Neuberger Berman Group
UNM icon

Neuberger Berman Group’s Unum UNM Stock Holding History

Neuberger Berman Group’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 		$37.4M Sell
418,461
-8,618
-2% -$714K 0.02% 572
2026
Q1 		$31.2M Sell
427,079
-132,578
-24% -$9.9M 0.02% 569
2025
Q4 		$43.4M Buy
559,657
+75,019
+15% +$5.74M 0.03% 498
2025
Q3 		$37.7M Sell
484,638
-276,127
-36% -$20.7M 0.03% 523
2025
Q2 		$61.4M Buy
760,765
+303,500
+66% +$24M 0.05% 420
2025
Q1 		$37.2M Buy
457,265
+34,377
+8% +$2.65M 0.03% 496
2024
Q4 		$30.9M Sell
422,888
-48,184
-10% -$3.32M 0.02% 554
2024
Q3 		$28M Buy
471,072
+74,377
+19% +$4.04M 0.02% 573
2024
Q2 		$20.3M Buy
396,695
+249,229
+169% +$12.9M 0.02% 633
2024
Q1 		$7.91M Buy
147,466
+123,083
+505% +$6M 0.01% 833
2023
Q4 		$1.1M Sell
24,383
-3,234
-12% -$147K ﹤0.01% 1262
2023
Q3 		$1.36M Buy
27,617
+3,730
+16% +$182K ﹤0.01% 1174
2023
Q2 		$1.14M Sell
23,887
-2,387
-9% -$104K ﹤0.01% 1214
2023
Q1 		$1.04M Buy
26,274
+1,096
+4% +$45.3K ﹤0.01% 1241
2022
Q4 		$1.03M Buy
25,178
+102
+0.4% +$4.27K ﹤0.01% 1232
2022
Q3 		$1.03M Buy
25,076
+5,794
+30% +$212K ﹤0.01% 1248
2022
Q2 		$699K Sell
19,282
-461
-2% -$15.6K ﹤0.01% 1396
2022
Q1 		$657K Sell
19,743
-6,250
-24% -$175K ﹤0.01% 1465
2021
Q4 		$612K Buy
25,993
+5,269
+25% +$135K ﹤0.01% 1496
2021
Q3 		$469K Sell
20,724
-2,517
-11% -$66.6K ﹤0.01% 1487
2021
Q2 		$587K Buy
23,241
+1,383
+6% +$40.6K ﹤0.01% 1446
2021
Q1 		$561K Sell
21,858
-2,098
-9% -$54.4K ﹤0.01% 1456
2020
Q4 		$535K Sell
23,956
-784
-3% -$16.2K ﹤0.01% 1382
2020
Q3 		$397K Buy
24,740
+8,868
+56% +$158K ﹤0.01% 1383
2020
Q2 		$262K Buy
15,872
+4,207
+36% +$66.4K ﹤0.01% 1418
2020
Q1 		$175K Sell
11,665
-410
-3% -$9.86K ﹤0.01% 1441
2019
Q4 		$352K Sell
12,075
-1,673
-12% -$48.7K ﹤0.01% 1353
2019
Q3 		$409K Buy
13,748
+341
+3% +$10.1K ﹤0.01% 1321
2019
Q2 		$450K Sell
13,407
-886
-6% -$30.7K ﹤0.01% 1319
2019
Q1 		$484K Sell
14,293
-9,869
-41% -$344K ﹤0.01% 1261
2018
Q4 		$710K Sell
24,162
-5,542
-19% -$194K ﹤0.01% 1182
2018
Q3 		$1.16M Sell
29,704
-218,022
-88% -$8.13M ﹤0.01% 1154
2018
Q2 		$9.16M Sell
247,726
-1,755,763
-88% -$73.2M 0.01% 822
2018
Q1 		$95.4M Buy
2,003,489
+3,238
+0.2% +$169K 0.11% 259
2017
Q4 		$110M Buy
2,000,251
+305,675
+18% +$16.4M 0.13% 243
2017
Q3 		$86.6M Sell
1,694,576
-28,974
-2% -$1.41M 0.11% 280
2017
Q2 		$80.4M Sell
1,723,550
-39,886
-2% -$1.83M 0.1% 288
2017
Q1 		$82.7M Sell
1,763,436
-50,894
-3% -$2.38M 0.11% 283
2016
Q4 		$79.7M Sell
1,814,330
-195,856
-10% -$7.84M 0.11% 276
2016
Q3 		$71M Sell
2,010,186
-375,909
-16% -$12.7M 0.1% 303
2016
Q2 		$75.9M Sell
2,386,095
-467,678
-16% -$15.8M 0.1% 271
2016
Q1 		$88.2M Sell
2,853,773
-604,430
-17% -$17.7M 0.12% 249
2015
Q4 		$115M Sell
3,458,203
-204,454
-6% -$7.05M 0.15% 201
2015
Q3 		$117M Sell
3,662,657
-145,579
-4% -$5.02M 0.15% 201
2015
Q2 		$136M Sell
3,808,236
-162,240
-4% -$5.67M 0.15% 192
2015
Q1 		$134M Sell
3,970,476
-456,424
-10% -$15.1M 0.14% 205
2014
Q4 		$154M Sell
4,426,900
-2,261,200
-34% -$76.3M 0.16% 182
2014
Q3 		$230M Sell
6,688,100
-18,345
-0.3% -$645K 0.24% 119
2014
Q2 		$233M Sell
6,706,445
-571,854
-8% -$19.5M 0.23% 117
2014
Q1 		$257M Sell
7,278,299
-16,745
-0.2% -$572K 0.26% 99
2013
Q4 		$256M Sell
7,295,044
-544,311
-7% -$17.8M 0.26% 95
2013
Q3 		$239M Sell
7,839,355
-1,531,621
-16% -$47M 0.26% 98
2013
Q2 		$275M Buy
+9,370,976
New +$261M 0.33% 72

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

Neuberger Berman Group's UNM Position: Q2 2026 in Review

Neuberger Berman Group reduced its Unum (UNM) stake by 2% in Q2 2026, selling an estimated $714K and leaving 418,461 shares worth $37.4M. The position accounts for 0.02% of the portfolio, ranked #572.

Neuberger Berman Group first reported a position in UNM in Q2 2013 and has held it in 53 quarters since. The position peaked at $275M in Q2 2013. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Neuberger Berman Group held 418,461 shares of Unum worth $37.4M as of Q2 2026.
  • Neuberger Berman Group sold 8,618 Unum shares in Q2 2026, an estimated $714K.
  • Unum made up 0.02% of Neuberger Berman Group's portfolio in Q2 2026, its #572 holding.
  • Neuberger Berman Group first reported a position in Unum in Q2 2013 and has held it in 53 quarters since.
  • Neuberger Berman Group's Unum position peaked at $275M in Q2 2013.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.