Unilever Plc

ISIN GB00B10RZP78

 | 

WKN A0JNE2

Market cap (in EUR)
124.382 m
Country
Verenigd Koninkrijk
Sector
Niet-Cyclische Consumentenproducten
Dividend yield
3,44%
 

Overview

Quote

Description

Unilever Plc houdt zich bezig met de productie en verkoop van consumentengoederen. Het bedrijf is actief in de volgende segmenten: Schoonheid & Welzijn, Persoonlijke Verzorging, Huishoudelijke Verzorging, Voeding en IJs. Het segment Schoonheid & Welzijn biedt haarverzorging, huidverzorging en prestige schoonheid en gezondheid & welzijn. Het segment Persoonlijke Verzorging bestaat uit de verkoop van huidreinigings-, deodorant- en mondverzorgingsproducten. Het segment Huishoudelijke Verzorging bestaat uit de verkoop van textielverzorging en een breed assortiment reinigingsproducten. Het segment Voeding verwijst naar de verkoop van zelfkookproducten, dressings en theeproducten. Het segment IJs omvat voornamelijk ijsproducten. Het bedrijf werd in 1930 opgericht door Antonius Johannes Jurgens, Samuel van den Bergh en William Hulme Lever en heeft zijn hoofdkantoor in Londen, het Verenigd Koninkrijk.
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Niet-Cyclische Consumentenproducten Huishoudproducten Producten voor Persoonlijke Verzorging en Reiniging Verenigd Koninkrijk

Chart

Financials

Key metrics

Market capitalisation, EUR 124.382 m
EPS, EUR -
P/B ratio 7,1
P/E ratio 23,4
Dividend yield 3,44%

Winst- en verliesrekening (2024)

Revenue, EUR 60.772 m
Net income, EUR 5.745 m
Profit margin 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 Weight Investment focus Fund size (in m EUR)
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0,13%
Aandelen
Wereld
Multi-assetstrategie
941
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
728
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0,04%
Aandelen
Wereld
Multi-assetstrategie
208
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
403
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0,09%
Aandelen
Wereld
Multi-assetstrategie
92
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0,04%
Aandelen
Wereld
Multi-assetstrategie
36
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0,04%
Aandelen
Wereld
Multi-assetstrategie
93

Performance

Returns overview

YTD -
1 month -
3 months -
6 months -
1 year -
3 years -
5 years -
Since inception (MAX) -
2025 -14.23%
2024 +25.66%
2023 -7.26%
2022 -0.13%

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 17.93%
Volatility 3 years 16.06%
Volatility 5 years 18.44%
Return per risk 1 year -0.79
Return per risk 3 years 0.01
Return per risk 5 years -0.01
Maximum drawdown 1 year -16.15%
Maximum drawdown 3 years -19.89%
Maximum drawdown 5 years -20.35%
Maximum drawdown since inception -32.44%

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.