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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
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.