BPER Banca SpA

ISIN IT0000066123

WKN 897832

Market cap (in EUR)

20,606 m

Country

Italy

Sector

Finance

Dividend yield

6.67%

Overview

Quote

Description

BPER Banca S.p.A. engages in the provision of banking services. It operates through the following segments: Retail, Private, Corporate, Large Corporate, Finance, Corporate Center, and Other. The Retail segment refers to individuals and joint accounts not regulated by the BPERPrivate service; sole traders; and partnerships or limited companies. The Private segment deals with businesses conducted with individuals and from joint accounts regulated by the BPERPrivate service. The Corporate segment transacts with public administrations, non-financial and non-resident companies, and non-financial partnerships and companies. The Large Corporate segment also conducts business with non-financial partnerships and companies with high turnovers. The Finance segment derives its operations from treasury activities, investment portfolio management, and access to financial markets and specialist operational support for the commercial network. The Corporate Center focuses on the corporate governance of the company, strategic decisions and results, and activities directly connected to other areas of the business. The Other segment specializes in the non-banking companies of the group. BPER Banca was founded in 1867 and is headquartered in Modena, Italy.

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Finance Banking International Banks Italy

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Financials

Key metrics

Market capitalisation, EUR	20,606 m
EPS, EUR	0.94
P/B ratio	1.3
P/E ratio	11.2
Dividend yield	6.67%

Income statement (2024)

Revenue, EUR	7,630 m
Net income, EUR	1,403 m
Profit margin	18.38%

What ETF is BPER Banca SpA in?

There are 48 ETFs which contain BPER Banca SpA. All of these ETFs are listed in the table below. The ETF with the largest weighting of BPER Banca SpA is the iShares FTSE MIB UCITS ETF EUR (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,468
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	4,695
iShares MSCI EMU Screened UCITS ETF EUR (Dist)	0.27%	Equity Europe Social/Environmental	692
Xtrackers MSCI Europe UCITS ETF 1D	0.13%	Equity Europe	124
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist	0.35%	Equity Europe Social/Environmental Climate Change	42
Xtrackers MSCI World UCITS ETF 1D	0.05%	Equity World	4,440
Xtrackers MSCI EMU UCITS ETF 1D	0.24%	Equity Europe	2,090
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	25,806
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	139
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.16%	Equity Europe Social/Environmental	30
Amundi MSCI EMU Value Factor UCITS ETF Dist	0.47%	Equity Europe Value	218
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,204
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	819
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	1,345
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	4,695
Amundi Core MSCI Europe UCITS ETF Dist	0.12%	Equity Europe	515
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.12%	Equity Europe	1,933
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	91
Xtrackers FTSE MIB UCITS ETF 1D	2.18%	Equity Italy	68
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	18,590
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.15%	Equity Europe Social/Environmental	462
JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.13%	Equity Europe Social/Environmental	4
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Dist)	0.40%	Equity Europe Social/Environmental	561
UBS Core MSCI EMU UCITS ETF EUR dis	0.25%	Equity Europe	1,510
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	820
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	20,831
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.06%	Equity World Value	168
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.13%	Equity Europe	10,012
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	483
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Dist)	0.28%	Equity Europe Social/Environmental Climate Change	616
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	6,226
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	274
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	0.17%	Equity Europe Value	69
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.16%	Equity Europe	3,168
iShares FTSE MIB UCITS ETF EUR (Dist)	2.32%	Equity Italy	132
iShares STOXX Europe 600 Banks UCITS ETF (DE)	0.92%	Equity Europe Financials	3,188
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.13%	Equity Europe Social/Environmental Climate Change	26
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.21%	Equity Europe Social/Environmental	4,097
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,506
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.12%	Equity Europe	4,067
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	937
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.28%	Equity Europe Momentum	47
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	755
Amundi Core MSCI EMU UCITS ETF Dist	0.24%	Equity Europe	666
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.16%	Equity Europe	1,015
Amundi MSCI Europe UCITS ETF Acc	0.12%	Equity Europe	739
iShares MSCI Europe ex-UK UCITS ETF	0.17%	Equity Europe	1,298
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.04%	Equity World Financials Social/Environmental	538

Performance

Returns overview

YTD	+72.18%
1 month	+1.45%
3 months	+19.68%
6 months	+37.16%
1 year	+81.38%
3 years	+445.08%
5 years	+606.04%
Since inception (MAX)	+63.86%
2024	+101.65%
2023	+56.99%
2022	+6.04%
2021	+21.33%

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).