GCM
UNM icon

Genus Capital Management’s Unum UNM Stock Holding History

Genus Capital Management’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
2025
Q1 		– Sell
-5,305
Closed -$387K – 354
2024
Q4 		$387K Buy
5,305
+100
+2% +$6.89K 0.05% 152
2024
Q3 		$309K Hold
5,205
– – 0.04% 169
2024
Q2 		$266K Buy
+5,205
New +$269K 0.04% 171
2024
Q1 		– Sell
-5,545
Closed -$251K – 373
2023
Q4 		$251K Buy
+5,545
New +$253K 0.04% 176

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

Genus Capital Management's UNM Position: Q2 2026 in Review

Genus Capital Management opened a new position in Unum (UNM) in Q2 2026: 20,310 shares worth $1.82M. The stake represents 0.18% of the portfolio and ranks #130 among its holdings. This is a return to the name: Genus Capital Management previously reported a position in UNM as recently as Q2 2025.

Genus Capital Management first reported a position in UNM in Q2 2023 and has held it in 6 quarters since. The position peaked at $3.28M in Q2 2023. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Genus Capital Management held 20,310 shares of Unum worth $1.82M as of Q2 2026.
  • Unum was a new Genus Capital Management position in Q2 2026.
  • Unum made up 0.18% of Genus Capital Management's portfolio in Q2 2026, its #130 holding.
  • Genus Capital Management first reported a position in Unum in Q2 2023 and has held it in 6 quarters since.
  • Genus Capital Management's Unum position peaked at $3.28M in Q2 2023.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.