Unum Group

ISIN US91529Y1064

WKN 872055

Market cap (in EUR)

12,266.72 m

Country

United States

Sector

Finance

Dividend yield

2.05%

Overview

Quote

CHF 64.00

30/04/2025 (gettex)

-1.27|-1.95%

daily change

52 weeks low/high

43.13

74.53

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

Chart

30/04/2024 - 30/04/2025

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Financials

Key metrics

Market capitalisation, EUR	12,266.72 m
EPS, EUR	7.90
P/B ratio	1.29
P/E ratio	9.34
Dividend yield	2.05%

Income statement (2024)

Revenue, EUR	11,925.54 m
Net income, EUR	1,644.73 m
Profit margin	13.79%

What ETF is Unum Group in?

There are 42 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.

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ETF	Weight	Investment focus	Fund size (in m EUR)
Invesco Dow Jones US Insurance UCITS ETF Acc	1.57%	Equity United States Insurance	122
iShares Dow Jones US Select Dividend UCITS ETF (DE)	1.21%	Equity United States Dividend	318
AXA IM ACT Climate Equity UCITS ETF EUR Hedged Acc	1.16%	Equity World Social/Environmental Climate Change	139
AXA IM ACT Climate Equity UCITS ETF USD Acc	1.16%	Equity World Social/Environmental Climate Change	252
iShares Ageing Population UCITS ETF	0.82%	Equity World Health Care Social/Environmental Ageing Population	330
UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-dis	0.79%	Equity World Small Cap	17
UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-acc	0.79%	Equity World Small Cap	409
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (USD)	0.74%	Equity United States Multi-Factor Strategy Climate Change	19
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (EUR)	0.74%	Equity United States Multi-Factor Strategy Climate Change	3
Fidelity US Quality Value UCITS ETF ACC-USD	0.72%	Equity United States Multi-Factor Strategy	4

Showing 1 to 10 of 42 entries

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Performance

Returns overview

YTD	-2.66%
1 month	-9.16%
3 months	-8.73%
6 months	+14.47%
1 year	+37.28%
3 years	+114.41%
5 years	+281.18%
Since inception (MAX)	+128.90%
2024	+73.39%
2023	-0.18%
2022	+66.40%
2021	+16.84%

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).