Mediobanca Banca di Credito Finanziario SpA

ISIN IT0000062957

WKN 851715

Market cap (in EUR)

13,476 m

Country

Italy

Sector

Finance

Dividend yield

6.94%

Overview

Quote

Description

Mediobanca Banca di Credito Finanziario SpA engages in the provision of financial and banking services. It operates through the following business segments: Corporate and Investment Banking, Insurance-Principal Investing, Consumer Finance, Wealth Management, and Holding Functions. The Corporate and Investment Banking segment comprises wholesale banking and specialty finance services, which include lending, proprietary trading, factoring, and credit management to corporate clients. The Insurance-Principal Investing segment engages in equity investments and holdings. The Consumer Finance segment provides retail clients with consumer credit products, ranging from personal loans to salary-backed financing. The Wealth Management segment specializes in asset management services to affluent and private high net worth individuals. The Holding Functions segment manages the treasury and anti-money laundering departments, as well as the staffing and administrative activities of the group. The company was founded in 1946 and is headquartered in Milan, Italy.

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Finance Investment Services Italy

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Financials

Key metrics

Market capitalisation, EUR	13,476 m
EPS, EUR	-
P/B ratio	1.2
P/E ratio	10.1
Dividend yield	6.94%

Income statement (2025)

Revenue, EUR	5,658 m
Net income, EUR	1,330 m
Profit margin	23.51%

What ETF is Mediobanca Banca di Credito Finanziario SpA in?

There are 26 ETFs which contain Mediobanca Banca di Credito Finanziario SpA. All of these ETFs are listed in the table below. The ETF with the largest weighting of Mediobanca Banca di Credito Finanziario SpA is the Xtrackers FTSE MIB UCITS ETF 1D.

ETF	Weight	Investment focus	Fund size (in m EUR)
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	0.20%	Equity World Dividend	4,133
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	855
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	640
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.00%	Equity World	25,806
L&G Europe ex-UK Quality Dividends Equal Weight UCITS ETF EUR Dist	0.15%	Equity Europe Dividend	282
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.02%	Equity Europe Social/Environmental	30
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.01%	Equity World Dividend	1,345
Vanguard FTSE Developed World UCITS ETF Acc	0.00%	Equity World	4,695
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.02%	Equity Europe	1,933
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	34
Xtrackers FTSE MIB UCITS ETF 1D	0.32%	Equity Italy	68
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.00%	Equity World	18,590
UBS Core MSCI EMU UCITS ETF EUR dis	0.00%	Equity Europe	1,510
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	63
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	187
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.00%	Equity World Social/Environmental	483
HSBC EUROPE EX UK SCREENED EQUITY UCITS ETF EUR (Dist)	0.00%	Equity Europe Social/Environmental Climate Change	60
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.01%	Equity World Dividend	6,226
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.02%	Equity Europe	3,168
iShares FTSE MIB UCITS ETF EUR (Dist)	0.30%	Equity Italy	132
Vanguard FTSE Developed World UCITS ETF Distributing	0.00%	Equity World	3,506
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.02%	Equity Europe	4,067
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.02%	Equity Europe	1,015
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	86
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	84

Performance

Returns overview

YTD	+14.92%
1 month	-3.39%
3 months	-16.06%
6 months	-18.38%
1 year	+15.66%
3 years	+76.25%
5 years	+111.59%
Since inception (MAX)	+120.79%
2024	+26.14%
2023	+23.73%
2022	-10.12%
2021	+32.98%

Monthly returns in a heat map

Risk

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 returns include dividend payments (if applicable).