Bristol-Myers Squibb Company (BMY)

BMY · Health Care · United States

Bristol-Myers Squibb Company (BMY) is a company in the Health Care sector, based in United States. The stock is held in 23 ETFs we track – with its largest weight of 2.12 % in XUHL (msci-usa-health-care). Anyone holding one of these ETFs also owns a small indirect stake in Bristol-Myers Squibb Company.

Very high ETF coverage: 23 of the 95 ETFs we cover hold Bristol-Myers Squibb Company, spread across 11 indices. That puts the stock in more ETFs than 90.2 % of the 4,334 stocks we cover.

Held in23 ETFs

Highest weight2.12 %

Indices11

SectorHealth Care

CountryUnited States

ISINUS1101221083

WKN850501

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date	+17.9 %	1 year	+37.2 %
1 month	-1.6 %	3 months	+15.1 %
Calendar year 2025	-4.6 %

52W

Data note 3

Measured in euros, Bristol-Myers Squibb Company returned +20.1 % year to date and +40.5 % 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-32.5 %

Volatility p.a.28.3 %

Data note 5

Below peak-6.6 %

Beta to S&P 5000.27

Correlation to S&P 5000.13

The close on Sep 16, 2026 was 6.6 % below the highest close since Aug 12, 2024, reached on Sep 3, 2026. Over the last 252 trading days, on days when the S&P 500 rose or fell 1 %, Bristol-Myers Squibb Company moved on average 0.27 % in the same direction. The correlation of 0.13 shows how reliable that average is: the broad market explained only a small share of the daily moves.

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
Pfizer Inc.	+0.65
Biogen Inc.	+0.61
Royalty Pharma Plc Class A	+0.60
AbbVie Inc.	+0.57
Amgen Inc.	+0.55
Gilead Sciences Inc.	+0.55
Toncoin	-0.43
Seagate Technology Holdings plc	-0.36
PORTO	-0.36

Data note 7

Key financials

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

Revenue48.2 bn $

Net income7.1 bn $

Diluted EPS3.46 $

Net margin14.6 %

Return on equity38.2 %

Equity ratio20.5 %

Revenue growth-0.2 %

Revenue and profit by fiscal year
Fiscal year	Revenue	Net income	Margin
FY2023	45.0	8.0	17.8 %
FY2024	48.3	-8.9	-18.5 %
FY2025	48.2	7.1	14.6 %

Data note 8

Held in these ETFs

Held in these ETFs
ETF	Index	Weight	per €1,000 in the ETF
XUHL / XUHC	msci-usa-health-care	2.12 %	€21.20
XDWH	msci-world-health-care	1.56 %	€15.60
SPFS	msci-world-health-care	1.56 %	€15.60
XDEV	msci-world-value	0.65 %	€6.50
XDEM	msci-world-momentum	0.38 %	€3.80
WVAL	msci-world-value	0.37 %	€3.70
XDEQ	msci-world-quality	0.24 %	€2.40
SPYL / SPY5	sp500	0.20 %	€2.00
SXR8	sp500	0.20 %	€2.00
XD9U / XD9D	msci-usa	0.20 %	€2.00
SWWD	msci-world	0.15 %	€1.50
SPPW	msci-world	0.15 %	€1.50
SPYI / SPSA	msci-acwi-imi	0.14 %	€1.40
EUNL	msci-world	0.14 %	€1.40
XDWD / XDWL	msci-world	0.14 %	€1.40
WIMI	msci-world-imi	0.13 %	€1.30
SPYY	msci-acwi	0.13 %	€1.30
IUSQ	msci-acwi	0.13 %	€1.30

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 Bristol-Myers Squibb Company as of the fund's latest holdings list.

Weight in EUNL since 2019

Sep 30, 2019Sep 16, 2026

In EUNL, a fund tracking the MSCI World, Bristol-Myers Squibb Company had a weight of 0.20 % on Sep 30, 2019 and 0.14 % on Sep 16, 2026. Its share peaked at 0.37 % on Mar 31, 2020. The weight rises and falls with the stock's price relative to the other index members, and it also shifts when the index provider changes the composition.

Data note 10

How much Bristol-Myers Squibb Company 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 Bristol-Myers Squibb Company — the figure counts the ETFs holding both.

Data note 11

Key figures side by side

Key figures compared with stocks of similar ETF exposure
Stock	1 year	Volatility p.a.	Net margin	Revenue growth
Bristol-Myers Squibb Company	+37.2 %	28.3 %	14.6 %	-0.2 %
CVS Health Corporation	+24.8 %	34.0 %	0.4 %	+7.8 %
Biogen	+50.3 %	32.2 %	13.1 %	+2.2 %
Pfizer	+14.9 %	24.1 %	12.4 %	-1.6 %
Centene Corporation	+107.6 %	51.4 %	-3.8 %	+20.0 %
Cooper Companies	-16.2 %	33.6 %	9.2 %	+5.1 %
Zimmer Biomet Holdings	-2.4 %	29.6 %	8.6 %	+7.2 %
ResMed	-16.3 %	28.6 %	27.2 %	+9.8 %
Medtronic Plc	-1.7 %	22.3 %	–	+8.4 %

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.