Barclays
UNM icon

Barclays’s Unum UNM Stock Holding History

Barclays’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
Q2 		– Sell
-24,100
Closed -$1.96M – 5551
2025
Q1 		$1.96M Buy
+24,100
New +$1.86M ﹤0.01% 2648
2024
Q4 		– Sell
-50,000
Closed -$2.97M – 5487
2024
Q3 		$2.97M Hold
50,000
– – ﹤0.01% 2519
2024
Q2 		$2.56M Buy
+50,000
New +$2.59M ﹤0.01% 1967
2019
Q1 		– Sell
-4,800
Closed -$141K – 7334
2018
Q4 		$141K Buy
4,800
+200
+4% +$7K ﹤0.01% 4817
2018
Q3 		$180K Sell
4,600
-18,300
-80% -$683K ﹤0.01% 5093
2018
Q2 		$847K Buy
+22,900
New +$955K ﹤0.01% 3459
2017
Q4 		– Sell
-500
Closed -$26K – 7129
2017
Q3 		$26K Hold
500
– – ﹤0.01% 5688
2017
Q2 		$23K Buy
+500
New +$23K ﹤0.01% 5742
2014
Q4 		– Sell
-100
Closed -$3K – 7613
2014
Q3 		$3K Sell
100
-8,300
-99% -$292K ﹤0.01% 7333
2014
Q2 		$286K Buy
8,400
+1,500
+22% +$51.2K ﹤0.01% 4475
2014
Q1 		$242K Buy
6,900
+6,800
+6,800% +$232K ﹤0.01% 4605
2013
Q4 		$4K Sell
100
-11,700
-99% -$383K ﹤0.01% 7228
2013
Q3 		$354K Buy
11,800
+4,200
+55% +$129K ﹤0.01% 4471
2013
Q2 		$223K Buy
+7,600
New +$212K ﹤0.01% 5061

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Barclays's UNM Position: Q1 2026 in Review

Barclays increased its Unum (UNM) stake by 10% in Q1 2026, buying an estimated $1.4M and bringing the position to 198,840 shares worth $14.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Barclays first reported a position in UNM in Q2 2013 and has held it in 52 quarters since. The position peaked at $36.4M in Q4 2024. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Barclays held 198,840 shares of Unum worth $14.5M as of Q1 2026.
  • Barclays bought 18,718 Unum shares in Q1 2026, an estimated $1.4M.
  • Unum made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #1247 holding.
  • Barclays first reported a position in Unum in Q2 2013 and has held it in 52 quarters since.
  • Barclays's Unum position peaked at $36.4M in Q4 2024.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.