(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

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

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
What is the price of WELY stocks?
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%.
Is Amundi S&P Global a good stock to buy?
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%.
Is WELY a buy, sell or hold?
Amundi S&P Global has no consensus analysts rating.
What are the forecast for WELY stock price target?
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%