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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 – 1348
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 0.01% 528

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Leonteq Securities AG's UNM Position: Q1 2025 in Review

Leonteq Securities AG sold out of Unum (UNM) in Q1 2025, closing a stake of 265 shares — an estimated $19.4K sold.

Leonteq Securities AG first reported a position in UNM in Q4 2020 and held it in 17 quarters. The position peaked at $255K in Q4 2020. 726 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

  • Leonteq Securities AG reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
  • Leonteq Securities AG sold 265 Unum shares in Q1 2025, an estimated $19.4K.
  • Leonteq Securities AG first reported a position in Unum in Q4 2020 and held it in 17 quarters.
  • Leonteq Securities AG's Unum position peaked at $255K in Q4 2020.
  • 726 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Leonteq Securities AG's 13F filing for Q1 2025, filed 23 Feb 2026.