Unilever Plc

ISIN GB00B10RZP78

 | 

WKN A0JNE2

Marktkapitalisatie (in EUR)
124,382 m
Land
United Kingdom
Sector
Consumer Non-Cyclicals
Dividendrendement
3.44%
 

Overzicht

Koers

Beschrijving

Unilever Plc engages in the manufacture and sale of consumer goods. It operates through the following segments: Beauty & Wellbeing, Personal Care, Home Care, Nutrition, and Ice Cream. The Beauty & Wellbeing segment offers hair care, skin care, and prestige beauty and health & wellbeing. The Personal Care segment consists of sales of skin cleansing, deodorant, and oral care products. The Home Care segment comprises of sales of fabric care and a wide range of cleaning products. The Nutrition segment refers to sales of scratch cooking aids, dressings, and tea products. The Ice Cream segment covers primarily ice cream products. The company was founded by Antonius Johannes Jurgens, Samuel van den Bergh, and William Hulme Lever in 1930 and is headquartered in London, the United Kingdom.
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Consumer Non-Cyclicals Household Products Personal Care and Cleaning Products United Kingdom

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR 124,382 m
WPA, EUR -
KBV 7.1
K/W 23.4
Dividendrendement 3.44%

Winst- en verliesrekening (2024)

Omzet, EUR 60,772 m
Netto-inkomen, EUR 5,745 m
Winstmarge 9.45%

In welke ETF zit Unilever Plc?

Er zijn 10 ETF's die Unilever Plc bevatten. Al deze ETF's staan in de tabel hieronder. De ETF met de grootste weging van Unilever Plc is de Vanguard FTSE Developed World UCITS ETF Acc.
ETF Weging Investeringsfocus Fondsgrootte (in m EUR)
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.13%
Aandelen
Wereld
Multi-assetstrategie
944
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.04%
Aandelen
Wereld
Multi-assetstrategie
14
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.13%
Aandelen
Wereld
Multi-assetstrategie
70
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.09%
Aandelen
Wereld
Multi-assetstrategie
726
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.04%
Aandelen
Wereld
Multi-assetstrategie
205
Vanguard FTSE Developed World UCITS ETF Acc 0.17%
Aandelen
Wereld
5.050
UBS Core MSCI World UCITS ETF hEUR acc 0.17%
Aandelen
Wereld
409
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.09%
Aandelen
Wereld
Multi-assetstrategie
91
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.04%
Aandelen
Wereld
Multi-assetstrategie
37
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.04%
Aandelen
Wereld
Multi-assetstrategie
92

Prestaties

Rendementsoverzicht

YTD -
1 maand -
3 maanden -
6 maanden -
1 jaar -
3 jaar -
5 jaar -
Since inception -
2025 -14,23%
2024 +25,66%
2023 -7,26%
2022 -0,13%

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).
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Risico-overzicht

Volatiliteit 1 jaar 17,93%
Volatiliteit 3 jaar 16,06%
Volatiliteit 5 jaar 18,44%
Rendement/Risico 1 jaar -0,79
Rendement/Risico 3 jaar 0,01
Rendement/Risico 5 jaar -0,01
Maximaal waardedaling 1 jaar -16,15%
Maximaal waardedaling 3 jaar -19,89%
Maximaal waardedaling 5 jaar -20,35%
Maximaal waardedaling sinds aanvang -32,44%

Voortschrijdende volatiliteit over 1 jaar

— Gegevens verstrekt door Trackinsight, etfinfo, Xignite Inc., gettex, FactSet en justETF GmbH.

Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing). Er is geen garantie voor de volledigheid, juistheid en correctheid van de getoonde informatie.