Principal Financial Group’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.9M | Buy |
340,538
+9,089
| +3% | +$678K | 0.01% | 789 |
|
|
2025
Q4 | $25.7M | Sell |
331,449
-17,068
| -5% | -$1.31M | 0.01% | 746 |
|
|
2025
Q3 | $27.1M | Sell |
348,517
-15,735
| -4% | -$1.18M | 0.01% | 698 |
|
|
2025
Q2 | $29.4M | Sell |
364,252
-15,313
| -4% | -$1.21M | 0.02% | 649 |
|
|
2025
Q1 | $30.9M | Sell |
379,565
-6,865
| -2% | -$529K | 0.02% | 603 |
|
|
2024
Q4 | $28.2M | Sell |
386,430
-10,862
| -3% | -$749K | 0.02% | 675 |
|
|
2024
Q3 | $23.6M | Sell |
397,292
-197,056
| -33% | -$10.7M | 0.01% | 754 |
|
|
2024
Q2 | $30.4M | Sell |
594,348
-91,806
| -13% | -$4.75M | 0.02% | 638 |
|
|
2024
Q1 | $36.8M | Buy |
686,154
+11,611
| +2% | +$566K | 0.02% | 591 |
|
|
2023
Q4 | $30.5M | Sell |
674,543
-5,365
| -0.8% | -$244K | 0.02% | 630 |
|
|
2023
Q3 | $33.4M | Sell |
679,908
-17,095
| -2% | -$836K | 0.02% | 545 |
|
|
2023
Q2 | $33.2M | Sell |
697,003
-44,813
| -6% | -$1.96M | 0.02% | 572 |
|
|
2023
Q1 | $29.3M | Buy |
741,816
+6,665
| +0.9% | +$275K | 0.02% | 633 |
|
|
2022
Q4 | $30.2M | Buy |
735,151
+183
| +0% | +$7.67K | 0.02% | 594 |
|
|
2022
Q3 | $28.5M | Sell |
734,968
-56,770
| -7% | -$2.08M | 0.02% | 565 |
|
|
2022
Q2 | $26.9M | Sell |
791,738
-48,882
| -6% | -$1.65M | 0.02% | 641 |
|
|
2022
Q1 | $26.5M | Buy |
840,620
+145,757
| +21% | +$4.07M | 0.02% | 735 |
|
|
2021
Q4 | $17.1M | Sell |
694,863
-11,775
| -2% | -$301K | 0.01% | 1059 |
|
|
2021
Q3 | $17.7M | Buy |
706,638
+244,257
| +53% | +$6.47M | 0.01% | 1045 |
|
|
2021
Q2 | $13.1M | Sell |
462,381
-238,132
| -34% | -$7M | 0.01% | 1285 |
|
|
2021
Q1 | $19.5M | Sell |
700,513
-38,694
| -5% | -$1M | 0.01% | 934 |
|
|
2020
Q4 | $17M | Buy |
739,207
+255,484
| +53% | +$5.28M | 0.01% | 896 |
|
|
2020
Q3 | $8.14M | Buy |
483,723
+31,013
| +7% | +$552K | 0.01% | 1196 |
|
|
2020
Q2 | $7.51M | Buy |
452,710
+91,928
| +25% | +$1.45M | 0.01% | 1217 |
|
|
2020
Q1 | $5.42M | Sell |
360,782
-6,258
| -2% | -$151K | 0.01% | 1241 |
|
|
2019
Q4 | $10.7M | Sell |
367,040
-13,167
| -3% | -$383K | 0.01% | 1207 |
|
|
2019
Q3 | $11.3M | Buy |
380,207
+19,712
| +5% | +$585K | 0.01% | 1137 |
|
|
2019
Q2 | $12.1M | Buy |
360,495
+33,552
| +10% | +$1.16M | 0.01% | 1112 |
|
|
2019
Q1 | $11.1M | Sell |
326,943
-4,432
| -1% | -$154K | 0.01% | 1175 |
|
|
2018
Q4 | $9.74M | Sell |
331,375
-167,894
| -34% | -$5.88M | 0.01% | 1190 |
|
|
2018
Q3 | $19.5M | Sell |
499,269
-387,341
| -44% | -$14.5M | 0.02% | 877 |
|
|
2018
Q2 | $32.8M | Sell |
886,610
-694,113
| -44% | -$29M | 0.03% | 545 |
|
|
2018
Q1 | $75.3M | Sell |
1,580,723
-360,023
| -19% | -$18.8M | 0.07% | 307 |
|
|
2017
Q4 | $107M | Sell |
1,940,746
-9,416
| -0.5% | -$505K | 0.1% | 252 |
|
|
2017
Q3 | $99.7M | Sell |
1,950,162
-124,927
| -6% | -$6.09M | 0.1% | 259 |
|
|
2017
Q2 | $96.8M | Sell |
2,075,089
-999,845
| -33% | -$46M | 0.1% | 259 |
|
|
2017
Q1 | $144M | Buy |
3,074,934
+171,635
| +6% | +$8.04M | 0.17% | 138 |
|
|
2016
Q4 | $128M | Buy |
2,903,299
+164,163
| +6% | +$6.57M | 0.16% | 143 |
|
|
2016
Q3 | $96.7M | Buy |
2,739,136
+619,895
| +29% | +$21M | 0.13% | 172 |
|
|
2016
Q2 | $67.4M | Buy |
2,119,241
+87,665
| +4% | +$2.96M | 0.09% | 228 |
|
|
2016
Q1 | $62.8M | Buy |
2,031,576
+1,665,052
| +454% | +$48.8M | 0.09% | 237 |
|
|
2015
Q4 | $12.2M | Buy |
366,524
+3,284
| +0.9% | +$113K | 0.02% | 833 |
|
|
2015
Q3 | $11.7M | Buy |
363,240
+4,704
| +1% | +$162K | 0.02% | 829 |
|
|
2015
Q2 | $12.8M | Sell |
358,536
-15,603
| -4% | -$546K | 0.02% | 830 |
|
|
2015
Q1 | $12.6M | Buy |
374,139
+14,119
| +4% | +$468K | 0.02% | 810 |
|
|
2014
Q4 | $12.6M | Buy |
360,020
+14,785
| +4% | +$499K | 0.02% | 796 |
|
|
2014
Q3 | $11.9M | Buy |
345,235
+4,119
| +1% | +$145K | 0.02% | 792 |
|
|
2014
Q2 | $11.9M | Sell |
341,116
-1,331
| -0.4% | -$45.4K | 0.02% | 825 |
|
|
2014
Q1 | $12.1M | Buy |
342,447
+5,176
| +2% | +$177K | 0.02% | 783 |
|
|
2013
Q4 | $11.8M | Sell |
337,271
-3,562
| -1% | -$117K | 0.02% | 772 |
|
|
2013
Q3 | $10.4M | Sell |
340,833
-16,650
| -5% | -$511K | 0.02% | 791 |
|
|
2013
Q2 | $10.5M | Buy |
+357,483
| New | +$9.95M | 0.02% | 737 |
|
Other funds holding UNM
VPM
VCM
Principal Financial Group's UNM Position: Q1 2026 in Review
Principal Financial Group increased its Unum (UNM) stake by 2.7% in Q1 2026, buying an estimated $678K and bringing the position to 340,538 shares worth $24.9M. The position accounts for 0.01% of the portfolio, ranked #789.
Principal Financial Group first reported a position in UNM in Q2 2013 and has held it in 52 quarters since. The position peaked at $144M in Q1 2017. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.
- Principal Financial Group held 340,538 shares of Unum worth $24.9M as of Q1 2026.
- Principal Financial Group bought 9,089 Unum shares in Q1 2026, an estimated $678K.
- Unum made up 0.01% of Principal Financial Group's portfolio in Q1 2026, its #789 holding.
- Principal Financial Group first reported a position in Unum in Q2 2013 and has held it in 52 quarters since.
- Principal Financial Group's Unum position peaked at $144M in Q1 2017.
- 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.
Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.