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 Jun 30, 2026
· filed Aug 13, 2026
Position Value
$45,499,589
+$5,734,979 QoQ
Shares Held
508,944
-6.5% QoQ
Ownership
0.321%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#46
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,640,933,356 across 16 Insurance - Life names. UNM ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
5,201,217 | $609,842,689 | |
| 2 | MET |
Metlife Inc
|
6,026,518 | $509,903,682 | |
| 3 | PRU |
Prudential Financial Inc
|
3,106,298 | $335,262,739 | |
| 4 | GL |
Globe Life Inc.
|
275,000 | $49,136,996 | |
| 5 | UNM |
Unum Group
This page
|
508,944 | $45,499,589 | |
| 6 | PRI |
Primerica, Inc.
|
93,371 | $26,536,036 | |
| 7 | JXN |
Jackson Financial Inc.
|
183,291 | $18,767,162 | |
| 8 | LNC |
Lincoln National Corp
|
451,306 | $15,953,663 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,499,589 | 508,944 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||