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Prudential plc’s Unum UNM Stock Holding History

Prudential plc’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
Q1 		– Sell
-3,423
Closed -$265K – 741
2025
Q4 		$265K Sell
3,423
-450
-12% -$34.4K ﹤0.01% 674
2025
Q3 		$301K Hold
3,873
– – ﹤0.01% 680
2025
Q2 		$313K Buy
+3,873
New +$306K ﹤0.01% 713
2023
Q1 		– Sell
-11,802
Closed -$484K – 905
2022
Q4 		$484K Buy
+11,802
New +$494K 0.01% 773
2021
Q2 		– Sell
-385,325
Closed -$10.7M – 644
2021
Q1 		$10.7M Sell
385,325
-2,339,025
-86% -$60.7M 0.07% 221
2020
Q4 		$62.5M Sell
2,724,350
-1,821,298
-40% -$37.7M 0.33% 99
2020
Q3 		$76.5M Buy
4,545,648
+342,914
+8% +$6.1M 0.38% 109
2020
Q2 		$69.7M Buy
4,202,734
+1,076,533
+34% +$17M 0.34% 107
2020
Q1 		$46.9M Buy
+3,126,201
New +$75.2M 0.25% 143
2018
Q2 		– Sell
-4,900
Closed -$233K – 772
2018
Q1 		$233K Hold
4,900
– – ﹤0.01% 672
2017
Q4 		$269K Buy
+4,900
New +$263K ﹤0.01% 648

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Prudential plc's UNM Position: Q1 2026 in Review

Prudential plc sold out of Unum (UNM) in Q1 2026, closing a stake of 3,423 shares — an estimated $265K sold.

Prudential plc first reported a position in UNM in Q4 2017 and held it in 11 quarters. The position peaked at $76.5M in Q3 2020. 700 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Prudential plc reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • Prudential plc sold 3,423 Unum shares in Q1 2026, an estimated $265K.
  • Prudential plc first reported a position in Unum in Q4 2017 and held it in 11 quarters.
  • Prudential plc's Unum position peaked at $76.5M in Q3 2020.
  • 700 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Prudential plc's 13F filing for Q1 2026, filed 14 May 2026.