Sumitomo Mitsui Trust Group
UNM icon

Sumitomo Mitsui Trust Group’s Unum UNM Stock Holding History

Sumitomo Mitsui Trust Group’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
-24,491
Closed -$1.9M – 1096
2025
Q4 		$1.9M Buy
+24,491
New +$1.87M ﹤0.01% 801
2024
Q4 		– Sell
-33,208
Closed -$1.97M – 1068
2024
Q3 		$1.97M Buy
33,208
+27,008
+436% +$1.47M ﹤0.01% 830
2024
Q2 		$317K Sell
6,200
-35,705
-85% -$1.85M ﹤0.01% 1006
2024
Q1 		$2.25M Sell
41,905
-2,479
-6% -$121K ﹤0.01% 887
2023
Q4 		$2.01M Buy
44,384
+36,984
+500% +$1.68M ﹤0.01% 905
2023
Q3 		$364K Sell
7,400
-39,278
-84% -$1.92M ﹤0.01% 1078
2023
Q2 		$2.23M Buy
46,678
+3,720
+9% +$162K ﹤0.01% 913
2023
Q1 		$1.7M Buy
42,958
+1,858
+5% +$76.7K ﹤0.01% 930
2022
Q4 		$1.69M Sell
41,100
-563
-1% -$23.6K ﹤0.01% 950
2022
Q3 		$1.62M Buy
+41,663
New +$1.52M ﹤0.01% 969
2022
Q1 		– Sell
-13,300
Closed -$327K – 1240
2021
Q4 		$327K Buy
13,300
+4,500
+51% +$115K ﹤0.01% 1130
2021
Q3 		$221K Buy
+8,800
New +$233K ﹤0.01% 1167
2021
Q1 		– Sell
-35,375
Closed -$812K – 1172
2020
Q4 		$812K Sell
35,375
-6,395
-15% -$132K ﹤0.01% 1013
2020
Q3 		$703K Sell
41,770
-17,277
-29% -$307K ﹤0.01% 1000
2020
Q2 		$980K Sell
59,047
-958,692
-94% -$15.1M ﹤0.01% 964
2020
Q1 		$15.3M Buy
1,017,739
+84,463
+9% +$2.03M 0.01% 669
2019
Q4 		$27.2M Sell
933,276
-59,568
-6% -$1.73M 0.02% 630
2019
Q3 		$29.5M Buy
992,844
+94,892
+11% +$2.82M 0.03% 583
2019
Q2 		$30.1M Sell
897,952
-14,156
-2% -$490K 0.03% 581
2019
Q1 		$30.9M Sell
912,108
-24,027
-3% -$836K 0.03% 556
2018
Q4 		$27.1M Buy
936,135
+163,549
+21% +$5.72M 0.03% 546
2018
Q3 		$30.2M Buy
772,586
+9,185
+1% +$343K 0.03% 532
2018
Q2 		$28.2M Buy
763,401
+49,393
+7% +$2.06M 0.03% 539
2018
Q1 		$34M Buy
714,008
+9,109
+1% +$476K 0.04% 449
2017
Q4 		$38.7M Sell
704,899
-18,712
-3% -$1M 0.05% 413
2017
Q3 		$37M Sell
723,611
-22,329
-3% -$1.09M 0.05% 391
2017
Q2 		$34.8M Buy
745,940
+38,078
+5% +$1.75M 0.05% 408
2017
Q1 		$33.2M Buy
707,862
+26,407
+4% +$1.24M 0.05% 400
2016
Q4 		$29.9M Sell
681,455
-15,921
-2% -$637K 0.05% 422
2016
Q3 		$24.6M Buy
697,376
+6,901
+1% +$233K 0.04% 489
2016
Q2 		$21.9M Sell
690,475
-28,799
-4% -$974K 0.04% 498
2016
Q1 		$22.2M Buy
719,274
+32,642
+5% +$958K 0.04% 504
2015
Q4 		$23M Sell
686,632
-2,426
-0.4% -$83.7K 0.04% 474
2015
Q3 		$22.1M Buy
689,058
+61,687
+10% +$2.13M 0.04% 476
2015
Q2 		$22.4M Sell
627,371
-12,266
-2% -$429K 0.04% 501
2015
Q1 		$21.6M Buy
639,637
+4,169
+0.7% +$138K 0.04% 516
2014
Q4 		$22.6M Buy
635,468
+8,195
+1% +$277K 0.04% 465
2014
Q3 		$21.6M Buy
627,273
+3,813
+0.6% +$134K 0.04% 462
2014
Q2 		$21.7M Sell
623,460
-26,860
-4% -$917K 0.04% 463
2014
Q1 		$23M Sell
650,320
-30,000
-4% -$1.02M 0.05% 449
2013
Q4 		$23.8M Sell
680,320
-42,733
-6% -$1.4M 0.05% 432
2013
Q3 		$21.9M Sell
723,053
-15,272
-2% -$469K 0.05% 454
2013
Q2 		$21.6M Buy
+738,325
New +$20.6M 0.05% 440

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group's UNM Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group sold out of Unum (UNM) in Q1 2026, closing a stake of 24,491 shares — an estimated $1.9M sold.

Sumitomo Mitsui Trust Group first reported a position in UNM in Q2 2013 and held it in 43 quarters. The position peaked at $38.7M in Q4 2017. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Sumitomo Mitsui Trust Group reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 24,491 Unum shares in Q1 2026, an estimated $1.9M.
  • Sumitomo Mitsui Trust Group first reported a position in Unum in Q2 2013 and held it in 43 quarters.
  • Sumitomo Mitsui Trust Group's Unum position peaked at $38.7M in Q4 2017.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.