Assicurazioni Generali SpA

ISIN IT0000062072

WKN 850312

Marktkapitalisatie (in EUR)

53,049 m

Land

Italy

Sector

Finance

Dividendrendement

4.18%

Overzicht

Koers

Beschrijving

Assicurazioni Generali SpA engages in the provision of insurance and financial products. It operates through the following business segments: Life, Property and Casualty, Asset Management, and Holding and Other Businesses. The Life segment offers coverage through a lump sum or an annuity payment if an event occurs involving human life in exchange for the premium payment as remuneration from the policyholder for the risk taken. The Property and Casualty segment offers insurance against damage to property, personal injury, and public liability. The Asset Management segment provides solutions for the selection and maintenance of listed and unlisted financial instruments in order to generate the best possible return for a given level of risk. The Holding and Other Businesses segment performs parent company functions through the management and coordination of administrative and financial services for the companies in the group. The company was founded on December 26, 1831 and is headquartered in Trieste, Italy.

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Finance Insurance Italy

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR	53,049 m
WPA, EUR	-
KBV	1.8
K/W	13.7
Dividendrendement	4.18%

Income statement (2024)

Omzet, EUR	81,694 m
Netto-inkomen, EUR	3,756 m
Winstmarge	4.60%

What ETF is Assicurazioni Generali SpA in?

There are 70 ETFs which contain Assicurazioni Generali SpA. All of these ETFs are listed in the table below. The ETF with the largest weighting of Assicurazioni Generali SpA is the Xtrackers FTSE MIB UCITS ETF 1D.

ETF	Weging	Investeringsfocus	Fondsgrootte (in m EUR)
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	0.56%	Equity World Dividend	5,188
iShares MSCI World UCITS ETF (Dist)	0.04%	Equity World	7,338
UBS Core MSCI World UCITS ETF USD acc	0.04%	Equity World	6,074
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	889
VanEck World Equal Weight Screened UCITS ETF A	0.39%	Equity World Equal Weighted	1,181
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist	0.82%	Equity Europe Social/Environmental Climate Change	50
Xtrackers MSCI EMU UCITS ETF 1D	0.48%	Equity Europe	2,106
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	27,871
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.18%	Equity World Social/Environmental Climate Change	3,913
UBS Core MSCI World UCITS ETF USD dis	0.04%	Equity World	1,316
Invesco Global Enhanced Equity UCITS ETF Acc	0.10%	Equity World Multi-Factor Strategy	326
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.10%	Equity World Dividend	1,553
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	4,833
UBS Core MSCI World UCITS ETF hGBP dis	0.04%	Equity World	93
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	35
Xtrackers FTSE MIB UCITS ETF 1D	5.36%	Equity Italy	71
Xtrackers Euro Stoxx Quality Dividend UCITS ETF 1D 1D	4.52%	Equity Europe Dividend	458
VanEck European Equal Weight Screened UCITS ETF A	1.00%	Equity Europe Equal Weighted	80
JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.19%	Equity Europe Social/Environmental	5
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Dist)	0.62%	Equity Europe Social/Environmental	518
UBS Core MSCI EMU UCITS ETF EUR dis	0.48%	Equity Europe	1,562
iShares MSCI ACWI UCITS ETF USD (Acc)	0.04%	Equity World	21,789
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	66
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.04%	Equity World Social/Environmental	486
HSBC EUROPE EX UK SCREENED EQUITY UCITS ETF EUR (Dist)	0.09%	Equity Europe Social/Environmental Climate Change	62
UBS Core MSCI World UCITS ETF hEUR acc	0.04%	Equity World	364
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.37%	Equity Europe	3,271
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.10%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	3,560
Amundi S&P Eurozone Dividend Aristocrat Screened UCITS ETF Dist	4.96%	Equity Europe Dividend	21
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.64%	Equity Europe Momentum	26
iShares Euro Dividend UCITS ETF GBP Hedged (Dist)	2.11%	Equity Europe Dividend	4
Amundi MSCI Europe UCITS ETF Acc	0.26%	Equity Europe	606
iShares MSCI Europe ex-UK UCITS ETF	0.33%	Equity Europe	1,272
iShares MSCI World SRI UCITS ETF USD (Dist)	0.18%	Equity World Social/Environmental	1,451
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	1.16%	Equity Europe Social/Environmental	86
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.86%	Equity World Financials Social/Environmental	530
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	88
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	1.10%	Equity Europe Social/Environmental	226
iShares MSCI EMU Screened UCITS ETF EUR (Dist)	0.53%	Equity Europe Social/Environmental	667
Xtrackers MSCI Europe UCITS ETF 1D	0.26%	Equity Europe	134
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	680
Xtrackers MSCI World UCITS ETF 1D	0.04%	Equity World	4,534
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.10%	Equity World Multi-Factor Strategy	1
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	1.02%	Equity Europe Low Volatility/Risk Weighted	25
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.37%	Equity Europe Social/Environmental	33
UBS MSCI EMU Socially Responsible UCITS ETF EUR dis	2.07%	Equity Europe Social/Environmental Climate Change	783
Amundi MSCI EMU Value Factor UCITS ETF Dist	0.94%	Equity Europe Value	231
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist)	0.65%	Equity Europe Fundamental/Quality	29
iShares MSCI World Screened UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	940
iShares Euro Dividend UCITS ETF	2.11%	Equity Europe Dividend	1,203
Amundi Core MSCI Europe UCITS ETF Dist	0.25%	Equity Europe	523
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.28%	Equity Europe	2,146
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	18,897
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.29%	Equity Europe Social/Environmental	459
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	193
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.26%	Equity Europe	10,614
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.10%	Equity World Dividend	6,822
iShares FTSE MIB UCITS ETF EUR (Dist)	5.35%	Equity Italy	149
iShares STOXX Europe 600 Insurance UCITS ETF (DE)	5.05%	Equity Europe Insurance	402
Amundi Prime Europe UCITS ETF DR (D)	0.28%	Equity Europe	204
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.51%	Equity Europe Social/Environmental	4,222
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.28%	Equity Europe	4,322
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.23%	Equity World Social/Environmental	961
Amundi Core MSCI EMU UCITS ETF Dist	0.48%	Equity Europe	707
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.37%	Equity Europe	1,152
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	1.10%	Equity Europe Social/Environmental	9
Amundi Prime Eurozone UCITS ETF DR (D)	0.53%	Equity Europe	52
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	89

Prestaties

Rendementsoverzicht

YTD	-6,07%
1 maand	-5,94%
3 maanden	+3,97%
6 maanden	+5,93%
1 jaar	+14,74%
3 jaar	+88,54%
5 jaar	+128,14%
Since inception	+82,19%
2025	+30,69%
2024	+42,62%
2023	+14,45%
2022	-9,85%

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).