ETF Holdings Breakdown of UNM

UNM institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-09-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	113,326	USD 8,868,893
2025-09-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	128,673	USD 10,069,949
2025-09-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	4,810	USD 376,431 2.0%
2025-09-26	IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF)	1,287	USD 100,721
Total =		248,096	USD 19,415,994

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with UNM

Unum Group (NYSE:UNM) Upgraded at Wolfe Research

Wolfe Research upgraded shares of Unum Group (NYSE:UNM – Free Report) to a strong-buy rating in a research note released on Tuesday,Zacks.com reports. A number of other equities research analysts have also commented on the company. UBS Group set a $87.00 price target on Unum Group and gave the company a “neutral” rating in a […] - 2025-09-19 03:05:11

Unum Group (NYSE:UNM) versus Trupanion (NASDAQ:TRUP) Head-To-Head Review

Unum Group (NYSE:UNM – Get Free Report) and Trupanion (NASDAQ:TRUP – Get Free Report) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, valuation, institutional ownership, risk, profitability, dividends and analyst recommendations. Valuation & Earnings This table compares Unum Group and […] - 2025-08-20 03:12:45

Unum Group (NYSE:UNM) Given New $79.00 Price Target at Morgan Stanley

Unum Group (NYSE:UNM – Get Free Report) had its target price dropped by stock analysts at Morgan Stanley from $85.00 to $79.00 in a research report issued to clients and investors on Monday,Benzinga reports. The firm currently has an “equal weight” rating on the financial services provider’s stock. Morgan Stanley’s price objective points to a […] - 2025-08-20 02:38:43

Mitsubishi UFJ Asset Management Co. Ltd. Raises Position in Unum Group (NYSE:UNM)

Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in Unum Group (NYSE:UNM – Free Report) by 196.9% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 478 shares of the financial services provider’s stock after purchasing an additional 317 shares […] - 2025-08-15 04:42:54

Maryland State Retirement & Pension System Sells 1,737 Shares of Unum Group (NYSE:UNM)

Maryland State Retirement & Pension System lessened its holdings in Unum Group (NYSE:UNM – Free Report) by 17.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,486 shares of the financial services provider’s stock after selling 1,737 shares during […] - 2025-08-14 05:09:11

Zacks Research Forecasts Unum Group’s Q3 Earnings (NYSE:UNM)

Unum Group (NYSE:UNM – Free Report) – Research analysts at Zacks Research cut their Q3 2025 earnings estimates for shares of Unum Group in a note issued to investors on Tuesday, August 12th. Zacks Research analyst D. Chatterjee now expects that the financial services provider will post earnings per share of $2.18 for the quarter, […] - 2025-08-14 02:08:58

Unum Group (NYSE:UNM) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of Unum Group (NYSE:UNM – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the thirteen research firms that are covering the firm, Marketbeat Ratings reports. Four equities research analysts have rated the stock with a hold recommendation, eight have given a buy recommendation and one has given a strong buy […] - 2025-08-13 02:58:43

Blair William & Co. IL Has $408,000 Stock Holdings in Unum Group (NYSE:UNM)

Blair William & Co. IL trimmed its position in shares of Unum Group (NYSE:UNM – Free Report) by 5.0% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 5,008 shares of the financial services provider’s stock after selling 264 shares during the quarter. Blair William & Co. IL’s holdings in Unum Group were […] - 2025-08-12 04:58:49

Evercore ISI Issues Pessimistic Forecast for Unum Group (NYSE:UNM) Stock Price

Unum Group (NYSE:UNM – Get Free Report) had its price objective dropped by stock analysts at Evercore ISI from $100.00 to $96.00 in a research report issued on Wednesday,Benzinga reports. The brokerage presently has an “outperform” rating on the financial services provider’s stock. Evercore ISI’s price objective points to a potential upside of 33.74% from […] - 2025-08-01 04:35:04

Unum Group (NYSE:UNM) Shares Gap Down Following Weak Earnings

Unum Group (NYSE:UNM – Get Free Report) shares gapped down before the market opened on Wednesday following a weaker than expected earnings announcement. The stock had previously closed at $80.97, but opened at $71.03. Unum Group shares last traded at $72.92, with a volume of 1,515,734 shares. The financial services provider reported $2.07 EPS for […] - 2025-08-01 02:10:45

Unum Group (NYSE:UNM) Shares Sold by Y Intercept Hong Kong Ltd

Y Intercept Hong Kong Ltd trimmed its holdings in shares of Unum Group (NYSE:UNM – Free Report) by 62.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,003 shares of the financial services provider’s stock after selling 8,155 shares during […] - 2025-07-29 05:16:52

HighPoint Advisor Group LLC Takes Position in Unum Group (NYSE:UNM)

HighPoint Advisor Group LLC acquired a new stake in shares of Unum Group (NYSE:UNM – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 2,664 shares of the financial services provider’s stock, valued at approximately $211,000. A number of […] - 2025-07-25 05:51:08

Analyzing Unum Group (NYSE:UNM) and Atlantic American (NASDAQ:AAME)

Unum Group (NYSE:UNM – Get Free Report) and Atlantic American (NASDAQ:AAME – Get Free Report) are both finance companies, but which is the superior business? We will contrast the two companies based on the strength of their valuation, analyst recommendations, profitability, risk, earnings, dividends and institutional ownership. Dividends Unum Group pays an annual dividend of […] - 2025-07-24 05:47:08

Kingsview Wealth Management LLC Decreases Stock Position in Unum Group (NYSE:UNM)

Kingsview Wealth Management LLC cut its position in shares of Unum Group (NYSE:UNM – Free Report) by 2.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,838 shares of the financial services provider’s stock after selling 136 shares during the period. […] - 2025-07-23 06:14:51

Alps Advisors Inc. Reduces Stake in Unum Group (NYSE:UNM)

Alps Advisors Inc. decreased its stake in shares of Unum Group (NYSE:UNM – Free Report) by 30.7% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,399 shares of the financial services provider’s stock after selling 1,951 shares during the period. Alps Advisors Inc.’s holdings […] - 2025-07-16 07:23:18

Cerity Partners LLC Acquires 7,462 Shares of Unum Group (NYSE:UNM)

Cerity Partners LLC raised its position in Unum Group (NYSE:UNM – Free Report) by 9.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 86,348 shares of the financial services provider’s stock after purchasing an additional 7,462 shares during the quarter. Cerity Partners […] - 2025-07-16 05:38:08

Unum Group (NYSE:UNM) Given New $85.00 Price Target at Morgan Stanley

Unum Group (NYSE:UNM – Free Report) had its price objective lifted by Morgan Stanley from $83.00 to $85.00 in a research report released on Monday,Benzinga reports. The brokerage currently has an equal weight rating on the financial services provider’s stock. Several other analysts also recently weighed in on UNM. Piper Sandler boosted their price target […] - 2025-07-15 05:04:16

JPMorgan Chase & Co. Forecasts Strong Price Appreciation for Unum Group (NYSE:UNM) Stock

Unum Group (NYSE:UNM – Get Free Report) had its price objective boosted by research analysts at JPMorgan Chase & Co. from $87.00 to $96.00 in a research note issued on Tuesday,Benzinga reports. The brokerage currently has a “neutral” rating on the financial services provider’s stock. JPMorgan Chase & Co.‘s price target points to a potential […] - 2025-07-10 04:53:04

Private Trust Co. NA Has $225,000 Stock Position in Unum Group (NYSE:UNM)

Private Trust Co. NA increased its position in shares of Unum Group (NYSE:UNM – Free Report) by 7.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,757 shares of the financial services provider’s stock after purchasing an additional 187 shares during the […] - 2025-07-08 04:52:51

Mutual Advisors LLC Sells 1,686 Shares of Unum Group (NYSE:UNM)

Mutual Advisors LLC decreased its holdings in Unum Group (NYSE:UNM – Free Report) by 15.6% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 9,148 shares of the financial services provider’s stock after selling 1,686 shares during the quarter. Mutual Advisors LLC’s holdings in […] - 2025-07-07 05:49:03

Rossby Financial LCC Takes Position in Unum Group (NYSE:UNM)

Rossby Financial LCC purchased a new stake in Unum Group (NYSE:UNM – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 580 shares of the financial services provider’s stock, valued at approximately $46,000. Other hedge funds and other institutional investors also recently made […] - 2025-07-06 05:40:54

Wells Fargo & Company Forecasts Strong Price Appreciation for Unum Group (NYSE:UNM) Stock

Unum Group (NYSE:UNM – Get Free Report) had its price objective lifted by stock analysts at Wells Fargo & Company from $97.00 to $105.00 in a research report issued to clients and investors on Tuesday,Benzinga reports. The firm currently has an “overweight” rating on the financial services provider’s stock. Wells Fargo & Company‘s price target […] - 2025-07-03 04:39:01

Oppenheimer & Co. Inc. Sells 10,548 Shares of Unum Group (NYSE:UNM)

Oppenheimer & Co. Inc. reduced its holdings in shares of Unum Group (NYSE:UNM – Free Report) by 50.9% in the first quarter, Holdings Channel reports. The institutional investor owned 10,163 shares of the financial services provider’s stock after selling 10,548 shares during the period. Oppenheimer & Co. Inc.’s holdings in Unum Group were worth $828,000 […] - 2025-06-30 04:46:53

Moran Wealth Management LLC Sells 1,817 Shares of Unum Group (NYSE:UNM)

Moran Wealth Management LLC reduced its position in shares of Unum Group (NYSE:UNM – Free Report) by 11.2% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 14,442 shares of the financial services provider’s stock after selling 1,817 shares during the quarter. […] - 2025-06-27 05:14:57

Unum Group (NYSE:UNM) Receives $88.29 Consensus PT from Analysts

Shares of Unum Group (NYSE:UNM – Get Free Report) have received an average rating of “Moderate Buy” from the fourteen brokerages that are covering the firm, Marketbeat reports. Four equities research analysts have rated the stock with a hold recommendation, nine have given a buy recommendation and one has issued a strong buy recommendation on […] - 2025-06-27 04:31:09

Zacks Research Forecasts Unum Group’s Q3 Earnings (NYSE:UNM)

Unum Group (NYSE:UNM – Free Report) – Research analysts at Zacks Research cut their Q3 2025 EPS estimates for Unum Group in a note issued to investors on Monday, June 23rd. Zacks Research analyst D. Chatterjee now forecasts that the financial services provider will post earnings of $2.32 per share for the quarter, down from […] - 2025-06-27 02:20:49

Unum Group (NYSE:UNM) Shares Purchased by QRG Capital Management Inc.

QRG Capital Management Inc. lifted its position in Unum Group (NYSE:UNM – Free Report) by 42.9% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,063 shares of the financial services provider’s stock after acquiring an additional 5,727 shares during the […] - 2025-06-20 05:38:54

UMB Bank n.a. Trims Stock Position in Unum Group (NYSE:UNM)

UMB Bank n.a. lowered its holdings in shares of Unum Group (NYSE:UNM – Free Report) by 5.8% in the 1st quarter, Holdings Channel.com reports. The firm owned 3,848 shares of the financial services provider’s stock after selling 236 shares during the quarter. UMB Bank n.a.’s holdings in Unum Group were worth $313,000 as of its […] - 2025-06-11 05:24:49

Hennion & Walsh Asset Management Inc. Buys New Position in Unum Group (NYSE:UNM)

Hennion & Walsh Asset Management Inc. bought a new stake in shares of Unum Group (NYSE:UNM – Free Report) during the 1st quarter, according to its most recent filing with the SEC. The firm bought 5,670 shares of the financial services provider’s stock, valued at approximately $462,000. Several other hedge funds have also modified their […] - 2025-06-09 06:11:04

3,282 Shares in Unum Group (NYSE:UNM) Bought by Wellington Management Group LLP

Wellington Management Group LLP acquired a new position in shares of Unum Group (NYSE:UNM – Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 3,282 shares of the financial services provider’s stock, valued at approximately $240,000. A number of other institutional investors have also […] - 2025-06-09 05:04:52

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