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. Check ULVR cash and liquid asset ratio to evaluate the company's liquid asset resilience ratio.
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. See ULVR financial flexibility index to measure the company's free cash flow as a share of total liabilities.
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. For the full company profile including market capitalisation, see ULVR market cap overview.
| 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 | — |