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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Barclays's UNM Position: Q3 2026 in Review

Barclays increased its Unum (UNM) stake by 46% in Q3 2026, buying an estimated $7.33M and bringing the position to 254,973 shares worth $22.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Barclays first reported a position in UNM in Q2 2013 and has held it in 54 quarters since. The position peaked at $36.4M in Q4 2024. 608 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Barclays held 254,973 shares of Unum worth $22.4M as of Q3 2026.
  • Barclays bought 80,858 Unum shares in Q3 2026, an estimated $7.33M.
  • Unum made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #1195 holding.
  • Barclays first reported a position in Unum in Q2 2013 and has held it in 54 quarters since.
  • Barclays's Unum position peaked at $36.4M in Q4 2024.
  • 608 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.