UBS Group
UNM icon

UBS Group’s Unum UNM Stock Holding History

UBS 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
Q2 		$331K Buy
+3,700
New +$307K ﹤0.01% 6484
2018
Q2 		– Sell
-26,400
Closed -$1.26M – 8266
2018
Q1 		$1.26M Buy
+26,400
New +$1.38M ﹤0.01% 3537
2015
Q2 		– Sell
-200
Closed -$7K – 8849
2015
Q1 		$7K Buy
200
+100
+100% +$3.32K ﹤0.01% 7924
2014
Q4 		$3K Buy
+100
New +$3.38K ﹤0.01% 9278

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

UBS Group's UNM Position: Q2 2026 in Review

UBS Group increased its Unum (UNM) stake by 37% in Q2 2026, buying an estimated $24.7M and bringing the position to 1,109,567 shares worth $99.2M. The position accounts for 0.01% of the portfolio, ranked #1127.

UBS Group first reported a position in UNM in Q4 2014 and has held it in 47 quarters since. The position peaked at $105M in Q4 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • UBS Group held 1,109,567 shares of Unum worth $99.2M as of Q2 2026.
  • UBS Group bought 298,095 Unum shares in Q2 2026, an estimated $24.7M.
  • Unum made up 0.01% of UBS Group's portfolio in Q2 2026, its #1127 holding.
  • UBS Group first reported a position in Unum in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Unum position peaked at $105M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.