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 Type	Number of Shares	Ownership Percentage
Private Companies	7,405	0.000858%
General Public	267,615,803	31%
State or Government	295,217,300	34.2%
Institutions	300,682,492	34.8%

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

Top Shareholders

Top 25 shareholders own 62.23% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
34.2%	The State Treasury of the Republic of Poland	295,217,300	zł16.5b	0%	no data
4.98%	BlackRock, Inc.	42,997,365	zł2.4b	0%	0.01%
4.51%	PTE Allianz Polska SA	38,939,839	zł2.2b	-14.9%	3.57%
3.78%	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	32,632,000	zł1.8b	-24.3%	2.84%
2.68%	The Vanguard Group, Inc.	23,110,561	zł1.3b	0.55%	no data
1.88%	Generali Powszechne Towarzystwo Emerytalne S A	16,242,042	zł906.3m	-0.17%	3.14%
1.27%	Aegon Asset Management UK Plc	11,003,211	zł614.0m	-1.95%	0.81%
1.21%	Goldman Sachs Asset Management, L.P.	10,452,691	zł583.3m	-0.02%	0.04%
1.16%	UNIQA Österreich Versicherungen AG, Asset Management Arm	10,015,058	zł558.8m	-2.61%	4.16%
0.86%	GAMMA PKO Towarzystwo Funduszy Inwestycyjnych SA	7,431,338	zł414.7m	0%	3.31%
0.69%	Schroder Investment Management Limited	5,925,422	zł330.6m	0%	0.05%
0.63%	Towarzystwo Funduszy Inwestycyjnych PZU SA	5,432,257	zł303.1m	0%	3.7%
0.56%	T. Rowe Price Group, Inc.	4,872,169	zł271.9m	10.1%	0.01%
0.5%	Santander Towarzystwo Funduszy Inwestycyjnych S.A.	4,278,888	zł238.8m	0%	4.29%
0.36%	Schroder Investment Management North America Inc.	3,092,370	zł172.6m	-12%	0.14%
0.35%	Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.	3,024,136	zł168.7m	0%	3.84%
0.35%	Dimensional Fund Advisors LP	2,994,466	zł167.1m	2%	0.01%
0.33%	Geode Capital Management, LLC	2,859,980	zł159.6m	0.02%	no data
0.29%	Amundi Asset Management SAS	2,516,320	zł140.4m	70.8%	0.01%
0.29%	Pacific Capital Funds LLC	2,483,117	zł138.6m	0%	2.19%
0.29%	Eaton Vance Management	2,476,719	zł138.2m	53.3%	0.01%
0.28%	JP Morgan Asset Management	2,417,956	zł134.9m	1.69%	no data
0.28%	Pocztylion Arka PTE S.A.	2,415,475	zł134.8m	1.21%	3.24%
0.27%	Candriam, Société En Commandite Par Actions	2,345,000	zł130.9m	0%	0.1%
0.26%	Driehaus Capital Management LLC	2,234,273	zł124.7m	34.7%	0.21%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/03/17 10:58
End of Day Share Price	2025/03/14 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.

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.

Analyst	Institution
Andrew Broadfield	Barclays
Kamil Kliszcz	Biuro maklerskie mBanku
Thomas Jacquet	BNP Paribas Exane