Bank of New York Mellon Corp (BNY)

BNY · Financials · United States

Bank of New York Mellon Corp (BNY) is a company in the Financials sector, based in United States. The stock is held in 22 ETFs we track – with its largest weight of 1.35 % in XUFI (msci-usa-financials). Anyone holding one of these ETFs also owns a small indirect stake in Bank of New York Mellon Corp.

Above-average ETF coverage: 22 of the 95 ETFs we cover hold Bank of New York Mellon Corp, spread across 11 indices. That puts the stock in more ETFs than 87.9 % of the 4,334 stocks we cover.

Held in22 ETFs

Highest weight1.35 %

Indices11

SectorFinancials

CountryUnited States

ISINUS0640581007

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date	+32.2 %	1 year	+45.5 %
1 month	-6.6 %	3 months	+5.1 %
Calendar year 2025	+51.1 %

52W

Data note 3

Measured in euros, Bank of New York Mellon Corp returned +34.6 % year to date and +48.9 % over one year. The gap to the dollar figures above comes from the exchange rate alone: each daily price is converted at the ECB euro reference rate for the same day.

Data note 4

Risk metrics

Max drawdown-17.6 %

Volatility p.a.22.6 %

Data note 5

Below peak-6.9 %

Beta to S&P 5000.77

Correlation to S&P 5000.46

The close on Sep 16, 2026 was 6.9 % below the highest close since Sep 10, 2024, reached on Sep 4, 2026. Over the last 252 trading days, on days when the S&P 500 rose or fell 1 %, Bank of New York Mellon Corp moved on average 0.77 % in the same direction. The correlation of 0.46 shows how reliable that average is: the broad market explained part of the daily moves, but far from all.

Data note 6

Correlated with

The strongest co-movers on top, the most inverse below. Low or negative values improve portfolio diversification.

Correlated with
Instrument	r	−1 … +1
State Street Corporation	+0.84
Northern Trust Corporation	+0.80
Morgan Stanley	+0.64
Goldman Sachs Group Inc.	+0.62
JPMorgan Chase & Co.	+0.62
Bank of America Corp	+0.61
Progressive Corporation	-0.44
Erie Indemnity Company Class A	-0.36
RLUSD	-0.30

Data note 7

Key financials

Latest reported fiscal year (FY2025, period end 2025-12-31) as filed with the SEC.

Revenue20.1 bn $

Net income5.5 bn $

Diluted EPS7.40 $

Net margin27.6 %

Return on equity12.5 %

Equity ratio9.4 %

Revenue growth+7.8 %

Revenue and profit by fiscal year
Fiscal year	Revenue	Net income	Margin
FY2023	17.7	3.3	18.7 %
FY2024	18.6	4.5	24.3 %
FY2025	20.1	5.5	27.6 %

Data note 8

Held in these ETFs

Held in these ETFs
ETF	Index	Weight	per €1,000 in the ETF
XUFI / XUFN	msci-usa-financials	1.35 %	€13.50
XDWF	msci-world-financials	0.70 %	€7.00
WFIN	msci-world-financials	0.70 %	€7.00
2B7K	msci-world-sri	0.49 %	€4.90
XDEB	msci-world-minimum-volatility	0.46 %	€4.60
XDEM	msci-world-momentum	0.46 %	€4.60
SPYL / SPY5	sp500	0.16 %	€1.60
SXR8	sp500	0.16 %	€1.60
XD9U / XD9D	msci-usa	0.16 %	€1.60
SWWD	msci-world	0.12 %	€1.20
EUNL	msci-world	0.12 %	€1.20
SPPW	msci-world	0.12 %	€1.20
XDWD / XDWL	msci-world	0.12 %	€1.20
IUSQ	msci-acwi	0.11 %	€1.10
WIMI	msci-world-imi	0.10 %	€1.00
SPYI / SPSA	msci-acwi-imi	0.10 %	€1.00
SPYY	msci-acwi	0.10 %	€1.00

Data note 9

The last column turns the weight into euros: this much of €1,000 invested in one of these funds is allocated to Bank of New York Mellon Corp as of the fund's latest holdings list.

How much Bank of New York Mellon Corp overlaps with other holdings in a portfolio is shown by the Portfolio X-Ray and the ETF overlap check.

Stocks with similar ETF exposure

Names that reach a portfolio through largely the same funds as Bank of New York Mellon Corp — the figure counts the ETFs holding both.

Data note 10

Key figures side by side

Key figures compared with stocks of similar ETF exposure
Stock	1 year	Volatility p.a.	Net margin	Revenue growth
Bank of New York Mellon Corp	+45.5 %	22.6 %	27.6 %	+7.8 %
Travelers Companies	+39.3 %	23.3 %	12.9 %	+5.2 %
Cboe Global Markets Inc	+15.7 %	28.3 %	–	–
Progressive Corporation	-11.4 %	25.7 %	12.9 %	+16.3 %
Willis Towers Watson Public Limited Company	-5.4 %	25.6 %	16.9 %	-2.3 %
Intercontinental Exchange	-10.1 %	21.7 %	26.2 %	+7.5 %
PNC Financial Services Group	+15.2 %	24.0 %	–	+7.2 %
Arthur J. Gallagher &	-16.4 %	27.2 %	10.7 %	+20.7 %
Berkshire Hathaway	+5.9 %	17.0 %	–	–

Return and volatility from our daily closing prices in US dollars; margin and growth from the latest SEC annual filing. Fiscal years do not all end on the same date.