NYSE · Consumer Discretionary

UNILEVER PLC-SPONSORED ADR UL

Unilever PLC operates as a fast-moving consumer goods company in the Asia Pacific, Africa, the Americas, and Europe. It operates through four segments: Beauty & Wellbeing, Personal Care, Home Care, and Foods. The Beauty & Wellbeing segment offers hair care, such as shampoo, conditioner, and styling; face, hand, and body moisturizer skin care products; and Prestige Beauty and Wellbeing products.

Package Goods/Cosmetics

Company profile

Business mix

  • It operates through four segments: Beauty & Wellbeing, Personal Care, Home Care, and Foods.
  • The Personal Care segment provides soap and shower skin cleansing products; and deodorant and oral care, including toothpaste, toothbrush, and mouthwash products.
  • The Home Care segment offers washing powders and liquids, and rinse conditioner fabric care products; and a range of home and hygiene cleaning products.
  • The Foods segment provides cooking aids and mini meals comprising soups, bouillons, and seasonings, as well as mayonnaise and ketchup condiments; and Unilever food solutions.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in household & personal products?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 10.91 FCF 6.59% Buyback -10.55%
2026-06-07

Current firm holders

Firm Weight Value Filing period
GQG Partners Rajiv Jain 0.8% $535.6M 2026-03-31
Mar Vista Investment Partners 2.0% $19.7M 2026-03-31
Yacktman Asset Management Stephen Yacktman 0.2% $11.4M 2026-03-31
Tweedy, Browne Company 0.2% $2.9M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 4 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $569.6M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +9,998,050 / 0
Mar Vista Investment Partners 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$22.1M
13F 2026-03-31 Filed 2026-05-13
Minor increase Shares 2.5% 13F value change -$2.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 0 Last 4 periods +344,958 (New) Total shares 344,958 Value $19.7M
GQG Partners Rajiv Jain 2 filing periods
13F 2025-12-31 Filed 2026-02-13
New Shares - 13F value change +$589.8M
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 4.2% 13F value change -$54.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 0 Last 4 periods +9,401,286 (New) Total shares 9,401,286 Value $535.6M
Tweedy, Browne Company 2 filing periods
13F 2025-12-31 Filed 2026-02-03
New Shares - 13F value change +$3.6M
13F 2026-03-31 Filed 2026-05-06
Minor reduction Shares -6.6% 13F value change -$676,488
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 0 Last 4 periods +51,693 (New) Total shares 51,693 Value $2.9M
Yacktman Asset Management Stephen Yacktman 2 filing periods
13F 2025-12-31 Filed 2026-02-03
New Shares - 13F value change +$12.8M
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 2.2% 13F value change -$1.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 0 Last 4 periods +200,113 (New) Total shares 200,113 Value $11.4M

Recent mentions

No public mentions.