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
2022 Q1	–	Sell	-1,300	Closed	-$32K	–	10934
2021 Q4	$32K	Buy	+1,300	New	+$33.3K	﹤0.01%	7335
2020 Q1	–	Sell	-12,000	Closed	-$350K	–	8434
2019 Q4	$350K	Hold	12,000	–	–	﹤0.01%	5156
2019 Q3	$357K	Sell	12,000 -14,000	-54%	-$416K	﹤0.01%	4821
2019 Q2	$872K	Buy	+26,000	New	+$901K	﹤0.01%	3860
2019 Q1	–	Sell	-40,000	Closed	-$1.18M	–	8188
2018 Q4	$1.18M	Buy	+40,000	New	+$1.4M	﹤0.01%	3520

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.