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Banca Generali — Investor Relations & Filings

Ticker · BGN ISIN · IT0001031084 LEI · 815600903231FA2E7698 XMIL Financial and insurance activities
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Filings indexed 1,060 across all filing types
Latest filing 2019-10-09 Earnings Release
Country IT Italy
Listing XMIL BGN

About Banca Generali

https://www.bancagenerali.com/en/

Banca Generali is a private bank specializing in wealth management and financial planning for high-net-worth individuals, affluent clients, and their families. The company operates through an extensive network of professional financial advisors and private bankers who provide personalized advisory services. Core offerings focus on protecting and growing client assets through comprehensive investment management, asset protection strategies, and long-term wealth planning solutions. The bank integrates a traditional, relationship-based model with digital wealth management tools to deliver its services.

Recent filings

Filing Released Lang Actions
CS: Raccolta settembre 2019
Earnings Release Classification · 99% confidence The document is titled 'COMUNICATO STAMPA' (Press Release) and its subject is 'CS: Raccolta settembre 2019' (Net Collection September 2019). It provides key financial highlights for a specific period (September 2019) and includes a summary table of net collections, managed assets, and insurance production. This format, focusing on the immediate release of period-specific financial results (monthly/quarterly highlights) rather than the comprehensive annual filing (10-K) or the detailed management discussion (MDA), strongly indicates an Earnings Release (ER). It is not a full Annual Report (10-K) or an Interim Report (IR) as it lacks the full scope of financial statements, but rather the initial announcement of results. 9M 2019
2019-10-09 Italian
PR: Banca Generali: conclusion of the buy-back of treasury shares plan
Transaction in Own Shares Classification · 98% confidence The document is titled 'PRESS RELEASE' and announces the 'conclusion of the buy-back of treasury shares plan'. It details the number of shares bought back, the average price, and the total amount spent, providing a daily breakdown of these transactions. This activity—the company purchasing its own shares—directly corresponds to the definition of 'Transaction in Own Shares'. The filing code for this is POS.
2019-09-20 English
CS: Conclusione programma di acquisto azioni proprie
Transaction in Own Shares Classification · 100% confidence The document is a press release (COMUNICATO STAMPA) from Banca Generali dated September 20, 2019. The subject (Oggetto) is 'azioni proprie' (own shares) and the title explicitly states 'Conclusione programma di acquisto azioni proprie' (Conclusion of the own share purchase program). The text details the completion of a share repurchase program authorized by the Shareholders' Meeting and reports the total number of shares acquired and the total held afterward. This activity—the company buying back its own shares—directly corresponds to the definition of 'Transaction in Own Shares'.
2019-09-20 Italian
PR: Net Inflows August 2019
Earnings Release Classification · 99% confidence The document is titled 'PRESS RELEASE' and its subject is 'PR: Net Inflows August 2019'. It provides key financial highlights for a specific period (August 2019) and year-to-date figures, including total net inflows, managed product inflows, and Assets under Advisory. This format—a brief announcement of period results with summary tables—is characteristic of an Earnings Release (ER). Although it mentions the manager responsible for financial reports, the document itself is the initial announcement, not the comprehensive report (like an IR or 10-K). It is too specific for a general Regulatory Filing (RNS) and does not fit any other category like AGM-R, CT, or DEF 14A. 9M 2019
2019-09-05 English
CS: Raccolta Banca Generali Agosto
Earnings Release Classification · 99% confidence The document is titled 'COMUNICATO STAMPA' (Press Release) and its subject is 'CS: Raccolta Banca Generali Agosto' (Net Collection Banca Generali August). It details the company's net collection figures for August 2019 and year-to-date, including breakdowns by product type (managed savings, administered savings, advisory). This content structure—a brief announcement summarizing key monthly/quarterly financial performance metrics—is characteristic of an Earnings Release (ER). Although it contains detailed tables, the primary purpose is the initial announcement of period results, not the comprehensive report itself (like a 10-K or IR). It is not a transcript (CT), a full annual report (10-K), or a formal audit report (AR). 9M 2019
2019-09-05 Italian
CS: deposito relazione finanziaria semestrale
Report Publication Announcement Classification · 98% confidence The document is a short press release (2642 characters) dated August 5, 2019, announcing that the 'relazione finanziaria semestrale' (Half-year Financial Statements) for Banca Generali S.p.A. as of June 30, 2019, has been filed and made available to the public. The key phrases are 'deposito relazione finanziaria semestrale' (filing of half-year financial report) and the instruction 'Vedi allegato' (See attachment), indicating this document is the announcement, not the full report itself. According to Rule 2 (The 'MENU VS MEAL' Rule), a short announcement stating a report has been published points to a Report Publication Announcement (RPA). The content specifically relates to the filing of a semi-annual financial report, which aligns best with RPA, as opposed to the comprehensive Interim/Quarterly Report (IR) itself.
2019-08-05 Italian

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