Titelia

Fund shareholders of Unum Group

ISIN US91529Y1064 · United States · LEI 549300E32YFDO6TZ8R31

Fund shareholders
452
Of which ETFs
130 322 other funds
Value held
4.5B $ 421M SEK
Share of capital
38.1 % of 158.3M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 5,047,233368.6M $0.35 %3.19 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,933,794360.3M $0.02 %3.12 %as of Mar 31, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 4,750,449340.7M $0.40 %3.00 %as of Feb 28, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 3,587,174262M $0.16 %2.27 %as of Mar 31, 2026 ↗
iShares Select Dividend ETF iShares Trust 2,687,630216M $0.95 %1.70 %as of Apr 30, 2026 ↗
First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 2,418,255176.6M $0.89 %1.53 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 2,284,191166.8M $0.28 %1.44 %as of Mar 31, 2026 ↗
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 1,944,674156.3M $0.66 %1.23 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,701,612124.3M $0.15 %1.07 %as of Mar 31, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 1,116,42881.5M $0.13 %0.71 %as of Mar 31, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 914,50066.8M $0.84 %0.58 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 854,95768.7M $0.06 %0.54 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 805,58657.8M $0.14 %0.51 %as of Feb 28, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 775,48756.6M $0.71 %0.49 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 744,69054.4M $0.35 %0.47 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 724,67758.2M $0.43 %0.46 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 716,09451.4M $0.02 %0.45 %as of Feb 28, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 708,75057M $0.36 %0.45 %as of Apr 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 653,89252.6M $0.06 %0.41 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 636,90346.5M $0.10 %0.40 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 615,17349.4M $0.10 %0.39 %as of Apr 30, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 551,81340.3M $0.40 %0.35 %as of Mar 31, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 539,90738.7M $0.06 %0.34 %as of Feb 28, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 493,67936.1M $0.03 %0.31 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 427,26630.6M $0.03 %0.27 %as of Feb 28, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 415,67029.8M $0.22 %0.26 %as of Feb 28, 2026 ↗
VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS 414,10433.3M $0.50 %0.26 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 389,09228.4M $0.04 %0.25 %as of Mar 31, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 355,52128.6M $0.66 %0.22 %as of Apr 30, 2026 ↗
FT Vest Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 342,65627.5M $0.90 %0.22 %as of Apr 30, 2026 ↗
Nuveen Mid Cap Value Fund TIAA-CREF Funds 337,01627.1M $1.62 %0.21 %as of Apr 30, 2026 ↗
ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust 334,36624M $1.36 %0.21 %as of Feb 28, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 334,19926.9M $0.07 %0.21 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 302,55624.3M $0.06 %0.19 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 288,03920.7M $0.02 %0.18 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 278,53622.4M $0.06 %0.18 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 270,31219.4M $0.14 %0.17 %as of Feb 28, 2026 ↗
Swedbank Robur Transfer 70 Swedbank Robur Fonder AB 269,597187.6M SEK0.19 %0.17 %as of Mar 31, 2026 ↗
Select Insurance Portfolio Fidelity Select Portfolios 265,70019.1M $2.84 %0.17 %as of Feb 28, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 250,13220.1M $0.10 %0.16 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 244,55119.7M $0.04 %0.15 %as of Apr 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 243,06217.8M $0.48 %0.15 %as of Mar 31, 2026 ↗
Allspring Opportunity Fund ALLSPRING FUNDS TRUST 240,57917.6M $1.04 %0.15 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 238,56317.4M $0.12 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 237,10019.1M $0.64 %0.15 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 234,36917.1M $0.71 %0.15 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 234,31816.8M $0.32 %0.15 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 227,45216.3M $0.02 %0.14 %as of Feb 28, 2026 ↗
Gateway Fund Gateway Trust 219,43816M $0.23 %0.14 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 201,08414.7M $0.02 %0.13 %as of Mar 31, 2026 ↗
Victory RS Global Fund Victory Portfolios 192,18414M $0.81 %0.12 %as of Mar 31, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 189,60013.8M $0.83 %0.12 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 181,22614.6M $0.08 %0.11 %as of Apr 30, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 180,48113.2M $0.06 %0.11 %as of Mar 31, 2026 ↗
SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS 164,01112M $1.02 %0.10 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 156,84011.3M $0.02 %0.10 %as of Feb 28, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 153,82011.2M $0.34 %0.10 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 153,03312.3M $0.02 %0.10 %as of Apr 30, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 145,73610.5M $0.33 %0.09 %as of Feb 28, 2026 ↗
Swedbank Robur Aktiefond Pension Swedbank Robur Fonder AB 144,514100.5M SEK0.09 %0.09 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 144,00911.6M $0.01 %0.09 %as of Apr 30, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 142,98710.3M $0.44 %0.09 %as of Feb 28, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 142,64010.4M $0.21 %0.09 %as of Mar 31, 2026 ↗
SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 135,4669.7M $0.52 %0.09 %as of Feb 28, 2026 ↗
AQR Large Cap Multi-Style Fund AQR Funds 134,7539.8M $0.84 %0.09 %as of Mar 31, 2026 ↗
Victory Sustainable World Fund Victory Portfolios III 133,9229.6M $0.60 %0.08 %as of Feb 28, 2026 ↗
Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust 132,64410.7M $0.13 %0.08 %as of Apr 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 131,5249.6M $0.04 %0.08 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 127,8879.3M $0.04 %0.08 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 126,8249.1M $0.67 %0.08 %as of Feb 28, 2026 ↗
Victory Value Fund Victory Portfolios III 125,90010.1M $0.71 %0.08 %as of Apr 30, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 124,9559.1M $0.35 %0.08 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 120,2368.8M $0.02 %0.08 %as of Mar 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 117,5668.4M $0.32 %0.07 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 117,3368.4M $0.03 %0.07 %as of Feb 28, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 116,7849.4M $0.57 %0.07 %as of Apr 30, 2026 ↗
Neuberger Equity Income Fund NEUBERGER BERMAN EQUITY FUNDS 114,3508.2M $0.76 %0.07 %as of Feb 28, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 113,5178.1M $0.32 %0.07 %as of Feb 28, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 110,8248.9M $0.06 %0.07 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 106,9297.8M $1.87 %0.07 %as of Mar 31, 2026 ↗
Victory RS Large Cap Alpha Fund Victory Portfolios 106,3407.8M $1.44 %0.07 %as of Mar 31, 2026 ↗
Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust 103,3607.5M $0.45 %0.07 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 102,3127.5M $0.08 %0.06 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 101,3747.4M $0.02 %0.06 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 98,3227.1M $0.04 %0.06 %as of Feb 28, 2026 ↗
Mid Cap Index Fund Northern Funds 95,5557M $0.34 %0.06 %as of Mar 31, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 94,5276.9M $0.49 %0.06 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 94,3486.8M $0.06 %0.06 %as of Feb 28, 2026 ↗
iShares U.S. Financials ETF iShares Trust 91,5547.4M $0.22 %0.06 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 90,4387.3M $0.02 %0.06 %as of Apr 30, 2026 ↗
Hennessy Cornerstone Growth Fund Hennessy Funds Trust 89,5007.2M $1.44 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 89,2866.4M $0.02 %0.06 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 87,3456.4M $0.01 %0.06 %as of Mar 31, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 87,2897M $0.65 %0.06 %as of Apr 30, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 85,8046.2M $0.06 %0.05 %as of Feb 28, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 84,7096.8M $0.19 %0.05 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 84,1376M $0.26 %0.05 %as of Feb 28, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 83,9366.7M $2.51 %0.05 %as of Apr 30, 2026 ↗
NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 82,5186.6M $0.57 %0.05 %as of Apr 30, 2026 ↗
Allspring Common Stock Fund ALLSPRING FUNDS TRUST 80,9955.9M $1.02 %0.05 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Victory RS Investors Fund Victory Portfolios 3.12 %as of Mar 31, 2026 ↗
Select Insurance Portfolio Fidelity Select Portfolios 2.84 %as of Feb 28, 2026 ↗
ARGA Value Fund ADVISORS' INNER CIRCLE III 2.82 %as of Mar 31, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 2.51 %as of Apr 30, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 2.31 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 1.87 %as of Mar 31, 2026 ↗
Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. 1.79 %as of Apr 30, 2026 ↗
Nuveen Mid Cap Value Fund TIAA-CREF Funds 1.62 %as of Apr 30, 2026 ↗
Victory RS Large Cap Alpha Fund Victory Portfolios 1.44 %as of Mar 31, 2026 ↗
Hennessy Cornerstone Growth Fund Hennessy Funds Trust 1.44 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2440-559,643,016-2.4 %
2026Q1445-5661,079,709-7.0 %
2025Q4501-2965,648,637-3.9 %
2025Q3530+368,301,089-1.1 %
2025Q2527+3469,044,494+3.4 %
2025Q1493-366,763,924-3.3 %
2024Q4496+569,063,394-7.6 %
2024Q3491-1274,754,353+1.5 %
2024Q2503+273,680,266+3.6 %
2024Q1501+271,122,377-4.4 %
2023Q449974,385,116

Institutional managers

682 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.18,232,5041.3B $as of Mar 31, 2026
FMR LLC7,209,241526.5M $as of Mar 31, 2026
STATE STREET CORP5,147,425375.9M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP4,084,382298.3M $as of Mar 31, 2026
MORGAN STANLEY3,334,475243.5M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,323,897242.8M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP3,247,940237.2M $as of Mar 31, 2026
LSV ASSET MANAGEMENT2,583,072188.6K $as of Mar 31, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.2,000,000146.1M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,908,027139.3M $as of Mar 31, 2026
Woodline Partners LP1,831,943133.8M $as of Mar 31, 2026
NORTHERN TRUST CORP1,724,852126M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC1,678,632122.6M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC1,646,188120.2M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,581,728115.5M $as of Mar 31, 2026
Balyasny Asset Management L.P.1,536,324112.2M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP1,524,728111.4M $as of Mar 31, 2026
DONALD SMITH & CO., INC.1,327,93297M $as of Mar 31, 2026
Bank of New York Mellon Corp1,302,39795.1M $as of Mar 31, 2026
Nuveen, LLC1,184,59686.5M $as of Mar 31, 2026
Point72 Asset Management, L.P.1,153,85284.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,148,58383.9M $as of Mar 31, 2026
NORDEA INVESTMENT MANAGEMENT AB1,080,37178.6M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.1,042,92376.2M $as of Mar 31, 2026
ROYAL BANK OF CANADA1,035,39475.6M $as of Mar 31, 2026

Declared shareholders of Unum Group

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
BlackRock, Inc. 10.50 %17,158,408as of Mar 31, 2026 · SCHEDULE 13G
Norges Bank 9.034 %14,792,902as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.72 %9,379,695as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Unum Group

153 funds declare 320 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Fidelity Series Investment Grade Bond Fund364M $as of Feb 28, 2026
Fidelity Investment Grade Bond Central Fund348.9M $as of Mar 31, 2026
AST Multi-Sector Fixed Income Portfolio337.4M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND632.7M $as of Mar 31, 2026
Fidelity Total Bond Fund331.7M $as of Feb 28, 2026
Dodge & Cox Income Fund227.5M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND625.6M $as of Mar 31, 2026
DFA Investment Grade Portfolio318.7M $as of Apr 30, 2026
PIMCO Long Duration Credit Bond Portfolio215.7M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF612.6M $as of Feb 28, 2026
Thornburg Strategic Income Fund111.6M $as of Mar 31, 2026
Dimensional Core Fixed Income ETF211M $as of Apr 30, 2026
PIMCO Active Bond Exchange-Traded Fund110.2M $as of Mar 31, 2026
Strategic Advisers Fidelity Core Income Fund39.8M $as of Feb 28, 2026
Fidelity SAI Total Bond Fund29.2M $as of Feb 28, 2026
Dodge & Cox Balanced Fund18.8M $as of Mar 31, 2026
Allspring Core Plus Bond Fund17.3M $as of Feb 28, 2026
Thornburg Limited Term Income Fund17M $as of Mar 31, 2026
VIP Investment Grade Bond Portfolio36.4M $as of Mar 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF76M $as of Feb 28, 2026
BlackRock Systematic Multi-Strategy Fund15.5M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND15.5M $as of Feb 28, 2026
Wisdom Short Duration Income ETF15.2M $as of Apr 30, 2026
Fidelity Investment Grade Bond Fund34.8M $as of Feb 28, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND44.7M $as of Feb 28, 2026
Cite this page

Titelia. "Fund shareholders of Unum Group". https://titelia.com/en/stocks/unum-group-US91529Y1064