BPER Banca SpA

ISIN IT0000066123

WKN 897832

Market cap (in EUR)

29,161 m

Country

Italy

Sector

Finance

Dividend yield

4.72%

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	29,161 m
EPS, EUR	1.08
P/B ratio	1.6
P/E ratio	12.9
Dividend yield	4.72%

Income statement (2025)

Revenue, EUR	8,482 m
Net income, EUR	1,818 m
Profit margin	21.44%

What ETF is BPER Banca SpA in?

There are 51 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 Xtrackers FTSE MIB UCITS ETF 1D.

ETF	Weight	Investment focus	Fund size (in m EUR)
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	0.43%	Equity World Dividend	8,457
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	9,892
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	8,179
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist	0.36%	Equity Europe Social/Environmental Climate Change	164
Xtrackers MSCI EMU UCITS ETF 1D	0.32%	Equity Europe	1,983
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	44,757
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,937
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.05%	Equity World Dividend	2,701
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,678
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	108
Xtrackers FTSE MIB UCITS ETF 1D	2.76%	Equity Italy	96
JPMorgan Eurozone Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.14%	Equity Europe Social/Environmental	5
iShares MSCI EMU CTB Enhanced ESG UCITS ETF EUR (Dist)	0.42%	Equity Europe Social/Environmental	432
UBS Core MSCI EMU UCITS ETF EUR dis	0.27%	Equity Europe	1,820
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	29,635
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	594
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Dist)	0.29%	Equity Europe Social/Environmental Climate Change	688
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	882
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.18%	Equity Europe	3,306
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.14%	Equity Europe Social/Environmental Climate Change	26
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,059
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.36%	Equity Europe Momentum	40
Amundi MSCI Europe UCITS ETF	0.16%	Equity Europe	610
iShares MSCI Europe ex-UK UCITS ETF	0.20%	Equity Europe	1,468
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.04%	Equity World Financials Social/Environmental	121
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.10%	Equity World Multi-Factor Strategy	0
iShares MSCI EMU Screened UCITS ETF EUR (Dist)	0.30%	Equity Europe Social/Environmental	610
Xtrackers MSCI Europe UCITS ETF 1D	0.18%	Equity Europe	142
Xtrackers MSCI World UCITS ETF 1D	0.03%	Equity World	4,796
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.18%	Equity Europe Social/Environmental	34
Amundi MSCI EMU Value Factor UCITS ETF Dist	0.54%	Equity Europe Value	252
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,140
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	187
Amundi Core MSCI Europe UCITS ETF Dist	0.15%	Equity Europe	454
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.14%	Equity Europe	2,821
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	22,876
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.17%	Equity Europe Social/Environmental	496
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.06%	Equity World Value	390
Vanguard FTSE Eurozone UCITS ETF EUR Dist	0.26%	Equity Europe	5
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.15%	Equity Europe	10,612
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.05%	Equity World Dividend	9,048
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	0.17%	Equity Europe Value	112
iShares FTSE MIB UCITS ETF EUR (Dist)	2.46%	Equity Italy	173
iShares STOXX Europe 600 Banks UCITS ETF (DE)	0.88%	Equity Europe Financials	3,432
Amundi Prime Europe UCITS ETF DR (D)	0.14%	Equity Europe	252
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.13%	Equity Europe Social/Environmental	4,842
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.14%	Equity Europe	4,656
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	596
Amundi Core MSCI EMU UCITS ETF Dist	0.28%	Equity Europe	767
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.18%	Equity Europe	1,411
Amundi Prime Eurozone UCITS ETF DR (D)	0.27%	Equity Europe	79

Performance

Returns overview

YTD	+19.62%
1 month	+6.43%
3 months	+11.65%
6 months	+15.26%
1 year	+76.40%
3 years	+374.40%
5 years	+712.87%
Since inception (MAX)	+116.51%
2025	+90.18%
2024	+101.65%
2023	+56.99%
2022	+6.04%

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).