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Pekao PPK 2025 vs UNIQA Emerytura 2025
Pekao PPK 2025 and UNIQA Emerytura 2025 share 51 holdings, giving 18.0% portfolio overlap (9.9% weighted similarity). Below: side-by-side returns and facts, and their largest common positions.
18.0%Portfolio overlap
51Shared holdings
9.9%Weighted similarity
Side by side
- Metric
- Pekao PPK 2025
- UNIQA Emerytura 2025
- Manager
- Pekao TFI
- UNIQA TFI
- Category
- zdefiniowanej daty PPK 2025
- zdefiniowanej daty PPK 2025
- Geographic focus
- Poland
- Poland
- Risk level (SRI)
- Medium
- Medium
- Benchmark
- fundusz nie posiada benchmarku
- fundusz nie posiada benchmarku
- Assets under management
- 242,24 mln PLN
- 88,88 mln PLN
- Management fee
- 0,18%
- 0,30%
- Year to date
- +4.08%
- +2.95%
- 1 year
- +6.94%
- +5.57%
- 3 years
- +30.29%
- +28.15%
- 5 years
- +35.51%
- +26.07%
Top shared holdings
| Issuer / Instrument | ISIN | Weight in Pekao PPK 2025 | Weight in UNIQA Emerytura 2025 |
|---|---|---|---|
| Rzeczpospolita Polska | PL0000117198 | 15.29% | 5.25% |
| Rzeczpospolita Polska | PL0000116851 | 11.94% | 4.12% |
| Rzeczpospolita Polska | PL0000113783 | 1.25% | 7.99% |
| Rzeczpospolita Polska | PL0000116760 | 1.11% | 12.81% |
| Rzeczpospolita Polska | PL0000118188 | 4.55% | 1.10% |
| Rzeczpospolita Polska | PL0000115697 | 1.08% | 9.05% |
| Bank Gospodarstwa Krajowego | PL0000500476 | 8.49% | 0.79% |
| Bank Gospodarstwa Krajowego | XS2778272471 | 0.47% | 0.52% |
| Powszechna Kasa Oszczędności Bank Polski S.A. | PLPKO0000016 | 0.53% | 0.36% |
| Allegro.eu S.A. | LU2237380790 | 0.29% | 0.45% |
| Benefit Systems S.A. | PLBNFTS00018 | 0.29% | 0.27% |
| Bank Polska Kasa Opieki S.A. | PLPEKAO00016 | 0.42% | 0.19% |
| LPP S.A. | PLLPP0000011 | 0.51% | 0.18% |
| BNP Paribas Polska S.A. | PLBGZ0000010 | 0.14% | 0.22% |
| Kruk S.A. | PLO163600011 | 0.11% | 0.11% |
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