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
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 $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

Vontobel Holding's UNM Position: Q1 2026 in Review

Vontobel Holding reduced its Unum (UNM) stake by 3.2% in Q1 2026, selling an estimated $8.14K and leaving 3,296 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Vontobel Holding first reported a position in UNM in Q4 2025 and has held it in 2 quarters since. The position peaked at $264K in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Vontobel Holding held 3,296 shares of Unum worth $241K as of Q1 2026.
  • Vontobel Holding sold 109 Unum shares in Q1 2026, an estimated $8.14K.
  • Unum made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #1065 holding.
  • Vontobel Holding first reported a position in Unum in Q4 2025 and has held it in 2 quarters since.
  • Vontobel Holding's Unum position peaked at $264K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.