CIBC Private Wealth Group
UNM icon

CIBC Private Wealth Group’s Unum UNM Stock Holding History

CIBC Private Wealth Group’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
Q4 		$407K Sell
5,252
-362
-6% -$27.7K ﹤0.01% 947
2025
Q3 		$437K Buy
5,614
+909
+19% +$68.1K ﹤0.01% 907
2025
Q2 		$380K Buy
4,705
+1,125
+31% +$88.9K ﹤0.01% 903
2025
Q1 		$252K Buy
3,580
+89
+3% +$6.86K ﹤0.01% 1000
2024
Q4 		$255K Sell
3,491
-389
-10% -$26.8K ﹤0.01% 1068
2024
Q3 		$231K Buy
3,880
+3,856
+16,067% +$209K ﹤0.01% 1115
2024
Q2 		$1.2K Sell
24
-36
-60% -$1.86K ﹤0.01% 2862
2024
Q1 		$3.23K Buy
+60
New +$2.92K ﹤0.01% 2637
2022
Q3 		– Sell
-73
Closed -$2K – 1189
2022
Q2 		$2K Hold
73
– – ﹤0.01% 1154
2022
Q1 		$2K Buy
+73
New +$2.04K ﹤0.01% 1226
2018
Q2 		– Sell
-1,142
Closed -$54K – 2095
2018
Q1 		$54K Buy
1,142
+746
+188% +$39K ﹤0.01% 1139
2017
Q4 		$22K Buy
+396
New +$21.3K ﹤0.01% 1393

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group's UNM Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Unum (UNM) stake by 6.4% in Q4 2025, selling an estimated $27.7K and leaving 5,252 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

CIBC Private Wealth Group first reported a position in UNM in Q4 2017 and has held it in 12 quarters since. The position peaked at $437K in Q3 2025. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

  • CIBC Private Wealth Group held 5,252 shares of Unum worth $407K as of Q4 2025.
  • CIBC Private Wealth Group sold 362 Unum shares in Q4 2025, an estimated $27.7K.
  • Unum made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #947 holding.
  • CIBC Private Wealth Group first reported a position in Unum in Q4 2017 and has held it in 12 quarters since.
  • CIBC Private Wealth Group's Unum position peaked at $437K in Q3 2025.
  • 697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.