Banca Popolare di Sondrio SPA

ISIN IT0000784196

 | 

WKN 918561

Market cap (in EUR)
7,454 m
Country
Italy
Sector
Finance
Dividend yield
4.87%
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Overview

Quote

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Description

Banca Popolare di Sondrio SPA engages in the provision of banking, financial, and insurance services. It operates through the following segments: Businesses, Individuals & Other Customers, Securities and Central Functions. The Businesses segment comprises the credit and loans, deposits, leasing and payment services, and currency transactions with resident and non-resident customers of non-financial companies and families. The Individuals and Other Customers segment deals with the transactions of consumer households, public administrations, finance companies and non-profit organizations which include deposits, savings, long-term loans and consumer credits, collections and payments, credit and debit cards, and other ancillary functions. The Securities segment specializes in direct trading, placement of financial instruments, insurance and pension productions, and management of portfolios. The Central Functions segment handles the portfolio management of one's own securities and equity investments, currency transactions on own account, and treasury management activities. Banca Popolare di Sondrio was founded on March 4, 1871 and is headquartered in Sondrio, Italy.
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Finance Banking International Banks Italy

Chart

Financials

Key metrics

Market capitalisation, EUR 7,454 m
EPS, EUR 1.46
P/B ratio 1.6
P/E ratio 11.3
Dividend yield 4.87%

Income statement (2024)

Revenue, EUR 2,766 m
Net income, EUR 574 m
Profit margin 20.77%
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Capital at risk

What ETF is Banca Popolare di Sondrio SPA in?

There are 33 ETFs which contain Banca Popolare di Sondrio SPA. All of these ETFs are listed in the table below. The ETF with the largest weighting of Banca Popolare di Sondrio SPA is the Amundi MSCI EMU Small Cap ESG Broad Transition UCITS ETF Dist.
ETF Weight Investment focus Fund size (in m EUR)
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc 0.01%
Equity
World
Small Cap
Climate Change
3
Xtrackers Portfolio UCITS ETF 1C 0.00%
Equity
World
Multi-Asset Strategy
669
UBS MSCI EMU Select Factor Mix UCITS ETF EUR acc 0.05%
Equity
Europe
Multi-Factor Strategy
15
UBS MSCI EMU Small Cap UCITS ETF EUR acc 0.26%
Equity
Europe
Small Cap
281
WisdomTree Europe Equity Income UCITS ETF Acc 0.04%
Equity
Europe
Dividend
19
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.02%
Equity
World
Multi-Factor Strategy
144
SPDR MSCI Europe Small Cap UCITS ETF 0.11%
Equity
Europe
Small Cap
250
Amundi FTSE MIB UCITS ETF Acc 0.19%
Equity
Italy
28
Amundi MSCI Europe Small Cap ESG Broad Transition UCITS ETF Acc 0.49%
Equity
Europe
Small Cap
Climate Change
79
iShares MSCI EMU Small Cap UCITS ETF (Acc) 0.26%
Equity
Europe
Small Cap
918
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing 0.01%
Equity
Europe
Social/Environmental
31
iShares MSCI World Small Cap UCITS ETF 0.02%
Equity
World
Small Cap
6,201
SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist) 0.04%
Equity
World
Small Cap
24
Xtrackers MSCI Europe Small Cap ESG UCITS ETF 1C Capitalisation 0.12%
Equity
Europe
Small Cap
5
Amundi FTSE MIB UCITS ETF Dist 0.19%
Equity
Italy
577
WisdomTree Europe Equity Income UCITS ETF 0.04%
Equity
Europe
Dividend
94
Invesco FTSE RAFI Europe UCITS ETF Dist 0.01%
Equity
Europe
Fundamental/Quality
24
Xtrackers FTSE MIB UCITS ETF 1D 0.19%
Equity
Italy
70
SPDR MSCI All Country World Investable Market UCITS ETF (Acc) 0.00%
Equity
World
3,911
SPDR MSCI World Small Cap UCITS ETF 0.04%
Equity
World
Small Cap
1,379
iShares FTSE MIB UCITS ETF (Acc) 0.19%
Equity
Italy
286
UBS MSCI EMU Small Cap UCITS ETF EUR dis 0.26%
Equity
Europe
Small Cap
339
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.00%
Equity
World
Social/Environmental
485
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating 0.01%
Equity
Europe
Social/Environmental
144
UBS MSCI EMU Small Cap UCITS ETF EUR Ukdis 0.26%
Equity
Europe
Small Cap
5
iShares FTSE MIB UCITS ETF EUR (Dist) 0.21%
Equity
Italy
144
SPDR MSCI All Country World Investable Market UCITS ETF (Dist) 0.00%
Equity
World
70
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.02%
Equity
World
Multi-Factor Strategy
770
iShares MSCI World Small Cap ESG Enhanced CTB UCITS ETF USD (Acc) 0.00%
Equity
World
Small Cap
188
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.00%
Equity
World
Social/Environmental
718
SPDR MSCI Europe Small Cap Value Weighted UCITS ETF 0.11%
Equity
Europe
Small Cap
469
Amundi MSCI Europe Small Cap ESG Broad Transition UCITS ETF Dist 0.49%
Equity
Europe
Small Cap
Climate Change
103
Amundi MSCI EMU Small Cap ESG Broad Transition UCITS ETF Dist 1.00%
Equity
Europe
Small Cap
Climate Change
294

Performance

Returns overview

YTD +113.20%
1 month +12.53%
3 months +23.88%
6 months +45.89%
1 year +114.80%
3 years +316.52%
5 years -
Since inception (MAX) +362.06%
2024 +31.90%
2023 +50.29%
2022 +11.48%
2021 -

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 31.54%
Volatility 3 years 30.66%
Volatility 5 years -
Return per risk 1 year 3.64
Return per risk 3 years 1.98
Return per risk 5 years -
Maximum drawdown 1 year -21.88%
Maximum drawdown 3 years -30.25%
Maximum drawdown 5 years -
Maximum drawdown since inception -30.99%

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.