Unum Group

ISIN US91529Y1064

WKN 872055

Marktkapitalisatie (in EUR)

10,736 m

Land

United States

Sector

Finance

Dividendrendement

2.38%

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Overzicht

Koers

Beschrijving

Unum Group engages in the provision of financial protection benefits. Its services include disability, life, accident, critical illness, dental, vision, and other related services. It operates through the following segments: Unum US, Unum International, Colonial Life, Closed Block, and Corporate. The Unum US segment focuses on group disability, group life and accidental death and dismemberment products, and supplemental and voluntary lines of business. The Unum International segment engages in the operations of the UK business, which includes insurance for group long-term disability, group life, and supplemental lines of business that include dental, individual disability, and critical illness products. The Colonial Life segment includes insurance for accident, sickness, disability products, life products, and cancer and critical illness products. The Closed Block segment consists of individual disability, group and individual long-term care, and other insurance products no longer actively marketed. The Corporate segment refers to investment income on corporate assets and other corporate income and expenses not allocated to a line of business. The company was founded in 1848 and is headquartered in Chattanooga, TN.

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Finance Insurance United States

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR	10,736 m
WPA, EUR	3.77
KBV	1.2
K/W	17.7
Dividendrendement	2.38%

Income statement (2025)

Omzet, EUR	11,308 m
Netto-inkomen, EUR	655 m
Winstmarge	5.79%

What ETF is Unum Group in?

There are 5 ETFs which contain Unum Group. All of these ETFs are listed in the table below. The ETF with the largest weighting of Unum Group is the JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist).

ETF	Weging	Investeringsfocus	Fondsgrootte (in m EUR)
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.20%	Equity World Multi-Factor Strategy	7
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	489
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.02%	Equity North America Social/Environmental	25
Invesco Global Enhanced Equity UCITS ETF Acc	0.20%	Equity World Multi-Factor Strategy	385
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist)	0.20%	Equity United States Small Cap	192

Prestaties

Rendementsoverzicht

YTD	-5,58%
1 maand	-6,29%
3 maanden	-5,20%
6 maanden	+4,28%
1 jaar	-14,54%
3 jaar	+59,59%
5 jaar	+223,44%
Since inception	+121,45%
2025	-4,20%
2024	+70,36%
2023	+6,09%
2022	+75,12%

Maandelijks rendement in een heat map

Risico

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).