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
ULTRA MID CAP PROFUND ProFunds 1,233106.2K $0.23 %0.00 %as of Jul 31, 2026 ↗
PIMCO RAFI ESG U.S. ETF PIMCO Equity Series 1,196106.9K $0.07 %0.00 %as of Jun 30, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 1,04690.1K $0.03 %0.00 %as of Jul 31, 2026 ↗
Northern Trust US Equity ETF Northern Funds 1,03792.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 1,01991.1K $0.05 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,00990.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
LSV Global Managed Volatility Fund ADVISORS' INNER CIRCLE FUND 1,00086.1K $0.77 %0.00 %as of Jul 31, 2026 ↗
Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust 88879.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 88873.9K $0.01 %0.00 %as of May 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 86874.7K $0.02 %0.00 %as of Jul 31, 2026 ↗
PROFUND VP MIDCAP VALUE ProFunds 84875.8K $0.75 %0.00 %as of Jun 30, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 81472.8K $0.23 %0.00 %as of Jun 30, 2026 ↗
GMO U.S. Value ETF GMO ETF Trust 81467.7K $0.07 %0.00 %as of May 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 80171.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 80169K $0.04 %0.00 %as of Jul 31, 2026 ↗
AQR CVX Fusion Fund AQR Funds 79771.3K $0.13 %0.00 %as of Jun 30, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 76465.8K $0.02 %0.00 %as of Jul 31, 2026 ↗
ProShares UltraPro MidCap400 ProShares Trust 73661.3K $0.19 %0.00 %as of May 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 73265.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
S&P MidCap 400 Pure Value Fund Rydex Series Funds 73065.3K $0.89 %0.00 %as of Jun 30, 2026 ↗
S&P MidCap 400 Pure Value Fund Rydex Variable Trust 72865.1K $0.89 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series 69862.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 69061.7K $0.06 %0.00 %as of Jun 30, 2026 ↗
GMO Benchmark-Free Fund GMO TRUST 66054.9K $0.00 %0.00 %as of May 31, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 64657.8K $0.10 %0.00 %as of Jun 30, 2026 ↗
Large Company Value Portfolio Wilshire Mutual Funds Inc 62856.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
iShares MSCI USA Small-Cap Quality Factor ETF iShares Trust 57447.8K $0.62 %0.00 %as of May 31, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 56550.5K $0.05 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 55446.1K $0.00 %0.00 %as of May 31, 2026 ↗
PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 53045.6K $0.34 %0.00 %as of Jul 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 51244.1K $0.00 %0.00 %as of Jul 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 42836.9K $0.00 %0.00 %as of Jul 31, 2026 ↗
iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust 41735.9K $0.10 %0.00 %as of Jul 31, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Series Funds 41236.8K $0.24 %0.00 %as of Jun 30, 2026 ↗
Disciplined U.S. Value Equity Portfolio GLENMEDE FUND INC 39133.7K $1.23 %0.00 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 38034K $0.00 %0.00 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust 37031.9K $0.16 %0.00 %as of Jul 31, 2026 ↗
PROFUND VP ULTRAMID CAP ProFunds 35832K $0.26 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 25022.4K $0.18 %0.00 %as of Jun 30, 2026 ↗
PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III 24921.4K $0.02 %0.00 %as of Jul 31, 2026 ↗
Lazard Retirement Global Dynamic Multi-Asset Portfolio LAZARD RETIREMENT SERIES INC 22420K $0.11 %0.00 %as of Jun 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 21918.9K $0.02 %0.00 %as of Jul 31, 2026 ↗
MID-CAP VALUE PROFUND ProFunds 21018.1K $0.66 %0.00 %as of Jul 31, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 21018.1K $0.03 %0.00 %as of Jul 31, 2026 ↗
Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust 20617.1K $0.51 %0.00 %as of May 29, 2026 ↗
Avantis Inflation Focused Equity ETF American Century ETF Trust 20016.6K $0.16 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 14913.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
MID-CAP PROFUND ProFunds 13311.5K $0.13 %0.00 %as of Jul 31, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Variable Trust 12311K $0.27 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 12010.7K $0.04 %0.00 %as of Jun 30, 2026 ↗
Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust 1019K $0.00 %0.00 %as of Jun 30, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 907.7K $0.01 %0.00 %as of Jul 31, 2026 ↗
SPP Generation 40-tal Storebrand Asset Management AS 7854.3K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust 736.1K $0.02 %0.00 %as of May 31, 2026 ↗
NPF Core Equity ETF Elevation Series Trust 695.9K $0.00 %0.00 %as of Jul 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 655.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 363K $0.00 %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