Citigroup’s Unum UNM Stock Holding History

Citigroup’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
2021 Q1	–	Sell	-8,200	Closed	-$188K	–	7426
2020 Q4	$188K	Sell	8,200 -7,900	-49%	-$163K	﹤0.01%	5040
2020 Q3	$271K	Sell	16,100 -10,000	-38%	-$178K	﹤0.01%	4372
2020 Q2	$433K	Buy	26,100 +13,600	+109%	+$215K	﹤0.01%	4395
2020 Q1	$188K	Buy	12,500 +1,100	+10%	+$26.5K	﹤0.01%	4787
2019 Q4	$332K	Sell	11,400 -7,100	-38%	-$207K	﹤0.01%	4767
2019 Q3	$550K	Sell	18,500 -9,900	-35%	-$294K	﹤0.01%	4251
2019 Q2	$953K	Buy	28,400 +21,300	+300%	+$738K	﹤0.01%	3685
2019 Q1	$240K	Buy	7,100 +2,100	+42%	+$73.1K	﹤0.01%	4921
2018 Q4	$147K	Buy	+5,000	New	+$175K	﹤0.01%	5325
2014 Q3	–	Sell	-96,900	Closed	-$3.37M	–	7309
2014 Q2	$3.37M	Buy	+96,900	New	+$3.31M	﹤0.01%	2115

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

Citigroup's UNM Position: Q1 2026 in Review

Citigroup increased its Unum (UNM) stake by 26% in Q1 2026, buying an estimated $1.18M and bringing the position to 76,013 shares worth $5.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Citigroup first reported a position in UNM in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.3M in Q1 2018. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Citigroup held 76,013 shares of Unum worth $5.55M as of Q1 2026.
Citigroup bought 15,781 Unum shares in Q1 2026, an estimated $1.18M.
Unum made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #1880 holding.
Citigroup first reported a position in Unum in Q2 2013 and has held it in 52 quarters since.
Citigroup's Unum position peaked at $33.3M in Q1 2018.
693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.