Position in UNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$99,195,289
+$39,933,490 QoQ
Shares Held
1,109,567
+36.7% QoQ
Ownership
0.701%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#26
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Derivatives in UNM
reported options exposure · as of Jun 30, 2026CallValue
$330,780
CallShares
3,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Jun 30, 2026UBS Group AG holds $1,299,180,162 across 18 Insurance - Life names. UNM ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHF |
Brighthouse Financial, Inc.
|
4,200,939 | $265,919,437 | |
| 2 | MET |
Metlife Inc
|
2,440,347 | $206,477,755 | |
| 3 | PRU |
Prudential Financial Inc
|
1,860,121 | $200,762,857 | |
| 4 | AFL |
Aflac Inc
|
1,528,766 | $179,247,812 | |
| 5 | MFC |
Manulife Financial Corp
|
3,840,935 | $155,596,273 | |
| 6 | UNM |
Unum Group
This page
|
1,109,567 | $99,195,289 | |
| 7 | GL |
Globe Life Inc.
|
356,369 | $63,676,012 | |
| 8 | LNC |
Lincoln National Corp
|
1,191,689 | $42,126,204 |
All Filings in UNM
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,780 | 3,700 | Call | Defined | 2026-08-13 | |
| 2026-06-30 | $99,195,289 | 1,109,567 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $59,261,799 | 811,472 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $105,160,989 | 1,356,916 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $100,177,450 | 1,287,959 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $98,791,930 | 1,223,278 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $59,889,391 | 735,200 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $91,494,830 | 1,252,839 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $23,818,617 | 400,717 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $20,068,699 | 392,657 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $17,373,927 | 323,778 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $30,948,521 | 684,399 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $27,670,259 | 562,518 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $16,680,403 | 349,694 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $19,579,033 | 494,920 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,616,140 | 380,603 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $15,547,741 | 400,715 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $14,072,100 | 413,642 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $15,009,629 | 476,345 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,350,452 | 502,664 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $31,941 | 1,300 | Put | Defined | 2022-02-14 | |
| 2021-09-30 | $14,367,123 | 573,309 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $22,404,049 | 788,875 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $21,692,204 | 779,454 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $14,786,710 | 644,582 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $8,125,018 | 482,770 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,886,097 | 354,798 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $4,258,231 | 283,693 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||