Unilever PLC (ULVR) — Strategic Asset Allocation Index
Unilever PLC (ULVR) has a Strategic Asset Allocation Index of 48.3% as of June 2023. Strategic assets (PP&E of GBX10.59 Billion plus long-term investments of GBX-) total GBX10.59 Billion, measured against net assets of GBX21.92 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See ULVR net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Unilever PLC Strategic Asset Allocation Index (2000–2022)
This chart shows how Unilever PLC's Strategic Asset Allocation Index has evolved across 23 annual periods from 2000 to 2022. As of June 2023, the index stands at 48.3%, representing strategic assets of GBX10.59 Billion against net assets of GBX21.92 Billion GBX. For live market cap and overall valuation, see market cap of Unilever PLC.
Annual Strategic Asset Allocation Index for Unilever PLC (2000–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Unilever PLC from 2000 to 2022, covering 23 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See Unilever PLC book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 49.6% | GBX10.77 Billion | GBX10.77 Billion | GBX- | GBX21.70 Billion | ▼ -2.8 pp |
| 2021 | 52.4% | GBX10.35 Billion | GBX10.35 Billion | GBX- | GBX19.75 Billion | ▼ -7.4 pp |
| 2020 | 59.8% | GBX10.56 Billion | GBX10.56 Billion | GBX- | GBX17.66 Billion | ▼ -31.7 pp |
| 2019 | 91.5% | GBX12.70 Billion | GBX12.06 Billion | GBX642.00 Million | GBX13.89 Billion | ▼ -11.0 pp |
| 2018 | 102.5% | GBX12.60 Billion | GBX12.09 Billion | GBX509.00 Million | GBX12.29 Billion | ▲ +30.0 pp |
| 2017 | 72.5% | GBX10.43 Billion | GBX10.43 Billion | GBX- | GBX14.39 Billion | ▲ +0.8 pp |
| 2016 | 71.6% | GBX12.16 Billion | GBX11.67 Billion | GBX491.00 Million | GBX16.98 Billion | ▼ -1.1 pp |
| 2015 | 72.7% | GBX11.70 Billion | GBX11.11 Billion | GBX592.00 Million | GBX16.08 Billion | ▼ -5.6 pp |
| 2014 | 78.3% | GBX11.17 Billion | GBX10.47 Billion | GBX695.00 Million | GBX14.26 Billion | ▲ +11.8 pp |
| 2013 | 66.5% | GBX9.86 Billion | GBX9.34 Billion | GBX512.00 Million | GBX14.81 Billion | ▲ +6.4 pp |
| 2012 | 60.1% | GBX9.45 Billion | GBX9.45 Billion | GBX- | GBX15.72 Billion | ▲ +1.3 pp |
| 2011 | 58.8% | GBX8.77 Billion | GBX8.77 Billion | GBX- | GBX14.92 Billion | ▲ +6.7 pp |
| 2010 | 52.1% | GBX7.85 Billion | GBX7.85 Billion | GBX- | GBX15.08 Billion | ▲ +6.4 pp |
| 2009 | 45.7% | GBX5.73 Billion | GBX5.73 Billion | GBX- | GBX12.54 Billion | ▼ -11.7 pp |
| 2008 | 57.4% | GBX5.96 Billion | GBX5.96 Billion | GBX- | GBX10.37 Billion | ▲ +8.4 pp |
| 2007 | 49.0% | GBX6.28 Billion | GBX6.28 Billion | GBX- | GBX12.82 Billion | ▼ -4.7 pp |
| 2006 | 53.8% | GBX6.28 Billion | GBX6.28 Billion | GBX- | GBX11.67 Billion | ▼ -20.7 pp |
| 2005 | 74.5% | GBX6.53 Billion | GBX6.53 Billion | GBX- | GBX8.77 Billion | ▼ -7.7 pp |
| 2004 | 82.2% | GBX6.27 Billion | GBX6.27 Billion | GBX- | GBX7.63 Billion | ▼ -65.7 pp |
| 2003 | 147.9% | GBX6.66 Billion | GBX6.66 Billion | GBX- | GBX4.50 Billion | ▲ +7.9 pp |
| 2002 | 140.0% | GBX7.44 Billion | GBX7.44 Billion | GBX- | GBX5.31 Billion | ▲ +22.4 pp |
| 2001 | 117.6% | GBX9.24 Billion | GBX9.24 Billion | GBX- | GBX7.86 Billion | ▲ +46.7 pp |
| 2000 | 70.9% | GBX9.84 Billion | GBX9.84 Billion | GBX- | GBX13.87 Billion | — |