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 $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Barclays's UNM Position: Q2 2026 in Review

Barclays reduced its Unum (UNM) stake by 12% in Q2 2026, selling an estimated $2.05M and leaving 174,115 shares worth $15.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Barclays first reported a position in UNM in Q2 2013 and has held it in 53 quarters since. The position peaked at $36.4M in Q4 2024. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Barclays held 174,115 shares of Unum worth $15.6M as of Q2 2026.
  • Barclays sold 24,725 Unum shares in Q2 2026, an estimated $2.05M.
  • Unum made up ﹤0.01% of Barclays's portfolio in Q2 2026, its #1267 holding.
  • Barclays first reported a position in Unum in Q2 2013 and has held it in 53 quarters since.
  • Barclays's Unum position peaked at $36.4M in Q4 2024.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Barclays's 13F filing for Q2 2026, filed 14 Aug 2026.