Unum GroupUNM
13F holders, Q1 2025 (March 31)726holders +43
96new positions
54sold out
10famous investors
$81.41avg. 13F price*
At the end of Q1 2025, 726 institutions reported holding Unum Group (UNM) in their 13F filings, up 43 from Q4 2024. 96 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($1.6B), BlackRock, Inc. ($1.4B) and Norges Bank ($1.1B). 10 famous investors held it, including Ray Dalio (0.2% of Bridgewater Associates's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Unum Group
- CUSIP
- 91529Y106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $196.9M |
| Exits | 54 | $27.5M |
All 13F filers, Q4 2024 → Q1 2025: 15,089,922 shares bought and 14,196,158 shares sold, net +893,764 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 726 holders
| Vanguard Group Inc. | 0.03% | Reduce -1.4% | 20,205,408 | $1.6B |
| BlackRock, Inc. | 0.03% | Reduce -8.4% | 17,668,497 | $1.4B |
| Norges Bank | 0.15% | Reduce -5.0% | 13,059,818 | $1.1B |
| FMR LLC | 0.04% | Reduce -12.7% | 7,371,103 | $600.5M |
| State Street Corp. | 0.02% | Reduce -1.8% | 5,898,771 | $480.5M |
| First Trust Advisors LP | 0.42% | Add +240.7% | 5,821,340 | $474.2M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +4.8% | 5,816,520 | $473.8M |
| Dimensional Fund Advisors LP | 0.09% | Reduce -13.4% | 4,287,873 | $349.3M |
| Morgan Stanley | 0.02% | Reduce -8.9% | 3,439,334 | $280.2M |
| Geode Capital Management, LLC | 0.02% | Add +4.7% | 3,122,513 | $254.4M |
| LSV Asset Management | 0.54% | Add +0.1% | 2,740,656 | $223.3M |
| Invesco Ltd. | 0.04% | Add +155.6% | 2,278,473 | $185.6M |
| AQR Capital Management | 0.18% | Reduce -12.0% | 2,151,658 | $172.2M |
| Donald Smith & Co., Inc. | 3.87% | Reduce -21.6% | 1,938,298 | $157.9M |
| Northern Trust Corp. | 0.02% | Reduce -2.5% | 1,882,465 | $153.3M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.9% | 1,873,991 | $152.7M |
| Victory Capital Management Inc. | 0.14% | Add +13.1% | 1,654,489 | $134.8M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -16.7% | 1,583,377 | $129.0M |
| Balyasny Asset Management L.P. | 0.31% | Reduce -4.3% | 1,493,764 | $121.7M |
| Royal Bank of Canada | 0.03% | Add +0.5% | 1,416,124 | $115.4M |
| Nordea Investment Management AB | 0.12% | Reduce -3.6% | 1,430,346 | $115.2M |
| Allianz Asset Management GmbH | 0.17% | Add +8.9% | 1,378,105 | $112.3M |
| Nuveen, LLC | 0.03% | — | 1,145,189 | $93.3M |
| Freestone Grove Partners LP | 0.91% | Add +21.3% | 1,081,196 | $88.1M |
| Assenagon Asset Management S.A. | 0.15% | Add +228.6% | 1,033,700 | $84.2M |
| Zurich Insurance Group Ltd | 0.63% | Reduce -33.5% | 958,175 | $78.1M |
| Allspring Global Investments Holdings, LLC | 0.13% | Add +202.1% | 945,271 | $77.5M |
| Adage Capital Partners Gp, L.L.C. | 0.14% | Add +65.2% | 950,000 | $77.4M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Reduce -48.9% | 873,290 | $71.1M |
| California Public Employees Retirement System | 0.05% | Add +0.8% | 838,077 | $68.3M |
| Franklin Resources Inc. | 0.02% | Add +26.3% | 771,331 | $62.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +12.5% | 746,267 | $60.8M |
| Woodline Partners LP | 0.39% | Add +29.0% | 739,877 | $60.3M |
| UBS Group AG | 0.01% | Reduce -41.3% | 735,200 | $59.9M |
| Teewinot Capital Advisers, L.L.C. | 6.02% | New | 722,815 | $58.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 721,284 | $58.8M |
| Boone Capital Management LLC | 19.42% | Reduce -12.8% | 700,600 | $57.1M |
| Amundi | 0.02% | Add +92.8% | 695,841 | $55.1M |
| Alyeska Investment Group, L.P. | 0.22% | Reduce -17.8% | 670,366 | $54.6M |
| Caisse de depot et placement du Quebec | 0.11% | Add +86.6% | 651,878 | $53.1M |
| Millennium Management | 0.05% | Reduce -44.3% | 640,073 | $52.1M |
| Vest Financial, LLC | 0.79% | Add +1740.3% | 627,582 | $51.1M |
| Jacobs Levy Equity Management, Inc. | 0.20% | Reduce -21.5% | 617,292 | $50.3M |
| Bridgewater Associates | 0.20% | Add +53.8% | 522,259 | $42.5M |
| Bank of America Corp. | 0.00% | Add +44.1% | 519,753 | $42.3M |
| Grace & White Inc. | 7.88% | No change | 499,356 | $40.7M |
| Rhumbline Advisers | 0.04% | Reduce -5.5% | 498,795 | $40.6M |
| Renaissance Technologies | 0.06% | Add +38.3% | 463,600 | $37.8M |
| Wedge Capital Management L L P | 0.73% | Reduce -22.7% | 461,513 | $37.6M |
| Legal & General Group Plc | 0.01% | Add +9.8% | 461,301 | $37.6M |
| Neuberger Berman Group LLC | 0.03% | Add +8.1% | 457,265 | $37.2M |
| Retirement Systems of Alabama | 0.13% | Reduce -3.3% | 424,988 | $34.6M |
| ProShare Advisors LLC | 0.08% | Reduce -22.7% | 411,626 | $33.5M |
| Sei Investments Co. | 0.04% | Reduce -1.9% | 389,904 | $31.8M |
| American Century Companies Inc. | 0.02% | Add +29.5% | 389,554 | $31.7M |
| Principal Financial Group Inc. | 0.02% | Reduce -1.8% | 379,565 | $30.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.4% | 378,597 | $30.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.09% | Add +724.0% | 372,978 | $30.4M |
| Truist Financial Corp. | 0.05% | Add +0.6% | 353,622 | $28.8M |
| Qube Research & Technologies Ltd | 0.04% | Add +392.4% | 352,306 | $28.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.20% | — | 338,970 | $27.6M |
| Robeco Institutional Asset Management B.V. | 0.05% | Add +13.6% | 337,273 | $27.5M |
| Swiss National Bank | 0.02% | Reduce -3.2% | 336,100 | $27.4M |
| Junto Capital Management LP | 0.60% | New | 319,245 | $26.0M |
| AXA S.A. | 0.08% | Add +4.4% | 309,084 | $25.2M |
| LPL Financial LLC | 0.01% | Add +1.5% | 301,684 | $24.6M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -19.2% | 298,850 | $24.3M |
| Quantinno Capital Management LP | 0.16% | Add +35.0% | 296,194 | $24.1M |
| Voya Investment Management LLC | 0.03% | Add +13.8% | 293,687 | $23.9M |
| Raymond James Financial Inc. | 0.01% | Add +8.1% | 290,382 | $23.7M |
| Storebrand Asset Management As | 0.07% | Reduce -13.5% | 272,517 | $22.2M |
| Picton Mahoney Asset Management | 0.76% | Add +125.6% | 272,403 | $22.2M |
| D. Scott Neal, Inc. | 12.27% | Reduce -3.3% | 271,675 | $22.1M |
| Barclays PLC | 0.01% | Reduce -47.7% | 260,659 | $21.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -9.1% | 258,558 | $21.1M |
| Gillson Capital LP | 1.75% | New | 252,561 | $20.6M |
| Schroder Investment Management Group | 0.02% | Reduce -6.7% | 253,333 | $20.3M |
| DekaBank Deutsche Girozentrale | 0.04% | No change | 250,712 | $19.7M |
| Captrust Financial Advisors | 0.05% | Add +4.9% | 234,153 | $19.1M |
| South Dakota Investment Council | 0.38% | Reduce -6.8% | 229,043 | $18.7M |
| Two Sigma Advisers, LP | 0.04% | Reduce -48.4% | 229,000 | $18.7M |
| Gateway Investment Advisers LLC | 0.21% | No change | 224,140 | $18.3M |
| Two Sigma Investments, LP | 0.04% | Reduce -32.8% | 219,077 | $17.8M |
| Stifel Financial Corp. | 0.02% | Reduce -9.8% | 203,777 | $16.6M |
| New York State Teachers Retirement System | 0.04% | Add +7.1% | 201,327 | $16.4M |
| Hudson Bay Capital Management LP | 0.12% | Add +0.6% | 199,190 | $16.2M |
| Point72 Asset Management | 0.05% | Reduce -40.4% | 192,237 | $15.7M |
| McGowan Group Asset Management, Inc. | 2.09% | Reduce -0.6% | 191,169 | $15.6M |
| Moore Capital Management, LP | 0.61% | New | 188,875 | $15.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -20.9% | 182,075 | $14.8M |
| Corebridge Financial, Inc. | 0.09% | Reduce -4.5% | 181,605 | $14.8M |
| Man Group plc | 0.05% | Reduce -3.0% | 181,211 | $14.8M |
| Citadel Advisors | 0.01% | Reduce -48.4% | 178,079 | $14.5M |
| Glenmede Trust Co. NA | 0.07% | Reduce -3.1% | 169,840 | $13.8M |
| Wells Fargo & Company | 0.00% | Add +38.3% | 169,214 | $13.8M |
| California State Teachers Retirement System | 0.02% | Reduce -1.2% | 163,603 | $13.3M |
| Prudential Financial Inc. | 0.02% | Reduce -2.0% | 163,342 | $13.3M |
| Marshall Wace, LLP | 0.02% | Reduce -19.0% | 162,517 | $13.2M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -0.0% | 154,611 | $12.6M |
| Van Eck Associates Corp. | 0.02% | Add +10.8% | 146,156 | $11.9M |
"% of holder's portfolio" is UNM's weight in each manager's 13F, not the share of Unum Group the manager owns.