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Principal Securities’s Unum UNM Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,061
Closed -$82.5K – 3388
2025
Q3 		$82.5K Sell
1,061
-681
-39% -$51K ﹤0.01% 1688
2025
Q2 		$141K Buy
1,742
+189
+12% +$14.9K ﹤0.01% 1388
2025
Q1 		$113K Hold
1,553
– – ﹤0.01% 1384
2024
Q4 		$113K Buy
1,553
+337
+28% +$23.2K ﹤0.01% 1384
2024
Q3 		$72.3K Buy
1,216
+138
+13% +$7.49K ﹤0.01% 1538
2024
Q2 		$55.1K Sell
1,078
-49
-4% -$2.54K ﹤0.01% 1579
2024
Q1 		$60.5K Buy
1,127
+1
+0.1% +$49 ﹤0.01% 1485
2023
Q4 		$50.9K Buy
+1,126
New +$51.3K ﹤0.01% 1477

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities's UNM Position: Q4 2025 in Review

Principal Securities sold out of Unum (UNM) in Q4 2025, closing a stake of 1,061 shares — an estimated $82.5K sold.

Principal Securities first reported a position in UNM in Q4 2023 and held it in 8 quarters. The position peaked at $141K in Q2 2025. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

  • Principal Securities reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,061 Unum shares in Q4 2025, an estimated $82.5K.
  • Principal Securities first reported a position in Unum in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Unum position peaked at $141K in Q2 2025.
  • 697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.