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
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,174552K $0.06 %0.00 %as of Jun 30, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 6,000536.4K $0.12 %0.00 %as of Jun 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 5,929493.5K $0.18 %0.00 %as of May 31, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,925510.2K $0.06 %0.00 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 5,818484.2K $0.04 %0.00 %as of May 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 5,617483.7K $0.01 %0.00 %as of Jul 31, 2026 ↗
Putnam VT George Putnam Balanced Fund Putnam Variable Trust 5,522493.7K $0.16 %0.00 %as of Jun 30, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 5,409450.2K $0.17 %0.00 %as of May 29, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 5,385448.2K $0.06 %0.00 %as of May 31, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 5,267438.4K $0.27 %0.00 %as of May 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,205433.2K $0.02 %0.00 %as of May 31, 2026 ↗
The MidCap Value Fund COMMERCE FUNDS 5,175445.6K $1.10 %0.00 %as of Jul 31, 2026 ↗
Pacer Lunt Midcap Multi-Factor Alternator ETF Pacer Funds Trust 5,150443.5K $0.83 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 5,024418.1K $0.02 %0.00 %as of May 31, 2026 ↗
AVIP BlackRock Advantage Large Cap Value Portfolio AuguStar Variable Insurance Products Fund Inc 4,986445.7K $0.23 %0.00 %as of Jun 30, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 4,985414.9K $0.36 %0.00 %as of May 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 4,937441.4K $0.19 %0.00 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 4,866419K $0.04 %0.00 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 4,806429.7K $0.04 %0.00 %as of Jun 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 4,712392.2K $0.08 %0.00 %as of May 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 4,709421K $0.10 %0.00 %as of Jun 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 4,597395.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 4,548391.6K $0.05 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 4,446397.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust 4,325360K $0.14 %0.00 %as of May 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 4,261380.9K $0.04 %0.00 %as of Jun 30, 2026 ↗
NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 4,128369K $0.41 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 4,016359K $0.10 %0.00 %as of Jun 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,897348.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Putnam VT U.S. Research Fund Putnam Variable Trust 3,857344.8K $0.25 %0.00 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 3,849344.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 3,844343.7K $0.05 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 3,770337K $0.02 %0.00 %as of Jun 30, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 3,656314.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 3,649303.7K $0.07 %0.00 %as of May 31, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,624312.1K $0.14 %0.00 %as of Jul 31, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 3,594321.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 3,546317K $0.10 %0.00 %as of Jun 30, 2026 ↗
Green Century Balanced Fund GREEN CENTURY FUNDS 3,497301.1K $0.08 %0.00 %as of Jul 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 3,390282.1K $0.03 %0.00 %as of May 31, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 3,3742.3M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 3,306295.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 3,194285.5K $0.08 %0.00 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 3,159282.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 3,136261K $0.04 %0.00 %as of May 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 3,047253.6K $0.04 %0.00 %as of May 31, 2026 ↗
Hartford Multifactor US Equity ETF Lattice Strategies Trust 2,990257.5K $0.04 %0.00 %as of Jul 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 2,918260.9K $0.04 %0.00 %as of Jun 30, 2026 ↗
M Large Cap Value Fund NORTHERN LIGHTS FUND TRUST II 2,900259.3K $0.12 %0.00 %as of Jun 30, 2026 ↗
LSV U.S. Managed Volatility Fund ADVISORS' INNER CIRCLE FUND 2,900249.7K $0.87 %0.00 %as of Jul 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 2,894258.7K $0.14 %0.00 %as of Jun 30, 2026 ↗
GMO U.S. Opportunistic Value Fund GMO TRUST 2,892240.7K $0.07 %0.00 %as of May 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 2,885248.4K $0.01 %0.00 %as of Jul 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 2,875257K $0.02 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 2,735235.5K $0.01 %0.00 %as of Jul 31, 2026 ↗
Voya Balanced Income Portfolio Voya Investors Trust 2,715242.7K $0.09 %0.00 %as of Jun 30, 2026 ↗
Guardian Diversified Research VIP Fund Guardian Variable Products Trust 2,705241.8K $0.25 %0.00 %as of Jun 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 2,700241.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 2,698224.6K $0.03 %0.00 %as of May 31, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 2,6581.8M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 2,615217.6K $0.19 %0.00 %as of May 31, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,546227.6K $0.05 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 2,541227.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 2,529226.1K $0.09 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,498223.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 2,489207.2K $0.19 %0.00 %as of May 31, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 2,440218.1K $0.31 %0.00 %as of Jun 30, 2026 ↗
ARGA Value Fund ADVISORS' INNER CIRCLE III 2,420216.3K $2.95 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 2,359210.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 2,357210.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,339209.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 2,220184.8K $0.02 %0.00 %as of May 31, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 2,159185.9K $0.27 %0.00 %as of Jul 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 2,086186.5K $0.18 %0.00 %as of Jun 30, 2026 ↗
Value Equity Index Fund GuideStone Funds 2,083186.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 2,078173K $0.04 %0.00 %as of May 31, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 2,068172.1K $0.29 %0.00 %as of May 31, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 2,051183.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 2,047170.4K $0.03 %0.00 %as of May 31, 2026 ↗
First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III 2,024174.3K $0.50 %0.00 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 1,889168.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 1,839164.4K $0.06 %0.00 %as of Jun 30, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 1,827163.3K $0.09 %0.00 %as of Jun 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,820156.7K $0.03 %0.00 %as of Jul 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,799149.7K $0.14 %0.00 %as of May 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 1,700152K $0.02 %0.00 %as of Jun 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 1,638146.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
Destinations Shelter Fund Brinker Capital Destinations Trust 1,618134.7K $0.15 %0.00 %as of May 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,600143K $0.00 %0.00 %as of Jun 30, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 1,558139.3K $0.04 %0.00 %as of Jun 30, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 1,533137.1K $0.06 %0.00 %as of Jun 30, 2026 ↗
Strategic Alternatives Fund GuideStone Funds 1,527136.5K $0.05 %0.00 %as of Jun 30, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 1,500134.1K $0.12 %0.00 %as of Jun 30, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 1,460125.7K $0.02 %0.00 %as of Jul 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,423127.2K $0.12 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 1,392115.9K $0.04 %0.00 %as of May 31, 2026 ↗
FlexShares ESG & Climate US Large Cap Core Index Fund FlexShares Trust 1,375118.4K $0.11 %0.00 %as of Jul 31, 2026 ↗
GMO Implementation Fund GMO TRUST 1,331110.8K $0.00 %0.00 %as of May 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 1,238110.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 1,234102.7K $0.04 %0.00 %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