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Unum Group
ISIN US91529Y1064
|WKN 872055
Marktkapitalisatie (in EUR)
10,950 m
Land
United States
Sector
Finance
Dividendrendement
2.29%
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.
Finance Insurance United States
Grafiek
Financiële kerngegevens
Kerncijfers
| Marktkapitalisatie, EUR | 10,950 m |
| WPA, EUR | 3.97 |
| KBV | 1.2 |
| K/W | 17.4 |
| Dividendrendement | 2.29% |
Winst- en verliesrekening (2025)
| Omzet, EUR | 11,572 m |
| Netto-inkomen, EUR | 655 m |
| Winstmarge | 5.66% |
In welke ETF zit Unum Group?
Er zijn 6 ETF's die Unum Group bevatten. Al deze ETF's staan in de tabel hieronder. De ETF met de grootste weging van Unum Group is de JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist).
| ETF | Weight | Investment focus | Fund size (in m EUR) |
|---|---|---|---|
| Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc | 0,06% | Aandelen Wereld Multi-factorstrategie | 7 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Distributing | 0,01% | Aandelen Wereld Sociaal/Milieu | 511 |
| Vanguard ESG North America All Cap UCITS ETF (USD) Distributing | 0,02% | Aandelen Noord-Amerika Sociaal/Milieu | 25 |
| Invesco Global Enhanced Equity UCITS ETF Acc | 0,06% | Aandelen Wereld Multi-factorstrategie | 516 |
| Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc | 0,06% | Aandelen Wereld Multi-factorstrategie | 2 |
| JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist) | 0,17% | Aandelen Verenigde Staten Small Cap | 206 |
Performance
Returns overview
| YTD | +3.49% |
| 1 month | +7.53% |
| 3 months | +15.70% |
| 6 months | +3.47% |
| 1 year | -0.56% |
| 3 years | +72.18% |
| 5 years | +181.47% |
| Since inception (MAX) | +142.73% |
| 2025 | -4.20% |
| 2024 | +70.36% |
| 2023 | +6.09% |
| 2022 | +75.12% |
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%.
Risk overview
| Volatility 1 year | 25.74% |
| Volatility 3 years | 25.75% |
| Volatility 5 years | 30.17% |
| Return per risk 1 year | -0.02 |
| Return per risk 3 years | 0.77 |
| Return per risk 5 years | 0.76 |
| Maximum drawdown 1 year | -20.12% |
| Maximum drawdown 3 years | -25.93% |
| Maximum drawdown 5 years | -26.03% |
| Maximum drawdown since inception | -79.90% |
Rolling 1 year volatility
Latest articles
— 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.