Swiss Life Asset Management’s Unum UNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$817K Sell
9,135
-9,750
-52% -$808K ﹤0.01% 759
2026
Q1
$1.04M Buy
18,885
+11,246
+147% +$839K 0.01% 650
2025
Q4
$592K Hold
7,639
﹤0.01% 745
2025
Q3
$594K Buy
7,639
+3,299
+76% +$247K ﹤0.01% 677
2025
Q2
$350K Buy
4,340
+1,663
+62% +$131K ﹤0.01% 700
2025
Q1
$218K Buy
+2,677
New +$206K ﹤0.01% 689
2021
Q4
Sell
-234,909
Closed -$5.89M 574
2021
Q3
$5.89M Buy
234,909
+53,569
+30% +$1.42M 0.08% 271
2021
Q2
$5.15M Sell
181,340
-16,546
-8% -$486K 0.05% 319
2021
Q1
$5.51M Sell
197,886
-1,395
-0.7% -$36.2K 0.08% 283
2020
Q4
$4.57M Buy
+199,281
New +$4.12M 0.07% 303
2020
Q2
Sell
-20,378
Closed -$306K 541
2020
Q1
$306K Buy
20,378
+2,997
+17% +$72.1K 0.01% 457
2019
Q4
$507K Buy
17,381
+1,410
+9% +$41K 0.01% 446
2019
Q3
$475K Sell
15,971
-47,092
-75% -$1.4M 0.01% 453
2019
Q2
$2.11M Buy
63,063
+42,029
+200% +$1.46M 0.03% 321
2019
Q1
$711K Buy
+21,034
New +$732K 0.01% 392
2018
Q4
Sell
-29,490
Closed -$1.15M 455
2018
Q3
$1.15M Sell
29,490
-38,420
-57% -$1.43M 0.02% 375
2018
Q2
$2.51M Buy
67,910
+13,372
+25% +$558K 0.04% 252
2018
Q1
$2.6M Buy
54,538
+3,041
+6% +$159K 0.05% 258
2017
Q4
$2.83M Sell
51,497
-14,696
-22% -$789K 0.06% 177
2017
Q3
$3.38M Buy
66,193
+22,197
+50% +$1.08M 0.09% 152
2017
Q2
$2.05M Sell
43,996
-18,995
-30% -$874K 0.05% 187
2017
Q1
$2.95M Buy
62,991
+28,654
+83% +$1.34M 0.08% 144
2016
Q4
$1.51M Sell
34,337
-18,621
-35% -$745K 0.05% 196
2016
Q3
$1.87M Buy
+52,958
New +$1.79M 0.06% 157
2016
Q2
Sell
-38,388
Closed -$1.19M 380
2016
Q1
$1.19M Buy
38,388
+21,452
+127% +$629K 0.05% 165
2015
Q4
$564K Buy
+16,936
New +$584K 0.03% 217
2015
Q3
Sell
-18,001
Closed -$644K 351
2015
Q2
$644K Buy
+18,001
New +$630K 0.02% 169

Other funds holding UNM

Swiss Life Asset Management's UNM Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Unum (UNM) stake by 52% in Q2 2026, selling an estimated $808K and leaving 9,135 shares worth $817K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Swiss Life Asset Management first reported a position in UNM in Q2 2015 and has held it in 27 quarters since. The position peaked at $5.89M in Q3 2021. 597 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Swiss Life Asset Management held 9,135 shares of Unum worth $817K as of Q2 2026.
  • Swiss Life Asset Management sold 9,750 Unum shares in Q2 2026, an estimated $808K.
  • Unum made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #759 holding.
  • Swiss Life Asset Management first reported a position in Unum in Q2 2015 and has held it in 27 quarters since.
  • Swiss Life Asset Management's Unum position peaked at $5.89M in Q3 2021.
  • 597 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.