the financial services industry and the growing importance of ESG considerations. As digital transformation accelerates and regulatory pressures mount, financial institutions will need to adapt to remain competitive. The fund’s ESG focus positions it well to capitalize on companies that are leading in sustainability and governance, which are increasingly critical factors for both regulators and investors.
Additional Sources for WELY ETF
WELY ETF Overview
Market Cap in USD | 646m |
Category | Sector Equity Financial Services |
IPO / Inception | 2022-09-20 |
WELY ETF Ratings
Growth Rating | 67.9 |
Fundamental | - |
Dividend Rating | 51.1 |
Rel. Strength | -2.64 |
Analysts | - |
Fair Price Momentum | 13.99 EUR |
Fair Price DCF | - |
WELY Dividends
Dividend Yield 12m | 2.47% |
Yield on Cost 5y | 3.91% |
Annual Growth 5y | 181.01% |
Payout Consistency | 66.7% |
WELY Growth Ratios
Growth Correlation 3m | -84.4% |
Growth Correlation 12m | 83.8% |
Growth Correlation 5y | 91.6% |
CAGR 5y | 20.56% |
CAGR/Max DD 5y | 1.04 |
Sharpe Ratio 12m | 0.83 |
Alpha | 7.15 |
Beta | 0.753 |
Volatility | 13.16% |
Current Volume | 1.3k |
Average Volume 20d | 2.6k |
As of May 02, 2025, the stock is trading at EUR 14.26 with a total of 1,268 shares traded.
Over the past week, the price has changed by +1.35%, over one month by -4.91%, over three months by -8.49% and over the past year by +19.16%.
Yes. Based on ValueRay Analyses, Amundi S&P Global (XETRA:WELY) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 67.89 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of WELY as of May 2025 is 13.99. This means that WELY is currently overvalued and has a potential downside of -1.89%.
Amundi S&P Global has no consensus analysts rating.
According to ValueRays Forecast Model, WELY Amundi S&P Global will be worth about 15.9 in May 2026. The stock is currently trading at 14.26. This means that the stock has a potential upside of +11.57%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 15.9 | 11.6% |