ETF Holdings Breakdown of UNM

News associated with UNM

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 08:38:54

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 08:24:49

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 09:11:04

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 08:04:52

Merit Financial Group LLC Boosts Stake in Unum Group (NYSE:UNM)

Merit Financial Group LLC raised its position in shares of Unum Group (NYSE:UNM – Free Report) by 168.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 12,070 shares of the financial services provider’s stock after acquiring an additional 7,574 […] - 2025-06-08 09:24:54

Unum Group (NYSE:UNM) Shares Acquired by Focus Partners Wealth

Focus Partners Wealth grew its position in Unum Group (NYSE:UNM – Free Report) by 27.6% during the 4th quarter, HoldingsChannel.com reports. The firm owned 5,172 shares of the financial services provider’s stock after acquiring an additional 1,118 shares during the quarter. Focus Partners Wealth’s holdings in Unum Group were worth $378,000 at the end of […] - 2025-05-22 08:12:56

Unum Group (NYSE:UNM) Stock Price Expected to Rise, Morgan Stanley Analyst Says

Unum Group (NYSE:UNM – Get Free Report) had its price objective raised by equities research analysts at Morgan Stanley from $76.00 to $83.00 in a research report issued on Monday,Benzinga reports. The firm presently has an “equal weight” rating on the financial services provider’s stock. Morgan Stanley’s price target would indicate a potential upside of […] - 2025-05-21 08:14:49

Unum Group (NYSE:UNM) Stock Position Lowered by Bank of America Corp DE

Bank of America Corp DE lessened its position in Unum Group (NYSE:UNM – Free Report) by 19.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 360,634 shares of the financial services provider’s stock after selling 87,319 shares during the quarter. Bank of America Corp DE’s holdings in Unum Group were worth $26,337,000 […] - 2025-05-18 09:43:04

Unum Group (NYSE:UNM) Shares Purchased by Baird Financial Group Inc.

Baird Financial Group Inc. increased its stake in shares of Unum Group (NYSE:UNM – Free Report) by 95.7% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 7,169 shares of the financial services provider’s stock after acquiring an additional 3,506 shares during the period. Baird Financial Group […] - 2025-05-16 08:31:02

Ameriprise Financial Inc. Has $28.62 Million Position in Unum Group (NYSE:UNM)

Ameriprise Financial Inc. lowered its stake in shares of Unum Group (NYSE:UNM – Free Report) by 4.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 392,088 shares of the financial services provider’s stock after selling 17,142 shares during the period. Ameriprise Financial Inc. […] - 2025-05-14 09:38:54

Analysts Set Unum Group (NYSE:UNM) Target Price at $88.50

Unum Group (NYSE:UNM – Get Free Report) has earned an average rating of “Moderate Buy” from the fourteen brokerages that are covering the company, MarketBeat.com reports. Four research analysts have rated the stock with a hold recommendation, nine have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The […] - 2025-05-08 06:11:04

Rockefeller Capital Management L.P. Decreases Stock Holdings in Unum Group (NYSE:UNM)

Rockefeller Capital Management L.P. cut its stake in Unum Group (NYSE:UNM – Free Report) by 2.8% in the fourth quarter, Holdings Channel.com reports. The firm owned 15,903 shares of the financial services provider’s stock after selling 461 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in Unum Group were worth $1,155,000 at the end […] - 2025-04-22 08:21:03

Mariner LLC Raises Stock Position in Unum Group (NYSE:UNM)

Mariner LLC increased its holdings in shares of Unum Group (NYSE:UNM – Free Report) by 5.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 57,520 shares of the financial services provider’s stock after purchasing an additional 3,228 shares during the period. […] - 2025-04-21 08:10:55

Wells Fargo & Company MN Has $8.94 Million Stock Position in Unum Group (NYSE:UNM)

Wells Fargo & Company MN boosted its position in Unum Group (NYSE:UNM – Free Report) by 14.2% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 122,387 shares of the financial services provider’s stock after acquiring an additional 15,251 shares during the quarter. Wells Fargo & Company MN’s holdings in Unum Group were worth […] - 2025-04-18 07:34:53

Bank of Montreal Can Purchases 1,568 Shares of Unum Group (NYSE:UNM)

Bank of Montreal Can increased its position in shares of Unum Group (NYSE:UNM – Free Report) by 3.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 45,648 shares of the financial services provider’s stock after purchasing an additional 1,568 shares during the […] - 2025-04-16 09:10:51

CIBC Private Wealth Group LLC Cuts Stock Holdings in Unum Group (NYSE:UNM)

CIBC Private Wealth Group LLC lessened its holdings in Unum Group (NYSE:UNM – Free Report) by 10.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,491 shares of the financial services provider’s stock after selling 389 shares during the quarter. CIBC Private Wealth […] - 2025-04-07 07:58:56

Orion Portfolio Solutions LLC Buys 4,450 Shares of Unum Group (NYSE:UNM)

Orion Portfolio Solutions LLC raised its stake in Unum Group (NYSE:UNM – Free Report) by 48.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,559 shares of the financial services provider’s stock after acquiring an additional 4,450 shares during the […] - 2025-04-06 09:25:05

Unum Group (NYSE:UNM) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

Unum Group (NYSE:UNM – Get Free Report) had its price target raised by equities research analysts at JPMorgan Chase & Co. from $81.00 to $87.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage presently has a “neutral” rating on the financial services provider’s stock. JPMorgan Chase & Co.‘s target price suggests […] - 2025-04-04 05:24:59

LPL Financial LLC Boosts Stake in Unum Group (NYSE:UNM)

LPL Financial LLC increased its position in shares of Unum Group (NYSE:UNM – Free Report) by 5.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 297,229 shares of the financial services provider’s stock after buying an additional 14,890 shares during the quarter. LPL Financial […] - 2025-03-31 08:46:51

American Century Companies Inc. Raises Holdings in Unum Group (NYSE:UNM)

American Century Companies Inc. lifted its stake in Unum Group (NYSE:UNM – Free Report) by 34.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 300,807 shares of the financial services provider’s stock after acquiring an additional 76,708 shares during the period. American Century Companies Inc.’s holdings in Unum Group were worth $21,968,000 as of […] - 2025-03-31 07:46:55

Envestnet Portfolio Solutions Inc. Raises Holdings in Unum Group (NYSE:UNM)

Envestnet Portfolio Solutions Inc. increased its position in Unum Group (NYSE:UNM – Free Report) by 18.6% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 5,486 shares of the financial services provider’s stock after purchasing an additional 860 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Unum Group were worth $401,000 […] - 2025-03-27 08:05:19

Commonwealth Equity Services LLC Acquires 2,311 Shares of Unum Group (NYSE:UNM)

Commonwealth Equity Services LLC grew its holdings in shares of Unum Group (NYSE:UNM – Free Report) by 5.6% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 43,802 shares of the financial services provider’s stock after acquiring an additional 2,311 shares during the period. Commonwealth Equity Services LLC’s […] - 2025-03-26 07:47:02

Natixis Advisors LLC Increases Holdings in Unum Group (NYSE:UNM)

Natixis Advisors LLC grew its holdings in shares of Unum Group (NYSE:UNM – Free Report) by 4.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 29,957 shares of the financial services provider’s stock after buying an additional 1,162 shares during the period. Natixis […] - 2025-03-24 07:55:01

Raymond James Financial Inc. Buys Shares of 268,612 Unum Group (NYSE:UNM)

Raymond James Financial Inc. bought a new stake in shares of Unum Group (NYSE:UNM – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 268,612 shares of the financial services provider’s stock, valued at approximately $19,617,000. Several other hedge funds […] - 2025-03-17 07:54:55

M&T Bank Corp Sells 1,286 Shares of Unum Group (NYSE:UNM)

M&T Bank Corp reduced its position in Unum Group (NYSE:UNM – Free Report) by 9.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 12,080 shares of the financial services provider’s stock after selling 1,286 shares during the period. M&T Bank Corp’s holdings in Unum Group […] - 2025-03-12 08:48:52

SVB Wealth LLC Buys Shares of 2,788 Unum Group (NYSE:UNM)

SVB Wealth LLC bought a new stake in shares of Unum Group (NYSE:UNM – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 2,788 shares of the financial services provider’s stock, valued at approximately $204,000. Other hedge funds have also […] - 2025-03-07 12:00:55

New York State Common Retirement Fund Lowers Stock Holdings in Unum Group (NYSE:UNM)

New York State Common Retirement Fund lessened its holdings in shares of Unum Group (NYSE:UNM – Free Report) by 6.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 115,781 shares of the financial services provider’s stock after selling 8,500 shares during […] - 2025-02-26 10:49:07

StockNews.com Downgrades Unum Group (NYSE:UNM) to Hold

StockNews.com cut shares of Unum Group (NYSE:UNM – Free Report) from a buy rating to a hold rating in a research report released on Monday. Several other research analysts have also commented on UNM. Evercore ISI raised Unum Group from an “in-line” rating to an “outperform” rating and boosted their price target for the stock […] - 2025-02-25 06:52:50

Rhumbline Advisers Sells 5,737 Shares of Unum Group (NYSE:UNM)

Rhumbline Advisers reduced its position in Unum Group (NYSE:UNM – Free Report) by 1.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 527,986 shares of the financial services provider’s stock after selling 5,737 shares during the quarter. Rhumbline Advisers owned […] - 2025-02-19 10:24:50

Unum Group (NYSE:UNM) to Repurchase $1.00 billion in Stock

Unum Group (NYSE:UNM – Get Free Report) declared that its board has approved a share repurchase program on Tuesday, February 18th, RTT News reports. The company plans to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the financial services provider to repurchase up to 7.4% of its stock through open market purchases. Stock […] - 2025-02-19 06:10:44

UNM institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-23	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	104,434	USD 8,362,030
2025-06-23	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	119,936	USD 9,603,276
2025-06-23	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	4,066	USD 325,565 1.0%
2025-06-23	IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF)	1,176	USD 94,162
Total =		229,612	USD 18,385,033

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

Back to Listing

Disclaimer