Breaking News
Get 45% Off 0
Time to buy the dip? Unlock the full list of stocks picked by our AI
Unlock stocks
Close

Investimenti Bilanciati Italia Pir (0P00019T3N)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
11.795 +0.147    +1.26%
10/04 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 78.62M
Type:  Fund
Market:  Italy
Issuer:  Sella SGR S.p.A.
ISIN:  IT0005244535 
Asset Class:  Equity
Investimenti Bilanciati Italia PIR 11.795 +0.147 +1.26%

0P00019T3N Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Investimenti Bilanciati Italia PIR (0P00019T3N) fund. Our Investimenti Bilanciati Italia PIR portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 6.160 6.780 0.620
Stocks 21.890 21.890 0.000
Bonds 72.310 72.910 0.600

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 10.742 22.483
Price to Book 1.337 2.249
Price to Sales 0.945 1.574
Price to Cash Flow 5.956 9.791
Dividend Yield 5.859 2.954
5 Years Earnings Growth 8.920 10.322

Sector Allocation

Name  Net % Category Average
Financial Services 37.680 17.772
Consumer Cyclical 15.110 10.925
Utilities 12.940 4.557
Industrials 12.660 15.138
Technology 5.490 17.029
Energy 4.950 4.398
Healthcare 3.440 11.938
Consumer Defensive 2.790 7.129
Communication Services 2.500 6.285
Basic Materials 1.740 5.905
Real Estate 0.690 2.904

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 290

Number of short holdings: 9

Name ISIN Weight % Last Change %
  UniCredit IT0005239360 2.15 46.320 -1.77%
  Intesa Sanpaolo IT0000072618 2.09 4.1250 -0.18%
Webuild SPA XS2830945452 1.92 - -
  Enel IT0003128367 1.64 6.994 +0.33%
  Eni SpA 4.25 19-May-2033 XS2623956773 1.63 106.490 +1.11%
ERG S.p.A. XS2386650274 1.28 - -
UniCredit S.p.A. IT0005636532 1.20 - -
  ATLSL 1.875 04-Nov-2025 XS1316569638 1.15 99.61 -0.05%
Italgas SpA XS2760773411 1.15 - -
  ANIM 1.75 23-Oct-2026 XS2069040389 1.13 98.59 +0.12%

Top Equity Funds by Sella SGR S.p.A.

  Name Rating Total Assets YTD% 3Y% 10Y%
  IT0005402489 182.09M -4.53 0.79 -
  Investimenti Azionari Italia PIR 170.99M 8.11 13.80 -
  IT0005413007 124.65M -8.04 -0.06 -
  IT0005441826 53.95M 2.70 4.01 -
  IT0005454936 48.85M -1.10 -0.68 -
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00019T3N Comments

Write your thoughts about Investimenti Bilanciati Italia Pir
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email