Jain Global’s Unum UNM Stock Holding History

Jain Global’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 Q1	$43.5M	Buy	595,044 +590,673	+13,513%	+$44.1M	0.18%	99
2025 Q4	$339K	Buy	+4,371	New	+$334K	﹤0.01%	928
2025 Q3	–	Sell	-29,144	Closed	-$2.35M	–	1516
2025 Q2	$2.35M	Buy	+29,144	New	+$2.3M	0.02%	464

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Jain Global's UNM Position: Q1 2026 in Review

Jain Global increased its Unum (UNM) stake by 13,513% in Q1 2026, buying an estimated $44.1M and bringing the position to 595,044 shares worth $43.5M. The position accounts for 0.18% of the portfolio, ranked #99.

Jain Global first reported a position in UNM in Q2 2025 and has held it in 3 quarters since. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Jain Global held 595,044 shares of Unum worth $43.5M as of Q1 2026.
Jain Global bought 590,673 Unum shares in Q1 2026, an estimated $44.1M.
Unum made up 0.18% of Jain Global's portfolio in Q1 2026, its #99 holding.
Jain Global first reported a position in Unum in Q2 2025 and has held it in 3 quarters since.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Jain Global's 13F filing for Q1 2026, filed 15 May 2026.