Allianz SE

ISIN DE0008404005

WKN 840400

Marktkapitalisatie (in EUR)

135,924 m

Land

Germany

Sector

Finance

Dividendrendement

4.31%

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Overzicht

Koers

Beschrijving

Allianz SE is a holding company, which engages in the provision of insurance and investment advisory services. It operates through the following segments: Property-Casualty, Life/Health, Asset Management, and Corporate and Other. The Property-Casualty segment offers insurance on personal accidents, general liability, fire, legal expense, credit, and travel. The Life/Health segment consists of annuities, endowment and term insurance, unit-linked and investment-oriented products, private and supplemental health, and long-term care insurance. The Asset Management segment provides institutional and retail asset management products and services. The Corporate and Other segment includes treasury, banking, and alternative investment activities. The company was founded by Wilhelm Finck and Carl Thieme on February 5, 1890 and is headquartered in Munich, Germany.

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Finance Insurance Germany

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR	135,924 m
WPA, EUR	25.61
KBV	2.3
K/W	12.9
Dividendrendement	4.31%

Income statement (2025)

Omzet, EUR	143,588 m
Netto-inkomen, EUR	10,603 m
Winstmarge	7.38%

What ETF is Allianz SE in?

There are 83 ETFs which contain Allianz SE. All of these ETFs are listed in the table below. The ETF with the largest weighting of Allianz SE is the iShares STOXX Europe 600 Insurance UCITS ETF (DE).

ETF	Weging	Investeringsfocus	Fondsgrootte (in m EUR)
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	2.53%	Equity World Dividend	7,179
iShares MSCI World UCITS ETF (Dist)	0.21%	Equity World	7,078
UBS Core MSCI World UCITS ETF USD acc	0.20%	Equity World	7,016
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.54%	Equity World Social/Environmental Climate Change	40
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.09%	Equity World Multi-Asset Strategy	926
VanEck World Equal Weight Screened UCITS ETF A	0.37%	Equity World Equal Weighted	1,150
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist	2.76%	Equity Europe Social/Environmental Climate Change	124
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF CLASS EUR (Acc)	1.80%	Equity Europe	396
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.70%	Equity World	145
Xtrackers MSCI EMU UCITS ETF 1D	2.23%	Equity Europe	1,751
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.17%	Equity World	31,086
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.20%	Equity World Social/Environmental Climate Change	7
UBS Core MSCI World UCITS ETF USD dis	0.20%	Equity World	1,344
Invesco Global Enhanced Equity UCITS ETF Acc	0.23%	Equity World Multi-Factor Strategy	455
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.41%	Equity World Dividend	1,975
Vanguard FTSE Developed World UCITS ETF Acc	0.19%	Equity World	4,937
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.33%	Equity World Social/Environmental	1,538
UBS Core MSCI World UCITS ETF hGBP dis	0.20%	Equity World	87
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	36
Xtrackers EURO STOXX 50 UCITS ETF 1D	3.28%	Equity Europe	5,172
JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	2.90%	Equity Europe Social/Environmental	4
VanEck European Equal Weight Screened UCITS ETF A	0.94%	Equity Europe Equal Weighted	81
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Dist)	2.67%	Equity Europe Social/Environmental	406
UBS Core MSCI EMU UCITS ETF EUR dis	2.21%	Equity Europe	1,632
iShares MSCI ACWI UCITS ETF USD (Acc)	0.17%	Equity World	22,529
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.09%	Equity World Multi-Asset Strategy	69
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.21%	Equity World Covered Call Alternative Investments	1,208
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.20%	Equity World Social/Environmental	461
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Dist)	2.93%	Equity Europe Social/Environmental Climate Change	598
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0.24%	Equity Europe Social/Environmental Climate Change	30
UBS Core MSCI World UCITS ETF hEUR acc	0.20%	Equity World	502
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	1.48%	Equity Europe	2,997
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	1.36%	Equity Europe Social/Environmental Climate Change	31
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	2.00%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.19%	Equity World	3,425
Amundi S&P Eurozone Dividend Aristocrat Screened UCITS ETF Dist	4.59%	Equity Europe Dividend	22
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	1.69%	Equity Europe Covered Call Alternative Investments	14
Vanguard Germany All Cap UCITS ETF (EUR) Distributing	7.91%	Equity Germany	254
iShares Euro Dividend UCITS ETF GBP Hedged (Dist)	2.31%	Equity Europe Dividend	3
Amundi MSCI Europe UCITS ETF Acc	1.17%	Equity Europe	593
iShares MSCI Europe ex-UK UCITS ETF	1.55%	Equity Europe	1,230
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.23%	Equity World Multi-Factor Strategy	2
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1.25%	Equity World Financials Social/Environmental	110
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	94
iShares MSCI EMU Screened UCITS ETF EUR (Dist)	2.49%	Equity Europe Social/Environmental	639
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	1.69%	Equity Europe Covered Call Alternative Investments	20
Xtrackers MSCI Europe UCITS ETF 1D	1.20%	Equity Europe	120
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.06%	Equity World Multi-Asset Strategy	721
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.21%	Equity World Covered Call Alternative Investments	91
Xtrackers MSCI World UCITS ETF 1D	0.19%	Equity World	4,083
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.23%	Equity World Multi-Factor Strategy	7
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	1.04%	Equity Europe Low Volatility/Risk Weighted	27
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	1.49%	Equity Europe Social/Environmental	32
Xtrackers DAX ESG Screened UCITS ETF 1D	9.58%	Equity Germany Social/Environmental	502
Amundi MSCI EMU Value Factor UCITS ETF Dist	4.37%	Equity Europe Value	231
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	4.02%	Equity Europe Fundamental/Quality	28
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist)	0.21%	Equity World Covered Call Alternative Investments	13
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	1.91%	Equity Europe Social/Environmental	110
iShares MSCI World Screened UCITS ETF USD (Dist)	0.22%	Equity World Social/Environmental	972
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental Climate Change	113
iShares Core EURO STOXX 50 UCITS ETF EUR (Dist)	3.26%	Equity Europe	5,055
iShares Euro Dividend UCITS ETF	2.31%	Equity Europe Dividend	1,370
Amundi Core MSCI Europe UCITS ETF Dist	1.18%	Equity Europe	658
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	1.14%	Equity Europe	2,283
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.31%	Equity World Social/Environmental	51
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.17%	Equity World	18,905
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	1.38%	Equity Europe Social/Environmental	401
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	206
iShares Core MSCI Europe UCITS ETF EUR (Dist)	1.19%	Equity Europe	10,203
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.41%	Equity World Dividend	7,549
iShares STOXX Europe 600 Insurance UCITS ETF (DE)	19.43%	Equity Europe Insurance	454
Amundi Prime Europe UCITS ETF DR (D)	1.21%	Equity Europe	211
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	0.22%	Equity Europe Multi-Factor Strategy	180
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	1.47%	Equity Europe Social/Environmental	4,250
Amundi Core EURO STOXX 50 UCITS ETF EUR Dist	3.24%	Equity Europe	795
Amundi EURO STOXX 50 II UCITS ETF Acc	3.24%	Equity Europe	4,141
Vanguard FTSE Developed Europe UCITS ETF Distributing	1.14%	Equity Europe	4,171
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.18%	Equity World Social/Environmental	692
Amundi Core MSCI EMU UCITS ETF Dist	2.20%	Equity Europe	612
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	1.48%	Equity Europe	1,231
Amundi Prime Eurozone UCITS ETF DR (D)	2.32%	Equity Europe	81
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.06%	Equity World Multi-Asset Strategy	91

Prestaties

Rendementsoverzicht

YTD	-6,00%
1 maand	-3,37%
3 maanden	-6,00%
6 maanden	+1,10%
1 jaar	+3,38%
3 jaar	+72,67%
5 jaar	+69,65%
Since inception	+150,56%
2025	+32,53%
2024	+22,14%
2023	+20,39%
2022	-3,22%

Maandelijks rendement in een heat map

Risico

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).