Canada Pension Plan Investment Board’s Unum UNM Stock Holding History

Canada Pension Plan Investment Board’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	$61.4M	Buy	840,100 +504,724	+150%	+$37.7M	0.04%	323
2025 Q4	$26M	Sell	335,376 -1,700	-0.5%	-$130K	0.02%	463
2025 Q3	$26.2M	Buy	337,076 +335,376	+19,728%	+$25.1M	0.02%	452
2025 Q2	$137K	Hold	1,700	–	–	﹤0.01%	1146
2025 Q1	$138K	Sell	1,700 -18,400	-92%	-$1.42M	﹤0.01%	1095
2024 Q4	$1.47M	Sell	20,100 -67,900	-77%	-$4.68M	﹤0.01%	944
2024 Q3	$5.23M	Hold	88,000	–	–	0.01%	689
2024 Q2	$4.5M	Hold	88,000	–	–	﹤0.01%	739
2024 Q1	$4.72M	Hold	88,000	–	–	0.01%	733
2023 Q4	$3.98M	Hold	88,000	–	–	0.01%	707
2023 Q3	$4.33M	Buy	88,000 +25,000	+40%	+$1.22M	0.01%	628
2023 Q2	$3.01M	Buy	63,000 +1,700	+3%	+$74.2K	﹤0.01%	659
2023 Q1	$2.43M	Sell	61,300 -76,400	-55%	-$3.16M	﹤0.01%	744
2022 Q4	$5.65M	Buy	137,700 +75,400	+121%	+$3.16M	0.01%	494
2022 Q3	$2.42M	Buy	62,300 +54,100	+660%	+$1.98M	﹤0.01%	659
2022 Q2	$279K	Sell	8,200 -152,300	-95%	-$5.15M	﹤0.01%	1036
2022 Q1	$5.06M	Buy	160,500 +10,500	+7%	+$293K	0.01%	598
2021 Q4	$3.69M	Buy	+150,000	New	+$3.84M	﹤0.01%	760
2021 Q2	–	Sell	-53,000	Closed	-$1.48M	–	1370
2021 Q1	$1.48M	Buy	53,000 +1,300	+3%	+$33.7K	﹤0.01%	927
2020 Q4	$1.19M	Buy	+51,700	New	+$1.07M	﹤0.01%	964
2019 Q4	–	Sell	-10	Closed	–	–	1478
2019 Q3	$0	Sell	10 -148,591	-100%	-$4.41M	﹤0.01%	1291
2019 Q2	$4.99M	Buy	148,601 +3,852	+3%	+$133K	0.01%	719
2019 Q1	$4.9M	Buy	144,749 +36,044	+33%	+$1.25M	0.01%	798
2018 Q4	$3.19M	Sell	108,705 -292,300	-73%	-$10.2M	0.01%	888
2018 Q3	$15.7M	Buy	401,005 +341,500	+574%	+$12.7M	0.03%	481
2018 Q2	$2.2M	Hold	59,505	–	–	﹤0.01%	949
2018 Q1	$2.83M	Hold	59,505	–	–	﹤0.01%	915
2017 Q4	$3.27M	Hold	59,505	–	–	0.01%	786
2017 Q3	$3.04M	Hold	59,505	–	–	0.01%	767
2017 Q2	$2.77M	Hold	59,505	–	–	0.01%	768
2017 Q1	$2.79M	Hold	59,505	–	–	0.01%	738
2016 Q4	$2.61M	Hold	59,505	–	–	0.01%	626
2016 Q3	$2.1M	Hold	59,505	–	–	0.01%	690
2016 Q2	$1.89M	Buy	59,505 +29,982	+102%	+$1.01M	0.01%	710
2016 Q1	$913K	Sell	29,523 -217,800	-88%	-$6.39M	﹤0.01%	835
2015 Q4	$8.23M	Buy	247,323 +136,200	+123%	+$4.7M	0.04%	412
2015 Q3	$3.56M	Sell	111,123 -209,032	-65%	-$7.2M	0.01%	645
2015 Q2	$11.4M	Sell	320,155 -51,200	-14%	-$1.79M	0.04%	402
2015 Q1	$12.5M	Buy	371,355 +258,220	+228%	+$8.57M	0.05%	391
2014 Q4	$3.95M	Sell	113,135 -274,138	-71%	-$9.26M	0.01%	654
2014 Q3	$13.3M	Buy	387,273 +7,048	+2%	+$248K	0.05%	380
2014 Q2	$13.2M	Buy	380,225 +142,662	+60%	+$4.87M	0.05%	383
2014 Q1	$8.39M	Sell	237,563 -44,863	-16%	-$1.53M	0.03%	481
2013 Q4	$9.91M	Sell	282,426 -59,328	-17%	-$1.94M	0.04%	437
2013 Q3	$10.4M	Buy	341,754 +219,163	+179%	+$6.73M	0.05%	394
2013 Q2	$3.6M	Buy	+122,591	New	+$3.41M	0.02%	514

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Canada Pension Plan Investment Board's UNM Position: Q1 2026 in Review

Canada Pension Plan Investment Board increased its Unum (UNM) stake by 150% in Q1 2026, buying an estimated $37.7M and bringing the position to 840,100 shares worth $61.4M. The position accounts for 0.04% of the portfolio, ranked #323.

Canada Pension Plan Investment Board first reported a position in UNM in Q2 2013 and has held it in 46 quarters since. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Canada Pension Plan Investment Board held 840,100 shares of Unum worth $61.4M as of Q1 2026.
Canada Pension Plan Investment Board bought 504,724 Unum shares in Q1 2026, an estimated $37.7M.
Unum made up 0.04% of Canada Pension Plan Investment Board's portfolio in Q1 2026, its #323 holding.
Canada Pension Plan Investment Board first reported a position in Unum in Q2 2013 and has held it in 46 quarters since.
693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Canada Pension Plan Investment Board's 13F filing for Q1 2026, filed 15 May 2026.