FIRST TRUST ADVISORS LP

Position in UNM — Unum Group

CIK 1125816 Wheaton, IL

Position in UNM

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$237,197,058

-$125,586,564 QoQ

Shares Held

3,247,940

-30.6% QoQ

Ownership

2.03%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

FIRST TRUST ADVISORS LP holds $1,201,465,639 across 13 Insurance - Life names. UNM ranks #2 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	3,184,801	$349,404,517
2	UNM	Unum Group This page	3,247,940	$237,197,058
3	PRU	Prudential Financial Inc	1,588,247	$155,155,849
4	MET	Metlife Inc	1,927,084	$136,283,380
5	PRI	Primerica, Inc.	529,207	$132,555,769
6	LNC	Lincoln National Corp	2,128,355	$75,556,602
7	MFC	Manulife Financial Corp	1,175,854	$40,496,411
8	JXN	Jackson Financial Inc.	225,250	$23,813,430

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$237,197,058	3,247,940	-30.6%	Shares	Other	2026-05-13
2025-12-31	$362,783,622	4,681,079	-18.4%	Shares	Sole	2026-02-13
2025-09-30	$446,063,399	5,734,937	+4.0%	Shares	Sole	2025-11-12
2025-06-30	$445,136,359	5,511,842	-5.3%	Shares	Sole	2025-08-13
2025-03-31	$474,206,356	5,821,340	+240.7%	Shares	Sole	2025-05-14
2024-12-31	$124,768,249	1,708,452	+15.4%	Shares	Sole	2025-02-13
2024-09-30	$88,019,227	1,480,808	+10.5%	Shares	Sole	2024-11-13
2024-06-30	$68,487,451	1,340,001	+8.8%	Shares	Sole	2024-08-13
2024-03-31	$66,067,426	1,231,223	+26.5%	Shares	Sole	2024-05-13
2023-12-31	$44,020,765	973,480	+43.0%	Shares	Sole	2024-02-13
2023-09-30	$33,476,893	680,563	-8.5%	Shares	Sole	2023-11-13
2023-06-30	$35,497,195	744,176	-20.3%	Shares	Sole	2023-08-14
2023-03-31	$36,945,360	933,907	-1.9%	Shares	Sole	2023-05-15
2022-12-31	$39,052,025	951,792	-11.2%	Shares	Sole	2023-02-09
2022-09-30	$41,604,580	1,072,283	-17.2%	Shares	Sole	2022-11-14
2022-06-30	$44,055,321	1,294,983	-22.3%	Shares	Sole	2022-08-12
2022-03-31	$52,535,488	1,667,264	+33.2%	Shares	Sole	2022-05-13
2021-12-31	$30,749,551	1,251,508	+15.9%	Shares	Sole	2022-02-08
2021-09-30	$27,051,994	1,079,489	-18.6%	Shares	Sole	2021-11-15
2021-06-30	$37,661,893	1,326,123	+20.2%	Shares	Sole	2021-10-12
2021-03-31	$30,700,024	1,103,127	-59.7%	Shares	Sole	2021-05-14
2020-12-31	$62,753,906	2,735,567	+9.9%	Shares	Sole	2021-02-02
2020-09-30	$41,888,910	2,488,943	-2.5%	Shares	Sole	2020-11-05
2020-06-30	$42,363,394	2,553,550	+359.1%	Shares	Sole	2020-07-22
2020-03-31	$8,348,877	556,221	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.