BPER Banca SpA

ISIN IT0000066123

 | 

WKN 897832

Market cap (in EUR)
29 207 M
Country
Italie
Sector
Finances
Dividend yield
4,71%
 

Overview

Quote

Description

BPER Banca S.p.A. fournit des services bancaires. Elle opère à travers les segments suivants : Retail, Private, Corporate, Large Corporate, Finance, Corporate Center, et Other. Le segment Retail concerne les particuliers et les comptes joints non réglementés par le service BPERPrivate, les entrepreneurs individuels, les sociétés de personnes ou les sociétés à responsabilité limitée. Le segment privé concerne les affaires menées avec des particuliers et à partir de comptes joints réglementés par le service BPERPrivate. Le segment Entreprises traite avec les administrations publiques, les entreprises non financières et non résidentes, ainsi que les sociétés de personnes et les sociétés non financières. Le segment des grandes entreprises traite également avec des sociétés de personnes non financières et des entreprises à chiffre d'affaires élevé. Le segment Finance tire ses activités de la trésorerie, de la gestion de portefeuilles d'investissement, de l'accès aux marchés financiers et du soutien opérationnel spécialisé au réseau commercial. Le Corporate Center se concentre sur la gouvernance de l'entreprise, les décisions stratégiques et les résultats, ainsi que sur les activités directement liées aux autres domaines de l'entreprise. Le segment Autres est spécialisé dans les sociétés non bancaires du groupe. BPER Banca a été fondée en 1867 et a son siège à Modène, en Italie.
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Finances Services bancaires Banques internationales Italie

Chart

Financials

Key metrics

Market capitalisation, EUR 29 207 M
EPS, EUR 1,13
P/B ratio 1,6
P/E ratio 12,4
Dividend yield 4,71%

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 53 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
9,764
iShares MSCI World UCITS ETF (Dist) 0,03%
Equity
World
8,289
UBS Core MSCI World UCITS ETF USD acc 0,03%
Equity
World
11,257
Amundi MSCI World Swap II UCITS ETF Dist 0,03%
Equity
World
8,805
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist 0,36%
Equity
Europe
Social/Environmental
Climate Change
170
Xtrackers MSCI EMU UCITS ETF 1D 0,33%
Equity
Europe
1,907
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0,02%
Equity
World
53,011
UBS Core MSCI World UCITS ETF USD dis 0,03%
Equity
World
2,044
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0,06%
Equity
World
Dividend
3,020
Vanguard FTSE Developed World UCITS ETF Acc 0,02%
Equity
World
6,018
UBS Core MSCI World UCITS ETF hGBP dis 0,03%
Equity
World
151
Xtrackers FTSE MIB UCITS ETF 1D 2,90%
Equity
Italy
99
JPMorgan Eurozone Research Enhanced Index Equity Active UCITS ETF EUR (dist) 0,17%
Equity
Europe
Social/Environmental
5
iShares MSCI EMU CTB Enhanced ESG UCITS ETF EUR (Dist) 0,34%
Equity
Europe
Social/Environmental
421
UBS Core MSCI EMU UCITS ETF EUR dis 0,33%
Equity
Europe
1,820
iShares MSCI All Country World UCITS ETF USD (Acc) 0,02%
Equity
World
32,309
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0,03%
Equity
World
Social/Environmental
562
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Dist) 0,35%
Equity
Europe
Social/Environmental
Climate Change
668
UBS Core MSCI World UCITS ETF hEUR acc 0,03%
Equity
World
955
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing 0,22%
Equity
Europe
3,315
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist) 0,17%
Equity
Europe
Social/Environmental
Climate Change
36
Vanguard FTSE Global All-Cap UCITS ETF USD Dist 0,02%
Equity
World
59
Vanguard FTSE Developed World UCITS ETF Distributing 0,02%
Equity
World
4,206
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist) 0,45%
Equity
Europe
Momentum
40
iShares MSCI Europe ex-UK UCITS ETF 0,21%
Equity
Europe
1,325
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 0,04%
Equity
World
Financials
Social/Environmental
141
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist) 0,13%
Equity
World
Multi-Factor Strategy
1
iShares MSCI EMU Screened UCITS ETF EUR (Dist) 0,33%
Equity
Europe
Social/Environmental
635
Xtrackers MSCI Europe UCITS ETF 1D 0,18%
Equity
Europe
392
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist 0,06%
Equity
World
9
Xtrackers MSCI World UCITS ETF 1D 0,03%
Equity
World
4,760
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing 0,22%
Equity
Europe
Social/Environmental
35
Amundi MSCI EMU Value Factor UCITS ETF Dist 0,63%
Equity
Europe
Value
258
iShares MSCI World Screened UCITS ETF USD (Dist) 0,03%
Equity
World
Social/Environmental
1,017
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0,01%
Equity
World
Social/Environmental
Climate Change
194
Amundi Core MSCI Europe UCITS ETF Dist 0,18%
Equity
Europe
466
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating 0,17%
Equity
Europe
3,034
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0,02%
Equity
World
23,867
iShares MSCI Europe Screened UCITS ETF EUR (Dist) 0,18%
Equity
Europe
Social/Environmental
481
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) 0,07%
Equity
World
Value
391
Vanguard FTSE Eurozone UCITS ETF EUR Dist 0,30%
Equity
Europe
1
iShares Core MSCI Europe UCITS ETF EUR (Dist) 0,16%
Equity
Europe
10,488
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0,06%
Equity
World
Dividend
9,849
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist) 0,21%
Equity
Europe
Value
122
iShares FTSE MIB UCITS ETF EUR (Dist) 2,88%
Equity
Italy
160
iShares STOXX Europe 600 Banks UCITS ETF (DE) 1,01%
Equity
Europe
Financials
3,593
Amundi Prime Europe UCITS ETF DR (D) 0,18%
Equity
Europe
267
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist) 0,06%
Equity
Europe
Social/Environmental
5,017
Vanguard FTSE Developed Europe UCITS ETF Distributing 0,17%
Equity
Europe
4,727
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist) 0,01%
Equity
World
Social/Environmental
677
Amundi Core MSCI EMU UCITS ETF Dist 0,33%
Equity
Europe
761
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating 0,22%
Equity
Europe
1,635
Amundi Prime Eurozone UCITS ETF DR (D) 0,34%
Equity
Europe
82

Performance

Returns overview

YTD +17.73%
1 month -3.32%
3 months +0.22%
6 months +18.85%
1 year +41.76%
3 years +371.72%
5 years +594.42%
Since inception (MAX) +113.08%
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).
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Risk overview

Volatility 1 year 28.53%
Volatility 3 years 31.28%
Volatility 5 years 34.52%
Return per risk 1 year 1.46
Return per risk 3 years 2.16
Return per risk 5 years 1.37
Maximum drawdown 1 year -19.31%
Maximum drawdown 3 years -25.61%
Maximum drawdown 5 years -40.93%
Maximum drawdown since inception -88.06%

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.