Informazione
Regolamentata n.
0856-40-2026Data/Ora Inizio Diffusione 8 Luglio 2026 10:01:42Euronext Milan
Societa' :BANCA GENERALI
Utenza - referente :BCAGENERALIN13 - Ludovica De Vita
Tipologia :REGEM
Data/Ora Ricezione :8 Luglio 2026 10:01:42 Data/Ora Inizio Diffusione :8 Luglio 2026 10:01:42 Oggetto :Banca Generali - PR: Net Inflows June 2026 Testo del comunicato
Vedi allegato
CONTACTS:
www.bancagenerali.com
Media Relations
Michele Seghizzi
Tel. +39 02 408 26683
Michele.seghizzi@bancagenerali.it
Investor Relations
Giuliana Pagliari
Tel: +39 02 408 26548
giuliana.pagliari@bancagenerali.it PRESS
RELEASE
1 / 2 Total net inflows at €63 1 million in June (€4.4 billion YTD) Net inflows of Assets under Investment at €480 million (€2.1 billion YTD)
Milan, 8 July 2026 – Banca Generali’s net inflows amounted to €631 million (+10 5% YoY) in June, bringing the total for the first six months of the year to €4.4 billion (+47% YoY ).
June net inflows stood out not only for the strong volumes, but above all for the high quality of their mix, with Assets under Investment (AUI) amounting to € 480 million and accounting for 76% of total net inflows . Net inflows of AUI exceeded €2.1 billion YTD, broadly in line with the ambitious targets set for 2026.
Among AUI, managed solutions continued to record particularly strong results with € 290 million in June (+ 82% YoY) and €1.9 4 billion YTD (+1 28% YoY), confirming clients’ ongoing demand for investment solutions with a high advisory content. The month saw renewed interest in insurance wrappers (€205 million in June; €305 million YTD), which were preferred over traditional life insurance policies , thanks to the greater diversification opportunities and planning efficiency they offer within the current market and interest rate environment.
Demand for in -house products (financial wrappers and funds) continued to prove solid, with a total of €95 million in June and €1.6 billion YTD, accounting for 7 4% of total net inflows of AUI.
Net inflows of Other Assets amounted to €151 million, driven in particular by Assets under Custody, which totalled €377 million in June (€2.0 billion YTD), taking into account the over €250 million subscription of the issue of BTP Italia Sì reserved for retail clients. Liquidity outflows were attributable to the above -mentioned investments and the June tax deadlines .
Chief Executive Officer and General Manager Gian Maria Mossa stated: "We closed the first half of the year with the best ever net inflows results in our history, up nearly 50% compared to the previous year and marked by a particularly positive product mix. Despite the volatile and uncertain market context, the quality of our offer and the professionalism of our Financial Advisors succeeded in effectively meeting our Clients’ needs for wealth protection and long term value creation . This is confirmed by the strong net inflows of Assets under Investment, which accounted for over three quarters of the month’s net inflows, with a sustained growth of managed solutions and a recovery of the insurance component.
We are also continuing to strengthen our presence in the entrepreneurs’ segment, where we are recording significant growth thanks to a model that combines wealth advisory and specia lized expertise. The synergies with Intermonte are accelerating this path and bringing us closer to our goal of establishing ourselves as the bank of choice for entrepreneurs . PMI2Change - the initiative that we launched on 1 July in the setting of Palazzo Mezzanotte – aims to strengthen the link between capital and businesses while support ing the growth ambitions of Italian SMEs. This project fully reflects our vision and the role we intend to play in fostering the development of Italy’s real economy and enhancing the country’s competitiveness.
2 / 2 CONTACTS:
www.bancagenerali.com
Media Relations
Michele Seghizzi
Tel. +39 02 408 26683
Michele.seghizzi@bancagenerali.it
Investor Relations
Giuliana Pagliari
Tel: +39 02 408 26548
giuliana.pagliari@bancagenerali.it
We look toward the second half of the year with confidence and determination, supported by the strength of our network and the robust results we have delivered, in the conviction that we can achieve important objectives. ”
JUNE 2026 NET INFLOWS1
The Manager responsible for preparing the company's financial reports (Tommaso di Russo) declares, pursuant to Paragraph 2 of Art. 154 -bis of the Italian Consolidated Law on Finance, that the accounting information contained in this press release correspon ds to the documentary results, books and accounting records.
Tommaso Di Russo (CFO of Banca Generali)
m/€June
2025June
2026YTD 2025 YTD 2026
Assets under Investment 493 480 1,618 2,113 Managed Solutions 159 290 849 1,938 Mutual Funds and SICAVs 74 31 202 1,221 of which In House Funds 57 41 265 1,151 of which Third party Funds 17 -10 -63 70 Financial Wrappers 60 54 629 412 Insurance Wrappers 25 205 18 305 Traditional Life Insurance Policies 277 -81 662 -405 AUC & Banking under Advisory 57 271 107 580 Other Assets -185 151 1,387 2,319 Assets under Custody 34 377 1,280 2,008 Liquidity -219 -226 107 311 Total Net Inflows 308 631 3,005 4,432
Fine Comunicato n.0856-40-2026 Numero di Pagine: 4