Powszechny Zaklad Ubezpieczen SA

WSE:PZU Stock Report

Market Cap: zł48.2b

Powszechny Zaklad Ubezpieczen 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 PZU?
Owner TypeNumber of SharesOwnership Percentage
Private Companies7,4050.000858%
General Public267,615,80331%
State or Government295,217,30034.2%
Institutions300,682,49234.8%

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


Top Shareholders

Top 25 shareholders own 62.23% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
34.2%
The State Treasury of the Republic of Poland
295,217,300zł16.5b0%no data
4.98%
BlackRock, Inc.
42,997,365zł2.4b0%0.01%
4.51%
PTE Allianz Polska SA
38,939,839zł2.2b-14.9%3.57%
3.78%
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
32,632,000zł1.8b-24.3%2.84%
2.68%
The Vanguard Group, Inc.
23,110,561zł1.3b0.55%no data
1.88%
Generali Powszechne Towarzystwo Emerytalne S A
16,242,042zł906.3m-0.17%3.14%
1.27%
Aegon Asset Management UK Plc
11,003,211zł614.0m-1.95%0.81%
1.21%
Goldman Sachs Asset Management, L.P.
10,452,691zł583.3m-0.02%0.04%
1.16%
UNIQA Österreich Versicherungen AG, Asset Management Arm
10,015,058zł558.8m-2.61%4.16%
0.86%
GAMMA PKO Towarzystwo Funduszy Inwestycyjnych SA
7,431,338zł414.7m0%3.31%
0.69%
Schroder Investment Management Limited
5,925,422zł330.6m0%0.05%
0.63%
Towarzystwo Funduszy Inwestycyjnych PZU SA
5,432,257zł303.1m0%3.7%
0.56%
T. Rowe Price Group, Inc.
4,872,169zł271.9m10.1%0.01%
0.5%
Santander Towarzystwo Funduszy Inwestycyjnych S.A.
4,278,888zł238.8m0%4.29%
0.36%
Schroder Investment Management North America Inc.
3,092,370zł172.6m-12%0.14%
0.35%
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
3,024,136zł168.7m0%3.84%
0.35%
Dimensional Fund Advisors LP
2,994,466zł167.1m2%0.01%
0.33%
Geode Capital Management, LLC
2,859,980zł159.6m0.02%no data
0.29%
Amundi Asset Management SAS
2,516,320zł140.4m70.8%0.01%
0.29%
Pacific Capital Funds LLC
2,483,117zł138.6m0%2.19%
0.29%
Eaton Vance Management
2,476,719zł138.2m53.3%0.01%
0.28%
JP Morgan Asset Management
2,417,956zł134.9m1.69%no data
0.28%
Pocztylion Arka PTE S.A.
2,415,475zł134.8m1.21%3.24%
0.27%
Candriam, Société En Commandite Par Actions
2,345,000zł130.9m0%0.1%
0.26%
Driehaus Capital Management LLC
2,234,273zł124.7m34.7%0.21%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/03/17 10:58
End of Day Share Price 2025/03/14 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

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 Github.

Analyst Sources

Powszechny Zaklad Ubezpieczen SA is covered by 27 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew BroadfieldBarclays
Kamil KliszczBiuro maklerskie mBanku
Thomas JacquetBNP Paribas Exane