Bank Polska Kasa Opieki SA

ISIN PLPEKAO00016

WKN 914910

Market cap (in EUR)

13,168 m

Country

Poland

Sector

Finance

Dividend yield

8.69%

Overview

Quote

Description

Bank Polska Kasa Opieki SA engages in the provision of retail, corporate, and investment banking services. It operates through the following 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 medium and large companies, interbank market, debt securities, and other instruments. The Enterprise Banking segment offers all banking activities related to companies. The Assets and Liabilities Management and Other segment focuses on 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	13,168 m
EPS, EUR	6.09
P/B ratio	1.7
P/E ratio	8.2
Dividend yield	8.69%

Income statement (2024)

Revenue, EUR	5,334 m
Net income, EUR	1,482 m
Profit margin	27.78%

What ETF is Bank Polska Kasa Opieki SA in?

There are 33 ETFs which contain Bank Polska Kasa Opieki SA. All of these ETFs are listed in the table below. The ETF with the largest weighting of Bank Polska Kasa Opieki SA is the iShares Emerging Markets Dividend UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	0.41%	Equity World Dividend	4,827
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.00%	Equity World Multi-Asset Strategy	878
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.15%	Equity Emerging Markets Social/Environmental Climate Change	3
UBS Core MSCI EM UCITS ETF USD dis	0.10%	Equity Emerging Markets	2,010
iShares MSCI EM UCITS ETF (Dist)	0.09%	Equity Emerging Markets	6,463
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	671
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	27,214
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.09%	Equity Europe Social/Environmental	32
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.03%	Equity World Dividend	1,438
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	4,833
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.07%	Equity Europe	2,092
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	34
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	18,964
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	21,758
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	64
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	187
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	491
HSBC EUROPE EX UK SCREENED EQUITY UCITS ETF EUR (Dist)	0.02%	Equity Europe Social/Environmental Climate Change	62
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.03%	Equity World Dividend	6,580
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.09%	Equity Europe	3,283
iShares MSCI EM IMI Screened UCITS ETF USD (Dist)	0.09%	Equity Emerging Markets Social/Environmental	1,187
iShares STOXX Europe 600 Banks UCITS ETF (DE)	0.50%	Equity Europe Financials	3,491
iShares MSCI EM ESG Enhanced CTB UCITS ETF USD (Dist)	0.03%	Equity Emerging Markets Social/Environmental	936
Amundi Prime Europe UCITS ETF DR (D)	0.06%	Equity Europe	202
Goldman Sachs ActiveBeta® Emerging Markets Equity UCITS ETF CLASS USD (Acc.)	0.05%	Equity Emerging Markets Multi-Factor Strategy	11
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	3,522
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.07%	Equity Europe	4,258
iShares Emerging Markets Dividend UCITS ETF	2.64%	Equity Emerging Markets Dividend	950
Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist	0.10%	Equity Emerging Markets	855
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.09%	Equity Europe	1,095
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	88
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	86

Performance

Returns overview

YTD	+3.66%
1 month	+7.62%
3 months	+17.98%
6 months	+12.24%
1 year	+50.30%
3 years	+147.00%
5 years	+262.43%
Since inception (MAX)	+19.16%
2025	+48.86%
2024	-7.92%
2023	+90.14%
2022	-30.21%

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).