Unum Group

ISIN US91529Y1064

 | 

WKN 872055

 

Overview

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Description

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

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Financials

Key metrics

Market capitalisation, EUR 9,389.02 m
EPS, EUR 6.01
P/B ratio 1.06
P/E ratio 8.18
Dividend yield 2.68%

Income statement (2023)

Revenue, EUR 11,469.33 m
Net income, EUR 1,187.49 m
Profit margin 10.35%

What ETF is Unum Group in?

There are 32 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 Invesco Dow Jones US Insurance UCITS ETF Acc.
ETF Weight Investment focus Holdings TER Fund size (in m EUR) Return 1Y WKN ISIN
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) 0.20%
Equity
United States
Small Cap
1,434 0.14% 28 +24.70% A3DQ08 IE000JNKVS10
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to EUR) A-acc 0.04%
Equity
United States
Multi-Factor Strategy
1,998 0.28% 8 +24.67% A2DWAC IE00BDGV0746
Invesco FTSE RAFI All World 3000 UCITS ETF 0.06%
Equity
World
Fundamental/Quality
1,206 0.39% 55 +22.76% A0M2EN IE00B23LNQ02
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist) 0.20%
Equity
United States
Small Cap
1,434 0.14% 117 +24.13% A3DQ09 IE0001O84583
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-dis 0.04%
Equity
United States
Multi-Factor Strategy
1,998 0.25% 28 +27.54% A2DND0 IE00BDGV0308
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.02%
Equity
World
Multi-Factor Strategy
2,875 0.50% 35 - WELT0B IE000FPWSL69
Lyxor Core US Equity (DR) UCITS ETF - Dist 0.02%
Equity
United States
619 0.04% 25 +33.41% LYX0YB LU1781540957
iShares MSCI World Small Cap UCITS ETF 0.13%
Equity
World
Small Cap
3,365 0.35% 3,414 +18.41% A2DWBY IE00BF4RFH31
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (USD) 0.64%
Equity
United States
Multi-Factor Strategy
Climate Change
296 0.45% 70 +20.45% A2PG7B IE00BJBLDJ48
iShares Dow Jones US Select Dividend UCITS ETF (DE) 1.05%
Equity
United States
Dividend
99 0.31% 332 +9.33% A0D8Q4 DE000A0D8Q49
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating 0.02%
Equity
North America
Social/Environmental
1,563 0.12% 100 +33.41% A3DJRE IE000O58J820
Invesco Dow Jones US Insurance UCITS ETF Acc 1.23%
Equity
United States
Insurance
56 0.35% - - A3EE5K IE0007UJ6IE0
SPDR MSCI ACWI IMI UCITS ETF 0.03%
Equity
World
3,022 0.17% 1,215 +25.11% A1JJTD IE00B3YLTY66
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-acc 0.04%
Equity
United States
Multi-Factor Strategy
1,998 0.25% 105 +27.65% A2JSD1 IE00BDGV0415
SPDR MSCI World Small Cap UCITS ETF 0.13%
Equity
World
Small Cap
3,388 0.45% 756 +18.15% A1W56P IE00BCBJG560
iShares Ageing Population UCITS ETF 0.53%
Equity
World
Health Care
Social/Environmental
Ageing Population
337 0.40% 463 +14.97% A2ANH1 IE00BYZK4669
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.02%
Equity
World
Social/Environmental
5,819 0.24% 258 +27.13% A2QL8V IE00BNG8L385
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Acc 0.63%
Equity
World
Multi-Factor Strategy
192 0.30% 135 +38.65% A2PHJU IE00BJQRDP39
Franklin U.S. Equity UCITS ETF 0.11%
Equity
United States
Multi-Factor Strategy
251 0.25% 159 +23.54% A2DTFZ IE00BF2B0P08
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc 0.63%
Equity
World
Multi-Factor Strategy
192 0.30% 220 +38.24% A2PHJT IE00BJQRDN15
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to CHF) A-acc 0.04%
Equity
United States
Multi-Factor Strategy
1,998 0.28% 24 +23.00% A2DWAB IE00BDGV0C91
iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) 0.24%
Equity
United States
Small Cap
1,620 0.43% 1,525 +20.41% A0X8SB IE00B3VWM098
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.05%
Equity
United States
Value
835 0.18% 13 - A3ECC2 IE0002EKOXU6
Invesco FTSE RAFI US 1000 UCITS ETF 0.07%
Equity
United States
Fundamental/Quality
1,004 0.39% 456 +26.63% A0M2EA IE00B23D8S39
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.02%
Equity
World
Multi-Factor Strategy
2,875 0.50% 176 - WELT0A IE0001UQQ933
SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.49%
Equity
United States
Small Cap
1,782 0.30% 451 +25.28% A12HU5 IE00BSPLC413
SPDR S&P 400 US Mid Cap UCITS ETF 0.35%
Equity
United States
Mid Cap
401 0.30% 1,800 +25.09% A1JSHV IE00B4YBJ215
iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.04%
Equity
World
Small Cap
2,032 0.35% 117 +17.39% A3C14G IE000T9EOCL3
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.02%
Equity
North America
Social/Environmental
1,563 0.12% 16 +33.78% A3DJRF IE000L2ZNB07
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.02%
Equity
World
Social/Environmental
5,819 0.24% 317 +26.81% A2QL8U IE00BNG8L278
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (EUR) 0.64%
Equity
United States
Multi-Factor Strategy
Climate Change
296 0.45% 5 +20.78% A2PG7C IE00BJBLDK52
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Dist 0.63%
Equity
World
Multi-Factor Strategy
192 0.30% - +38.69% A3DSVS IE0008YN55P8

Savings plan offers

Here you can find information about the savings plan availability for the stock. You can use the table to compare savings plan offers for the selected savings rate.
 
Broker Rating Savings plan offer Brokerage fee More information
free of charge
free of charge
More info
EUR 1.50
1.50%
free of charge
More info

Performance

Returns overview

YTD +21.13%
1 month +9.33%
3 months +21.82%
6 months +5.49%
1 year +35.80%
3 years +111.88%
5 years +66.32%
Since inception (MAX) +74.09%
2023 +6.09%
2022 +75.12%
2021 +22.39%
2020 -30.77%

Monthly returns in a heat map

Risk

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 returns include dividend payments (if applicable).
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Risk overview

Volatility 1 year 23.78%
Volatility 3 years 31.94%
Volatility 5 years 42.55%
Return per risk 1 year 1.50
Return per risk 3 years 0.89
Return per risk 5 years 0.25
Maximum drawdown 1 year -21.63%
Maximum drawdown 3 years -26.03%
Maximum drawdown 5 years -70.57%
Maximum drawdown since inception -79.90%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.