Titelia

Fund shareholders of Unum Group

ISIN US91529Y1064 · United States · LEI 549300E32YFDO6TZ8R31

Fund shareholders
457
Of which ETFs
125 332 other funds
Value held
≈ 4.7B $ 4.6B $ · 421M SEK
Share of capital
33.6 % of 158.3M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 5,030,478449.7M $0.36 %3.18 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,818,681430.8M $0.02 %3.04 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 3,480,381311.1M $0.16 %2.20 %as of Jun 30, 2026 ↗
iShares Select Dividend ETF iShares Trust 2,667,648229.7M $0.98 %1.69 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 2,205,130197.1M $0.29 %1.39 %as of Jun 30, 2026 ↗
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 1,837,366158.2M $0.64 %1.16 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,684,842150.6M $0.15 %1.06 %as of Jun 30, 2026 ↗
First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 1,405,767125.7M $0.51 %0.89 %as of Jun 30, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 1,132,100101.2M $1.06 %0.72 %as of Jun 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 831,68371.6M $0.05 %0.53 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 790,05968M $0.40 %0.50 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 786,94765.5M $0.15 %0.50 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 744,06166.5M $0.36 %0.47 %as of Jun 30, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 737,37265.9M $0.75 %0.47 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 730,92562.9M $0.43 %0.46 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 686,41061.4M $0.04 %0.43 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 653,21758.4M $0.10 %0.41 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 637,28154.9M $0.06 %0.40 %as of Jul 31, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 629,37256.3M $0.09 %0.40 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 600,14251.7M $0.10 %0.38 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 502,19441.8M $0.02 %0.32 %as of May 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 411,95834.3M $0.24 %0.26 %as of May 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 382,40631.8M $0.03 %0.24 %as of May 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 354,46231.7M $0.04 %0.22 %as of Jun 30, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 338,82929.2M $0.64 %0.21 %as of Jul 31, 2026 ↗
Nuveen Mid Cap Value Fund TIAA-CREF Funds 335,15328.9M $1.72 %0.21 %as of Jul 31, 2026 ↗
ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust 334,41727.8M $1.66 %0.21 %as of May 31, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 318,56028.5M $0.25 %0.20 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 302,55626.1M $0.07 %0.19 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 288,24024M $0.02 %0.18 %as of May 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 284,61324.5M $0.06 %0.18 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 278,53624M $0.06 %0.18 %as of Jul 31, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 273,10024.4M $1.06 %0.17 %as of Jun 30, 2026 ↗
Swedbank Robur Transfer 70 Swedbank Robur Fonder AB 269,597187.6M SEK0.19 %0.17 %as of Mar 31, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 259,38123.2M $0.10 %0.16 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 257,15021.4M $0.16 %0.16 %as of May 31, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 256,53922.1M $0.09 %0.16 %as of Jul 31, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 251,70720.9M $0.03 %0.16 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 244,55121.1M $0.04 %0.15 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 243,59521.8M $0.14 %0.15 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 243,24720.2M $0.36 %0.15 %as of May 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 240,82121.5M $0.54 %0.15 %as of Jun 30, 2026 ↗
Allspring Opportunity Fund ALLSPRING FUNDS TRUST 236,31621.1M $1.12 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 232,58219.4M $0.02 %0.15 %as of May 31, 2026 ↗
Select Insurance Portfolio Fidelity Select Portfolios 231,90019.3M $3.35 %0.15 %as of May 31, 2026 ↗
VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS 229,10419.7M $0.28 %0.14 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 225,59920.2M $0.75 %0.14 %as of Jun 30, 2026 ↗
Victory RS Global Fund Victory Portfolios 221,98019.8M $1.00 %0.14 %as of Jun 30, 2026 ↗
Gateway Fund Gateway Trust 219,43819.6M $0.27 %0.14 %as of Jun 30, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 208,80018M $0.64 %0.13 %as of Jul 31, 2026 ↗
FT Vest Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 206,56917.8M $0.49 %0.13 %as of Jul 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 201,66817.4M $0.70 %0.13 %as of Jul 31, 2026 ↗
Victory Value Fund Victory Portfolios III 198,30017.1M $1.14 %0.13 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 193,29317.3M $0.02 %0.12 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 181,22615.6M $0.08 %0.11 %as of Jul 31, 2026 ↗
SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS 176,12715.7M $1.07 %0.11 %as of Jun 30, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 165,28014.2M $0.56 %0.10 %as of Jul 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 161,03113.4M $0.02 %0.10 %as of May 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 151,68513.6M $0.23 %0.10 %as of Jun 30, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 150,43612.5M $0.33 %0.10 %as of May 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 149,61713.4M $0.36 %0.09 %as of Jun 30, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 146,41912.2M $0.48 %0.09 %as of May 31, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 145,76312.6M $0.55 %0.09 %as of Jul 31, 2026 ↗
Victory Sustainable World Fund Victory Portfolios III 145,56712.1M $0.73 %0.09 %as of May 31, 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 143,54812.4M $0.01 %0.09 %as of Jul 31, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 141,20012.2M $0.45 %0.09 %as of Jul 31, 2026 ↗
Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust 139,48511.6M $1.02 %0.09 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 135,53411.7M $0.02 %0.09 %as of Jul 31, 2026 ↗
SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 135,46611.3M $0.63 %0.09 %as of May 31, 2026 ↗
AQR Large Cap Multi-Style Fund AQR Funds 134,75312M $0.63 %0.09 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 129,12510.7M $0.75 %0.08 %as of May 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 126,31611.3M $0.04 %0.08 %as of Jun 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 124,10011.1M $0.04 %0.08 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 121,73610.1M $0.04 %0.08 %as of May 31, 2026 ↗
Neuberger Equity Income Fund NEUBERGER BERMAN EQUITY FUNDS 119,65010M $0.97 %0.08 %as of May 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 119,16910.7M $0.36 %0.08 %as of Jun 30, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 116,89410.5M $0.60 %0.07 %as of Jun 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 112,2859.3M $0.36 %0.07 %as of May 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 110,6219.5M $0.06 %0.07 %as of Jul 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 110,1579.8M $0.02 %0.07 %as of Jun 30, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 108,8859.1M $0.36 %0.07 %as of May 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 108,4139.3M $0.21 %0.07 %as of Jul 31, 2026 ↗
Victory RS Large Cap Alpha Fund Victory Portfolios 106,3409.5M $1.72 %0.07 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 105,8768.8M $0.04 %0.07 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 102,3129.1M $0.09 %0.06 %as of Jun 30, 2026 ↗
NYLIM Epoch U.S. Equity Yield Fund NYLIM FUNDS TRUST 101,6118.7M $0.73 %0.06 %as of Jul 31, 2026 ↗
Allspring Common Stock Fund ALLSPRING FUNDS TRUST 96,5618.6M $1.27 %0.06 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 95,5548.5M $0.30 %0.06 %as of Jun 30, 2026 ↗
Mid Cap Index Fund Northern Funds 95,5408.5M $0.36 %0.06 %as of Jun 30, 2026 ↗
Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 94,1517.8M $1.10 %0.06 %as of May 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 93,1277.8M $0.06 %0.06 %as of May 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 92,8498M $0.20 %0.06 %as of Jul 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 92,0888.2M $0.02 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 90,7237.6M $0.02 %0.06 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 90,3228.1M $1.77 %0.06 %as of Jun 30, 2026 ↗
Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. 90,1697.8M $2.08 %0.06 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 87,8647.6M $0.02 %0.06 %as of Jul 31, 2026 ↗
Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust 85,8607.7M $0.50 %0.05 %as of Jun 30, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 84,8827.1M $0.57 %0.05 %as of May 31, 2026 ↗

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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 3.86 %as of Jun 30, 2026 ↗
Select Insurance Portfolio Fidelity Select Portfolios 3.35 %as of May 31, 2026 ↗
ARGA Value Fund ADVISORS' INNER CIRCLE III 2.95 %as of Jun 30, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 2.67 %as of Jun 30, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 2.56 %as of Jul 31, 2026 ↗
Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. 2.08 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 1.77 %as of Jun 30, 2026 ↗
Nuveen Mid Cap Value Fund TIAA-CREF Funds 1.72 %as of Jul 31, 2026 ↗
Victory RS Large Cap Alpha Fund Victory Portfolios 1.72 %as of Jun 30, 2026 ↗
ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust 1.66 %as of May 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3445+552,661,514-11.7 %
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

Funds holding the debt of Unum Group

151 funds declare 316 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 Fund363.8M $as of May 31, 2026
Fidelity Investment Grade Bond Central Fund349.4M $as of Jun 30, 2026
AST Multi-Sector Fixed Income Portfolio337.9M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND632.8M $as of Jun 30, 2026
Fidelity Total Bond Fund331.5M $as of May 31, 2026
Dodge & Cox Income Fund227.4M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND626M $as of Jun 30, 2026
DFA Investment Grade Portfolio317.8M $as of Jul 31, 2026
PIMCO Long Duration Credit Bond Portfolio215.9M $as of Jun 30, 2026
iShares Core U.S. Aggregate Bond ETF612.8M $as of May 31, 2026
Thornburg Strategic Income Fund111.7M $as of Jun 30, 2026
PIMCO Active Bond Exchange-Traded Fund19.7M $as of Jun 30, 2026
Strategic Advisers Fidelity Core Income Fund39.7M $as of May 31, 2026
Fidelity SAI Total Bond Fund29.2M $as of May 31, 2026
Dodge & Cox Balanced Fund18.8M $as of Jun 30, 2026
Allspring Core Plus Bond Fund17.1M $as of May 31, 2026
Thornburg Limited Term Income Fund17M $as of Jun 30, 2026
VIP Investment Grade Bond Portfolio36.5M $as of Jun 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF76.2M $as of May 31, 2026
Dimensional Core Fixed Income ETF25.8M $as of Jul 31, 2026
BlackRock Systematic Multi-Strategy Fund15.5M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND15.5M $as of May 31, 2026
SLW Short Duration Income ETF15.2M $as of Jul 31, 2026
Fidelity Investment Grade Bond Fund34.8M $as of May 31, 2026
Fidelity U.S. Bond Index Fund14.5M $as of May 31, 2026
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Titelia. "Fund shareholders of Unum Group". https://titelia.com/en/stocks/unum-group-US91529Y1064