Leonteq Securities AG’s Unum UNM Stock Holding History

Leonteq Securities AG’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	-265	Closed	-$19.4K	–	1365
2024 Q4	$19.4K	Buy	265 +18	+7%	+$1.24K	﹤0.01%	980
2024 Q3	$14.7K	Sell	247 -146	-37%	-$7.93K	﹤0.01%	946
2024 Q2	$20.1K	Sell	393 -107	-21%	-$5.54K	﹤0.01%	914
2024 Q1	$26.8K	Sell	500 -2	-0.4%	-$98	﹤0.01%	881
2023 Q4	$22.7K	Sell	502 -92	-15%	-$4.19K	﹤0.01%	920
2023 Q3	$29.2K	Sell	594 -186	-24%	-$9.09K	﹤0.01%	893
2023 Q2	$37.2K	Sell	780 -93	-11%	-$4.06K	﹤0.01%	881
2023 Q1	$34.5K	Sell	873 -7	-0.8%	-$289	﹤0.01%	870
2022 Q4	$36.1K	Sell	880 -96	-10%	-$4.02K	﹤0.01%	882
2022 Q3	$37.9K	Buy	976 +1	+0.1%	+$37	﹤0.01%	853
2022 Q2	$33.2K	Sell	975 -145	-13%	-$4.91K	﹤0.01%	903
2022 Q1	$35.3K	Sell	1,120 -2,448	-69%	-$68.4K	﹤0.01%	930
2021 Q4	$87.7K	Sell	3,568 -27	-0.8%	-$691	﹤0.01%	797
2021 Q3	$90.1K	Buy	3,595 +469	+15%	+$12.4K	﹤0.01%	741
2021 Q2	$88.8K	Sell	3,126 -242	-7%	-$7.11K	0.01%	741
2021 Q1	$93.7K	Sell	3,368 -7,741	-70%	-$201K	0.01%	690
2020 Q4	$255K	Buy	+11,109	New	+$230K	0.02%	528

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

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

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

First Trust Advisors

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

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

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