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
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 24,5851.8M $1.39 %0.02 %as of Mar 31, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 24,0401.8M $0.35 %0.02 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Mid Cap Value Portfolio EQ Advisors Trust 23,8541.7M $0.99 %0.02 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 23,8001.7M $0.02 %0.02 %as of Mar 31, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 23,5741.9M $0.31 %0.01 %as of Apr 30, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 23,2061.9M $0.36 %0.01 %as of Apr 30, 2026 ↗
Parametric Volatility Risk Premium - Defensive Fund Eaton Vance Mutual Funds Trust 22,6761.8M $0.13 %0.01 %as of Apr 30, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 22,2581.6M $0.36 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 22,1221.8M $0.29 %0.01 %as of Apr 30, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 21,7231.7M $0.37 %0.01 %as of Apr 30, 2026 ↗
DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 21,6421.7M $0.87 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 21,0991.5M $0.37 %0.01 %as of Feb 28, 2026 ↗
VOYA Global High Dividend Low Volatility Fund Voya Mutual Funds 20,8371.7M $0.60 %0.01 %as of Apr 30, 2026 ↗
Allspring VT Opportunity Fund Allspring VARIABLE TRUST 20,5901.5M $1.04 %0.01 %as of Mar 31, 2026 ↗
Putnam U.S. Research Fund Putnam Investment Funds 20,3081.6M $0.23 %0.01 %as of Apr 30, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 19,8401.4M $0.06 %0.01 %as of Feb 28, 2026 ↗
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 19,8041.6M $0.51 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 19,6201.4M $0.14 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 18,5951.4M $0.39 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 18,5561.5M $0.19 %0.01 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 18,1891.3M $0.02 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 17,5961.4M $0.32 %0.01 %as of Apr 30, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 17,5781.4M $0.32 %0.01 %as of Apr 30, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 17,5141.4M $0.36 %0.01 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 17,2701.4M $0.15 %0.01 %as of Apr 30, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 17,1331.4M $0.19 %0.01 %as of Apr 30, 2026 ↗
iShares Core Dividend ETF iShares Trust 17,0691.4M $0.10 %0.01 %as of Apr 30, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 16,7001.2M $0.18 %0.01 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 16,6201.2M $0.03 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 16,6091.2M $0.02 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 16,4331.2M $0.03 %0.01 %as of Mar 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 16,2001.3M $0.11 %0.01 %as of Apr 30, 2026 ↗
AUXIER FOCUS FUND FORUM FUNDS 15,2491.1M $0.35 %0.01 %as of Mar 31, 2026 ↗
Storebrand Global Multifactor Storebrand Asset Management AS 15,06710.5M SEK0.79 %0.01 %as of Mar 31, 2026 ↗
First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII 14,9741.1M $0.79 %0.01 %as of Feb 28, 2026 ↗
Invesco Zacks Mid-Cap ETF Invesco Exchange-Traded Fund Trust 14,9131.2M $0.64 %0.01 %as of Apr 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 14,6801.1M $0.34 %0.01 %as of Mar 31, 2026 ↗
First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII 14,6271M $0.22 %0.01 %as of Feb 28, 2026 ↗
Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust 14,6271M $0.16 %0.01 %as of Feb 28, 2026 ↗
Destinations Equity Income Fund Brinker Capital Destinations Trust 14,5651M $0.20 %0.01 %as of Feb 28, 2026 ↗
U.S. Quality ESG Fund Northern Funds 14,5491.1M $0.33 %0.01 %as of Mar 31, 2026 ↗
Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series 14,5441.2M $0.10 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 14,5051.2M $0.06 %0.01 %as of Apr 30, 2026 ↗
iShares U.S. Equity Factor ETF iShares Trust 14,1711.1M $0.03 %0.01 %as of Apr 30, 2026 ↗
Leadershares Alphafactor US Core Equity ETF Two Roads Shared Trust 14,1551.1M $1.00 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 13,7971M $0.27 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 13,657979.6K $0.02 %0.01 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 13,582991.9K $0.13 %0.01 %as of Mar 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 13,304971.6K $0.10 %0.01 %as of Mar 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 13,273969.3K $0.33 %0.01 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 13,192963.4K $0.06 %0.01 %as of Mar 31, 2026 ↗
MML Equity Fund MML Series Investment Fund II 13,000949.4K $0.11 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 12,998932.3K $0.11 %0.01 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 12,778933.2K $0.03 %0.01 %as of Mar 31, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 12,305898.6K $0.06 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 12,155887.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 12,118974K $0.35 %0.01 %as of Apr 30, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 11,990875.6K $0.18 %0.01 %as of Mar 31, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 11,897868.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 11,8288.2M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 11,797846.2K $0.02 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 11,579930.7K $0.03 %0.01 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 11,508840.4K $0.16 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 11,334911K $0.02 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 11,276823.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 11,219819.3K $0.34 %0.01 %as of Mar 31, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 10,933878.8K $0.73 %0.01 %as of Apr 30, 2026 ↗
Systematic Core Fund VALIC Co I 10,403746.2K $0.11 %0.01 %as of Feb 28, 2026 ↗
SIMT Tax-Managed Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 10,310752.9K $0.13 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 10,282750.9K $0.16 %0.01 %as of Mar 31, 2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 10,121739.1K $0.46 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 9,872708.1K $0.13 %0.01 %as of Feb 28, 2026 ↗
Swedbank Robur Transfer 50 Swedbank Robur Fonder AB 9,8656.9M SEK0.06 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 9,793702.5K $0.28 %0.01 %as of Feb 28, 2026 ↗
Swedbank Robur Mixfond Pension Swedbank Robur Fonder AB 9,6366.7M SEK0.09 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 9,284678K $0.37 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 9,166669.4K $0.05 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,122666.2K $0.04 %0.01 %as of Mar 31, 2026 ↗
DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I 8,571625.9K $0.89 %0.01 %as of Mar 31, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 8,312668.1K $0.31 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 8,292605.6K $0.10 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 8,280604.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
Pacer Lunt Midcap Multi-Factor Alternator ETF Pacer Funds Trust 8,043646.5K $1.03 %0.01 %as of Apr 30, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 7,931568.9K $0.13 %0.01 %as of Feb 28, 2026 ↗
AQR Multi-Asset Fund AQR Funds 7,822571.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND 7,600610.9K $0.39 %0.00 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 7,529549.8K $0.04 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 7,308524.2K $0.07 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,209526.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 7,129511.4K $0.16 %0.00 %as of Feb 28, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 7,068507K $0.06 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 6,944498.1K $0.05 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 6,940506.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 6,895554.2K $0.29 %0.00 %as of Apr 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 6,873493K $0.08 %0.00 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,850500.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 6,814497.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 6,688537.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 6,649534.4K $0.20 %0.00 %as of Apr 30, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 6,546526.2K $0.42 %0.00 %as of Apr 30, 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