Banco BPM SpA
ISIN IT0005218380
|WKN A2DJF1
Overview
Quote
Description
Banco BPM SpA operates as a national commercial bank, which engages in the provision of private and corporate banking, loans, e-banking, and investment services. The firm operates though the following segments: Retail, Corporate, Institutional, Private, Investment Banking, Insurance, Strategic Partnerships, and Corporate Centre. The Retail segment offers the management and marketing of banking and financial services or products and loan brokering to private customers and small businesses. The Corporate segment offers management and marketing of banking and financing services or products and loan brokering to medium and large-sized companies. The Institutional segment includes the management and marketing of banking and financing services or products and loan brokering to bodies and institutions (UCITs, SICAVs, insurance companies, pension funds and banking foundations). The Private segment focuses on the management and marketing of banking and financing services or products and loan brokering to private customers with assets. The Investment Banking segment includes activities to structure financial products, access to regulated markets, and support and development of financial services. The Strategic Partnerships segment includes the contribution of shares held in Agos Ducato, Vera Vita, Vera Assicurazioni, Bipiemme Vita, Factorit, Alba Leasing, SelmaBipiemme Leasing, CF Liberty Servicing, and Anima Holding. The Insurance segment includes the contribution of the interests held in Vera Vita, Vera Assicurazioni, Banco BPM Vita, and Banco BPM Assicurazioni. The Corporate Centre segment includes the portfolio of owned securities, the treasury and the group’s asset and liability management, the stock of bond issues placed on institutional markets, equity interests not allocated between Strategic Partnerships and companies operating in the real estate sector. The company was founded on December 12, 1865 and is headquartered in Milan, Italy.
Finance Banking International Banks Italy
Chart
Financials
Key metrics
| Market capitalisation, EUR | 7,688.03 m |
| EPS, EUR | - |
| P/B ratio | 0.57 |
| P/E ratio | 8.12 |
| Dividend yield | 4.53% |
Income statement (2022)
| Revenue, EUR | 5,531.84 m |
| Net income, EUR | 702.59 m |
| Profit margin | 12.70% |
What ETF is Banco BPM SpA in?
There are 68 ETFs which contain BANCO BPM S.P.A.. All of these ETFs are listed in the table below. The ETF with the largest weighting of BANCO BPM S.P.A. is the UBS ETF (LU) MSCI EMU Small Cap UCITS ETF (EUR) A-dis.
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y |
|---|---|---|---|---|---|---|
| iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc) | 0.08% | Equity Europe | 600.00 | 0.20% | 306 | - |
| Xtrackers Portfolio UCITS ETF 1C | 0.03% | Equity World Multi-Asset Strategy | 12,549.00 | 0.70% | 525 | +3.23% |
| iShares EURO STOXX Banks 30-15 UCITS ETF (DE) | 1.51% | Equity Europe Financials | 23.00 | 0.51% | 928 | +31.12% |
| iShares EURO STOXX Mid UCITS ETF | 1.24% | Equity Europe Mid Cap | 101.00 | 0.40% | 377 | +5.28% |
| Invesco FTSE RAFI All World 3000 UCITS ETF | 0.07% | Equity World Fundamental/Quality | 1,209.00 | 0.39% | 49 | +3.54% |
| Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 0.01% | Equity World | 3,633.00 | 0.22% | 7,750 | +7.39% |
| iShares STOXX Europe 600 UCITS ETF (DE) | 0.08% | Equity Europe | 600.00 | 0.20% | 5,579 | +8.27% |
| WisdomTree Europe Equity Income UCITS ETF Acc | 0.18% | Equity Europe Dividend | 237.00 | 0.29% | 6 | +9.59% |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing | 0.02% | Equity World Multi-Factor Strategy | 2,532.00 | 0.50% | 23 | - |
| Amundi FTSE MIB UCITS ETF Acc | 1.52% | Equity Italy | 40.00 | 0.35% | 9 | +25.50% |
| iShares MSCI EMU Small Cap UCITS ETF (Acc) | 1.63% | Equity Europe Small Cap | 427.00 | 0.58% | 535 | +7.10% |
| Amundi MSCI Europe Small Cap ESG Climate Net Zero Ambition CTB UCITS ETF Acc | 0.63% | Equity Europe Small Cap Climate Change | 908.00 | 0.23% | 12 | +4.83% |
| L&G Europe ESG Exclusions Paris Aligned UCITS ETF EUR Accumulating | 0.10% | Equity Europe Social/Environmental Climate Change | 486.00 | 0.16% | 800 | +7.27% |
| Xtrackers STOXX Europe 600 UCITS ETF 1C | 0.08% | Equity Europe | 612.00 | 0.20% | 2,109 | +8.30% |
| Amundi Multi-Asset Portfolio Defensive UCITS ETF Dist | 0.01% | Equity World Multi-Asset Strategy | 1,475.00 | 0.40% | 25 | +3.84% |
| Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc | 0.03% | Equity World Dividend | 1,846.00 | 0.29% | 498 | -0.10% |
| Vanguard FTSE Developed World UCITS ETF Acc | 0.01% | Equity World | 2,124.00 | 0.12% | 1,297 | +8.23% |
| Amundi FTSE MIB UCITS ETF Dist | 1.52% | Equity Italy | 40.00 | 0.35% | 351 | +25.95% |
| WisdomTree Europe Equity Income UCITS ETF | 0.18% | Equity Europe Dividend | 237.00 | 0.29% | 23 | +8.92% |
| Invesco FTSE RAFI Europe UCITS ETF | 0.16% | Equity Europe Fundamental/Quality | 495.00 | 0.39% | 7 | +10.02% |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR USD | 0.05% | Equity World Multi-Factor Strategy | 1,112.00 | 0.40% | 3 | +0.11% |
| Xtrackers FTSE MIB UCITS ETF 1D | 1.56% | Equity Italy | 40.00 | 0.30% | 39 | +26.70% |
| SPDR MSCI ACWI IMI UCITS ETF | 0.06% | Equity World | 2,610.00 | 0.17% | 788 | +6.26% |
| iShares FTSE MIB UCITS ETF (Acc) | 1.57% | Equity Italy | 40.00 | 0.33% | 147 | +26.81% |
| Vanguard ESG Global All Cap UCITS ETF (USD) Distributing | 0.01% | Equity World Social/Environmental | 5,816.00 | 0.24% | 229 | +8.14% |
| Lyxor FTSE Italia All Cap PIR 2020 (DR) UCITS ETF - Acc | 0.00% | Equity Italy | 109.00 | 0.35% | 11 | +19.88% |
| Vanguard FTSE Developed Europe ex UK UCITS ETF Distributing | 0.10% | Equity Europe | 442.00 | 0.10% | 1,829 | +9.98% |
| Vanguard FTSE Developed World UCITS ETF Distributing | 0.01% | Equity World | 2,124.00 | 0.12% | 1,983 | +8.49% |
| Lyxor Core STOXX Europe 600 (DR) UCITS ETF Acc | 0.07% | Equity Europe | 604.00 | 0.07% | 6,122 | +8.21% |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating | 0.02% | Equity World Multi-Factor Strategy | 2,532.00 | 0.50% | 95 | - |
| Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C) | 0.00% | Equity Europe Social/Environmental | 482.00 | 0.18% | 618 | +7.99% |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR EUR (C) | 0.05% | Equity World Multi-Factor Strategy | 1,112.00 | 0.40% | 32 | +1.01% |
| Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged | 0.08% | Equity Europe | 612.00 | 0.25% | 7 | +8.16% |
| SPDR MSCI Europe Small Cap Value Weighted UCITS ETF | 1.31% | Equity Europe Small Cap | 910.00 | 0.30% | 146 | +6.88% |
| Amundi MSCI Europe Small Cap ESG Climate Net Zero Ambition CTB UCITS ETF Dist | 0.63% | Equity Europe Small Cap Climate Change | 908.00 | 0.35% | 74 | - |
| Amundi Multi-Asset Portfolio UCITS ETF Dist | 0.01% | Equity World Multi-Asset Strategy | 1,482.00 | 0.45% | 177 | +1.03% |
| UBS ETF (LU) MSCI EMU Select Factor Mix UCITS ETF (EUR) A-acc | 0.27% | Equity Europe Multi-Factor Strategy | 605.00 | 0.34% | 11 | +11.67% |
| Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF | 0.02% | Equity Europe Social/Environmental Climate Change | 463.00 | 0.15% | 43 | +8.20% |
| First Trust Eurozone AlphaDEX UCITS ETF B Dist | 1.24% | Equity Europe Multi-Factor Strategy | 150.00 | 0.65% | 16 | +8.41% |
| Xtrackers Stoxx Europe 600 UCITS ETF 1D | 0.08% | Equity Europe | 612.00 | 0.07% | 3 | - |
| SPDR MSCI Europe Small Cap UCITS ETF | 0.66% | Equity Europe Small Cap | 947.00 | 0.30% | 125 | +3.25% |
| Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing | 0.10% | Equity Europe Social/Environmental | 1,063.00 | 0.12% | 13 | +8.16% |
| iShares MSCI World Small Cap UCITS ETF | 0.13% | Equity World Small Cap | 3,390.00 | 0.35% | 2,863 | -1.49% |
| iShares EURO STOXX UCITS ETF (DE) | 0.16% | Equity Europe | 293.00 | 0.20% | 1,918 | +11.41% |
| iShares STOXX Europe Mid 200 UCITS ETF (DE) | 0.63% | Equity Europe Mid Cap | 200.00 | 0.20% | 351 | +8.01% |
| Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating | 0.07% | Equity Europe | 550.00 | 0.10% | 629 | +8.49% |
| Vanguard FTSE All-World UCITS ETF Distributing | 0.01% | Equity World | 3,633.00 | 0.22% | 10,795 | +7.37% |
| Xtrackers MSCI Europe Small Cap UCITS ETF 1C | 0.68% | Equity Europe Small Cap | 953.00 | 0.30% | 787 | +2.43% |
| Xtrackers World Biodiversity Focus SRI UCITS ETF 1C | 0.03% | Equity World Social/Environmental | 656.00 | 0.30% | 9 | - |
| Amundi Italy MIB ESG UCITS ETF | 1.40% | Equity Italy Social/Environmental | 41.00 | 0.18% | 57 | +26.54% |
| SPDR MSCI World Small Cap UCITS ETF | 0.13% | Equity World Small Cap | 3,445.00 | 0.45% | 694 | -1.50% |
| UBS ETF (LU) MSCI EMU Small Cap UCITS ETF (EUR) A-dis | 1.63% | Equity Europe Small Cap | 430.00 | 0.33% | 108 | +8.02% |
| iShares EURO STOXX Banks 30-15 UCITS ETF (DE) EUR (Acc) | 1.51% | Equity Europe Financials | 23.00 | 0.51% | 175 | +28.87% |
| Amundi STOXX Europe 600 ESG II UCITS ETF Dist | 0.08% | Equity Europe Social/Environmental | 480.00 | 0.19% | 52 | +8.72% |
| Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating | 0.00% | Equity Europe Social/Environmental | 1,063.00 | 0.12% | 50 | +8.08% |
| Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing | 0.03% | Equity World Dividend | 1,846.00 | 0.29% | 3,548 | +0.11% |
| iShares FTSE MIB UCITS ETF EUR (Dist) | 1.57% | Equity Italy | 40.00 | 0.35% | 122 | +25.92% |
| iShares STOXX Europe 600 Banks UCITS ETF (DE) | 0.90% | Equity Europe Financials | 44.00 | 0.46% | 1,202 | +24.92% |
| Lyxor Core STOXX Europe 600 (DR) UCITS ETF Monthly Hedged to EUR - Dist | 0.07% | Equity Europe | 604.00 | 0.15% | 93 | +7.76% |
| Vanguard FTSE Developed Europe UCITS ETF Distributing | 0.07% | Equity Europe | 550.00 | 0.10% | 2,614 | +8.55% |
| Lyxor EURO STOXX Banks (DR) UCITS ETF - Acc | 1.50% | Equity Europe Financials | 23.00 | 0.30% | 1,023 | +32.50% |
| First Trust Eurozone AlphaDEX UCITS ETF Acc | 1.24% | Equity Europe Multi-Factor Strategy | 150.00 | 0.65% | 70 | +8.48% |
| Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR) | 0.27% | Equity Europe Equal Weighted | 479.00 | 0.30% | 239 | +5.78% |
| iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc) | 0.04% | Equity World Small Cap | 2,077.00 | 0.35% | 48 | -2.40% |
| Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating | 0.01% | Equity World Social/Environmental | 5,816.00 | 0.24% | 240 | +7.87% |
| Amundi Multi-Asset Portfolio Offensive UCITS ETF Dist | 0.01% | Equity World Multi-Asset Strategy | 1,506.00 | 0.52% | 19 | +5.04% |
| Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating | 0.00% | Equity Europe | 442.00 | 0.10% | 396 | +9.98% |
| Lyxor MSCI EMU Small Cap (DR) UCITS ETF - Dist | 1.60% | Equity Europe Small Cap | 426.00 | 0.40% | 232 | +7.23% |
Performance
Returns overview
| YTD | +50.17% |
| 1 month | +3.99% |
| 3 months | +18.13% |
| 6 months | +38.44% |
| 1 year | +59.35% |
| 3 years | +163.69% |
| 5 years | +138.17% |
| Since inception (MAX) | -50.78% |
| 2022 | +34.09% |
| 2021 | +34.97% |
| 2020 | -5.23% |
| 2019 | -2.82% |
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%.
Risk overview
| Volatility 1 year | 33.59% |
| Volatility 3 years | 35.53% |
| Volatility 5 years | 36.75% |
| Return per risk 1 year | 1.77 |
| Return per risk 3 years | 1.64 |
| Return per risk 5 years | 1.38 |
| Maximum drawdown 1 year | -23.92% |
| Maximum drawdown 3 years | -37.09% |
| Maximum drawdown 5 years | -54.81% |
| Maximum drawdown since inception | -91.80% |
Rolling 1 year volatility
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— 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.