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
2019
Q2 		– Sell
-100
Closed -$3K – 7290
2019
Q1 		$3K Sell
100
-1,400
-93% -$48.7K ﹤0.01% 6822
2018
Q4 		$44K Sell
1,500
-800
-35% -$28K ﹤0.01% 5538
2018
Q3 		$90K Buy
2,300
+1,300
+130% +$48.5K ﹤0.01% 5646
2018
Q2 		$37K Buy
+1,000
New +$41.7K ﹤0.01% 5833
2014
Q4 		– Sell
-100
Closed -$3K – 7614
2014
Q3 		$3K Sell
100
-8,800
-99% -$309K ﹤0.01% 7334
2014
Q2 		$303K Sell
8,900
-100
-1% -$3.41K ﹤0.01% 4425
2014
Q1 		$315K Buy
9,000
+8,300
+1,186% +$283K ﹤0.01% 4361
2013
Q4 		$25K Sell
700
-10,800
-94% -$354K ﹤0.01% 6584
2013
Q3 		$345K Buy
11,500
+3,800
+49% +$117K ﹤0.01% 4501
2013
Q2 		$226K Buy
+7,700
New +$214K ﹤0.01% 5048

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.