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
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 84,7557.6M $0.07 %0.05 %as of Jun 30, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 83,9367.2M $2.56 %0.05 %as of Jul 31, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 83,6887.2M $1.08 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 81,7767.3M $0.01 %0.05 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 81,7296.8M $0.28 %0.05 %as of May 31, 2026 ↗
NYLIM VP Epoch U.S. Equity Yield Portfolio NYLIM VP FUNDS TRUST 80,6067.2M $0.76 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 80,1076.9M $0.02 %0.05 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 77,6246.7M $0.08 %0.05 %as of Jul 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 77,4086.9M $0.19 %0.05 %as of Jun 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 77,1726.6M $0.27 %0.05 %as of Jul 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 76,9246.4M $0.04 %0.05 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 72,1986.5M $0.02 %0.05 %as of Jun 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 72,0006.4M $0.34 %0.05 %as of Jun 30, 2026 ↗
Integrity Dividend Harvest Fund INTEGRITY FUNDS 70,0006M $0.75 %0.04 %as of Jul 31, 2026 ↗
iShares U.S. Insurance ETF iShares Trust 69,5136.2M $1.47 %0.04 %as of Jun 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 68,2336.1M $0.36 %0.04 %as of Jun 30, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 67,4686M $0.36 %0.04 %as of Jun 30, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 67,3405.8M $0.10 %0.04 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 66,4175.7M $0.04 %0.04 %as of Jul 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 66,1865.7M $0.37 %0.04 %as of Jul 31, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 65,6245.9M $0.70 %0.04 %as of Jun 30, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 65,5685.9M $0.07 %0.04 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 64,7675.6M $0.07 %0.04 %as of Jul 31, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 64,5445.8M $0.36 %0.04 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 63,7765.5M $0.27 %0.04 %as of Jul 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 62,5805.4M $0.04 %0.04 %as of Jul 31, 2026 ↗
Swedbank Robur Transfer 90 Swedbank Robur Fonder AB 62,46543.5M SEK0.40 %0.04 %as of Mar 31, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 59,3505.3M $0.18 %0.04 %as of Jun 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust 58,0995.2M $1.06 %0.04 %as of Jun 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 57,9745M $0.04 %0.04 %as of Jul 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 56,2405M $0.10 %0.04 %as of Jun 30, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 56,1994.8M $0.35 %0.04 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 55,8725M $0.01 %0.04 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 54,8334.9M $0.16 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 54,2184.7M $0.18 %0.03 %as of Jul 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 53,4664.6M $0.04 %0.03 %as of Jul 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 53,1724.6M $0.35 %0.03 %as of Jul 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 51,8504.6M $0.36 %0.03 %as of Jun 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 50,9754.6M $0.36 %0.03 %as of Jun 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 50,9034.6M $0.35 %0.03 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 50,7224.4M $0.21 %0.03 %as of Jul 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 50,3494.3M $0.04 %0.03 %as of Jul 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 48,3794.3M $0.35 %0.03 %as of Jun 30, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 47,7974.3M $0.13 %0.03 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 47,0214M $0.07 %0.03 %as of Jul 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 46,6674M $0.02 %0.03 %as of Jul 31, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 46,4384M $0.01 %0.03 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 44,7263.9M $0.02 %0.03 %as of Jul 31, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 43,2123.9M $0.05 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 42,4903.8M $0.02 %0.03 %as of Jun 30, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 42,3103.8M $0.15 %0.03 %as of Jun 30, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 41,2863.6M $0.28 %0.03 %as of Jul 31, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 41,0683.7M $0.36 %0.03 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 40,6813.5M $0.39 %0.03 %as of Jul 31, 2026 ↗
Neuberger Core Equity ETF Neuberger Berman ETF Trust 40,2423.3M $0.38 %0.03 %as of May 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 38,60726.9M SEK0.10 %0.02 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 38,1793.3M $0.14 %0.02 %as of Jul 31, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 38,1763.4M $2.67 %0.02 %as of Jun 30, 2026 ↗
LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND 37,9613.3M $0.50 %0.02 %as of Jul 31, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 37,8803.3M $0.29 %0.02 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 37,5533.1M $0.02 %0.02 %as of May 31, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 37,5193.4M $0.21 %0.02 %as of Jun 30, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 37,5003.4M $0.40 %0.02 %as of Jun 30, 2026 ↗
Victory RS Value Fund Victory Portfolios 37,3703.3M $1.32 %0.02 %as of Jun 30, 2026 ↗
Institutionella Aktiefonden Stabil Nordea Funds Ab 37,34026.1M SEK1.28 %0.02 %as of Mar 31, 2026 ↗
Harbor Mid Cap Value Fund HARBOR FUNDS 37,0003.2M $0.69 %0.02 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 35,4483.1M $0.02 %0.02 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 35,1663M $0.02 %0.02 %as of Jul 31, 2026 ↗
George Putnam Balanced Fund George Putnam Balanced Fund 33,7442.9M $0.12 %0.02 %as of Jul 31, 2026 ↗
FlexShares Quality Dividend Defensive Index Fund FlexShares Trust 32,7182.8M $0.52 %0.02 %as of Jul 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 32,6422.9M $0.36 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 32,1752.8M $0.40 %0.02 %as of Jul 31, 2026 ↗
Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust 32,1242.8M $0.82 %0.02 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 32,0062.8M $0.10 %0.02 %as of Jul 31, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 31,2882.8M $0.20 %0.02 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 31,0432.7M $0.01 %0.02 %as of Jul 31, 2026 ↗
Victory RS Investors Fund Victory Portfolios 30,7302.7M $3.86 %0.02 %as of Jun 30, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 30,6652.7M $0.33 %0.02 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 30,1782.6M $0.12 %0.02 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 29,6082.6M $0.14 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 29,5232.5M $0.10 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 29,3672.5M $0.19 %0.02 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 28,3452.5M $0.12 %0.02 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 27,4072.4M $0.37 %0.02 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 27,3822.3M $0.02 %0.02 %as of May 31, 2026 ↗
SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 27,1002.4M $0.16 %0.02 %as of Jun 30, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 27,0522.4M $0.35 %0.02 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 27,0472.3M $0.09 %0.02 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 26,5002.2M $0.17 %0.02 %as of May 31, 2026 ↗
Impax US Sustainable Economy Fund IMPAX FUNDS SERIES TRUST I 26,1772.3M $0.22 %0.02 %as of Jun 30, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 25,8102.3M $0.06 %0.02 %as of Jun 30, 2026 ↗
Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC 25,6092.3M $0.66 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Large Cap Value ETF Dimensional ETF Trust 25,1592.2M $0.03 %0.02 %as of Jul 31, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 25,1112.2M $0.24 %0.02 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 24,8822.2M $0.02 %0.02 %as of Jun 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 24,2292.2M $0.16 %0.02 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 23,8002.1M $0.03 %0.02 %as of Jun 30, 2026 ↗
EQ/Goldman Sachs Mid Cap Value Portfolio EQ Advisors Trust 23,6742.1M $1.06 %0.01 %as of Jun 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 23,1452M $0.31 %0.01 %as of Jul 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 23,0422M $0.14 %0.01 %as of Jul 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