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ALPS Advisors’s Unum UNM Stock Holding History

ALPS Advisors’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,453
Closed -$360K – 1159
2025
Q2 		$360K Buy
4,453
+54
+1% +$4.26K ﹤0.01% 852
2025
Q1 		$358K Sell
4,399
-1,951
-31% -$150K ﹤0.01% 738
2024
Q4 		$464K Hold
6,350
– – ﹤0.01% 630
2024
Q3 		$377K Buy
+6,350
New +$345K ﹤0.01% 700
2021
Q4 		– Sell
-895,900
Closed -$22.5M – 976
2021
Q3 		$22.5M Buy
895,900
+70,112
+8% +$1.86M 0.22% 88
2021
Q2 		$23.5M Buy
825,788
+29,636
+4% +$871K 0.21% 99
2021
Q1 		$22.2M Sell
796,152
-89,048
-10% -$2.31M 0.22% 98
2020
Q4 		$20.3M Buy
+885,200
New +$18.3M 0.23% 92
2020
Q3 		– Sell
-15,053
Closed -$250K – 944
2020
Q2 		$250K Sell
15,053
-1,674
-10% -$26.4K ﹤0.01% 650
2020
Q1 		$251K Buy
+16,727
New +$402K ﹤0.01% 569

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

ALPS Advisors's UNM Position: Q3 2025 in Review

ALPS Advisors sold out of Unum (UNM) in Q3 2025, closing a stake of 4,453 shares — an estimated $360K sold.

ALPS Advisors first reported a position in UNM in Q1 2020 and held it in 10 quarters. The position peaked at $23.5M in Q2 2021. 673 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • ALPS Advisors reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • ALPS Advisors sold 4,453 Unum shares in Q3 2025, an estimated $360K.
  • ALPS Advisors first reported a position in Unum in Q1 2020 and held it in 10 quarters.
  • ALPS Advisors's Unum position peaked at $23.5M in Q2 2021.
  • 673 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on ALPS Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.