Position in UNM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$59,261,799
-$45,899,190 QoQ
Shares Held
811,472
-40.2% QoQ
Ownership
0.508%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 79.76184021136898.ToString("F0")%
Shared 0.ToString("F0")%
None 20.23815978863103.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Derivatives in UNM
reported options exposure · as of Dec 31, 2021CallValue
$0
CallShares
0
PutValue
$31,941
PutShares
1,300
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 Mar 31, 2026UBS Group AG holds $1,257,452,946 across 18 Insurance - Life names. UNM ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
2,698,310 | $296,031,589 | |
| 2 | MET |
Metlife Inc
|
3,605,168 | $254,957,478 | |
| 3 | BHF |
Brighthouse Financial, Inc.
|
3,734,476 | $223,620,422 | |
| 4 | PRU |
Prudential Financial Inc
|
2,023,799 | $197,704,922 | |
| 5 | MFC |
Manulife Financial Corp
|
2,552,877 | $87,921,081 | |
| 6 | UNM |
Unum Group
This page
|
811,472 | $59,261,799 | |
| 7 | LNC |
Lincoln National Corp
|
1,454,657 | $51,640,322 | |
| 8 | GL |
Globe Life Inc.
|
241,395 | $33,594,941 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||