PRINCIPAL FINANCIAL GROUP INC

Position in UNM — Unum Group

CIK 1126328 DES MOINES, IA

Position in UNM

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$24,869,489

-$817,808 QoQ

Shares Held

340,538

+2.7% QoQ

Ownership

0.213%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

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

Financial Services · as of Mar 31, 2026

PRINCIPAL FINANCIAL GROUP INC holds $400,145,721 across 11 Insurance - Life names. UNM ranks #7 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNC	Lincoln National Corp	2,280,576	$80,960,448
2	CNO	CNO Financial Group, Inc.	1,492,497	$61,281,926
3	AFL	Aflac Inc	516,801	$56,698,237
4	MET	Metlife Inc	642,825	$45,460,583
5	PRU	Prudential Financial Inc	390,376	$38,135,830
6	JXN	Jackson Financial Inc.	344,040	$36,371,908
7	UNM	Unum Group This page	340,538	$24,869,489
8	PRI	Primerica, Inc.	71,241	$17,844,445

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$24,869,489	340,538	+2.7%	Shares	Defined	2026-05-04
2025-12-31	$25,687,297	331,449	-4.9%	Shares	Defined	2026-02-02
2025-09-30	$27,107,651	348,517	-4.3%	Shares	Defined	2025-11-04
2025-06-30	$29,416,990	364,252	-4.0%	Shares	Defined	2025-08-08
2025-03-31	$30,919,364	379,565	-1.8%	Shares	Defined	2025-04-28
2024-12-31	$28,220,982	386,430	-2.7%	Shares	Defined	2025-01-31
2024-09-30	$23,615,035	397,292	-33.2%	Shares	Defined	2024-10-31
2024-06-30	$30,377,125	594,348	-13.4%	Shares	Defined	2024-07-29
2024-03-31	$36,819,023	686,154	+1.7%	Shares	Defined	2024-04-29
2023-12-31	$30,502,833	674,543	-0.8%	Shares	Defined	2024-02-07
2023-09-30	$33,444,673	679,908	-2.5%	Shares	Defined	2023-11-02
2023-06-30	$33,247,042	697,003	-6.0%	Shares	Defined	2023-08-07
2023-03-31	$29,346,240	741,816	+0.9%	Shares	Defined	2023-05-09
2022-12-31	$30,163,244	735,151	+0.0%	Shares	Defined	2023-02-09
2022-09-30	$28,516,758	734,968	-7.2%	Shares	Defined	2022-11-09
2022-06-30	$26,934,925	791,738	-5.8%	Shares	Defined	2022-08-10
2022-03-31	$26,487,935	840,620	+21.0%	Shares	Defined	2022-05-09
2021-12-31	$17,072,783	694,863	-1.7%	Shares	Defined	2022-02-09
2021-09-30	$17,708,347	706,638	+52.8%	Shares	Defined	2021-11-09
2021-06-30	$13,131,620	462,381	-37.4%	Shares	Defined	2021-08-10
2020-12-31	$16,957,407	739,207	+52.8%	Shares	Defined	2021-02-23
2020-09-30	$8,141,057	483,723	+6.9%	Shares	Defined	2020-11-06
2020-06-30	$7,510,457	452,710	+25.5%	Shares	Defined	2020-08-05
2020-03-31	$5,415,337	360,782	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.