Citigroup
UNM icon

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Citigroup's UNM Position: Q2 2026 in Review

Citigroup increased its Unum (UNM) stake by 18% in Q2 2026, buying an estimated $1.13M and bringing the position to 89,675 shares worth $8.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Citigroup first reported a position in UNM in Q2 2013 and has held it in 53 quarters since. The position peaked at $33.3M in Q1 2018. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Citigroup held 89,675 shares of Unum worth $8.02M as of Q2 2026.
  • Citigroup bought 13,662 Unum shares in Q2 2026, an estimated $1.13M.
  • Unum made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #1768 holding.
  • Citigroup first reported a position in Unum in Q2 2013 and has held it in 53 quarters since.
  • Citigroup's Unum position peaked at $33.3M in Q1 2018.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.