UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in UNM — Unum Group
CIK 861177
NEW YORK, NY
Position in UNM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$39,764,610
-$2,759,871 QoQ
Shares Held
544,497
-0.8% QoQ
Ownership
0.341%
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 46.03239319959522.ToString("F0")%
Shared 0.ToString("F0")%
None 53.96760680040478.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,330,263,018 across 16 Insurance - Life names. UNM ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
4,069,126 | $446,423,809 | |
| 2 | MET |
Metlife Inc
|
5,689,724 | $402,377,276 | |
| 3 | PRU |
Prudential Financial Inc
|
3,105,078 | $303,335,065 | |
| 4 | UNM |
Unum Group
This page
|
544,497 | $39,764,610 | |
| 5 | GL |
Globe Life Inc.
|
276,770 | $38,518,076 | |
| 6 | PRI |
Primerica, Inc.
|
141,362 | $35,408,349 | |
| 7 | LNC |
Lincoln National Corp
|
506,218 | $17,970,735 | |
| 8 | JXN |
Jackson Financial Inc.
|
168,140 | $17,775,756 |
All Filings in UNM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,764,610 | 544,497 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $42,524,481 | 548,703 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $47,732,883 | 613,691 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $75,847,283 | 939,169 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $60,790,907 | 746,267 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $48,433,347 | 663,198 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $39,349,217 | 661,999 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $34,701,079 | 678,949 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $19,300,211 | 359,676 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $16,288,151 | 360,198 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $17,928,374 | 364,472 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $18,234,276 | 382,270 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $15,122,598 | 382,270 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $18,117,572 | 441,569 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $17,724,107 | 456,807 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $17,173,154 | 504,796 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $13,790,410 | 437,652 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,772,834 | 438,455 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,863,776 | 473,415 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,468,944 | 509,470 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $12,054,060 | 433,132 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $10,604,791 | 462,284 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $6,709,494 | 398,663 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,482,682 | 451,036 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $15,204,209 | 1,012,939 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||