Unum Group
ISIN US91529Y1064
|WKN 872055
Overview
Quote
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.
Finance Insurance United States of America
Chart
Financials
Key metrics
| Market capitalisation, EUR | 7,740.26 m |
| EPS, EUR | 5.81 |
| P/B ratio | 0.87 |
| P/E ratio | 6.95 |
| Dividend yield | 3.23% |
Income statement (2022)
| Revenue, EUR | 11,384.90 m |
| Net income, EUR | 1,249.74 m |
| Profit margin | 10.98% |
What ETF is Unum Group in?
There are 38 ETFs which contain UNUM GRP.. All of these ETFs are listed in the table below. The ETF with the largest weighting of UNUM GRP. is the Invesco Dow Jones US Insurance UCITS ETF Acc.
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y |
|---|---|---|---|---|---|---|
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to EUR) A-acc | 0.04% | Equity United States Multi-Factor Strategy | 2,089.00 | 0.30% | 8 | +3.94% |
| JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) | 0.00% | Equity United States Small Cap | 1,487.00 | 0.14% | 5 | -1.62% |
| Invesco FTSE RAFI All World 3000 UCITS ETF | 0.07% | Equity World Fundamental/Quality | 1,209.00 | 0.39% | 49 | +3.54% |
| JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist) | 0.22% | Equity United States Small Cap | 1,487.00 | 0.14% | 15 | -2.15% |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-dis | 0.04% | Equity United States Multi-Factor Strategy | 2,089.00 | 0.25% | 28 | +1.26% |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing | 0.02% | Equity World Multi-Factor Strategy | 2,532.00 | 0.50% | 23 | - |
| Lyxor Core US Equity (DR) UCITS ETF - Dist | 0.02% | Equity United States | 656.00 | 0.04% | 21 | +9.60% |
| iShares MSCI World Small Cap UCITS ETF | 0.15% | Equity World Small Cap | 3,390.00 | 0.35% | 2,863 | -1.49% |
| WisdomTree US Equity Income UCITS ETF EUR Hedged Acc | 0.40% | Equity United States Dividend | 340.00 | 0.35% | 1 | -12.01% |
| Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (USD) | 0.00% | Equity United States Multi-Factor Strategy Climate Change | 306.00 | 0.45% | 122 | -2.29% |
| iShares Dow Jones US Select Dividend UCITS ETF (DE) | 1.17% | Equity United States Dividend | 99.00 | 0.31% | 320 | -10.90% |
| Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating | 0.00% | Equity North America Social/Environmental | 1,573.00 | 0.12% | 67 | +11.04% |
| Invesco Dow Jones US Insurance UCITS ETF Acc | 1.39% | Equity United States Insurance | 56.00 | 0.35% | - | - |
| WisdomTree US Equity Income UCITS ETF Acc | 0.40% | Equity United States Dividend | 340.00 | 0.29% | 44 | -12.94% |
| SPDR MSCI ACWI IMI UCITS ETF | 0.04% | Equity World | 2,610.00 | 0.17% | 788 | +6.26% |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-acc | 0.04% | Equity United States Multi-Factor Strategy | 2,089.00 | 0.25% | 105 | +1.88% |
| SPDR MSCI World Small Cap UCITS ETF | 0.15% | Equity World Small Cap | 3,445.00 | 0.45% | 694 | -1.50% |
| iShares Ageing Population UCITS ETF | 0.58% | Equity World Health Care Social/Environmental Ageing Population | 341.00 | 0.40% | 592 | -6.29% |
| Vanguard ESG Global All Cap UCITS ETF (USD) Distributing | 0.02% | Equity World Social/Environmental | 5,816.00 | 0.24% | 229 | +8.14% |
| Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Acc | 0.83% | Equity World Multi-Factor Strategy | 199.00 | 0.30% | 111 | +10.31% |
| Franklin U.S. Equity UCITS ETF | 0.12% | Equity United States Multi-Factor Strategy | 249.00 | 0.25% | 123 | +1.17% |
| Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc | 0.83% | Equity World Multi-Factor Strategy | 199.00 | 0.30% | 88 | +7.84% |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to CHF) A-acc | 0.04% | Equity United States Multi-Factor Strategy | 2,089.00 | 0.30% | 24 | +4.42% |
| iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) | 0.18% | Equity United States Small Cap | 1,673.00 | 0.43% | 1,165 | -3.85% |
| iShares Russell 1000 Value UCITS ETF USD (Acc) | 0.00% | Equity United States Value | 837.00 | 0.18% | 9 | - |
| WisdomTree US Equity Income UCITS ETF | 0.40% | Equity United States Dividend | 340.00 | 0.29% | 27 | -13.30% |
| Invesco Quantitative Strategies Global Equity Low Volatility Low Carbon UCITS ETF Acc | 0.26% | Equity World Low Volatility/Risk Weighted Climate Change | 375.00 | 0.25% | 3 | +2.59% |
| Invesco FTSE RAFI US 1000 UCITS ETF | 0.09% | Equity United States Fundamental/Quality | 1,008.00 | 0.39% | 403 | +0.94% |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating | 0.02% | Equity World Multi-Factor Strategy | 2,532.00 | 0.50% | 95 | - |
| SPDR MSCI USA Small Cap Value Weighted UCITS ETF | 0.50% | Equity United States Small Cap | 1,815.00 | 0.30% | 352 | -0.57% |
| WisdomTree US Equity Income UCITS ETF GBP Hedged Acc | 0.40% | Equity United States Dividend | 340.00 | 0.35% | 1 | -11.64% |
| SPDR S&P 400 US Mid Cap UCITS ETF | 0.42% | Equity United States Mid Cap | 401.00 | 0.30% | 1,666 | -1.48% |
| iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc) | 0.05% | Equity World Small Cap | 2,077.00 | 0.35% | 48 | -2.40% |
| Vanguard ESG North America All Cap UCITS ETF (USD) Distributing | 0.03% | Equity North America Social/Environmental | 1,573.00 | 0.12% | 14 | +10.77% |
| Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating | 0.02% | Equity World Social/Environmental | 5,816.00 | 0.24% | 240 | +7.87% |
| Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (EUR) | 0.72% | Equity United States Multi-Factor Strategy Climate Change | 306.00 | 0.45% | 6 | -2.10% |
| Invesco Quantitative Strategies Global Equity Low Volatility Low Carbon UCITS ETF EUR PfHdg Acc | 0.26% | Equity World Low Volatility/Risk Weighted Climate Change | 375.00 | 0.30% | 45 | +5.42% |
| Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Dist | 0.83% | Equity World Multi-Factor Strategy | 199.00 | 0.30% | - | +10.39% |
Performance
Returns overview
| YTD | -0.94% |
| 1 month | -3.14% |
| 3 months | -13.48% |
| 6 months | -1.74% |
| 1 year | -0.79% |
| 3 years | +101.91% |
| 5 years | +19.28% |
| Since inception (MAX) | +59.30% |
| 2022 | +85.07% |
| 2021 | +13.71% |
| 2020 | -26.59% |
| 2019 | -2.94% |
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 | 32.22% |
| Volatility 3 years | 34.29% |
| Volatility 5 years | 42.67% |
| Return per risk 1 year | -0.02 |
| Return per risk 3 years | 1.02 |
| Return per risk 5 years | 0.19 |
| Maximum drawdown 1 year | -21.86% |
| Maximum drawdown 3 years | -24.58% |
| Maximum drawdown 5 years | -68.41% |
| Maximum drawdown since inception | -78.78% |
Rolling 1 year volatility
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— 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.