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
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 80,8505.8M $0.51 %0.05 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 80,7645.8M $0.04 %0.05 %as of Feb 28, 2026 ↗
Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. 80,3286.5M $1.79 %0.05 %as of Apr 30, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 79,4456.4M $1.40 %0.05 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 79,2276.4M $0.02 %0.05 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 79,0246.4M $0.08 %0.05 %as of Apr 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 74,6566M $0.25 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 74,4105.4M $0.02 %0.05 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 73,2725.4M $0.72 %0.05 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 72,7925.3M $0.22 %0.05 %as of Mar 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 72,0005.3M $0.31 %0.05 %as of Mar 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 70,8945.2M $0.34 %0.04 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 70,7155.2M $0.34 %0.04 %as of Mar 31, 2026 ↗
Integrity Dividend Harvest Fund INTEGRITY FUNDS 70,0005.6M $0.79 %0.04 %as of Apr 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 69,9535.6M $0.36 %0.04 %as of Apr 30, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 68,2905.5M $0.84 %0.04 %as of Apr 30, 2026 ↗
iShares U.S. Insurance ETF iShares Trust 67,8545M $1.33 %0.04 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 67,5495.4M $0.04 %0.04 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 66,9235.4M $0.07 %0.04 %as of Apr 30, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 64,5444.7M $0.34 %0.04 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 62,6745M $0.04 %0.04 %as of Apr 30, 2026 ↗
Swedbank Robur Transfer 90 Swedbank Robur Fonder AB 62,46543.5M SEK0.40 %0.04 %as of Mar 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 62,0534.5M $0.17 %0.04 %as of Mar 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 61,1964.9M $0.35 %0.04 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 61,0964.9M $0.24 %0.04 %as of Apr 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust 60,2544.4M $0.99 %0.04 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 59,5494.8M $0.04 %0.04 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 58,4334.3M $0.16 %0.04 %as of Mar 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 58,3184.7M $0.36 %0.04 %as of Apr 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 57,4674.2M $0.34 %0.04 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 56,7274.6M $0.04 %0.04 %as of Apr 30, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 56,0404.5M $0.08 %0.04 %as of Apr 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 54,1814M $0.36 %0.03 %as of Mar 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 54,1494M $0.34 %0.03 %as of Mar 31, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 54,0003.9M $1.40 %0.03 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 53,8063.9M $0.27 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 53,5694.3M $0.18 %0.03 %as of Apr 30, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 51,7353.8M $0.34 %0.03 %as of Mar 31, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 50,6473.7M $0.27 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 49,1854M $0.02 %0.03 %as of Apr 30, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 47,7973.5M $0.12 %0.03 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 47,4863.8M $0.04 %0.03 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 47,0213.8M $0.07 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 46,7123.4M $0.02 %0.03 %as of Mar 31, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 46,4383.7M $0.01 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 46,0213.7M $0.02 %0.03 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 45,6343.7M $0.18 %0.03 %as of Apr 30, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 45,5683.3M $0.04 %0.03 %as of Mar 31, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 44,6683.3M $0.35 %0.03 %as of Mar 31, 2026 ↗
George Putnam Balanced Fund George Putnam Balanced Fund 44,2273.6M $0.15 %0.03 %as of Apr 30, 2026 ↗
Neuberger Core Equity ETF Neuberger Berman ETF Trust 43,1483.1M $0.35 %0.03 %as of Feb 28, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 42,4713.4M $0.41 %0.03 %as of Apr 30, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 42,3743.4M $0.26 %0.03 %as of Apr 30, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 42,3093.1M $0.14 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 41,8453.4M $0.15 %0.03 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 40,4143.2M $0.38 %0.03 %as of Apr 30, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 39,3402.9M $0.06 %0.02 %as of Mar 31, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 39,0002.8M $0.31 %0.02 %as of Feb 28, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 38,60726.9M SEK0.10 %0.02 %as of Mar 31, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 38,4232.8M $2.31 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 38,0492.7M $0.02 %0.02 %as of Feb 28, 2026 ↗
LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND 37,9623.1M $0.50 %0.02 %as of Apr 30, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 37,7062.8M $0.08 %0.02 %as of Mar 31, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 37,5002.7M $0.38 %0.02 %as of Mar 31, 2026 ↗
Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios 37,5002.7M $0.84 %0.02 %as of Mar 31, 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 37,0003M $0.70 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 35,6952.9M $0.03 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 35,6822.6M $0.02 %0.02 %as of Mar 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 34,8452.5M $0.34 %0.02 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 34,6282.8M $0.02 %0.02 %as of Apr 30, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 34,3472.5M $0.35 %0.02 %as of Mar 31, 2026 ↗
FlexShares Quality Dividend Defensive Index Fund FlexShares Trust 33,1172.7M $0.50 %0.02 %as of Apr 30, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 32,2032.4M $0.32 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 32,0482.6M $0.40 %0.02 %as of Apr 30, 2026 ↗
Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust 31,9622.6M $0.81 %0.02 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 31,7902.6M $0.10 %0.02 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 31,0432.5M $0.01 %0.02 %as of Apr 30, 2026 ↗
Victory RS Value Fund Victory Portfolios 30,7602.2M $0.92 %0.02 %as of Mar 31, 2026 ↗
Victory RS Investors Fund Victory Portfolios 30,7302.2M $3.12 %0.02 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 29,4142.4M $0.12 %0.02 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 28,9482.3M $0.10 %0.02 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 28,4142M $0.02 %0.02 %as of Feb 28, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 28,3452.1M $0.11 %0.02 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 28,2332.1M $0.12 %0.02 %as of Mar 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 28,0832.1M $0.33 %0.02 %as of Mar 31, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 27,9002.2M $0.09 %0.02 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 27,6442.2M $0.18 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 27,4072.2M $0.37 %0.02 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 27,2922.2M $0.09 %0.02 %as of Apr 30, 2026 ↗
SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 27,1002M $0.14 %0.02 %as of Mar 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 26,8592M $0.14 %0.02 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 26,5001.9M $0.15 %0.02 %as of Feb 28, 2026 ↗
Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust 26,4461.9M $1.03 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Large Cap Value ETF Dimensional ETF Trust 26,4212.1M $0.04 %0.02 %as of Apr 30, 2026 ↗
Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC 26,3011.9M $0.57 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 26,2901.9M $0.23 %0.02 %as of Mar 31, 2026 ↗
Impax US Sustainable Economy Fund IMPAX FUNDS SERIES TRUST I 25,0381.8M $0.23 %0.02 %as of Mar 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 24,8562M $0.15 %0.02 %as of Apr 30, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 24,5981.8M $0.04 %0.02 %as of Feb 28, 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 3.12 %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
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Titelia. "Fund shareholders of Unum Group". https://titelia.com/en/stocks/unum-group-US91529Y1064