PSP
UNM icon

Principal Street Partners’s Unum UNM Stock Holding History

Principal Street Partners’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 		$7.74M Sell
86,624
-877
-1% -$72.7K 1.13% 25
2026
Q1 		$6.39M Buy
87,501
+2,056
+2% +$153K 1.04% 42
2025
Q4 		$6.62M Sell
85,445
-71
-0.1% -$5.43K 1.12% 33
2025
Q3 		$6.65M Sell
85,516
-35,163
-29% -$2.63M 1.06% 32
2025
Q2 		$9.75M Buy
120,679
+12,633
+12% +$998K 0.96% 18
2025
Q1 		$8.8M Buy
108,046
+628
+0.6% +$48.4K 1.64% 10
2024
Q4 		$7.84M Sell
107,418
-116
-0.1% -$8K 1.54% 12
2024
Q3 		$6.36M Sell
107,534
-31,539
-23% -$1.71M 1.04% 22
2024
Q2 		$7.11M Sell
139,073
-314
-0.2% -$16.2K 1.27% 24
2024
Q1 		$7.46M Buy
+139,387
New +$6.8M 1.41% 16

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 Street Partners's UNM Position: Q2 2026 in Review

Principal Street Partners reduced its Unum (UNM) stake by 1% in Q2 2026, selling an estimated $72.7K and leaving 86,624 shares worth $7.74M. The position accounts for 1.13% of the portfolio, ranked #25.

Principal Street Partners first reported a position in UNM in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.75M in Q2 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Principal Street Partners held 86,624 shares of Unum worth $7.74M as of Q2 2026.
  • Principal Street Partners sold 877 Unum shares in Q2 2026, an estimated $72.7K.
  • Unum made up 1.13% of Principal Street Partners's portfolio in Q2 2026, its #25 holding.
  • Principal Street Partners first reported a position in Unum in Q1 2024 and has held it in 10 quarters since.
  • Principal Street Partners's Unum position peaked at $9.75M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.