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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
2026
Q2 		$200K Buy
+2,238
New +$185K ﹤0.01% 1519
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

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

Principal Securities's UNM Position: Q2 2026 in Review

Principal Securities opened a new position in Unum (UNM) in Q2 2026: 2,238 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1519 among its holdings. This is a return to the name: Principal Securities previously reported a position in UNM as recently as Q3 2025.

Principal Securities first reported a position in UNM in Q4 2023 and has held it in 9 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Principal Securities held 2,238 shares of Unum worth $200K as of Q2 2026.
  • Unum was a new Principal Securities position in Q2 2026.
  • Unum made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1519 holding.
  • Principal Securities first reported a position in Unum in Q4 2023 and has held it in 9 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.