Banca Popolare di Sondrio Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BPSO?
Owner Type	Number of Shares	Ownership Percentage
Institutions	75,377,757	16.8%
Public Companies	89,425,811	19.9%
General Public	284,984,994	63.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 35.88% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
19.9%	Unipol Gruppo S.p.A.	89,425,811	€735.1m	0%	no data
4.2%	Dimensional Fund Advisors LP	18,880,910	€155.2m	0.09%	0.02%
3.07%	The Vanguard Group, Inc.	13,803,076	€113.5m	0.81%	no data
2.64%	BlackRock, Inc.	11,863,754	€97.5m	-0.88%	no data
1.49%	Norges Bank Investment Management	6,695,516	€55.0m	0%	no data
0.82%	American Century Investment Management Inc	3,696,904	€30.4m	0.79%	0.01%
0.69%	Goldman Sachs Asset Management, L.P.	3,095,996	€25.4m	11,500%	0.01%
0.4%	Anima SGR S.p.A.	1,816,247	€14.9m	0%	0.1%
0.36%	Amundi Asset Management SAS	1,599,310	€13.1m	-0.04%	no data
0.24%	Charles Schwab Investment Management, Inc.	1,062,852	€8.7m	-0.24%	no data
0.23%	State Street Global Advisors, Inc.	1,016,354	€8.4m	1.72%	no data
0.23%	Deutsche Asset & Wealth Management	1,015,363	€8.3m	0%	no data
0.22%	Azimut Capital Management Sgr SpA	1,000,093	€8.2m	0%	0.12%
0.22%	BNP Paribas Asset Management Europe	985,446	€8.1m	9.57%	0.02%
0.21%	Allianz Asset Management GmbH	928,707	€7.6m	-0.99%	no data
0.15%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	662,486	€5.4m	134%	no data
0.14%	WisdomTree Asset Management, Inc.	640,060	€5.3m	-6.01%	0.03%
0.13%	UBS Asset Management AG	566,465	€4.7m	42.7%	no data
0.11%	Geode Capital Management, LLC	477,485	€3.9m	0.05%	no data
0.1%	Eurizon Capital SGR SpA	471,432	€3.9m	0%	0.01%
0.085%	SEI Investments Management Corporation	381,286	€3.1m	4.03%	0.01%
0.08%	Fideuram - Intesa Sanpaolo Private Banking Asset Management S.G.R. S.p.A.	357,805	€2.9m	0%	0.1%
0.071%	BNPP Asset Management Holding	317,790	€2.6m	0%	no data
0.069%	Mellon Investments Corporation	310,299	€2.6m	-0.33%	no data
0.066%	Intermonte SIM S.p.A, Asset Management Arm	297,811	€2.4m	0%	4.04%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 19:27
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Banca Popolare di Sondrio S.p.A is covered by 6 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Giovanni Razzoli	Deutsche Bank
Luigi De Bellis	Equita SIM S.p.A.
Fabrizio Bernardi	Intermonte SIM S.p.A.