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
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 6,508475.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 6,319453.3K $0.01 %0.00 %as of Feb 28, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 6,297459.9K $0.11 %0.00 %as of Mar 31, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 6,200452.8K $0.10 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 6,135440.1K $0.06 %0.00 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 5,953434.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
The MidCap Value Fund COMMERCE FUNDS 5,940477.5K $1.22 %0.00 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,925476.3K $0.06 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 5,617451.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
Putnam VT George Putnam Balanced Fund Putnam Variable Trust 5,558405.9K $0.14 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 5,438437.1K $0.04 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 5,395394K $0.04 %0.00 %as of Mar 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 5,302380.3K $0.33 %0.00 %as of Feb 28, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,205373.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 5,201373.1K $0.03 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 5,174371.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
AVIP BlackRock Advantage Large Cap Value Portfolio AuguStar Variable Insurance Products Fund Inc 5,146375.8K $0.21 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,146375.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 5,134368.3K $0.24 %0.00 %as of Feb 28, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 4,937360.5K $0.18 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 4,934353.9K $0.08 %0.00 %as of Feb 28, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 4,747346.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 4,653339.8K $0.09 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 4,597369.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 4,564366.9K $0.05 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 4,476321.1K $0.03 %0.00 %as of Feb 28, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 4,434318.1K $0.14 %0.00 %as of Feb 27, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 4,265305.9K $0.04 %0.00 %as of Feb 28, 2026 ↗
NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 4,093298.9K $0.35 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 4,064296.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,897284.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 3,860281.9K $0.10 %0.00 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 3,849281.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 3,844280.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 3,824279.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 3,816278.7K $0.10 %0.00 %as of Mar 31, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 3,711298.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 3,701270.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 3,689269.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 3,649261.7K $0.06 %0.00 %as of Feb 28, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 3,623264.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Research Fund Putnam Variable Trust 3,530257.8K $0.21 %0.00 %as of Mar 31, 2026 ↗
Green Century Balanced Fund GREEN CENTURY FUNDS 3,497281.1K $0.07 %0.00 %as of Apr 30, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 3,396243.6K $0.16 %0.00 %as of Feb 28, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 3,390243.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 3,3742.3M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 3,357245.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 3,175231.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 3,154226.2K $0.04 %0.00 %as of Feb 28, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 3,069224.1K $0.11 %0.00 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 2,953215.7K $0.23 %0.00 %as of Mar 31, 2026 ↗
AQR Trend Total Return Fund AQR Funds 2,947215.2K $0.10 %0.00 %as of Mar 31, 2026 ↗
LSV U.S. Managed Volatility Fund ADVISORS' INNER CIRCLE FUND 2,900233.1K $0.88 %0.00 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 2,885231.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 2,832203.1K $0.36 %0.00 %as of Feb 28, 2026 ↗
M Large Cap Value Fund M FUND INC 2,800204.5K $0.11 %0.00 %as of Mar 31, 2026 ↗
Voya Balanced Income Portfolio Voya Investors Trust 2,799204.4K $0.08 %0.00 %as of Mar 31, 2026 ↗
Guardian Diversified Research VIP Fund Guardian Variable Products Trust 2,781203.1K $0.22 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 2,735219.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 2,684196K $0.03 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,661194.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 2,6581.8M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Hartford Multifactor US Equity ETF Lattice Strategies Trust 2,619210.5K $0.04 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 2,541185.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 2,524202.9K $0.24 %0.00 %as of Apr 30, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 2,488178.5K $0.16 %0.00 %as of Feb 28, 2026 ↗
ARGA Value Fund ADVISORS' INNER CIRCLE III 2,420176.7K $2.82 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 2,359172.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 2,357172.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,339170.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 2,332187.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 2,232179.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 2,222159.4K $0.04 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 2,201157.9K $0.03 %0.00 %as of Feb 28, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 2,180156.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
Value Equity Index Fund GuideStone Funds 2,083152.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 2,023147.7K $0.09 %0.00 %as of Mar 31, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,000146.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 1,976144.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,820146.3K $0.04 %0.00 %as of Apr 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,799129K $0.12 %0.00 %as of Feb 28, 2026 ↗
First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III 1,791144K $0.47 %0.00 %as of Apr 30, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 1,700124.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 1,638119.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Destinations Shelter Fund Brinker Capital Destinations Trust 1,618116.1K $0.13 %0.00 %as of Feb 28, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 1,610129.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,604128.9K $0.09 %0.00 %as of Apr 30, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 1,586115.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 1,565112.3K $0.08 %0.00 %as of Feb 28, 2026 ↗
Strategic Alternatives Fund GuideStone Funds 1,527111.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 1,500109.5K $0.11 %0.00 %as of Mar 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,500109.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 1,33997.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,26192.1K $0.11 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 1,23488.5K $0.03 %0.00 %as of Feb 28, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 1,22298.2K $0.24 %0.00 %as of Apr 30, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 1,04684.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
Northern Trust US Equity ETF Northern Funds 1,03775.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 1,03374.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
PIMCO RAFI ESG U.S. ETF PIMCO Equity Series 1,02474.8K $0.06 %0.00 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

Titelia. "Fund shareholders of Unum Group". https://titelia.com/en/stocks/unum-group-US91529Y1064