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UNM icon

AlTi Global’s Unum UNM Stock Holding History

AlTi Global’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
2026
Q2 		$410K Buy
4,590
+163
+4% +$13.5K 0.01% 383
2026
Q1 		$323K Sell
4,427
-6
-0.1% -$448 0.01% 354
2025
Q4 		$343K Sell
4,433
-539
-11% -$41.2K 0.01% 361
2025
Q3 		$387K Buy
4,972
+56
+1% +$4.2K 0.01% 337
2025
Q2 		$397K Hold
4,916
– – 0.01% 323
2025
Q1 		$400K Buy
4,916
+10
+0.2% +$771 0.01% 296
2024
Q4 		$358K Sell
4,906
-139
-3% -$9.58K 0.01% 324
2024
Q3 		$300K Buy
5,045
+331
+7% +$18K 0.01% 319
2024
Q2 		$241K Buy
4,714
+89
+2% +$4.61K 0.01% 345
2024
Q1 		$248K Buy
4,625
+86
+2% +$4.19K 0.01% 337
2023
Q4 		$205K Buy
+4,539
New +$207K 0.01% 341

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

AlTi Global's UNM Position: Q2 2026 in Review

AlTi Global increased its Unum (UNM) stake by 3.7% in Q2 2026, buying an estimated $13.5K and bringing the position to 4,590 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #383.

AlTi Global first reported a position in UNM in Q4 2023 and has held it in 11 quarters since. 388 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • AlTi Global held 4,590 shares of Unum worth $410K as of Q2 2026.
  • AlTi Global bought 163 Unum shares in Q2 2026, an estimated $13.5K.
  • Unum made up 0.01% of AlTi Global's portfolio in Q2 2026, its #383 holding.
  • AlTi Global first reported a position in Unum in Q4 2023 and has held it in 11 quarters since.
  • 388 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.