Universal- Beteiligungs- und Servicegesellschaft mbH
Position in UNM — Unum Group
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in UNM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,052,798
+$231,212 QoQ
Shares Held
56,519
-14.4% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#174
of 754 holders
Holding Since
Mar 2025
6 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, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $168,693,575 across 11 Insurance - Life names. UNM ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
507,991 | $59,561,944 | |
| 2 | MET |
Metlife Inc
|
357,302 | $30,231,322 | |
| 3 | PRU |
Prudential Financial Inc
|
215,113 | $23,217,146 | |
| 4 | CNO |
CNO Financial Group, Inc.
|
379,373 | $19,340,435 | |
| 5 | GL |
Globe Life Inc.
|
62,946 | $11,247,191 | |
| 6 | JXN |
Jackson Financial Inc.
|
84,326 | $8,634,139 | |
| 7 | LNC |
Lincoln National Corp
|
157,934 | $5,582,966 | |
| 8 | UNM |
Unum Group
This page
|
56,519 | $5,052,798 |
All Filings in UNM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,052,798 | 56,519 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $4,821,586 | 66,022 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $5,994,082 | 77,343 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $6,719,569 | 86,392 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $5,324,991 | 65,936 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $6,989,023 | 85,797 | Shares | Defined | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||