Vontobel Holding
UNM icon

Vontobel Holding’s Unum UNM Stock Holding History

Vontobel Holding’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 		$259K Sell
2,895
-401
-12% -$33.2K ﹤0.01% 1270
2026
Q1 		$241K Sell
3,296
-109
-3% -$8.14K ﹤0.01% 1065
2025
Q4 		$264K Buy
+3,405
New +$260K ﹤0.01% 1213

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

Vontobel Holding's UNM Position: Q2 2026 in Review

Vontobel Holding reduced its Unum (UNM) stake by 12% in Q2 2026, selling an estimated $33.2K and leaving 2,895 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Vontobel Holding first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. The position peaked at $264K in Q4 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Vontobel Holding held 2,895 shares of Unum worth $259K as of Q2 2026.
  • Vontobel Holding sold 401 Unum shares in Q2 2026, an estimated $33.2K.
  • Unum made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1270 holding.
  • Vontobel Holding first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
  • Vontobel Holding's Unum position peaked at $264K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.