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Epoch Investment Partners’s Unum UNM Stock Holding History

Epoch Investment Partners’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
2026
Q2 		$38.9M Buy
+434,578
New +$36M 0.22% 149

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Fidelity Investments
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Vanguard Capital Management
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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

Epoch Investment Partners's UNM Position: Q2 2026 in Review

Epoch Investment Partners opened a new position in Unum (UNM) in Q2 2026: 434,578 shares worth $38.9M. The stake represents 0.22% of the portfolio and ranks #149 among its holdings.

759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Epoch Investment Partners held 434,578 shares of Unum worth $38.9M as of Q2 2026.
  • Unum was a new Epoch Investment Partners position in Q2 2026.
  • Unum made up 0.22% of Epoch Investment Partners's portfolio in Q2 2026, its #149 holding.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.