| AXA | | category | "companies" |
|---|
| aliases | |
|---|
| yahoo_ticker | "CS.PA" |
|---|
| wiki_prefix | "AXA" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "CAC 40" |
|---|
|
|---|
| Allianz | | category | "companies" |
|---|
| aliases | | "Allianz SE" |
| "Allianz Group" |
|
|---|
| yahoo_ticker | "ALV.DE" |
|---|
| wiki_prefix | "Allianz" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "DAX" |
|---|
|
|---|
| Zurich | | category | "companies" |
|---|
| aliases | | "Zurich Insurance Group" |
| "Zurich Insurance Group Ltd" |
| "Zurich Insurance" |
| "ZIG" |
|
|---|
| yahoo_ticker | "ZURN.SW" |
|---|
| wiki_prefix | "Zurich" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "SMI" |
|---|
|
|---|
| Swiss Re | | category | "companies" |
|---|
| aliases | | "Swiss Reinsurance Company" |
| "Swiss Reinsurance" |
| "Swiss Re AG" |
| "Swiss Re Ltd" |
|
|---|
| yahoo_ticker | "SREN.SW" |
|---|
| wiki_prefix | "Swiss Re" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "SMI" |
|---|
|
|---|
| Munich Re | | category | "companies" |
|---|
| aliases | | "Munich Reinsurance" |
| "Muenchener Rueck" |
| "Munich Reinsurance Company" |
| "Munich Re Group" |
|
|---|
| yahoo_ticker | "MUV2.DE" |
|---|
| wiki_prefix | "Munich Re" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "DAX" |
|---|
|
|---|
| Generali | | category | "companies" |
|---|
| aliases | | "Assicurazioni Generali" |
| "Generali Group" |
| "Generali SpA" |
|
|---|
| yahoo_ticker | "G.MI" |
|---|
| wiki_prefix | "Generali" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "FTSE MIB" |
|---|
|
|---|
| Aviva | | category | "companies" |
|---|
| aliases | | "Aviva plc" |
| "Aviva Group" |
|
|---|
| yahoo_ticker | "AV.L" |
|---|
| wiki_prefix | "Aviva" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "FTSE 100" |
|---|
|
|---|
| Prudential | | category | "companies" |
|---|
| aliases | | "Prudential plc" |
| "Prudential PLC" |
|
|---|
| yahoo_ticker | "PRU.L" |
|---|
| wiki_prefix | "Prudential" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "FTSE 100" |
|---|
|
|---|
| Prudential US | | category | "companies" |
|---|
| aliases | | "Prudential Financial" |
| "Prudential Financial Inc" |
| "PFI" |
|
|---|
| yahoo_ticker | "PRU" |
|---|
| wiki_prefix | "Prudential US" |
|---|
| sector_benchmark | "S&P Insurance" |
|---|
| primary_index | "S&P 500" |
|---|
|
|---|
| Chubb | | category | "companies" |
|---|
| aliases | | "Chubb Limited" |
| "Chubb Ltd" |
| "ACE Limited" |
|
|---|
| yahoo_ticker | "CB" |
|---|
| wiki_prefix | "Chubb" |
|---|
| sector_benchmark | "S&P Insurance" |
|---|
| primary_index | "S&P 500" |
|---|
|
|---|
| AIG | | category | "companies" |
|---|
| aliases | | "American International Group" |
| "AIG Inc" |
|
|---|
| yahoo_ticker | "AIG" |
|---|
| wiki_prefix | "AIG" |
|---|
| sector_benchmark | "S&P Insurance" |
|---|
| primary_index | "S&P 500" |
|---|
|
|---|
| MetLife | | category | "companies" |
|---|
| aliases | | "MetLife Inc" |
| "Metropolitan Life" |
|
|---|
| yahoo_ticker | "MET" |
|---|
| wiki_prefix | "MetLife" |
|---|
| sector_benchmark | "S&P Insurance" |
|---|
| primary_index | "S&P 500" |
|---|
|
|---|
| Travelers | | category | "companies" |
|---|
| aliases | | "The Travelers Companies" |
| "Travelers Companies" |
| "Travelers Companies Inc" |
|
|---|
| yahoo_ticker | "TRV" |
|---|
| wiki_prefix | "Travelers" |
|---|
| sector_benchmark | "S&P Insurance" |
|---|
| primary_index | "S&P 500" |
|---|
|
|---|
| Hannover Re | | category | "companies" |
|---|
| aliases | | "Hannover Rueck" |
| "Hannover Reinsurance" |
| "Hannover Re SE" |
|
|---|
| yahoo_ticker | "HNR1.DE" |
|---|
| wiki_prefix | "Hannover Re" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "DAX" |
|---|
|
|---|
| SCOR | | category | "companies" |
|---|
| aliases | | "SCOR SE" |
| "SCOR Group" |
| "SCOR Reinsurance" |
|
|---|
| yahoo_ticker | "SCOR.PA" |
|---|
| wiki_prefix | "SCOR" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "CAC 40" |
|---|
|
|---|
| Tokio Marine | | category | "companies" |
|---|
| aliases | | "Tokio Marine Holdings" |
| "Tokio Marine HD" |
| "TMNF" |
| "Tokio Marine & Nichido" |
|
|---|
| yahoo_ticker | "8766.T" |
|---|
| wiki_prefix | "Tokio Marine" |
|---|
| sector_benchmark | "S&P Insurance" |
|---|
| primary_index | "Nikkei 225" |
|---|
|
|---|
| Berkshire Hathaway | | category | "companies" |
|---|
| aliases | | "Berkshire" |
| "BRK" |
| "Berkshire Hathaway Inc" |
|
|---|
| yahoo_ticker | "BRK-B" |
|---|
| wiki_prefix | "Berkshire Hathaway" |
|---|
| sector_benchmark | "S&P Insurance" |
|---|
| primary_index | "S&P 500" |
|---|
|
|---|
| Intact Financial | | category | "companies" |
|---|
| aliases | | "Intact" |
| "Intact Financial Corporation" |
| "IFC" |
|
|---|
| yahoo_ticker | "IFC.TO" |
|---|
| wiki_prefix | "Intact Financial" |
|---|
| sector_benchmark | "S&P Insurance" |
|---|
| primary_index | "S&P/TSX" |
|---|
|
|---|
| Mapfre | | category | "companies" |
|---|
| aliases | | "MAPFRE SA" |
| "MAPFRE Group" |
| "MAPFRE" |
|
|---|
| yahoo_ticker | "MAP.MC" |
|---|
| wiki_prefix | "Mapfre" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "IBEX 35" |
|---|
|
|---|
| Talanx | | category | "companies" |
|---|
| aliases | | "Talanx AG" |
| "Talanx Group" |
| "HDI Group" |
|
|---|
| yahoo_ticker | "TLX.DE" |
|---|
| wiki_prefix | "Talanx" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "MDAX" |
|---|
|
|---|
| Aflac | | category | "companies" |
|---|
| aliases | | "Aflac Inc" |
| "Aflac Incorporated" |
| "American Family Life" |
|
|---|
| yahoo_ticker | "AFL" |
|---|
| wiki_prefix | "Aflac" |
|---|
| sector_benchmark | "S&P Insurance" |
|---|
| primary_index | "S&P 500" |
|---|
|
|---|
| Progressive | | category | "companies" |
|---|
| aliases | | "Progressive Corporation" |
| "The Progressive Corporation" |
| "Progressive Corp" |
|
|---|
| yahoo_ticker | "PGR" |
|---|
| wiki_prefix | "Progressive" |
|---|
| sector_benchmark | "S&P Insurance" |
|---|
| primary_index | "S&P 500" |
|---|
|
|---|
| Allstate | | category | "companies" |
|---|
| aliases | | "The Allstate Corporation" |
| "Allstate Corporation" |
| "Allstate Corp" |
|
|---|
| yahoo_ticker | "ALL" |
|---|
| wiki_prefix | "Allstate" |
|---|
| sector_benchmark | "S&P Insurance" |
|---|
| primary_index | "S&P 500" |
|---|
|
|---|
| Hartford | | category | "companies" |
|---|
| aliases | | "The Hartford" |
| "Hartford Financial Services" |
| "Hartford Financial Services Group" |
| "The Hartford Financial Services Group" |
|
|---|
| yahoo_ticker | "HIG" |
|---|
| wiki_prefix | "Hartford" |
|---|
| sector_benchmark | "S&P Insurance" |
|---|
| primary_index | "S&P 500" |
|---|
|
|---|
| RGA | | category | "companies" |
|---|
| aliases | | "Reinsurance Group of America" |
| "RGA Inc" |
| "RGA Incorporated" |
|
|---|
| yahoo_ticker | "RGA" |
|---|
| wiki_prefix | "RGA" |
|---|
| sector_benchmark | "S&P Insurance" |
|---|
| primary_index | "S&P 500" |
|---|
|
|---|
| Everest Re | | category | "companies" |
|---|
| aliases | | "Everest Group" |
| "Everest Re Group" |
| "Everest Reinsurance" |
|
|---|
| yahoo_ticker | "RE" |
|---|
| wiki_prefix | "Everest Re" |
|---|
| sector_benchmark | "S&P Insurance" |
|---|
| primary_index | "S&P 500" |
|---|
|
|---|
| Markel | | category | "companies" |
|---|
| aliases | | "Markel Corporation" |
| "Markel Group" |
| "Markel Corp" |
|
|---|
| yahoo_ticker | "MKL" |
|---|
| wiki_prefix | "Markel" |
|---|
| sector_benchmark | "S&P Insurance" |
|---|
| primary_index | "S&P 500" |
|---|
|
|---|
| Fairfax | | category | "companies" |
|---|
| aliases | | "Fairfax Financial" |
| "Fairfax Financial Holdings" |
| "FFH" |
|
|---|
| yahoo_ticker | "FFH.TO" |
|---|
| wiki_prefix | "Fairfax" |
|---|
| sector_benchmark | "S&P Insurance" |
|---|
| primary_index | "S&P/TSX" |
|---|
|
|---|
| Beazley | | category | "companies" |
|---|
| aliases | | "Beazley plc" |
| "Beazley Group" |
|
|---|
| yahoo_ticker | "BEZ.L" |
|---|
| wiki_prefix | "Beazley" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "FTSE 100" |
|---|
|
|---|
| Lancashire | | category | "companies" |
|---|
| aliases | | "Lancashire Holdings" |
| "Lancashire Holdings Limited" |
|
|---|
| yahoo_ticker | "LRE.L" |
|---|
| wiki_prefix | "Lancashire" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "FTSE 250" |
|---|
|
|---|
| Hiscox | | category | "companies" |
|---|
| aliases | | "Hiscox Ltd" |
| "Hiscox Group" |
|
|---|
| yahoo_ticker | "HSX.L" |
|---|
| wiki_prefix | "Hiscox" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "FTSE 250" |
|---|
|
|---|
| QBE | | category | "companies" |
|---|
| aliases | | "QBE Insurance" |
| "QBE Insurance Group" |
|
|---|
| yahoo_ticker | "QBE.AX" |
|---|
| wiki_prefix | "QBE" |
|---|
| sector_benchmark | "S&P Insurance" |
|---|
| primary_index | "ASX 200" |
|---|
|
|---|
| Suncorp | | category | "companies" |
|---|
| aliases | | "Suncorp Group" |
| "Suncorp Group Limited" |
|
|---|
| yahoo_ticker | "SUN.AX" |
|---|
| wiki_prefix | "Suncorp" |
|---|
| sector_benchmark | "S&P Insurance" |
|---|
| primary_index | "ASX 200" |
|---|
|
|---|
| Sampo | | category | "companies" |
|---|
| aliases | | "Sampo Oyj" |
| "Sampo plc" |
| "Sampo Group" |
|
|---|
| yahoo_ticker | "SAMPO.HE" |
|---|
| wiki_prefix | "Sampo" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "OMX Helsinki 25" |
|---|
|
|---|
| Ageas | | category | "companies" |
|---|
| aliases | | "Ageas SA/NV" |
| "Ageas Group" |
| "Fortis Insurance" |
|
|---|
| yahoo_ticker | "AGS.BR" |
|---|
| wiki_prefix | "Ageas" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "BEL 20" |
|---|
|
|---|
| NN Group | | category | "companies" |
|---|
| aliases | | "NN" |
| "Nationale-Nederlanden" |
| "NN Group NV" |
|
|---|
| yahoo_ticker | "NN.AS" |
|---|
| wiki_prefix | "NN Group" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "AEX" |
|---|
|
|---|
| Aegon | | category | "companies" |
|---|
| aliases | | "Aegon NV" |
| "Aegon Ltd" |
| "Aegon Group" |
|
|---|
| yahoo_ticker | "AGN.AS" |
|---|
| wiki_prefix | "Aegon" |
|---|
| sector_benchmark | "STOXX Insurance" |
|---|
| primary_index | "AEX" |
|---|
|
|---|
| Annual report | | category | "document_types" |
|---|
| issuer_type | "companies" |
|---|
| aliases | | "annual_report" |
| "10-K" |
| "10K" |
| "20-F" |
| "20F" |
| "Universal Registration Document" |
| "URD" |
| "registration document" |
| "shareholder report" |
|
|---|
| description | "Comprehensive yearly financial filing and shareholder report; includes 10-K, 20-F, and Universal Registration Documents." |
|---|
|
|---|
| Interim report | | category | "document_types" |
|---|
| issuer_type | "companies" |
|---|
| aliases | | "interim_report" |
| "10-Q" |
| "10Q" |
| "6-K" |
| "6K" |
| "half-year report" |
| "half year report" |
| "interim financial report" |
|
|---|
| description | "Quarterly or half-year financial filing and shareholder update; includes 10-Q and 6-K filings." |
|---|
|
|---|
| Earnings release | | category | "document_types" |
|---|
| issuer_type | "companies" |
|---|
| aliases | | "earnings_press_release" |
| "earnings release" |
| "earnings press release" |
| "results release" |
| "results press release" |
|
|---|
| description | "Official text-based press release announcing periodic financial results." |
|---|
|
|---|
| Earnings presentation | | category | "document_types" |
|---|
| issuer_type | "companies" |
|---|
| aliases | | "earnings_presentation" |
| "analyst_presentation" |
| "analyst presentation" |
| "results presentation" |
| "earnings call presentation" |
| "results slides" |
|
|---|
| description | "Slide deck presented to analysts and investors during periodic earnings calls." |
|---|
|
|---|
| Financial supplement | | category | "document_types" |
|---|
| issuer_type | "companies" |
|---|
| aliases | | "financial_supplement" |
| "databook" |
| "data supplement" |
| "financial data supplement" |
| "statistical supplement" |
|
|---|
| description | "Detailed financial data tables, databooks, and historical metrics, typically segmenting the business; may be a spreadsheet, PDF, or slide deck." |
|---|
|
|---|
| Transcript | | category | "document_types" |
|---|
| issuer_type | "companies" |
|---|
| aliases | | "transcript" |
| "earnings call transcript" |
| "call transcript" |
| "investor day transcript" |
|
|---|
| description | "Word-for-word text record of an earnings call, investor day, or similar event." |
|---|
| review_status | "validated" |
|---|
| comment | "Good." |
|---|
| reviewed_by | "Wikilah admin" |
|---|
| reviewed_at | "2026-06-25T13:26:02Z" |
|---|
|
|---|
| SFCR | | category | "document_types" |
|---|
| issuer_type | "companies" |
|---|
| aliases | | "sfcr" |
| "solvency and financial condition report" |
|
|---|
| description | "Solvency and Financial Condition Report — the mandatory Solvency II public disclosure." |
|---|
|
|---|
| QRT | | category | "document_types" |
|---|
| issuer_type | "companies" |
|---|
| aliases | | "qrt" |
| "quantitative reporting templates" |
| "quantitative reporting template" |
|
|---|
| description | "Quantitative Reporting Templates — the standardized raw Solvency II data templates." |
|---|
|
|---|
| Embedded value report | | category | "document_types" |
|---|
| issuer_type | "companies" |
|---|
| aliases | | "embedded_value_report" |
| "embedded value report" |
| "embedded value" |
| "MCEV" |
| "EEV" |
| "EV" |
| "VNB" |
| "value of new business" |
|
|---|
| description | "Actuarial report on the present value of future profits; includes EV, MCEV, EEV, and Value of New Business (VNB) disclosures." |
|---|
|
|---|
| Statutory filing | | category | "document_types" |
|---|
| issuer_type | "companies" |
|---|
| aliases | | "statutory_filing" |
| "regulatory_filing" |
| "statutory filing" |
| "regulatory filing" |
| "NAIC filing" |
| "statutory statements" |
|
|---|
| description | "Standardized financial statements required by regional insurance regulators (e.g., US NAIC filings)." |
|---|
|
|---|
| Accounting disclosure | | category | "document_types" |
|---|
| issuer_type | "companies" |
|---|
| aliases | | "accounting_disclosure" |
| "accounting disclosure" |
| "IFRS 17 transition" |
| "IFRS 9 transition" |
| "restatement" |
| "transition report" |
|
|---|
| description | "Standalone document detailing accounting methodology changes, restatements, or transitions (e.g., IFRS 17 or IFRS 9 transition reports)." |
|---|
| review_status | "validated" |
|---|
| comment | "Good. Rare but might come." |
|---|
| reviewed_by | "Wikilah admin" |
|---|
| reviewed_at | "2026-06-25T13:25:27Z" |
|---|
|
|---|
| CMD presentation | | category | "document_types" |
|---|
| issuer_type | "companies" |
|---|
| aliases | | "cmd_presentation" |
| "investor_presentation" |
| "cmd presentation" |
| "investor presentation" |
| "capital markets day" |
| "investor day" |
| "strategy presentation" |
|
|---|
| description | "Strategic slide deck for deep-dive investor events; includes Capital Markets Day and Investor Day presentations." |
|---|
|
|---|
| Proxy statement | | category | "document_types" |
|---|
| issuer_type | "companies" |
|---|
| aliases | | "proxy_statement" |
| "proxy statement" |
| "DEF 14A" |
| "AGM notice" |
| "notice of meeting" |
| "proxy circular" |
|
|---|
| description | "Document detailing board nominations, executive compensation, and shareholder voting matters." |
|---|
|
|---|
| ESG report | | category | "document_types" |
|---|
| issuer_type | "companies" |
|---|
| aliases | | "esg_report" |
| "esg report" |
| "sustainability report" |
| "sustainability" |
| "climate report" |
| "TCFD report" |
|
|---|
| description | "Standalone document covering climate, environmental, social, and governance metrics; includes Sustainability reports." |
|---|
|
|---|
| Press release | | category | "document_types" |
|---|
| issuer_type | "companies" |
|---|
| aliases | | "press_release" |
| "press release" |
| "media release" |
| "ad-hoc release" |
| "M&A announcement" |
| "catastrophe loss estimate" |
| "leadership change" |
|
|---|
| description | "Ad-hoc corporate communication — M&A announcements, catastrophe loss estimates, or leadership changes." |
|---|
|
|---|
| Industry report | | category | "document_types" |
|---|
| issuer_type | "industry organizations" |
|---|
| aliases | | "industry report" |
| "sector report" |
| "trade body report" |
| "industry association report" |
| "market report" |
|
|---|
| description | "Sector or market report published by an industry organization or trade body rather than a single issuer." |
|---|
|
|---|
| Activity indicators | | category | "document_types" |
|---|
| issuer_type | "companies" |
|---|
| aliases | | "activity_indicators" |
| "activity indicators" |
| "quarterly indicators" |
| "volume indicators" |
|
|---|
| description | "Short release of quarterly activity/volume indicators (premiums, assets under management) ahead of full results." |
|---|
|
|---|
| Reference document | | category | "document_types" |
|---|
| issuer_type | "regulators" |
|---|
| aliases | | "reference_document" |
| "reference document" |
| "accounting standard" |
| "regulation" |
| "technical specification" |
|
|---|
| description | "Normative or standard-setting text (e.g., an IFRS standard, ISO specification, or regulation) that is interpreted rather than fact-extracted." |
|---|
|
|---|
| EURO STOXX 50 | | category | "indices" |
|---|
| aliases | | "eurostoxx 50" |
| "euro stoxx" |
| "stoxx 50" |
|
|---|
| yahoo_ticker | "^STOXX50E" |
|---|
|
|---|
| STOXX 600 | | category | "indices" |
|---|
| aliases | | "stoxx europe 600" |
| "euro stoxx 600" |
|
|---|
| yahoo_ticker | "^STOXX" |
|---|
|
|---|
| STOXX Insurance | | category | "indices" |
|---|
| aliases | | "stoxx europe 600 insurance" |
| "euro stoxx insurance" |
| "european insurance index" |
|
|---|
| yahoo_ticker | "EXH5.DE" |
|---|
|
|---|
| S&P 500 | | category | "indices" |
|---|
| aliases | | "sp 500" |
| "sp500" |
| "s&p500" |
| "standard and poor 500" |
|
|---|
| yahoo_ticker | "^GSPC" |
|---|
|
|---|
| S&P Insurance | | category | "indices" |
|---|
| aliases | | "sp insurance" |
| "spdr s&p insurance" |
|
|---|
| yahoo_ticker | "KIE" |
|---|
|
|---|
| CAC 40 | | category | "indices" |
|---|
| aliases | | "cac40" |
| "cac 40 index" |
| "paris cac" |
|
|---|
| yahoo_ticker | "^FCHI" |
|---|
|
|---|
| DAX | | category | "indices" |
|---|
| aliases | | "dax 40" |
| "dax index" |
| "frankfurt dax" |
| "german dax" |
|
|---|
| yahoo_ticker | "^GDAXI" |
|---|
|
|---|
| FTSE 100 | | category | "indices" |
|---|
| aliases | | "ftse100" |
| "ftse 100 index" |
| "london ftse" |
|
|---|
| yahoo_ticker | "^FTSE" |
|---|
|
|---|
| Nikkei 225 | | category | "indices" |
|---|
| aliases | | "nikkei" |
| "nikkei index" |
| "nikkei 225 index" |
| "tokyo nikkei" |
|
|---|
| yahoo_ticker | "^N225" |
|---|
|
|---|
| SMI | | category | "indices" |
|---|
| aliases | | "swiss market index" |
| "smi index" |
| "swiss smi" |
|
|---|
| yahoo_ticker | "^SSMI" |
|---|
|
|---|
| FTSE MIB | | category | "indices" |
|---|
| aliases | | "ftse mib index" |
| "mib" |
| "milan ftse mib" |
| "italian ftse mib" |
|
|---|
| yahoo_ticker | "FTSEMIB.MI" |
|---|
|
|---|
| IBEX 35 | | category | "indices" |
|---|
| aliases | | "ibex" |
| "ibex35" |
| "madrid ibex" |
| "spanish ibex" |
|
|---|
| yahoo_ticker | "^IBEX" |
|---|
|
|---|
| AEX | | category | "indices" |
|---|
| aliases | | "aex index" |
| "amsterdam exchange index" |
| "amsterdam aex" |
|
|---|
| yahoo_ticker | "^AEX" |
|---|
|
|---|
| ASX 200 | | category | "indices" |
|---|
| aliases | | "s&p/asx 200" |
| "asx200" |
| "asx 200 index" |
| "australian asx" |
|
|---|
| yahoo_ticker | "^AXJO" |
|---|
|
|---|
| S&P/TSX | | category | "indices" |
|---|
| aliases | | "s&p/tsx composite" |
| "tsx" |
| "tsx composite" |
| "toronto tsx" |
|
|---|
| yahoo_ticker | "^GSPTSE" |
|---|
|
|---|
| OMX Helsinki 25 | | category | "indices" |
|---|
| aliases | | "omxh25" |
| "omx helsinki" |
| "helsinki omx" |
|
|---|
| yahoo_ticker | "^OMXH25" |
|---|
|
|---|
| BEL 20 | | category | "indices" |
|---|
| aliases | | "bel20" |
| "bel 20 index" |
| "brussels bel" |
|
|---|
| yahoo_ticker | "^BFX" |
|---|
|
|---|
| FTSE 250 | | category | "indices" |
|---|
| aliases | | "ftse250" |
| "ftse 250 index" |
| "london ftse 250" |
|
|---|
| yahoo_ticker | "^FTMC" |
|---|
|
|---|
| MDAX | | category | "indices" |
|---|
| aliases | | "mdax index" |
| "german mdax" |
|
|---|
| yahoo_ticker | "^MDAXI" |
|---|
|
|---|
| Gross Written Premiums | | category | "kpis" |
|---|
| id | "gross_written_premium" |
|---|
| group | "volume" |
|---|
| unit | "currency" |
|---|
| abbreviation | "GWP" |
|---|
| aliases | | "GWP" |
| "gross premiums written" |
| "gross written premium" |
|
|---|
| definition | "Total premiums written (gross of reinsurance) before earning." |
|---|
|
|---|
| Net Written Premiums | | category | "kpis" |
|---|
| id | "net_written_premium" |
|---|
| group | "volume" |
|---|
| unit | "currency" |
|---|
| abbreviation | "NWP" |
|---|
| aliases | | "NWP" |
| "net premiums written" |
| "net written premium" |
|
|---|
| definition | "Premiums written net of outward reinsurance." |
|---|
|
|---|
| Insurance Revenue | | category | "kpis" |
|---|
| id | "insurance_revenue" |
|---|
| group | "volume" |
|---|
| unit | "currency" |
|---|
| aliases | | "insurance revenue" |
| "insurance revenues" |
|
|---|
| definition | "IFRS 17 insurance revenue (earned; excludes investment components). Not equal to GWP." |
|---|
|
|---|
| Other Revenue | | category | "kpis" |
|---|
| id | "other_revenue" |
|---|
| group | "volume" |
|---|
| unit | "currency" |
|---|
| aliases | | "other revenue" |
| "other revenues" |
|
|---|
| definition | "Non-premium revenues (fees, asset-management revenue, etc.)." |
|---|
|
|---|
| Total Revenue | | category | "kpis" |
|---|
| id | "total_revenue" |
|---|
| group | "volume" |
|---|
| unit | "currency" |
|---|
| aliases | | "total revenue" |
| "total revenues" |
|
|---|
| definition | "Total group revenue (IFRS)." |
|---|
|
|---|
| Gross Written Premiums & Other Revenues | | category | "kpis" |
|---|
| id | "gross_written_premium_and_other_revenue" |
|---|
| group | "volume" |
|---|
| unit | "currency" |
|---|
| aliases | | "GWP & other revenues" |
| "premiums and other revenues" |
| "total premiums and other revenue" |
|
|---|
| definition | "gross_written_premium + other_revenue (AXA-style top-line aggregate)." |
|---|
|
|---|
| Assets Under Management | | category | "kpis" |
|---|
| id | "assets_under_management" |
|---|
| group | "volume" |
|---|
| unit | "currency" |
|---|
| abbreviation | "AUM" |
|---|
| aliases | | "AUM" |
| "assets under management" |
|
|---|
| definition | "Third-party plus general-account assets managed by the group's asset-management arm." |
|---|
|
|---|
| Net Investment Income | | category | "kpis" |
|---|
| id | "net_investment_income" |
|---|
| group | "pnl" |
|---|
| unit | "currency" |
|---|
| aliases | | "net investment income" |
| "investment return" |
| "investment result" |
| "investment income" |
| "net investment result" |
|
|---|
| definition | "Net investment result recognised in P&L (income net of investment expenses)." |
|---|
|
|---|
| Insurance Service Result | | category | "kpis" |
|---|
| id | "insurance_service_result" |
|---|
| group | "pnl" |
|---|
| unit | "currency" |
|---|
| abbreviation | "ISR" |
|---|
| aliases | | "ISR" |
| "insurance service result" |
|
|---|
| definition | "insurance_revenue - insurance_service_expense (+/- reinsurance result). The IFRS 17 underwriting result." |
|---|
| spec_status | "proposed" |
|---|
|
|---|
| Insurance Service Expense | | category | "kpis" |
|---|
| id | "insurance_service_expense" |
|---|
| group | "pnl" |
|---|
| unit | "currency" |
|---|
| abbreviation | "ISE" |
|---|
| aliases | | "ISE" |
| "insurance service expenses" |
|
|---|
| definition | "Incurred claims + attributable expenses + loss-component movements (IFRS 17)." |
|---|
| spec_status | "proposed" |
|---|
|
|---|
| Insurance Finance Income/Expense | | category | "kpis" |
|---|
| id | "insurance_finance_income_expense" |
|---|
| group | "pnl" |
|---|
| unit | "currency" |
|---|
| abbreviation | "IFIE" |
|---|
| aliases | | "IFIE" |
| "insurance finance result" |
| "insurance finance income or expenses" |
|
|---|
| definition | "Unwind of discount + effect of financial-assumption changes on insurance liabilities (IFRS 17), through P&L and/or OCI." |
|---|
| spec_status | "proposed" |
|---|
|
|---|
| CSM Release | | category | "kpis" |
|---|
| id | "csm_release" |
|---|
| group | "pnl" |
|---|
| unit | "currency" |
|---|
| aliases | | "CSM amortisation" |
| "CSM recognised in P&L" |
| "CSM release" |
|
|---|
| definition | "CSM released to P&L for services provided in the period." |
|---|
| spec_status | "proposed" |
|---|
|
|---|
| Underlying Earnings (Before Tax) | | category | "kpis" |
|---|
| id | "underlying_earnings_before_tax" |
|---|
| group | "pnl" |
|---|
| unit | "currency" |
|---|
| aliases | | "underlying earnings before tax" |
| "operating earnings before tax" |
| "pre-tax underlying earnings" |
|
|---|
| definition | "Underlying/operating earnings before tax." |
|---|
|
|---|
| Underlying Earnings | | category | "kpis" |
|---|
| id | "underlying_earnings" |
|---|
| group | "pnl" |
|---|
| unit | "currency" |
|---|
| abbreviation | "UE" |
|---|
| aliases | | "UE" |
| "underlying earnings" |
| "operating earnings" |
| "operating profit" |
| "operating income" |
| "operating result" |
| "underlying earnings group share" |
|
|---|
| definition | "Recurring operating result attributable to shareholders, after tax (excludes realised gains/losses and one-offs)." |
|---|
|
|---|
| Hybrid Instrument Financing Charges | | category | "kpis" |
|---|
| id | "hybrid_instrument_financing_charges" |
|---|
| group | "pnl" |
|---|
| unit | "currency" |
|---|
| aliases | | "hybrid instrument financing charges" |
| "hybrid debt charges before tax" |
| "hybrid coupon charges" |
|
|---|
| definition | "Financing charges on hybrid/undated subordinated instruments (before tax by default)." |
|---|
|
|---|
| Hybrid Instrument Financing Charges (After Tax) | | category | "kpis" |
|---|
| id | "hybrid_instrument_financing_charges_after_tax" |
|---|
| group | "pnl" |
|---|
| unit | "currency" |
|---|
| aliases | | "hybrid financing charges" |
| "subordinated debt charges after tax" |
| "hybrid debt charges" |
| "undated debt cost" |
|
|---|
| definition | "After-tax financing charges on hybrid/undated subordinated instruments. One common adjustment item deducted to derive adjusted earnings." |
|---|
|
|---|
| Debt Financing Charges | | category | "kpis" |
|---|
| id | "debt_financing_charges" |
|---|
| group | "pnl" |
|---|
| unit | "currency" |
|---|
| aliases | | "debt financing charges" |
| "interest expense on debt" |
| "financing costs" |
|
|---|
| definition | "Financing/interest charges on debt instruments (senior + subordinated). Excludes hybrid instrument financing charges (equity-classified distributions)." |
|---|
|
|---|
| Debt Financing Charges (After Tax) | | category | "kpis" |
|---|
| id | "debt_financing_charges_after_tax" |
|---|
| group | "pnl" |
|---|
| unit | "currency" |
|---|
| aliases | | "debt financing charges after tax" |
| "net interest expense" |
| "after-tax financing costs" |
|
|---|
| definition | "Financing charges on debt instruments (senior + subordinated), after tax. Excludes hybrid charges. = debt_financing_charges x (1 - holding_company_tax_rate)." |
|---|
|
|---|
| Income Before Tax | | category | "kpis" |
|---|
| id | "income_before_tax" |
|---|
| group | "pnl" |
|---|
| unit | "currency" |
|---|
| abbreviation | "PBT" |
|---|
| aliases | | "PBT" |
| "profit before tax" |
| "income before tax" |
| "pre-tax income" |
| "earnings before tax" |
| "EBT" |
|
|---|
| definition | "Total consolidated income before tax." |
|---|
|
|---|
| Net Income | | category | "kpis" |
|---|
| id | "net_income_attributable_to_parent" |
|---|
| group | "pnl" |
|---|
| unit | "currency" |
|---|
| abbreviation | "NI" |
|---|
| aliases | | "NI" |
| "net profit" |
| "net result" |
| "net income group share" |
| "bottom line" |
| "net income attributable to shareholders" |
|
|---|
| definition | "Net income attributable to the parent's shareholders (group share, after NCI)." |
|---|
|
|---|
| Adjusted Underlying Earnings | | category | "kpis" |
|---|
| id | "adjusted_underlying_earnings" |
|---|
| group | "pnl" |
|---|
| unit | "currency" |
|---|
| aliases | | "adjusted underlying earnings" |
| "adjusted operating earnings" |
|
|---|
| definition | "Underlying earnings adjusted for company-specific items (e.g., hybrid coupons) = underlying_earnings - adjustment items." |
|---|
|
|---|
| Adjusted Net Income | | category | "kpis" |
|---|
| id | "adjusted_net_income" |
|---|
| group | "pnl" |
|---|
| unit | "currency" |
|---|
| aliases | | "adjusted net income" |
| "net income net of hybrid" |
|
|---|
| definition | "Net income adjusted for company-specific items (e.g., hybrid/RT1 coupon charges for AXA, other normalisation items for other carriers) = net_income_attributable_to_parent - adjustment items." |
|---|
| review_status | "validated" |
|---|
| comment | "Useful for US companies." |
|---|
| reviewed_by | "Wikilah admin" |
|---|
| reviewed_at | "2026-06-25T09:20:02Z" |
|---|
|
|---|
| EPS Basis Earnings | | category | "kpis" |
|---|
| id | "eps_basis_earnings" |
|---|
| group | "pnl" |
|---|
| unit | "currency" |
|---|
| aliases | | "EPS basis earnings" |
| "EPS numerator" |
| "earnings for EPS" |
|
|---|
| definition | "Earnings figure used as the numerator for reported EPS (net income adjusted per IAS 33 for hybrid coupons, preference dividends, etc.)." |
|---|
|
|---|
| Underlying EPS Basis Earnings | | category | "kpis" |
|---|
| id | "underlying_eps_basis_earnings" |
|---|
| group | "pnl" |
|---|
| unit | "currency" |
|---|
| aliases | | "underlying EPS basis earnings" |
| "underlying EPS numerator" |
| "underlying earnings for EPS" |
|
|---|
| definition | "Underlying earnings figure used as the numerator for underlying EPS (underlying earnings adjusted for hybrid coupons, etc.)." |
|---|
|
|---|
| Payout Ratio Basis Earnings | | category | "kpis" |
|---|
| id | "payout_ratio_basis_earnings" |
|---|
| group | "pnl" |
|---|
| unit | "currency" |
|---|
| aliases | | "payout ratio basis earnings" |
| "payout basis earnings" |
| "prior year underlying earnings" |
|
|---|
| definition | "Earnings figure used as the denominator for payout ratio calculations. Company-specific (may be underlying earnings, adjusted earnings, or another basis)." |
|---|
|
|---|
| Effective Tax Rate | | category | "kpis" |
|---|
| id | "effective_tax_rate" |
|---|
| group | "pnl" |
|---|
| unit | "%" |
|---|
| abbreviation | "ETR" |
|---|
| aliases | | "ETR" |
| "effective tax rate" |
| "group tax rate" |
| "group income tax rate" |
| "group effective tax rate" |
|
|---|
| definition | "Income tax expense / pre-tax profit." |
|---|
|
|---|
| Underlying Earnings Tax Rate | | category | "kpis" |
|---|
| id | "underlying_earnings_tax_rate" |
|---|
| group | "pnl" |
|---|
| unit | "%" |
|---|
| aliases | | "underlying earnings tax rate" |
| "operating earnings tax rate" |
|
|---|
| definition | "Tax / pre-tax underlying earnings; bridges underlying_earnings_before_tax to underlying_earnings." |
|---|
|
|---|
| Holding Company Tax Rate | | category | "kpis" |
|---|
| id | "holding_company_tax_rate" |
|---|
| group | "pnl" |
|---|
| unit | "%" |
|---|
| aliases | | "holding company tax rate" |
| "holdco tax rate" |
|
|---|
| definition | "Tax rate applicable at the holding company level. Used to derive after-tax debt financing charges from before-tax charges." |
|---|
|
|---|
| Combined Ratio | | category | "kpis" |
|---|
| id | "combined_ratio" |
|---|
| group | "non_life" |
|---|
| unit | "%" |
|---|
| abbreviation | "CoR" |
|---|
| aliases | | "CoR" |
| "C/R" |
| "combined operating ratio" |
|
|---|
| definition | "loss_ratio + underwriting_expense_ratio (net earned premium basis). <100% = underwriting profit." |
|---|
|
|---|
| Loss Ratio | | category | "kpis" |
|---|
| id | "loss_ratio" |
|---|
| group | "non_life" |
|---|
| parent | "combined_ratio" |
|---|
| unit | "%" |
|---|
| abbreviation | "LR" |
|---|
| aliases | | "LR" |
| "claims ratio" |
| "incurred loss ratio" |
|
|---|
| definition | "Incurred claims / net earned premium = undiscounted_cy_attritional_loss_ratio + natural_catastrophe_loss_ratio + prior_year_reserve_development_loss_ratio + discount_effect_on_loss_ratio." |
|---|
|
|---|
| Undiscounted Current-Year Attritional Loss Ratio | | category | "kpis" |
|---|
| id | "undiscounted_cy_attritional_loss_ratio" |
|---|
| group | "non_life" |
|---|
| parent | "loss_ratio" |
|---|
| unit | "%" |
|---|
| abbreviation | "CY Attritional" |
|---|
| aliases | | "CY loss ratio" |
| "CY attritional loss ratio" |
| "accident year attritional loss ratio" |
| "undiscounted CY loss ratio" |
|
|---|
| definition | "Current accident-year non-cat claims / net earned premium, before discount effect." |
|---|
|
|---|
| Natural Catastrophe Loss Ratio | | category | "kpis" |
|---|
| id | "natural_catastrophe_loss_ratio" |
|---|
| group | "non_life" |
|---|
| parent | "loss_ratio" |
|---|
| unit | "%" |
|---|
| abbreviation | "Cat Loss Ratio" |
|---|
| aliases | | "cat loss ratio" |
| "nat cat loss ratio" |
| "natural catastrophe loss ratio" |
| "cat load" |
|
|---|
| definition | "Natural-catastrophe claims / net earned premium." |
|---|
|
|---|
| Prior-Year Reserve Development Loss Ratio | | category | "kpis" |
|---|
| id | "prior_year_reserve_development_loss_ratio" |
|---|
| group | "non_life" |
|---|
| parent | "loss_ratio" |
|---|
| unit | "%" |
|---|
| abbreviation | "PY Reserve Dev" |
|---|
| aliases | | "PY reserve dev" |
| "reserve development ratio" |
| "prior year development" |
| "prior year reserve development" |
|
|---|
| definition | "Prior-year claims reserve movement / net earned premium. Sign convention: NEGATIVE = favourable release (reduces loss/combined ratio); POSITIVE = adverse strengthening." |
|---|
|
|---|
| Discount Effect on Loss Ratio | | category | "kpis" |
|---|
| id | "discount_effect_on_loss_ratio" |
|---|
| group | "non_life" |
|---|
| parent | "loss_ratio" |
|---|
| unit | "%" |
|---|
| aliases | | "discount effect" |
| "discount on loss ratio" |
| "IFRS 17 discount effect" |
|
|---|
| definition | "Effect of discounting on the loss ratio (IFRS 17). Difference between discounted and undiscounted loss ratios." |
|---|
|
|---|
| Underwriting Expense Ratio | | category | "kpis" |
|---|
| id | "underwriting_expense_ratio" |
|---|
| group | "non_life" |
|---|
| parent | "combined_ratio" |
|---|
| unit | "%" |
|---|
| abbreviation | "ER" |
|---|
| aliases | | "ER" |
| "expense ratio" |
| "cost ratio" |
| "management expense ratio" |
| "underwriting expense ratio" |
|
|---|
| definition | "commission_ratio + admin_expense_ratio (net earned premium basis)." |
|---|
|
|---|
| Commission Ratio | | category | "kpis" |
|---|
| id | "commission_ratio" |
|---|
| group | "non_life" |
|---|
| parent | "underwriting_expense_ratio" |
|---|
| unit | "%" |
|---|
| aliases | | "commission ratio" |
| "acquisition expense ratio" |
|
|---|
| definition | "Acquisition costs (commissions + DAC amortisation) / net earned premium." |
|---|
|
|---|
| Administrative Expense Ratio | | category | "kpis" |
|---|
| id | "admin_expense_ratio" |
|---|
| group | "non_life" |
|---|
| parent | "underwriting_expense_ratio" |
|---|
| unit | "%" |
|---|
| aliases | | "admin expense ratio" |
| "G&A ratio" |
| "general expense ratio" |
|
|---|
| definition | "Administrative/G&A expenses / net earned premium." |
|---|
|
|---|
| Underwriting Result | | category | "kpis" |
|---|
| id | "underwriting_result" |
|---|
| group | "non_life" |
|---|
| unit | "currency" |
|---|
| abbreviation | "UW result" |
|---|
| aliases | | "UW result" |
| "underwriting profit" |
| "underwriting income" |
|
|---|
| definition | "Net earned premium - claims - expenses (technical result). IFRS 17 ~ insurance service result." |
|---|
|
|---|
| Annual Premium Equivalent | | category | "kpis" |
|---|
| id | "annual_premium_equivalent" |
|---|
| group | "life_new_business" |
|---|
| unit | "currency" |
|---|
| abbreviation | "APE" |
|---|
| aliases | | "APE" |
| "annual premium equivalent" |
|
|---|
| definition | "Regular premiums + 10% of single premiums (life new-business volume)." |
|---|
| spec_status | "proposed" |
|---|
|
|---|
| Present Value of New Business Premiums | | category | "kpis" |
|---|
| id | "present_value_of_new_business_premiums" |
|---|
| group | "life_new_business" |
|---|
| unit | "currency" |
|---|
| abbreviation | "PVNBP" |
|---|
| aliases | | "PVNBP" |
| "PVEP" |
| "present value of expected premiums" |
|
|---|
| definition | "PV of expected premiums on new business (NBV-margin denominator)." |
|---|
|
|---|
| New Business Value | | category | "kpis" |
|---|
| id | "new_business_value" |
|---|
| group | "life_new_business" |
|---|
| unit | "currency" |
|---|
| abbreviation | "NBV" |
|---|
| aliases | | "NBV" |
| "value of new business" |
| "VNB" |
|
|---|
| definition | "PV of future shareholder profits from new business written (after tax)." |
|---|
|
|---|
| New Business Margin | | category | "kpis" |
|---|
| id | "new_business_margin" |
|---|
| group | "life_new_business" |
|---|
| unit | "%" |
|---|
| abbreviation | "NBV Margin" |
|---|
| aliases | | "NBV margin" |
| "new business value margin" |
|
|---|
| definition | "new_business_value / present_value_of_new_business_premiums." |
|---|
|
|---|
| New Business CSM (Before Tax) | | category | "kpis" |
|---|
| id | "new_business_csm_before_tax" |
|---|
| group | "life_new_business" |
|---|
| unit | "currency" |
|---|
| abbreviation | "NB CSM BT" |
|---|
| aliases | | "NB CSM before tax" |
| "new business CSM pre-tax" |
| "NB CSM" |
|
|---|
| definition | "CSM added from new business written in the period (before tax). IFRS 17 life." |
|---|
|
|---|
| New Business CSM (After Tax) | | category | "kpis" |
|---|
| id | "new_business_csm_after_tax" |
|---|
| group | "life_new_business" |
|---|
| unit | "currency" |
|---|
| abbreviation | "NB CSM AT" |
|---|
| aliases | | "NB CSM after tax" |
| "new business CSM post-tax" |
|
|---|
| definition | "CSM added from new business written in the period (after tax). IFRS 17 life." |
|---|
|
|---|
| Total Assets | | category | "kpis" |
|---|
| id | "total_assets" |
|---|
| group | "balance_sheet" |
|---|
| unit | "currency" |
|---|
| abbreviation | "TA" |
|---|
| aliases | |
|---|
| definition | "Total consolidated assets." |
|---|
|
|---|
| Total Intangible Assets | | category | "kpis" |
|---|
| id | "total_intangible_assets" |
|---|
| group | "balance_sheet" |
|---|
| unit | "currency" |
|---|
| aliases | | "intangible assets" |
| "intangibles" |
|
|---|
| definition | "goodwill + other_intangible_assets." |
|---|
|
|---|
| Goodwill | | category | "kpis" |
|---|
| id | "goodwill" |
|---|
| group | "balance_sheet" |
|---|
| parent | "total_intangible_assets" |
|---|
| unit | "currency" |
|---|
| aliases | |
|---|
| definition | "Goodwill arising on acquisitions." |
|---|
|
|---|
| Other Intangible Assets | | category | "kpis" |
|---|
| id | "other_intangible_assets" |
|---|
| group | "balance_sheet" |
|---|
| parent | "total_intangible_assets" |
|---|
| unit | "currency" |
|---|
| aliases | | "other intangibles" |
| "other intangible assets" |
|
|---|
| definition | "Intangibles other than goodwill (VOBA, software, distribution agreements)." |
|---|
|
|---|
| Total Liabilities | | category | "kpis" |
|---|
| id | "total_liabilities" |
|---|
| group | "balance_sheet" |
|---|
| unit | "currency" |
|---|
| aliases | |
|---|
| definition | "Total consolidated liabilities." |
|---|
|
|---|
| Technical Provisions | | category | "kpis" |
|---|
| id | "technical_provisions" |
|---|
| group | "balance_sheet" |
|---|
| unit | "currency" |
|---|
| aliases | | "insurance contract liabilities" |
| "technical reserves" |
| "insurance liabilities" |
|
|---|
| definition | "Total insurance contract liabilities. IFRS 17 ~ best_estimate_liabilities + risk_adjustment + CSM (gross of reinsurance)." |
|---|
|
|---|
| Best Estimate Liabilities | | category | "kpis" |
|---|
| id | "best_estimate_liabilities" |
|---|
| group | "balance_sheet" |
|---|
| parent | "technical_provisions" |
|---|
| unit | "currency" |
|---|
| abbreviation | "BEL" |
|---|
| aliases | | "BEL" |
| "present value of future cash flows" |
| "PVFCF" |
| "best estimate" |
|
|---|
| definition | "Probability-weighted PV of future insurance cash flows (IFRS 17 / Solvency II building block)." |
|---|
|
|---|
| Risk Adjustment | | category | "kpis" |
|---|
| id | "risk_adjustment" |
|---|
| group | "balance_sheet" |
|---|
| parent | "technical_provisions" |
|---|
| unit | "currency" |
|---|
| abbreviation | "RA" |
|---|
| aliases | |
|---|
| definition | "IFRS 17 risk adjustment for non-financial risk." |
|---|
|
|---|
| Contractual Service Margin | | category | "kpis" |
|---|
| id | "csm" |
|---|
| group | "balance_sheet" |
|---|
| parent | "technical_provisions" |
|---|
| unit | "currency" |
|---|
| abbreviation | "CSM" |
|---|
| aliases | | "CSM" |
| "contractual service margin" |
| "pre-tax CSM" |
| "CSM before tax" |
|
|---|
| definition | "Unearned profit on in-force contracts, released to P&L over coverage (IFRS 17). Before tax by definition." |
|---|
| review_status | "validated" |
|---|
| comment | "KPI required. Clear name." |
|---|
| reviewed_by | "Wikilah admin" |
|---|
| reviewed_at | "2026-06-25T09:23:00Z" |
|---|
|
|---|
| Contractual Service Margin (After Tax) | | category | "kpis" |
|---|
| id | "csm_after_tax" |
|---|
| group | "balance_sheet" |
|---|
| unit | "currency" |
|---|
| aliases | | "CSM after tax" |
| "post-tax CSM" |
| "net CSM" |
|
|---|
| definition | "csm x (1 - csm_tax_rate)." |
|---|
|
|---|
| CSM Tax Rate | | category | "kpis" |
|---|
| id | "csm_tax_rate" |
|---|
| group | "balance_sheet" |
|---|
| unit | "%" |
|---|
| aliases | |
|---|
| definition | "Tax rate applied to before-tax CSM to derive after-tax CSM." |
|---|
| review_status | "validated" |
|---|
| comment | "Clear name. KPI required to move between CSM before tax and CSM after tax." |
|---|
| reviewed_by | "Wikilah admin" |
|---|
| reviewed_at | "2026-06-25T09:22:24Z" |
|---|
|
|---|
| Financing Debt | | category | "kpis" |
|---|
| id | "financing_debt" |
|---|
| group | "balance_sheet" |
|---|
| unit | "currency" |
|---|
| aliases | | "financing debt" |
| "gross financial debt" |
|
|---|
| definition | "Total financing/financial debt = senior_debt + subordinated_debt (excl. undated/hybrid if equity-classified)." |
|---|
|
|---|
| Senior Debt | | category | "kpis" |
|---|
| id | "senior_debt" |
|---|
| group | "balance_sheet" |
|---|
| parent | "financing_debt" |
|---|
| unit | "currency" |
|---|
| aliases | | "senior financing debt" |
| "financing debt (senior)" |
|
|---|
| definition | "Senior (non-subordinated) financing debt." |
|---|
|
|---|
| Subordinated Debt | | category | "kpis" |
|---|
| id | "subordinated_debt" |
|---|
| group | "balance_sheet" |
|---|
| parent | "financing_debt" |
|---|
| unit | "currency" |
|---|
| aliases | | "dated subordinated debt" |
| "sub debt" |
| "subordinated bonds" |
|
|---|
| definition | "Dated subordinated debt (liability-classified)." |
|---|
|
|---|
| Total Shareholders' Equity | | category | "kpis" |
|---|
| id | "total_shareholders_equity" |
|---|
| group | "balance_sheet" |
|---|
| unit | "currency" |
|---|
| aliases | | "total shareholders equity" |
| "total equity" |
| "total shareholders' equity" |
|
|---|
| definition | "shareholders_equity_group_share + non_controlling_interest (+ hybrid if equity-classified)." |
|---|
|
|---|
| Shareholders' Equity (Group Share) | | category | "kpis" |
|---|
| id | "shareholders_equity_group_share" |
|---|
| group | "balance_sheet" |
|---|
| parent | "total_shareholders_equity" |
|---|
| unit | "currency" |
|---|
| abbreviation | "SE" |
|---|
| aliases | | "shareholders equity group share" |
| "shareholders' equity group share" |
| "equity attributable to parent" |
| "parent equity" |
| "SE" |
|
|---|
| definition | "Equity attributable to the parent's shareholders (excludes NCI and hybrid)." |
|---|
|
|---|
| Non-Controlling Interests | | category | "kpis" |
|---|
| id | "non_controlling_interest" |
|---|
| group | "balance_sheet" |
|---|
| parent | "total_shareholders_equity" |
|---|
| unit | "currency" |
|---|
| abbreviation | "NCI" |
|---|
| aliases | | "NCI" |
| "minority interests" |
| "minorities" |
| "non-controlling interests" |
|
|---|
| definition | "Equity attributable to minority shareholders of subsidiaries." |
|---|
|
|---|
| Hybrid Equity | | category | "kpis" |
|---|
| id | "hybrid_equity" |
|---|
| group | "balance_sheet" |
|---|
| unit | "currency" |
|---|
| aliases | | "undated subordinated debt" |
| "deeply subordinated debt" |
| "hybrid capital" |
| "RT1" |
|
|---|
| definition | "Undated/deeply-subordinated instruments classified as equity (e.g. RT1)." |
|---|
|
|---|
| Retained Earnings | | category | "kpis" |
|---|
| id | "retained_earnings" |
|---|
| group | "balance_sheet" |
|---|
| unit | "currency" |
|---|
| aliases | |
|---|
| definition | "Accumulated undistributed profits within equity." |
|---|
|
|---|
| Other Comprehensive Income | | category | "kpis" |
|---|
| id | "other_comprehensive_income" |
|---|
| group | "balance_sheet" |
|---|
| unit | "currency" |
|---|
| abbreviation | "OCI" |
|---|
| aliases | | "OCI" |
| "other comprehensive income" |
|
|---|
| definition | "Items recognised in equity outside P&L (FVOCI, IFIE OCI option, FX, etc.)." |
|---|
|
|---|
| Gearing Basis Shareholders' Equity | | category | "kpis" |
|---|
| id | "gearing_basis_shareholders_equity" |
|---|
| group | "balance_sheet" |
|---|
| unit | "currency" |
|---|
| aliases | | "gearing basis shareholders equity" |
| "adjusted shareholders equity" |
| "adjusted equity" |
| "common equity ex-hybrid" |
|
|---|
| definition | "Shareholders' equity (group share) on the basis used for gearing calculations (e.g., less hybrid/RT1 instruments). Company-specific." |
|---|
|
|---|
| RoE Basis Shareholders' Equity | | category | "kpis" |
|---|
| id | "roe_basis_shareholders_equity" |
|---|
| group | "balance_sheet" |
|---|
| unit | "currency" |
|---|
| aliases | | "RoE basis shareholders equity" |
|
|---|
| definition | "Shareholders' equity (group share) on the basis used for RoE (period-end, company-specific adjustments such as ex-hybrid)." |
|---|
|
|---|
| RoE Basis Average Shareholders' Equity | | category | "kpis" |
|---|
| id | "roe_basis_average_shareholders_equity" |
|---|
| group | "balance_sheet" |
|---|
| unit | "currency" |
|---|
| aliases | | "RoE basis average shareholders equity" |
| "average RoE basis equity" |
| "RoE denominator equity" |
|
|---|
| definition | "Period-average of roe_basis_shareholders_equity (typically (opening+closing)/2). RoE and Underlying RoE denominator." |
|---|
|
|---|
| Tangible Net Asset Value | | category | "kpis" |
|---|
| id | "tangible_net_asset_value" |
|---|
| group | "balance_sheet" |
|---|
| unit | "currency" |
|---|
| aliases | | "tangible NAV" |
| "tangible net asset value" |
| "tangible equity" |
| "tangible book value" |
|
|---|
| definition | "shareholders_equity_group_share - total_intangible_assets." |
|---|
|
|---|
| Debt Gearing | | category | "kpis" |
|---|
| id | "gearing" |
|---|
| group | "balance_sheet" |
|---|
| unit | "%" |
|---|
| aliases | | "gearing" |
| "leverage ratio" |
| "debt gearing" |
|
|---|
| definition | "financing_debt / (financing_debt + gearing_basis_shareholders_equity), or debt/equity - confirm house definition." |
|---|
|
|---|
| IFRS Economic Value | | category | "kpis" |
|---|
| id | "ifrs_economic_value" |
|---|
| group | "balance_sheet" |
|---|
| unit | "currency" |
|---|
| abbreviation | "IFRS EV" |
|---|
| aliases | | "IFRS EV" |
| "IFRS economic value" |
| "IFRS embedded value" |
|
|---|
| definition | "Economic value computed on an IFRS basis (where disclosed)." |
|---|
|
|---|
| Solvency Ratio | | category | "kpis" |
|---|
| id | "solvency_ratio" |
|---|
| group | "solvency" |
|---|
| unit | "%" |
|---|
| abbreviation | "SII" |
|---|
| aliases | | "SII" |
| "solvency II ratio" |
| "S2 ratio" |
| "solvency 2 ratio" |
| "SST ratio" |
|
|---|
| definition | "available_capital / required_capital (eligible own funds / SCR)." |
|---|
|
|---|
| Available Capital | | category | "kpis" |
|---|
| id | "available_capital" |
|---|
| group | "solvency" |
|---|
| unit | "currency" |
|---|
| aliases | | "eligible own funds" |
| "own funds" |
| "available solvency capital" |
|
|---|
| definition | "Eligible own funds available to meet the SCR / required capital." |
|---|
|
|---|
| Required Capital | | category | "kpis" |
|---|
| id | "required_capital" |
|---|
| group | "solvency" |
|---|
| unit | "currency" |
|---|
| abbreviation | "SCR" |
|---|
| aliases | | "SCR" |
| "solvency capital requirement" |
| "required solvency capital" |
|
|---|
| definition | "Solvency capital requirement (SCR under Solvency II; equivalent under other regimes)." |
|---|
|
|---|
| Excess Capital | | category | "kpis" |
|---|
| id | "excess_capital" |
|---|
| group | "solvency" |
|---|
| unit | "currency" |
|---|
| aliases | | "excess solvency capital" |
| "capital surplus" |
|
|---|
| definition | "available_capital - required_capital." |
|---|
|
|---|
| Target Solvency Ratio | | category | "kpis" |
|---|
| id | "target_solvency_ratio" |
|---|
| group | "solvency" |
|---|
| unit | "%" |
|---|
| aliases | | "target solvency ratio" |
| "solvency target" |
|
|---|
| definition | "Management's target solvency ratio / operating range (guidance)." |
|---|
|
|---|
| Cash Remittance | | category | "kpis" |
|---|
| id | "cash_remittance" |
|---|
| group | "capital_management" |
|---|
| unit | "currency" |
|---|
| aliases | | "net cash remittance" |
| "remittances" |
| "cash remittance from subsidiaries" |
|
|---|
| definition | "Cash upstreamed from operating subsidiaries to the holding company." |
|---|
|
|---|
| Remittance Ratio Basis Earnings | | category | "kpis" |
|---|
| id | "remittance_ratio_basis_earnings" |
|---|
| group | "capital_management" |
|---|
| unit | "currency" |
|---|
| aliases | | "remittance ratio basis earnings" |
| "subsidiary adjusted earnings" |
| "prior year subsidiary adjusted earnings" |
|
|---|
| definition | "Earnings figure used as the denominator for the remittance ratio. Company-specific (typically subsidiary adjusted/underlying earnings)." |
|---|
|
|---|
| Cash Remittance Ratio | | category | "kpis" |
|---|
| id | "remittance_ratio" |
|---|
| group | "capital_management" |
|---|
| unit | "%" |
|---|
| aliases | | "remittance ratio" |
| "cash remittance ratio" |
| "cash upstreaming ratio" |
|
|---|
| definition | "cash_remittance / remittance_ratio_basis_earnings." |
|---|
|
|---|
| Holding Company Cash | | category | "kpis" |
|---|
| id | "holding_company_cash" |
|---|
| group | "capital_management" |
|---|
| unit | "currency" |
|---|
| aliases | | "holding company cash" |
| "closing cash balance" |
| "holding cash" |
| "cash at holding" |
|
|---|
| definition | "Holding-company cash balance (period-end)." |
|---|
|
|---|
| Dividends Paid | | category | "kpis" |
|---|
| id | "dividend_paid" |
|---|
| group | "shareholder_payout" |
|---|
| parent | "total_shareholder_payout" |
|---|
| unit | "currency" |
|---|
| aliases | | "dividends" |
| "dividend paid" |
| "cash dividend" |
|
|---|
| definition | "Total cash dividends paid in the period." |
|---|
|
|---|
| Share Buy-backs | | category | "kpis" |
|---|
| id | "share_buyback" |
|---|
| group | "shareholder_payout" |
|---|
| parent | "total_shareholder_payout" |
|---|
| unit | "currency" |
|---|
| aliases | | "buyback" |
| "share buyback" |
| "share repurchase" |
|
|---|
| definition | "Cash spent on share repurchases in the period." |
|---|
|
|---|
| Total Shareholder Payout | | category | "kpis" |
|---|
| id | "total_shareholder_payout" |
|---|
| group | "shareholder_payout" |
|---|
| unit | "currency" |
|---|
| aliases | | "total payout" |
| "dividends plus buybacks" |
| "total distribution" |
|
|---|
| definition | "dividend_paid + share_buyback." |
|---|
|
|---|
| Dividend Payout Ratio | | category | "kpis" |
|---|
| id | "dividend_payout_ratio" |
|---|
| group | "shareholder_payout" |
|---|
| parent | "total_payout_ratio" |
|---|
| unit | "%" |
|---|
| aliases | | "dividend payout ratio" |
| "payout ratio" |
|
|---|
| definition | "dividend_paid / payout_ratio_basis_earnings." |
|---|
|
|---|
| Buyback Payout Ratio | | category | "kpis" |
|---|
| id | "buyback_payout_ratio" |
|---|
| group | "shareholder_payout" |
|---|
| parent | "total_payout_ratio" |
|---|
| unit | "%" |
|---|
| aliases | | "buyback payout ratio" |
| "share repurchase payout ratio" |
|
|---|
| definition | "share_buyback / payout_ratio_basis_earnings." |
|---|
|
|---|
| Total Payout Ratio | | category | "kpis" |
|---|
| id | "total_payout_ratio" |
|---|
| group | "shareholder_payout" |
|---|
| unit | "%" |
|---|
| aliases | |
|---|
| definition | "total_shareholder_payout / payout_ratio_basis_earnings." |
|---|
|
|---|
| Dividend Yield | | category | "kpis" |
|---|
| id | "dividend_yield" |
|---|
| group | "shareholder_payout" |
|---|
| parent | "shareholder_payout_yield" |
|---|
| unit | "%" |
|---|
| aliases | | "dividend yield" |
| "div yield" |
|
|---|
| definition | "dividend_per_share / share_price." |
|---|
|
|---|
| Buyback Yield | | category | "kpis" |
|---|
| id | "buyback_yield" |
|---|
| group | "shareholder_payout" |
|---|
| parent | "shareholder_payout_yield" |
|---|
| unit | "%" |
|---|
| aliases | | "buyback yield" |
| "repurchase yield" |
|
|---|
| definition | "share_buyback / market_capitalization." |
|---|
|
|---|
| Shareholder Payout Yield | | category | "kpis" |
|---|
| id | "shareholder_payout_yield" |
|---|
| group | "shareholder_payout" |
|---|
| unit | "%" |
|---|
| aliases | | "total payout yield" |
| "shareholder yield" |
|
|---|
| definition | "dividend_yield + buyback_yield (= total_shareholder_payout / market_capitalization)." |
|---|
|
|---|
| Target Payout Ratio | | category | "kpis" |
|---|
| id | "target_payout_ratio" |
|---|
| group | "shareholder_payout" |
|---|
| unit | "%" |
|---|
| aliases | | "target payout ratio" |
| "payout target" |
|
|---|
| definition | "Management's target dividend/total payout ratio (guidance)." |
|---|
|
|---|
| Share Price | | category | "kpis" |
|---|
| id | "share_price" |
|---|
| group | "equity_valuation" |
|---|
| unit | "per_share" |
|---|
| aliases | | "share price" |
| "stock price" |
| "price per share" |
|
|---|
| definition | "Market price per share (specify period-end or average)." |
|---|
|
|---|
| Shares Outstanding | | category | "kpis" |
|---|
| id | "shares_outstanding" |
|---|
| group | "equity_valuation" |
|---|
| unit | "shares" |
|---|
| aliases | | "shares outstanding" |
| "period-end shares" |
| "number of shares" |
|
|---|
| definition | "Period-end ordinary shares outstanding (net of treasury)." |
|---|
|
|---|
| Average Shares Outstanding | | category | "kpis" |
|---|
| id | "average_shares_outstanding" |
|---|
| group | "equity_valuation" |
|---|
| unit | "shares" |
|---|
| aliases | | "weighted average shares" |
| "average diluted shares" |
|
|---|
| definition | "Weighted-average shares over the period." |
|---|
|
|---|
| Market Capitalization | | category | "kpis" |
|---|
| id | "market_capitalization" |
|---|
| group | "equity_valuation" |
|---|
| unit | "currency" |
|---|
| abbreviation | "Mkt Cap" |
|---|
| aliases | | "market cap" |
| "market capitalization" |
|
|---|
| definition | "share_price x shares_outstanding." |
|---|
|
|---|
| Price to Earnings | | category | "kpis" |
|---|
| id | "price_to_earnings" |
|---|
| group | "equity_valuation" |
|---|
| unit | "x" |
|---|
| abbreviation | "P/E" |
|---|
| aliases | | "P/E" |
| "price/earnings" |
| "PE ratio" |
| "PER" |
|
|---|
| definition | "market_capitalization / net_income_attributable_to_parent (or share_price / EPS)." |
|---|
|
|---|
| Price to Book | | category | "kpis" |
|---|
| id | "price_to_book" |
|---|
| group | "equity_valuation" |
|---|
| unit | "x" |
|---|
| abbreviation | "P/B" |
|---|
| aliases | | "P/B" |
| "price/book" |
| "PB ratio" |
|
|---|
| definition | "market_capitalization / shareholders_equity_group_share (or share_price / book_value_per_share)." |
|---|
|
|---|
| Total Shareholder Return | | category | "kpis" |
|---|
| id | "total_shareholder_return" |
|---|
| group | "equity_valuation" |
|---|
| unit | "%" |
|---|
| abbreviation | "TSR" |
|---|
| aliases | | "TSR" |
| "total shareholder return" |
|
|---|
| definition | "Share-price appreciation + dividends reinvested over a period (externally measured)." |
|---|
|
|---|
| Earnings Per Share | | category | "kpis" |
|---|
| group | "per_share" |
|---|
| unit | "per_share" |
|---|
| abbreviation | "EPS" |
|---|
| aliases | | "EPS" |
| "basic EPS" |
| "diluted EPS" |
|
|---|
| definition | "Umbrella concept: earnings attributable to ordinary shareholders / weighted-average shares (IAS 33). Concrete stored rows: eps_basis_earnings (numerator), underlying_eps_basis_earnings (underlying numerator), underlying_earnings_per_share (underlying EPS)." |
|---|
|
|---|
| Underlying EPS | | category | "kpis" |
|---|
| id | "underlying_earnings_per_share" |
|---|
| group | "per_share" |
|---|
| unit | "per_share" |
|---|
| aliases | | "underlying EPS" |
| "underlying earnings per share" |
| "operating EPS" |
|
|---|
| definition | "underlying_eps_basis_earnings / average_shares_outstanding." |
|---|
|
|---|
| Net Income Per Share | | category | "kpis" |
|---|
| id | "net_income_per_share" |
|---|
| group | "per_share" |
|---|
| unit | "per_share" |
|---|
| aliases | | "net income per share" |
| "net EPS" |
|
|---|
| definition | "Reported basic EPS (IAS 33): net income attributable to shareholders / weighted-average shares." |
|---|
| spec_status | "deletion" |
|---|
|
|---|
| Adjusted EPS | | category | "kpis" |
|---|
| id | "adjusted_eps" |
|---|
| group | "per_share" |
|---|
| unit | "per_share" |
|---|
| aliases | | "adjusted EPS" |
| "adjusted net income per share" |
|
|---|
| definition | "adjusted_net_income / average_shares_outstanding." |
|---|
| spec_status | "deletion" |
|---|
| review_status | "redo" |
|---|
| comment | "To be deleted" |
|---|
| reviewed_by | "Wikilah admin" |
|---|
| reviewed_at | "2026-06-25T09:20:23Z" |
|---|
|
|---|
| Adjusted Underlying EPS | | category | "kpis" |
|---|
| id | "adjusted_underlying_eps" |
|---|
| group | "per_share" |
|---|
| unit | "per_share" |
|---|
| aliases | | "adjusted underlying EPS" |
| "adjusted operating EPS" |
| "underlying EPS ex-hybrid" |
|
|---|
| definition | "adjusted_underlying_earnings / average_shares_outstanding." |
|---|
| spec_status | "deletion" |
|---|
| review_status | "redo" |
|---|
| comment | "To be deleted" |
|---|
| reviewed_by | "Wikilah admin" |
|---|
| reviewed_at | "2026-06-25T13:20:49Z" |
|---|
|
|---|
| Book Value Per Share | | category | "kpis" |
|---|
| id | "book_value_per_share" |
|---|
| group | "per_share" |
|---|
| unit | "per_share" |
|---|
| abbreviation | "BVPS" |
|---|
| aliases | | "BVPS" |
| "BV/share" |
| "book value per share" |
|
|---|
| definition | "shareholders_equity_group_share / shares_outstanding." |
|---|
|
|---|
| Tangible Book Value Per Share | | category | "kpis" |
|---|
| id | "tangible_book_value_per_share" |
|---|
| group | "per_share" |
|---|
| unit | "per_share" |
|---|
| abbreviation | "TBVPS" |
|---|
| aliases | | "TBVPS" |
| "tangible book value per share" |
| "tangible NAV per share" |
|
|---|
| definition | "tangible_net_asset_value / shares_outstanding." |
|---|
| spec_status | "proposed" |
|---|
|
|---|
| Dividend Per Share | | category | "kpis" |
|---|
| id | "dividend_per_share" |
|---|
| group | "per_share" |
|---|
| unit | "per_share" |
|---|
| abbreviation | "DPS" |
|---|
| aliases | | "DPS" |
| "dividend per share" |
|
|---|
| definition | "Declared/proposed dividend per share for the period (board-declared primitive)." |
|---|
|
|---|
| Return on Equity | | category | "kpis" |
|---|
| id | "return_on_equity" |
|---|
| group | "returns" |
|---|
| unit | "%" |
|---|
| abbreviation | "ROE" |
|---|
| aliases | | "ROE" |
| "RoE" |
| "return on equity" |
|
|---|
| definition | "net_income_attributable_to_parent / roe_basis_average_shareholders_equity." |
|---|
|
|---|
| Underlying Return on Equity | | category | "kpis" |
|---|
| id | "underlying_return_on_equity" |
|---|
| group | "returns" |
|---|
| unit | "%" |
|---|
| abbreviation | "Underlying RoE" |
|---|
| aliases | | "underlying RoE" |
| "underlying return on equity" |
| "operating RoE" |
|
|---|
| definition | "underlying_earnings / roe_basis_average_shareholders_equity." |
|---|
|
|---|
| Return on Tangible Equity | | category | "kpis" |
|---|
| id | "return_on_tangible_equity" |
|---|
| group | "returns" |
|---|
| unit | "%" |
|---|
| abbreviation | "RoTE" |
|---|
| aliases | | "RoTE" |
| "return on tangible equity" |
|
|---|
| definition | "net_income_attributable_to_parent / average tangible_net_asset_value." |
|---|
| spec_status | "proposed" |
|---|
|
|---|
| Property & Casualty | | category | "segments" |
|---|
| abbreviation | "P&C" |
|---|
| aliases | | "P&C" |
| "Property-Casualty" |
| "Non-Life" |
| "General Insurance" |
| "GI" |
| "Property and Casualty" |
|
|---|
|
|---|
| Life & Health | | category | "segments" |
|---|
| abbreviation | "L&H" |
|---|
| aliases | | "L&H" |
| "Life/Health" |
| "Life and Health" |
| "Life & Savings" |
|
|---|
|
|---|
| Health | | category | "segments" |
|---|
| aliases | | "Health Insurance" |
| "Healthcare" |
|
|---|
|
|---|
| Reinsurance | | category | "segments" |
|---|
| abbreviation | "Re" |
|---|
| aliases | |
|---|
|
|---|
| Asset Management | | category | "segments" |
|---|
| abbreviation | "AM" |
|---|
| aliases | | "AM" |
| "Investment Management" |
| "Asset Mgmt" |
|
|---|
|
|---|
| Commercial Lines | | category | "segments" |
|---|
| abbreviation | "CL" |
|---|
| aliases | | "CL" |
| "Commercial" |
| "Commercial Insurance" |
|
|---|
|
|---|
| Personal Lines | | category | "segments" |
|---|
| abbreviation | "PL" |
|---|
| aliases | | "PL" |
| "Personal" |
| "Personal Insurance" |
| "Retail" |
|
|---|
|
|---|
