Zurich Cantonal Bank
UNM icon

Zurich Cantonal Bank’s Unum UNM Stock Holding History

Zurich Cantonal Bank’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 		$5.33M Sell
73,032
-4,306
-6% -$321K 0.01% 635
2025
Q4 		$5.99M Sell
77,338
-343,703
-82% -$26.3M 0.01% 590
2025
Q3 		$32.7M Sell
421,041
-249,608
-37% -$18.7M 0.08% 218
2025
Q2 		$54.2M Buy
670,649
+297,671
+80% +$23.5M 0.13% 134
2025
Q1 		$30.4M Buy
372,978
+327,711
+724% +$25.3M 0.09% 202
2024
Q4 		$3.31M Buy
45,267
+3,554
+9% +$245K 0.01% 693
2024
Q3 		$2.48M Sell
41,713
-329
-0.8% -$17.9K 0.01% 735
2024
Q2 		$2.15M Buy
42,042
+2,156
+5% +$112K 0.01% 741
2024
Q1 		$2.14M Sell
39,886
-2,593
-6% -$126K 0.01% 736
2023
Q4 		$1.92M Buy
42,479
+4,910
+13% +$224K 0.01% 750
2023
Q3 		$1.85M Buy
37,569
+4,602
+14% +$225K 0.01% 727
2023
Q2 		$1.57M Buy
32,967
+1,882
+6% +$82.1K 0.01% 769
2023
Q1 		$1.23M Buy
31,085
+2,145
+7% +$88.6K 0.01% 819
2022
Q4 		$1.19M Buy
28,940
+3,235
+13% +$136K 0.01% 812
2022
Q3 		$997K Buy
25,705
+1,585
+7% +$58K 0.01% 846
2022
Q2 		$821K Buy
24,120
+87
+0.4% +$2.94K ﹤0.01% 938
2022
Q1 		$757K Hold
24,033
– – ﹤0.01% 1068
2021
Q4 		$590K Buy
24,033
+3,044
+15% +$77.9K ﹤0.01% 1322
2021
Q3 		$526K Buy
20,989
+1,780
+9% +$47.1K ﹤0.01% 1267
2021
Q2 		$546K Sell
19,209
-2,557
-12% -$75.2K ﹤0.01% 1184
2021
Q1 		$606K Sell
21,766
-3,455
-14% -$89.7K ﹤0.01% 1104
2020
Q4 		$579K Buy
25,221
+3,722
+17% +$77K ﹤0.01% 1202
2020
Q3 		$362K Hold
21,499
– – ﹤0.01% 1244
2020
Q2 		$357K Sell
21,499
-188,546
-90% -$2.98M ﹤0.01% 1183
2020
Q1 		$3.15M Sell
210,045
-16,868
-7% -$406K 0.03% 480
2019
Q4 		$6.62M Buy
226,913
+76,535
+51% +$2.23M 0.05% 371
2019
Q3 		$4.47M Buy
150,378
+42,430
+39% +$1.26M 0.04% 444
2019
Q2 		$3.62M Buy
107,948
+55,576
+106% +$1.92M 0.03% 483
2019
Q1 		$1.77M Buy
52,372
+2,110
+4% +$73.5K 0.02% 666
2018
Q4 		$1.48M Buy
50,262
+7,314
+17% +$256K 0.01% 679
2018
Q3 		$1.68M Sell
42,948
-4,829
-10% -$180K 0.01% 700
2018
Q2 		$1.77M Sell
47,777
-126,551
-73% -$5.28M 0.02% 685
2018
Q1 		$8.3M Buy
174,328
+21,216
+14% +$1.11M 0.08% 315
2017
Q4 		$8.4M Buy
153,112
+105,335
+220% +$5.65M 0.07% 312
2017
Q3 		$2.44M Sell
47,777
-58,699
-55% -$2.86M 0.02% 580
2017
Q2 		$4.96M Sell
106,476
-16,234
-13% -$747K 0.05% 402
2017
Q1 		$5.75M Buy
122,710
+1,288
+1% +$60.3K 0.06% 357
2016
Q4 		$5.33M Buy
121,422
+52,909
+77% +$2.12M 0.06% 373
2016
Q3 		$2.42M Sell
68,513
-120,305
-64% -$4.07M 0.03% 575
2016
Q2 		$6M Buy
188,818
+6,459
+4% +$218K 0.08% 275
2016
Q1 		$5.64M Buy
182,359
+4,209
+2% +$123K 0.07% 287
2015
Q4 		$5.93M Buy
178,150
+34,607
+24% +$1.19M 0.08% 265
2015
Q3 		$4.61M Sell
143,543
-355
-0.2% -$12.2K 0.07% 283
2015
Q2 		$5.14M Buy
143,898
+50,972
+55% +$1.78M 0.07% 276
2015
Q1 		$3.13M Buy
92,926
+3,504
+4% +$116K 0.04% 397
2014
Q4 		$3.12M Sell
89,422
-118,335
-57% -$4M 0.1% 268
2014
Q3 		$7.14M Buy
207,757
+135,764
+189% +$4.77M 0.23% 93
2014
Q2 		$2.5M Buy
71,993
+2,639
+4% +$90.1K 0.07% 331
2014
Q1 		$2.45M Buy
69,354
+2,781
+4% +$94.9K 0.08% 298
2013
Q4 		$2.33M Buy
66,573
+53,328
+403% +$1.75M 0.08% 290
2013
Q3 		$403K Hold
13,245
– – 0.01% 664
2013
Q2 		$389K Buy
+13,245
New +$369K 0.01% 648

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

Zurich Cantonal Bank's UNM Position: Q1 2026 in Review

Zurich Cantonal Bank reduced its Unum (UNM) stake by 5.6% in Q1 2026, selling an estimated $321K and leaving 73,032 shares worth $5.33M. The position accounts for 0.01% of the portfolio, ranked #635.

Zurich Cantonal Bank first reported a position in UNM in Q2 2013 and has held it in 52 quarters since. The position peaked at $54.2M in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Zurich Cantonal Bank held 73,032 shares of Unum worth $5.33M as of Q1 2026.
  • Zurich Cantonal Bank sold 4,306 Unum shares in Q1 2026, an estimated $321K.
  • Unum made up 0.01% of Zurich Cantonal Bank's portfolio in Q1 2026, its #635 holding.
  • Zurich Cantonal Bank first reported a position in Unum in Q2 2013 and has held it in 52 quarters since.
  • Zurich Cantonal Bank's Unum position peaked at $54.2M in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.