Vienna Insurance Group AG

ISIN AT0000908504

 | 

WKN A0ET17

 

Overview

Description

Die Vienna Insurance Group ist eine der führenden internationalen Versicherungen in Zentral- und Osteuropa. Das Unternehmen bietet innovativen, hochwertigen Versicherungsschutz bei individueller Beratung und umfangreiche Serviceleistungen in den Bereichen Lebens- und Nichtlebensversicherungen an. Abgedeckt werden dabei über die verschiedenen Tochtergesellschaften die unterschiedlichsten Versicherungsfälle wie Kfz, Unfall, Berufsunfähigkeit, Pflege, Hausrat, Krankheit, Reise oder Rechtschutz und Lebensversicherungen. Für Geschäfts- und Privatkunden gibt es jeweils spezielle Produkte und Angebote, die auf die jeweiligen Bedürfnisse zugeschnitten sind. Für Unternehmen aller Größenordnungen bietet die Vienna Insurance Group für die Sicherung des Sachanlagevermögens Deckungskonzepte gegen die klassischen Gefahren Feuer, Leitungswasser, Naturgefahren sowie viele risikorelevante Erweiterungen und spezielle Deckungen wie etwa die Maschinenversicherung, EDV-Versicherung oder Transportversicherung. Das Unternehmen unterteilt seine Tätigkeiten nach geografischen Regionen in Österreich, Tschechische Republik, Slowakei, Polen, Rumänien, Übrige Märkte und Zentrale Funktionen. In den geografischen Segmenten sind die verschiedenen Versicherungen der jeweiligen Länder zusammengefasst. Das Leistungsspektrum aller umfasst Lebens- und Nichtlebensversicherungen. Die Länder der „Übrigen Märkte“ umfassen Albanien, Bosnien-Herzegowina, Bulgarien, Deutschland, Estland, Georgien, Kroatien, Lettland, Liechtenstein, Litauen, Mazedonien, Serbien, Türkei, Ukraine und Ungarn. Im Bereich Zentrale Funktionen sind hauptsächlich die Steuerungsaufgaben des Konzerns zusammengefasst. Dazu kommt die Tätigkeiten der VIG Holding als Rückversicherer und das länderübergreifende Firmengeschäft. Das Unternehmen ist mit rund 50 Versicherungsgesellschaften in 25 Ländern vertreten.
Quelle: Facunda financial data GmbH
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Finanzdienstleistungen Versicherungsdienstleistungen Versicherung Österreich

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Financials

Key metrics

Market capitalisation, EUR 4.032,00 Mio.
EPS, EUR -
P/B ratio 0,72
P/E ratio 7,31
Dividend yield 4,13%

Income statement (2023)

Revenue, EUR 12.349,93 Mio.
Net income, EUR 551,42 Mio.
Profit margin 4,46%

What ETF is Vienna Insurance Group AG in?

There are 34 ETFs which contain Vienna Insurance Group AG. All of these ETFs are listed in the table below. The ETF with the largest weighting of Vienna Insurance Group AG is the Expat Czech PX UCITS ETF.
ETF Weight Investment focus Holdings TER Fund size (in m EUR) Return 1Y WKN ISIN
Amundi Prime Global UCITS ETF DR (D) 0.00%
Equity
World
1,471 0.05% 729 +24.57% A2PBLJ LU1931974692
UBS ETF (LU) MSCI EMU Select Factor Mix UCITS ETF (EUR) A-acc 0.04%
Equity
Europe
Multi-Factor Strategy
570 0.34% 13 +18.55% A2JKF5 LU1804202403
WisdomTree Europe Equity Income UCITS ETF Acc 0.05%
Equity
Europe
Dividend
236 0.29% 3 +17.23% A2DHPT IE00BDF16007
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.01%
Equity
World
Multi-Factor Strategy
3,201 0.50% 44 - WELT0B IE000FPWSL69
SPDR MSCI Europe Small Cap UCITS ETF 0.10%
Equity
Europe
Small Cap
903 0.30% 174 +12.73% A1191W IE00BKWQ0M75
iShares MSCI EMU Small Cap UCITS ETF (Acc) 0.23%
Equity
Europe
Small Cap
402 0.58% 847 +14.51% A0X8SE IE00B3VWMM18
Amundi MSCI Europe Small Cap ESG Climate Net Zero Ambition CTB UCITS ETF Acc 0.03%
Equity
Europe
Small Cap
Climate Change
872 0.23% 33 +12.01% A2H566 LU1681041544
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing 0.01%
Equity
Europe
Social/Environmental
1,048 0.12% 19 +16.56% A3DJQ9 IE000NRGX9M3
Xtrackers EMU Net Zero Pathway Paris Aligned UCITS ETF 1C 0.00%
Equity
Europe
Social/Environmental
Climate Change
157 0.15% 18 +16.22% DBX0RW IE000Y6L6LE6
Expat Czech PX UCITS ETF 14.24%
Equity
Czech Republic
7 1.38% 0 +12.61% A2JAG6 BGCZPX003174
iShares MSCI World Small Cap UCITS ETF 0.02%
Equity
World
Small Cap
3,351 0.35% 3,651 +15.72% A2DWBY IE00BF4RFH31
Xtrackers S&P Europe ex UK UCITS ETF 0.01%
Equity
Europe
343 0.09% 526 +16.85% A2JCAG IE00BGV5VM45
iShares ATX UCITS ETF (DE) 2.04%
Equity
Austria
20 0.32% 105 +23.42% A0D8Q2 DE000A0D8Q23
WisdomTree Europe Equity Income UCITS ETF 0.05%
Equity
Europe
Dividend
236 0.29% 28 +17.31% A12HUT IE00BQZJBX31
Amundi Prime All Country World UCITS ETF DIST (D) 0.02%
Equity
World
1,108 0.07% 687 - ETF150 IE0009HF1MK9
Amundi Prime Global UCITS ETF DR (C) 0.00%
Equity
World
1,471 0.05% 346 +24.64% A2PWMK LU2089238203
Xtrackers MSCI Europe Small Cap UCITS ETF 1C 0.07%
Equity
Europe
Small Cap
910 0.30% 1,463 +14.00% DBX1AU LU0322253906
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 0.00%
Equity
World
Social/Environmental
Climate Change
1,105 0.19% 25 +21.68% DBX0RU IE000UZCJS58
SPDR MSCI World Small Cap UCITS ETF 0.01%
Equity
World
Small Cap
3,411 0.45% 784 +15.74% A1W56P IE00BCBJG560
UBS ETF (LU) MSCI EMU Small Cap UCITS ETF (EUR) A-dis 0.23%
Equity
Europe
Small Cap
406 0.33% 217 +14.79% A1JHNE LU0671493277
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.00%
Equity
World
Social/Environmental
5,789 0.24% 277 +23.54% A2QL8V IE00BNG8L385
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Accumulating 0.01%
Equity
Europe
Social/Environmental
1,048 0.12% 74 +16.54% A3DJTF IE000QUOSE01
Amundi Prime Europe UCITS ETF DR (D) 0.00%
Equity
Europe
443 0.05% 58 +16.18% A2PBLF LU1931974262
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.01%
Equity
World
Multi-Factor Strategy
3,201 0.50% 212 - WELT0A IE0001UQQ933
L&G Europe ex UK Equity UCITS ETF 0.01%
Equity
Europe
Social/Environmental
347 0.10% 275 +16.90% A2N4PS IE00BFXR5V83
Amundi Prime Eurozone UCITS ETF DR (C) 0.02%
Equity
Europe
214 0.05% 71 +18.95% A2PWMJ LU2089238112
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.00%
Equity
World
Social/Environmental
5,789 0.24% 338 +23.54% A2QL8U IE00BNG8L278
Xtrackers ATX UCITS ETF 1C 2.11%
Equity
Austria
20 0.25% 49 +23.89% DBX0KJ LU0659579063
SPDR MSCI Europe Small Cap Value Weighted UCITS ETF 0.25%
Equity
Europe
Small Cap
869 0.30% 200 +17.10% A12HU7 IE00BSPLC298
Amundi Prime Eurozone UCITS ETF DR (D) 0.02%
Equity
Europe
214 0.05% 45 +18.70% A2PBLH LU1931974429
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C 0.00%
Equity
Europe
Social/Environmental
Climate Change
329 0.15% 6 +14.53% DBX0SQ IE0001JH5CB4
Amundi MSCI Europe Small Cap ESG Climate Net Zero Ambition CTB UCITS ETF Dist 0.03%
Equity
Europe
Small Cap
Climate Change
872 0.35% 92 +13.26% ETF045 LU2572257470
Amundi Prime Europe UCITS ETF DR (C) 0.00%
Equity
Europe
443 0.05% 34 +16.52% A2PWMH LU2089238039
Amundi MSCI EMU Small Cap ESG CTB Net Zero Ambition UCITS ETF 0.18%
Equity
Europe
Small Cap
386 0.40% 371 +13.91% LYX0W3 LU1598689153

Performance

Returns overview

YTD +16.98%
1 month +8.30%
3 months +21.20%
6 months +17.85%
1 year +18.68%
3 years +31.52%
5 years +27.29%
Since inception (MAX) -7.28%
2023 +16.66%
2022 -5.97%
2021 +11.50%
2020 -13.58%

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 16.60%
Volatility 3 years 20.46%
Volatility 5 years 24.15%
Return per risk 1 year 1.12
Return per risk 3 years 0.47
Return per risk 5 years 0.20
Maximum drawdown 1 year -12.96%
Maximum drawdown 3 years -27.11%
Maximum drawdown 5 years -42.83%
Maximum drawdown since inception -58.39%

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.