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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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.