Position in UNM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$816,669
-$562,502 QoQ
Shares Held
9,135
-51.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#346
of 754 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Swiss Life Asset Management Ltd holds $45,991,498 across 13 Insurance - Life names. UNM ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
135,218 | $11,440,794 | |
| 2 | AFL |
Aflac Inc
|
95,654 | $11,215,430 | |
| 3 | PRU |
Prudential Financial Inc
|
86,804 | $9,368,755 | |
| 4 | MFC |
Manulife Financial Corp
|
229,403 | $9,293,115 | |
| 5 | GL |
Globe Life Inc.
|
6,978 | $1,246,829 | |
| 6 | PRI |
Primerica, Inc.
|
3,008 | $854,873 | |
| 7 | UNM |
Unum Group
This page
|
9,135 | $816,669 | |
| 8 | LNC |
Lincoln National Corp
|
11,368 | $401,858 |
All Filings in UNM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $816,669 | 9,135 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,379,171 | 18,885 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $592,022 | 7,639 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $594,161 | 7,639 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $350,498 | 4,340 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $218,068 | 2,677 | Shares | Sole | 2025-12-02 | |
| 2021-09-30 | $5,886,819 | 234,909 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $5,150,056 | 181,340 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $5,507,167 | 197,886 | Shares | Sole | 2025-12-29 | |
| 2020-12-31 | $4,571,506 | 199,281 | Shares | Sole | 2025-12-29 | |
| 2020-03-31 | $305,872 | 20,378 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||