SQUERY › Funds › Compare
SQUERY://COMPARE
Pekao PPK 2025 vs Allianz Plan Emerytalny 2025
Pekao PPK 2025 and Allianz Plan Emerytalny 2025 share 48 holdings, giving 25.8% portfolio overlap (15.2% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
25.8%Portfolio overlap
48Shared holdings
15.2%Weighted similarity
Side by side
- Metric
- Pekao PPK 2025
- Allianz Plan Emerytalny 2025
- Manager
- Pekao TFI
- Allianz TFI
- Category
- zdefiniowanej daty PPK 2025
- zdefiniowanej daty PPK 2025
- Geographic focus
- Poland
- Poland
- Risk level (SRI)
- Medium
- Low
- Benchmark
- fundusz nie posiada benchmarku
- fundusz nie posiada benchmarku
- Assets under management
- 242,24 mln PLN
- 237,67 mln PLN
- Management fee
- 0,18%
- 0,22%
- Year to date
- +4.28%
- +3.36%
- 1 year
- +7.07%
- +6.17%
- 3 years
- +30.33%
- +28.71%
- 5 years
- +35.77%
- +32.02%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in Pekao PPK 2025 | Weight in Allianz Plan Emerytalny 2025 |
|---|---|---|---|
| Bank Gospodarstwa Krajowego | PL0000500476 | 8.49% | 4.57% |
| Rzeczpospolita Polska | PL0000116851 | 11.94% | 3.14% |
| Rzeczpospolita Polska | PL0000118519 | 2.92% | 5.24% |
| Rzeczpospolita Polska | PL0000117024 | 3.54% | 2.72% |
| Rzeczpospolita Polska | PL0000117198 | 15.29% | 2.65% |
| Bank Gospodarstwa Krajowego | PL0000500328 | 2.29% | 5.74% |
| Rzeczpospolita Polska | PL0000113783 | 1.25% | 7.90% |
| Rzeczpospolita Polska | PL0000118170 | 2.33% | 0.92% |
| Erste Bank Polska S.A. | PLBZ00000358 | 0.54% | 1.15% |
| Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 0.53% | 0.89% |
| LPP S.A. | PLLPP0000011 | 0.51% | 0.54% |
| Rzeczpospolita Polska | PL0000117743 | 5.58% | 0.45% |
| Rzeczpospolita Polska | PL0000118188 | 4.55% | 0.45% |
| Bank Polska Kasa Opieki S.A. | PLPEKAO00016 | 0.42% | 0.53% |
| Benefit Systems S.A. | PLBNFTS00018 | 0.29% | 0.28% |
Compare interactively → Pekao PPK 2025 Full profile → Allianz Plan Emerytalny 2025 Full profile →