Universal-Beteiligungs- und Servicegesellschaft
UNM icon

Universal-Beteiligungs- und Servicegesellschaft’s Unum UNM Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$5.05M Sell
56,519
-9,503
-14% -$787K 0.01% 931
2026
Q1 		$4.82M Sell
66,022
-11,321
-15% -$845K 0.01% 887
2025
Q4 		$6.01M Sell
77,343
-9,049
-10% -$692K 0.01% 810
2025
Q3 		$6.72M Buy
86,392
+20,456
+31% +$1.53M 0.01% 746
2025
Q2 		$5.32M Sell
65,936
-19,861
-23% -$1.57M 0.01% 812
2025
Q1 		$6.99M Buy
+85,797
New +$6.61M 0.01% 679

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's UNM Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Unum (UNM) stake by 14% in Q2 2026, selling an estimated $787K and leaving 56,519 shares worth $5.05M. The position accounts for 0.01% of the portfolio, ranked #931.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in UNM in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.99M in Q1 2025. 523 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 56,519 shares of Unum worth $5.05M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 9,503 Unum shares in Q2 2026, an estimated $787K.
  • Unum made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #931 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Unum in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Unum position peaked at $6.99M in Q1 2025.
  • 523 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.