California Public Employees Retirement System
UNM icon

California Public Employees Retirement System’s Unum UNM Stock Holding History

California Public Employees Retirement System’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
Q1 		$30.7M Sell
420,646
-40,515
-9% -$3.02M 0.02% 478
2025
Q4 		$35.7M Sell
461,161
-103,315
-18% -$7.9M 0.02% 458
2025
Q3 		$43.9M Sell
564,476
-163,547
-22% -$12.3M 0.03% 413
2025
Q2 		$58.8M Sell
728,023
-110,054
-13% -$8.69M 0.04% 338
2025
Q1 		$68.3M Buy
838,077
+6,271
+0.8% +$483K 0.05% 310
2024
Q4 		$60.7M Buy
831,806
+277,401
+50% +$19.1M 0.04% 344
2024
Q3 		$33M Buy
554,405
+30,534
+6% +$1.66M 0.02% 502
2024
Q2 		$26.8M Buy
523,871
+140,607
+37% +$7.27M 0.02% 524
2024
Q1 		$20.6M Sell
383,264
-16,151
-4% -$787K 0.01% 622
2023
Q4 		$18.1M Sell
399,415
-16,645
-4% -$758K 0.01% 646
2023
Q3 		$20.5M Buy
416,060
+4,041
+1% +$198K 0.02% 582
2023
Q2 		$19.7M Sell
412,019
-24,264
-6% -$1.06M 0.02% 593
2023
Q1 		$17.3M Sell
436,283
-61,811
-12% -$2.55M 0.02% 642
2022
Q4 		$20.4M Buy
498,094
+16,165
+3% +$677K 0.02% 605
2022
Q3 		$18.7M Buy
481,929
+107,649
+29% +$3.94M 0.02% 616
2022
Q2 		$12.7M Sell
374,280
-17,767
-5% -$601K 0.01% 704
2022
Q1 		$12.4M Sell
392,047
-41,367
-10% -$1.16M 0.01% 816
2021
Q4 		$10.6M Sell
433,414
-23,714
-5% -$607K 0.01% 952
2021
Q3 		$11.5M Sell
457,128
-18,963
-4% -$502K 0.01% 933
2021
Q2 		$13.5M Sell
476,091
-9,252
-2% -$272K 0.01% 869
2021
Q1 		$13.5M Sell
485,343
-49,006
-9% -$1.27M 0.01% 878
2020
Q4 		$12.3M Buy
534,349
+43,475
+9% +$899K 0.01% 901
2020
Q3 		$8.26M Buy
490,874
+17,605
+4% +$313K 0.01% 930
2020
Q2 		$7.85M Buy
473,269
+3,492
+0.7% +$55.1K 0.01% 944
2020
Q1 		$7.05M Sell
469,777
-59,797
-11% -$1.44M 0.01% 843
2019
Q4 		$15.4M Sell
529,574
-67,668
-11% -$1.97M 0.01% 709
2019
Q3 		$17.8M Buy
597,242
+81,766
+16% +$2.43M 0.02% 616
2019
Q2 		$17.3M Sell
515,476
-147,907
-22% -$5.12M 0.02% 567
2019
Q1 		$22.4M Sell
663,383
-56,310
-8% -$1.96M 0.03% 501
2018
Q4 		$21.1M Sell
719,693
-32,621
-4% -$1.14M 0.03% 497
2018
Q3 		$29.4M Sell
752,314
-10,950
-1% -$409K 0.04% 478
2018
Q2 		$28.2M Buy
763,264
+15,604
+2% +$651K 0.04% 474
2018
Q1 		$35.6M Sell
747,660
-42,390
-5% -$2.21M 0.05% 365
2017
Q4 		$43.4M Buy
790,050
+4,773
+0.6% +$256K 0.06% 323
2017
Q3 		$40.2M Buy
785,277
+27,791
+4% +$1.36M 0.06% 307
2017
Q2 		$35.3M Sell
757,486
-5,000
-0.7% -$230K 0.06% 332
2017
Q1 		$35.8M Sell
762,486
-32,300
-4% -$1.51M 0.06% 314
2016
Q4 		$34.9M Sell
794,786
-9,000
-1% -$360K 0.06% 310
2016
Q3 		$28.4M Sell
803,786
-46,600
-5% -$1.58M 0.05% 388
2016
Q2 		$27M Sell
850,386
-28,100
-3% -$950K 0.04% 412
2016
Q1 		$27.2M Sell
878,486
-3,500
-0.4% -$103K 0.04% 425
2015
Q4 		$29.4M Buy
881,986
+8,100
+0.9% +$279K 0.05% 406
2015
Q3 		$28M Sell
873,886
-30,800
-3% -$1.06M 0.05% 406
2015
Q2 		$32.3M Sell
904,686
-37,800
-4% -$1.32M 0.05% 384
2015
Q1 		$30M Hold
942,486
– – 0.04% 456
2014
Q4 		$30M Buy
942,486
+7,700
+0.8% +$260K 0.04% 456
2014
Q3 		$32.1M Sell
934,786
-15,500
-2% -$545K 0.04% 420
2014
Q2 		$33M Sell
950,286
-9,600
-1% -$328K 0.04% 423
2014
Q1 		$32.7M Sell
959,886
-50,200
-5% -$1.71M 0.05% 411
2013
Q4 		$35.5M Buy
1,010,086
+3,846
+0.4% +$126K 0.05% 374
2013
Q3 		$30.6M Sell
1,006,240
-7,581
-0.7% -$233K 0.06% 347
2013
Q2 		$29.8M Buy
+1,013,821
New +$28.2M 0.06% 332

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return

California Public Employees Retirement System's UNM Position: Q1 2026 in Review

California Public Employees Retirement System reduced its Unum (UNM) stake by 8.8% in Q1 2026, selling an estimated $3.02M and leaving 420,646 shares worth $30.7M. The position accounts for 0.02% of the portfolio, ranked #478.

California Public Employees Retirement System first reported a position in UNM in Q2 2013 and has held it in 52 quarters since. The position peaked at $68.3M in Q1 2025. 694 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • California Public Employees Retirement System held 420,646 shares of Unum worth $30.7M as of Q1 2026.
  • California Public Employees Retirement System sold 40,515 Unum shares in Q1 2026, an estimated $3.02M.
  • Unum made up 0.02% of California Public Employees Retirement System's portfolio in Q1 2026, its #478 holding.
  • California Public Employees Retirement System first reported a position in Unum in Q2 2013 and has held it in 52 quarters since.
  • California Public Employees Retirement System's Unum position peaked at $68.3M in Q1 2025.
  • 694 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on California Public Employees Retirement System's 13F filing for Q1 2026, filed 6 May 2026.