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
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 $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

UBS Group's UNM Position: Q1 2026 in Review

UBS Group reduced its Unum (UNM) stake by 40% in Q1 2026, selling an estimated $40.7M and leaving 811,472 shares worth $59.3M. The position accounts for 0.01% of the portfolio, ranked #1474.

UBS Group first reported a position in UNM in Q4 2014 and has held it in 46 quarters since. The position peaked at $105M in Q4 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • UBS Group held 811,472 shares of Unum worth $59.3M as of Q1 2026.
  • UBS Group sold 545,444 Unum shares in Q1 2026, an estimated $40.7M.
  • Unum made up 0.01% of UBS Group's portfolio in Q1 2026, its #1474 holding.
  • UBS Group first reported a position in Unum in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Unum position peaked at $105M in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.