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
Parametric Volatility Risk Premium - Defensive Fund Eaton Vance Mutual Funds Trust 22,6762M $0.14 %0.01 %as of Jul 31, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 22,0272M $0.36 %0.01 %as of Jun 30, 2026 ↗
DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 21,9751.9M $0.94 %0.01 %as of Jul 31, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 21,9081.9M $0.30 %0.01 %as of Jul 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 21,3011.8M $0.36 %0.01 %as of Jul 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 20,8351.8M $0.10 %0.01 %as of Jul 31, 2026 ↗
Allspring VT Opportunity Fund Allspring VARIABLE TRUST 20,1581.8M $1.12 %0.01 %as of Jun 30, 2026 ↗
VOYA Global High Dividend Low Volatility Fund Voya Mutual Funds 19,9421.7M $0.60 %0.01 %as of Jul 31, 2026 ↗
Nuveen Small/Mid Cap Value Fund Nuveen Investment Trust 19,8711.8M $1.34 %0.01 %as of Jun 30, 2026 ↗
NYLIM Candriam U.S. Mid Cap Equity ETF NYLIM ETF Trust 19,8291.7M $0.52 %0.01 %as of Jul 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 19,7361.7M $0.35 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 19,6201.8M $0.15 %0.01 %as of Jun 30, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 19,3001.7M $0.36 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 19,2121.7M $0.41 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 19,0291.6M $0.37 %0.01 %as of May 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 18,3031.6M $0.19 %0.01 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 18,1891.6M $0.03 %0.01 %as of Jun 30, 2026 ↗
Putnam U.S. Research Fund Putnam Investment Funds 17,8751.5M $0.19 %0.01 %as of Jul 31, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 17,1001.4M $0.18 %0.01 %as of May 31, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 16,9851.5M $0.31 %0.01 %as of Jul 31, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 16,7001.4M $0.22 %0.01 %as of May 31, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 16,6781.4M $0.17 %0.01 %as of Jul 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 16,3891.5M $0.03 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 16,3061.4M $0.31 %0.01 %as of Jul 31, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 16,1761.4M $0.36 %0.01 %as of Jul 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 15,6001.3M $0.10 %0.01 %as of Jul 31, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 15,4051.4M $0.08 %0.01 %as of Jun 30, 2026 ↗
AUXIER FOCUS FUND FORUM FUNDS 15,2491.4M $0.41 %0.01 %as of Jun 30, 2026 ↗
Invesco Zacks Mid-Cap ETF Invesco Exchange-Traded Fund Trust 15,1591.3M $0.69 %0.01 %as of Jul 31, 2026 ↗
Storebrand Global Multifactor Storebrand Asset Management AS 15,06710.5M SEK0.79 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 14,8011.3M $0.06 %0.01 %as of Jul 31, 2026 ↗
U.S. Quality ESG Fund Northern Funds 14,7111.3M $0.36 %0.01 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 14,6801.3M $0.37 %0.01 %as of Jun 30, 2026 ↗
Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust 14,6271.2M $0.15 %0.01 %as of May 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 14,6071.3M $0.04 %0.01 %as of Jun 30, 2026 ↗
Destinations Equity Income Fund Brinker Capital Destinations Trust 14,5651.2M $0.24 %0.01 %as of May 31, 2026 ↗
Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series 14,5441.3M $0.10 %0.01 %as of Jul 31, 2026 ↗
First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII 14,4201.2M $0.19 %0.01 %as of May 31, 2026 ↗
First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII 14,2871.2M $0.73 %0.01 %as of May 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 14,1971.2M $0.13 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 14,0431.2M $0.02 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 14,0411.3M $0.25 %0.01 %as of Jun 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 12,9981.2M $0.07 %0.01 %as of Jun 30, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 12,8451.1M $0.39 %0.01 %as of Jul 31, 2026 ↗
Leadershares Alphafactor US Core Equity ETF Two Roads Shared Trust 12,8281.1M $0.91 %0.01 %as of Jul 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 12,7581.1M $0.10 %0.01 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 12,6011.1M $0.04 %0.01 %as of Jun 30, 2026 ↗
MML VIP Franklin Templeton Equity Fund MML Series Investment Fund II 12,4001.1M $0.12 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 12,3461.1M $0.18 %0.01 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 12,2351M $0.02 %0.01 %as of May 31, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 11,9891.1M $0.16 %0.01 %as of Jun 30, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 11,9481.1M $0.33 %0.01 %as of Jun 30, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 11,8971.1M $0.03 %0.01 %as of Jun 30, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 11,8288.2M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 11,579997.1K $0.03 %0.01 %as of Jul 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 11,2111M $0.10 %0.01 %as of Jun 30, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 10,840969.1K $0.36 %0.01 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 10,411930.7K $0.04 %0.01 %as of Jun 30, 2026 ↗
AQR Trend Total Return Fund AQR Funds 10,311921.8K $0.24 %0.01 %as of Jun 30, 2026 ↗
SIMT Tax-Managed Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 10,310921.7K $0.17 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 10,112870.7K $0.02 %0.01 %as of Jul 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 10,103903.2K $0.02 %0.01 %as of Jun 30, 2026 ↗
Swedbank Robur Transfer 50 Swedbank Robur Fonder AB 9,8656.9M SEK0.06 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 9,734810.2K $0.12 %0.01 %as of May 31, 2026 ↗
Swedbank Robur Mixfond Pension Swedbank Robur Fonder AB 9,6366.7M SEK0.09 %0.01 %as of Mar 31, 2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 9,391839.6K $0.48 %0.01 %as of Jun 30, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 9,372807K $0.65 %0.01 %as of Jul 31, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 9,301774.1K $0.03 %0.01 %as of May 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 9,284830K $0.41 %0.01 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 9,195822K $0.03 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 9,193821.9K $0.05 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,122815.5K $0.04 %0.01 %as of Jun 30, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 9,012776K $0.60 %0.01 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 8,575766.6K $0.09 %0.01 %as of Jun 30, 2026 ↗
DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I 8,399750.9K $0.93 %0.01 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 8,280740.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 8,185731.7K $0.10 %0.01 %as of Jun 30, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 7,931660.1K $0.14 %0.01 %as of May 31, 2026 ↗
AQR Multi-Asset Fund AQR Funds 7,822699.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 7,813698.5K $0.10 %0.00 %as of Jun 30, 2026 ↗
LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND 7,600654.4K $0.38 %0.00 %as of Jul 31, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 7,552675.1K $0.36 %0.00 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 7,529673.1K $0.04 %0.00 %as of Jun 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 7,476622.2K $0.10 %0.00 %as of May 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 7,378614.1K $0.15 %0.00 %as of May 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,209644.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 7,112635.8K $0.13 %0.00 %as of Jun 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 7,068588.3K $0.07 %0.00 %as of May 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 7,018627.4K $0.04 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 6,940620.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 6,930576.8K $0.08 %0.00 %as of May 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 6,895593.7K $0.31 %0.00 %as of Jul 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 6,650553.5K $0.04 %0.00 %as of May 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 6,617550.7K $0.07 %0.00 %as of May 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 6,586588.8K $0.05 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 6,536562.8K $0.20 %0.00 %as of Jul 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 6,489540.1K $0.01 %0.00 %as of May 31, 2026 ↗
Dimensional US Large Cap Core Equity Market ETF Dimensional ETF Trust 6,436554.2K $0.04 %0.00 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 6,295562.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 6,273540.2K $0.02 %0.00 %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