BANK POLSKA KASA OPIEKI

ISIN PLPEKAO00016

 | 

WKN 914910

 

Overview

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Description

BANK POLSKA KASA OPIEKI SA engages in the provision of retail, corporate and investment banking services. It operates through the following business segments: Retail Banking, Private Banking, Corporate and Investment Banking, Enterprise Banking, and Assets and Liabilities Management and Other. The Retail Banking segment covers activities related to retail customers, small and micro companies. The Private Banking segment provides services for the wealthiest individual customers. The Corporate and Investment Banking segment is involved with activities related to the medium and large companies, interbank market, debt securities and other instruments. The Enterprise banking segment provides all banking activities related to the companies with annual turnover from PLN 5 million to PLN 100 million and below 5 million in the case of companies conducting full accounting. The Assets and Liabilities Management and Other segment engages in the supervision and monitoring of fund transfers as well as central management in the capital group. The company was founded on October 29, 1929 and is headquartered in Warsaw, Poland.
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Finance Banking International Banks Poland

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Financials

Key metrics

Market capitalisation, EUR 11,269.92 m
EPS, EUR 5.52
P/B ratio 1.70
P/E ratio 7.30
Dividend yield 2.96%

Income statement (2023)

Revenue, EUR 4,885.66 m
Net income, EUR 1,450.07 m
Profit margin 29.68%

What ETF is BANK POLSKA KASA OPIEKI in?

There are 95 ETFs which contain BANK POLSKA KASA OPIEKI. All of these ETFs are listed in the table below. The ETF with the largest weighting of BANK POLSKA KASA OPIEKI is the iShares MSCI Poland UCITS ETF USD (Acc).
ETF Weight Investment focus Holdings TER Fund size (in m EUR) Return 1Y WKN ISIN
iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc) 0.07%
Equity
Europe
599 0.20% 492 +12.72% A2QP4B DE000A2QP4B6
First Trust Global Equity Income UCITS ETF Acc 0.24%
Equity
World
Fundamental/Quality
288 0.60% 4 +15.93% A14X87 IE00BYTH6121
iShares MSCI EM UCITS ETF (Dist) 0.11%
Equity
Emerging Markets
1,246 0.18% 4,199 +9.30% A0HGWC IE00B0M63177
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.01%
Equity
World
3,651 0.22% 10,077 +23.50% A2PKXG IE00BK5BQT80
iShares STOXX Europe 600 UCITS ETF (DE) 0.07%
Equity
Europe
599 0.20% 6,041 +12.40% 263530 DE0002635307
HSBC MSCI Emerging Markets UCITS ETF USD 0.12%
Equity
Emerging Markets
1,389 0.15% 1,897 +8.96% A1JCMZ IE00B5SSQT16
iShares Core MSCI Emerging Markets IMI UCITS ETF 0.10%
Equity
Emerging Markets
3,130 0.18% 1,240 +9.99% A2JDYF IE00BD45KH83
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.03%
Equity
World
Multi-Factor Strategy
3,070 0.50% 36 - WELT0B IE000FPWSL69
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.00%
Equity
World
2,040 0.20% 3 - A3EC3G IE000UJC4MR1
iShares MSCI EM UCITS ETF (Acc) 0.12%
Equity
Emerging Markets
1,386 0.18% 2,721 +9.17% A0RPWJ IE00B4L5YC18
L&G Europe ESG Exclusions Paris Aligned UCITS ETF EUR Accumulating 0.09%
Equity
Europe
Social/Environmental
Climate Change
478 0.16% 719 +11.33% A2PRHB IE00BKLTRN76
Xtrackers MSCI Emerging Markets UCITS ETF 1C 0.11%
Equity
Emerging Markets
1,393 0.18% 4,886 +9.33% A12GVR IE00BTJRMP35
Xtrackers STOXX Europe 600 UCITS ETF 1C 0.07%
Equity
Europe
602 0.20% 2,379 +12.57% DBX1A7 LU0328475792
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.03%
Equity
World
Dividend
1,855 0.29% 590 +13.02% A2PLTB IE00BK5BR626
Vanguard FTSE Developed World UCITS ETF Acc 0.01%
Equity
World
2,120 0.12% 2,123 +24.33% A2PLS9 IE00BK5BQV03
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-dis 0.01%
Equity
World
Social/Environmental
2,013 0.26% 46 +19.29% A2H5B6 IE00BDQZN667
Invesco FTSE RAFI Europe UCITS ETF 0.11%
Equity
Europe
Fundamental/Quality
494 0.39% 8 +13.53% A0M2EC IE00B23D8X81
Xtrackers MSCI AC World ESG Screened UCITS ETF 5C USD Hedged 0.02%
Equity
World
Social/Environmental
2,017 0.37% 2 +25.87% DBX0R8 IE000WGF1X01
Amundi Prime Global UCITS ETF DR (C) 0.01%
Equity
World
1,475 0.05% 307 +25.77% A2PWMK LU2089238203
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 0.01%
Equity
World
Social/Environmental
Climate Change
1,106 0.19% 25 +23.04% DBX0RU IE000UZCJS58
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-acc 0.01%
Equity
World
Social/Environmental
2,013 0.26% 593 +19.20% A2H5B5 IE00BDQZN774
Xtrackers MSCI Emerging Markets UCITS ETF 1D 0.11%
Equity
Emerging Markets
1,393 0.18% 189 +9.31% DBX0RB IE000GWA2J58
UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-UKdis 0.10%
Equity
Emerging Markets
1,260 0.23% 36 +10.54% A12DVN LU1126036976
SPDR MSCI ACWI IMI UCITS ETF 0.00%
Equity
World
3,518 0.17% 1,231 +22.71% A1JJTD IE00B3YLTY66
Xtrackers MSCI AC World ESG Screened UCITS ETF 2C EUR Hedged 0.02%
Equity
World
Social/Environmental
2,017 0.37% 8 +21.62% DBX0R5 IE000VXC51U5
iShares MSCI ACWI UCITS ETF USD (Acc) 0.01%
Equity
World
2,451 0.20% 11,765 +23.78% A1JMDF IE00B6R52259
SPDR MSCI Emerging Markets Climate Paris Aligned UCITS ETF USD Unhedged (Acc) 0.27%
Equity
Emerging Markets
Social/Environmental
Climate Change
400 0.23% 4 +5.72% A3C9ES IE00BYTH5263
Xtrackers MSCI Emerging Markets ESG Screened UCITS ETF 1C 0.12%
Equity
Emerging Markets
Social/Environmental
1,096 0.18% 52 +8.99% A113FC IE00BM67HJ62
Expat Poland WIG20 UCITS ETF 7.79%
Equity
Poland
18 1.38% 0 +48.94% A2JAHA BGPLWIG04173
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.01%
Equity
World
Social/Environmental
5,853 0.24% 271 +24.78% A2QL8V IE00BNG8L385
UBS ETF (IE) MSCI Emerging Markets Climate Paris Aligned UCITS ETF (USD) A-acc 0.27%
Equity
Emerging Markets
Social/Environmental
Climate Change
427 0.16% 24 +6.88% A2QNQL IE00BN4Q1675
Vanguard FTSE Developed Europe ex UK UCITS ETF Distributing 0.08%
Equity
Europe
446 0.10% 2,099 +13.27% A12CXZ IE00BKX55S42
HSBC MSCI Emerging Markets UCITS ETF USD (Acc) 0.12%
Equity
Emerging Markets
1,389 0.15% 190 +8.93% A3DN5N IE000KCS7J59
iShares MSCI EM IMI ESG Screened UCITS ETF USD (Dist) 0.11%
Equity
Emerging Markets
Social/Environmental
2,417 0.18% 315 +10.01% A2N6TJ IE00BFNM3N12
Goldman Sachs ActiveBeta Emerging Markets Equity UCITS ETF CLASS USD (Acc.) 0.05%
Equity
Emerging Markets
Multi-Factor Strategy
750 0.49% 11 +8.76% A2PPCE IE00BJ5CMD00
SPDR MSCI ACWI UCITS ETF EUR Hedged (Acc) 0.01%
Equity
World
2,377 0.45% 384 +19.86% A2JQU5 IE00BF1B7389
Vanguard FTSE Developed World UCITS ETF Distributing 0.01%
Equity
World
2,120 0.12% 2,505 +25.26% A12CX1 IE00BKX55T58
UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-acc 0.10%
Equity
Emerging Markets
1,260 0.18% 2,700 +10.51% A1W3CN LU0950674175
Amundi Stoxx Europe 600 UCITS ETF Acc 0.07%
Equity
Europe
601 0.07% 7,262 +12.56% LYX0Q0 LU0908500753
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.03%
Equity
World
Multi-Factor Strategy
3,070 0.50% 189 - WELT0A IE0001UQQ933
Invesco MSCI Emerging Markets ESG Climate Paris Aligned UCITS ETF Acc 0.34%
Equity
Emerging Markets
Social/Environmental
Climate Change
361 0.19% 119 +3.72% A3CYEX IE000PJL7R74
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged 0.07%
Equity
Europe
602 0.25% 8 +11.73% DBX0QN LU1772333404
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to EUR) A-acc 0.01%
Equity
World
Social/Environmental
2,013 0.26% 317 +21.02% A2H5B7 IE00BDQZN337
Invesco FTSE All-World UCITS ETF Dist 0.00%
Equity
World
2,040 0.15% 25 - A3D7QY IE0000QLH0G6
Amundi Prime Global UCITS ETF DR (D) 0.01%
Equity
World
1,475 0.05% 688 +25.84% A2PBLJ LU1931974692
UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-dis 0.10%
Equity
Emerging Markets
1,260 0.18% 1,436 +9.12% UB42AA LU0480132876
SPDR MSCI ACWI UCITS ETF USD Hedged (Acc) 0.01%
Equity
World
2,377 0.45% 49 +24.85% A2JQU4 IE00BF1B7272
SPDR MSCI Emerging Markets UCITS ETF 0.13%
Equity
Emerging Markets
1,316 0.18% 432 +9.73% A1JJTE IE00B469F816
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF 0.02%
Equity
Europe
Social/Environmental
Climate Change
456 0.15% 44 +9.68% A2P5CM IE00BMDPBY65
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.00%
Equity
World
2,040 0.20% 1 - A3EC3H IE0006VDD4K1
Xtrackers MSCI AC World ESG Screened UCITS ETF 1C 0.02%
Equity
World
Social/Environmental
2,017 0.25% 3,600 +25.22% A1W8SB IE00BGHQ0G80
Xtrackers Stoxx Europe 600 UCITS ETF 1D 0.07%
Equity
Europe
602 0.07% 145 +12.67% DBX0TR LU2581375156
Invesco FTSE All-World UCITS ETF Acc 0.00%
Equity
World
2,040 0.15% 145 - A3D7QX IE000716YHJ7
Amundi Index MSCI Emerging Markets UCITS ETF DR - USD (D) 0.07%
Equity
Emerging Markets
1,405 0.20% 151 +7.44% A2QLH9 LU2277591868
iShares MSCI Poland UCITS ETF USD (Acc) 11.34%
Equity
Poland
14 0.74% 152 +50.62% A1H5UP IE00B4M7GH52
WisdomTree Emerging Markets Equity Income UCITS ETF 0.16%
Equity
Emerging Markets
Dividend
506 0.46% 93 +18.98% A12HUR IE00BQQ3Q067
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) 0.10%
Equity
Emerging Markets
3,130 0.18% 17,415 +11.04% A111X9 IE00BKM4GZ66
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing 0.08%
Equity
Europe
Social/Environmental
1,057 0.12% 17 +12.58% A3DJQ9 IE000NRGX9M3
Xtrackers MSCI Emerging Markets Climate Transition UCITS ETF 1C 0.13%
Equity
Emerging Markets
Social/Environmental
Climate Change
776 0.19% 15 - DBX0TK IE000DNSAS54
UBS ETF (IE) MSCI ACWI Climate Paris Aligned UCITS ETF (USD) A-acc 0.06%
Equity
World
Social/Environmental
Climate Change
839 0.18% 7 +21.79% A2QNQN IE00BN4Q0P93
iShares STOXX Europe Mid 200 UCITS ETF (DE) 0.54%
Equity
Europe
Mid Cap
200 0.21% 449 +9.80% 593399 DE0005933998
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating 0.06%
Equity
Europe
552 0.10% 758 +12.97% A2PLBK IE00BK5BQX27
HSBC MSCI Emerging Markets Climate Paris Aligned UCITS ETF 0.28%
Equity
Emerging Markets
Social/Environmental
Climate Change
424 0.18% 20 +5.54% A3C8ZX IE000FNVOB27
First Trust Global Equity Income UCITS ETF Dist 0.24%
Equity
World
Fundamental/Quality
288 0.60% 23 +15.24% A2DGY5 IE00BD842Y21
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (USD) A-dis 0.01%
Equity
World
Social/Environmental
2,013 0.23% 771 +22.96% A2PL57 IE00BDQZMX67
Vanguard FTSE All-World UCITS ETF Distributing 0.01%
Equity
World
3,651 0.22% 12,877 +23.50% A1JX52 IE00B3RBWM25
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to USD) A-acc 0.01%
Equity
World
Social/Environmental
2,013 0.26% 530 +25.35% A2H5B8 IE00BDQZN113
Amundi Index MSCI Emerging Markets UCITS ETF DR (C) 0.07%
Equity
Emerging Markets
1,405 0.20% 2,842 +7.46% A2ATYY LU1437017350
SPDR MSCI ACWI UCITS ETF 0.01%
Equity
World
2,377 0.40% 2,646 +23.37% A1JJTC IE00B44Z5B48
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to GBP) A-acc 0.01%
Equity
World
Social/Environmental
2,013 0.26% 104 +25.20% A2JHVY IE00BDQZN550
iShares MSCI EM IMI ESG Screened UCITS ETF USD (Acc) 0.11%
Equity
Emerging Markets
Social/Environmental
2,417 0.18% 2,608 +10.10% A2N6TH IE00BFNM3P36
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating 0.08%
Equity
Europe
Social/Environmental
1,057 0.12% 68 +12.55% A3DJTF IE000QUOSE01
WisdomTree Emerging Markets Equity Income UCITS ETF Acc 0.16%
Equity
Emerging Markets
Dividend
506 0.46% 15 +18.09% A2ARXB IE00BDF12W49
iShares MSCI EM ex-China UCITS ETF USD (Acc) 0.15%
Equity
Emerging Markets
678 0.18% 770 +20.05% A2QAFK IE00BMG6Z448
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.03%
Equity
World
Dividend
1,855 0.29% 4,046 +14.01% A1T8FV IE00B8GKDB10
iShares STOXX Europe 600 Banks UCITS ETF (DE) 0.77%
Equity
Europe
Financials
47 0.47% 1,697 +34.91% A0F5UJ DE000A0F5UJ7
iShares MSCI EM ESG Enhanced UCITS ETF USD (Dist) 0.03%
Equity
Emerging Markets
Social/Environmental
1,012 0.18% 636 +6.37% A2PDNR IE00BHZPJ122
UBS ETF (LU) MSCI Emerging Markets ex China UCITS ETF (USD) A-acc 0.15%
Equity
Emerging Markets
672 0.16% 18 - A2PRUG LU2050966394
Amundi Prime Europe UCITS ETF DR (D) 0.08%
Equity
Europe
445 0.05% 55 +12.96% A2PBLF LU1931974262
Amundi Stoxx Europe 600 UCITS ETF - EUR Hedged Dist 0.07%
Equity
Europe
601 0.15% 101 +9.20% LYX0WH LU1574142243
Amundi Index MSCI Emerging ESG Broad CTB UCITS ETF DR (C) 0.02%
Equity
Emerging Markets
Social/Environmental
Climate Change
922 0.20% 126 +5.99% A2PZC5 LU2109787049
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to JPY) A-acc 0.01%
Equity
World
Social/Environmental
2,013 0.26% 46 +3.92% A2H9EJ IE00BYVHJM24
Vanguard FTSE Developed Europe UCITS ETF Distributing 0.06%
Equity
Europe
552 0.10% 2,777 +12.94% A1T8FS IE00B945VV12
iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc) 0.03%
Equity
Emerging Markets
Social/Environmental
1,012 0.18% 4,043 +7.02% A2PCB0 IE00BHZPJ239
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc 0.00%
Equity
World
2,040 0.20% 0 - A3EKP3 IE000SHR0UX9
L&G Europe ex UK Equity UCITS ETF 0.10%
Equity
Europe
Social/Environmental
347 0.10% 264 +13.94% A2N4PS IE00BFXR5V83
Amundi Index MSCI Emerging Markets UCITS ETF DR EUR (D) 0.07%
Equity
Emerging Markets
1,405 0.20% 447 +8.42% A2H9Q0 LU1737652583
WisdomTree Emerging Markets ex-State-Owned Enterprises UCITS ETF 0.24%
Equity
Emerging Markets
Social/Environmental
627 0.32% 3 +10.05% A2QPTX IE00BM9TSP27
Invesco MSCI Emerging Markets ESG Universal Screened UCITS ETF Acc 0.16%
Equity
Emerging Markets
Social/Environmental
470 0.19% 44 +5.89% A2QGUZ IE00BMDBMY19
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.01%
Equity
World
Social/Environmental
5,853 0.24% 320 +24.54% A2QL8U IE00BNG8L278
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating 0.08%
Equity
Europe
446 0.10% 462 +13.29% A2PLBL IE00BK5BQY34
SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD 0.05%
Equity
World
Social/Environmental
Climate Change
787 0.20% 4 +21.42% A3C9EW IE00BYTH5370
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C 0.07%
Equity
Europe
Social/Environmental
Climate Change
329 0.15% 5 +10.90% DBX0SQ IE0001JH5CB4
Amundi Prime Europe UCITS ETF DR (C) 0.08%
Equity
Europe
445 0.05% 29 +12.96% A2PWMH LU2089238039
Franklin MSCI Emerging Markets Paris Aligned Climate UCITS ETF 0.29%
Equity
Emerging Markets
Social/Environmental
Climate Change
402 0.18% 5 +4.90% A3DJVW IE000QLV3SY5

Savings plan offers

Here you can find information about the savings plan availability for the stock. You can use the table to compare savings plan offers for the selected savings rate.
 
Broker Rating Savings plan offer Brokerage fee More information
EUR 1.50
1.50%
free of charge
More info

Performance

Returns overview

YTD +20.40%
1 month +1.86%
3 months +25.07%
6 months +70.75%
1 year +117.95%
3 years +163.96%
5 years +60.44%
Since inception (MAX) +0.98%
2023 +90.14%
2022 -30.21%
2021 +92.22%
2020 -41.37%

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).
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Risk overview

Volatility 1 year 33.88%
Volatility 3 years 38.96%
Volatility 5 years 36.27%
Return per risk 1 year 3.47
Return per risk 3 years 0.98
Return per risk 5 years 0.27
Maximum drawdown 1 year -20.60%
Maximum drawdown 3 years -59.28%
Maximum drawdown 5 years -65.68%
Maximum drawdown since inception -80.87%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.