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	-6,600	Closed	-$151K	–	7427
2020 Q4	$151K	Sell	6,600 -3,600	-35%	-$74.4K	﹤0.01%	5206
2020 Q3	$172K	Sell	10,200 -15,300	-60%	-$272K	﹤0.01%	4724
2020 Q2	$423K	Sell	25,500 -8,700	-25%	-$137K	﹤0.01%	4420
2020 Q1	$513K	Buy	34,200 +4,000	+13%	+$96.2K	﹤0.01%	3853
2019 Q4	$881K	Sell	30,200 -10,500	-26%	-$305K	﹤0.01%	3892
2019 Q3	$1.21M	Buy	40,700 +24,700	+154%	+$733K	﹤0.01%	3423
2019 Q2	$537K	Buy	16,000 +3,800	+31%	+$132K	﹤0.01%	4348
2019 Q1	$413K	Buy	12,200 +1,700	+16%	+$59.2K	﹤0.01%	4384
2018 Q4	$308K	Buy	+10,500	New	+$367K	﹤0.01%	4600

Other funds holding UNM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Citigroup's UNM Position: Q3 2026 in Review

Citigroup increased its Unum (UNM) stake by 22% in Q3 2026, buying an estimated $1.78M and bringing the position to 109,262 shares worth $9.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Citigroup first reported a position in UNM in Q2 2013 and has held it in 54 quarters since. The position peaked at $33.3M in Q1 2018. 304 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

Citigroup held 109,262 shares of Unum worth $9.6M as of Q3 2026.
Citigroup bought 19,587 Unum shares in Q3 2026, an estimated $1.78M.
Unum made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #1655 holding.
Citigroup first reported a position in Unum in Q2 2013 and has held it in 54 quarters since.
Citigroup's Unum position peaked at $33.3M in Q1 2018.
304 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.