Correlation Between Allianz SE and Vienna Insurance

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Can any of the company-specific risk be diversified away by investing in both Allianz SE and Vienna Insurance at the same time? Although using a correlation coefficient on its own may not help to predict future stock returns, this module helps to understand the diversifiable risk of combining Allianz SE and Vienna Insurance into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Allianz SE ADR and Vienna Insurance Group, you can compare the effects of market volatilities on Allianz SE and Vienna Insurance and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. You can also utilize pair trading strategies of matching a long position in Allianz SE with a short position of Vienna Insurance. Check out your portfolio center. Please also check ongoing floating volatility patterns of Allianz SE and Vienna Insurance.

Diversification Opportunities for Allianz SE and Vienna Insurance

0.35
  Correlation Coefficient

Weak diversification

The 3 months correlation between Allianz and Vienna is 0.35. Overlapping area represents the amount of risk that can be diversified away by holding Allianz SE ADR and Vienna Insurance Group in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Vienna Insurance and Allianz SE is a relative statistical measure of the degree to which these equity instruments tend to move together. The correlation coefficient measures the extent to which returns on Allianz SE ADR are associated (or correlated) with Vienna Insurance. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Vienna Insurance has no effect on the direction of Allianz SE i.e., Allianz SE and Vienna Insurance go up and down completely randomly.

Pair Corralation between Allianz SE and Vienna Insurance

Assuming the 90 days horizon Allianz SE is expected to generate 4.12 times less return on investment than Vienna Insurance. But when comparing it to its historical volatility, Allianz SE ADR is 2.74 times less risky than Vienna Insurance. It trades about 0.05 of its potential returns per unit of risk. Vienna Insurance Group is currently generating about 0.08 of returns per unit of risk over similar time horizon. If you would invest  1,058  in Vienna Insurance Group on September 6, 2025 and sell it today you would earn a total of  126.00  from holding Vienna Insurance Group or generate 11.91% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Weak
Accuracy98.44%
ValuesDaily Returns

Allianz SE ADR  vs.  Vienna Insurance Group

 Performance 
       Timeline  
Allianz SE ADR 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Allianz SE ADR are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong basic indicators, Allianz SE is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
Vienna Insurance 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Vienna Insurance Group are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak technical and fundamental indicators, Vienna Insurance showed solid returns over the last few months and may actually be approaching a breakup point.

Allianz SE and Vienna Insurance Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Allianz SE and Vienna Insurance

The main advantage of trading using opposite Allianz SE and Vienna Insurance positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Allianz SE position performs unexpectedly, Vienna Insurance can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Vienna Insurance will offset losses from the drop in Vienna Insurance's long position.
The idea behind Allianz SE ADR and Vienna Insurance Group pairs trading is to make the combined position market-neutral, meaning the overall market's direction will not affect its win or loss (or potential downside or upside). This can be achieved by designing a pairs trade with two highly correlated stocks or equities that operate in a similar space or sector, making it possible to obtain profits through simple and relatively low-risk investment.
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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.

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