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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 1,019 | 74.4K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,009 | 73.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LSV Global Managed Volatility Fund ADVISORS' INNER CIRCLE FUND | 1,000 | 80.4K $ | 0.79 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 957 | 69.9K $ | 0.71 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 937 | 68.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 922 | 66.1K $ | 0.20 % | 0.00 % | as of Feb 28, 2026 ↗ |
| DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust | 897 | 65.5K $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 888 | 64.9K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 888 | 63.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 879 | 70.7K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AQR MS Fusion HV Fund AQR Funds | 877 | 64K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 867 | 63.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 779 | 56.9K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 764 | 61.4K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 732 | 53.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P MidCap 400 Pure Value Fund Rydex Variable Trust | 727 | 53.1K $ | 0.79 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series | 686 | 50.1K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P MidCap 400 Pure Value Fund Rydex Series Funds | 677 | 49.4K $ | 0.79 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 620 | 49.8K $ | 0.35 % | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 523 | 42K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 428 | 34.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 428 | 31.3K $ | 0.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 396 | 28.9K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Disciplined U.S. Value Equity Portfolio GLENMEDE FUND INC | 391 | 31.4K $ | 1.22 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 380 | 27.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 316 | 23.1K $ | 0.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust | 294 | 23.6K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 292 | 23.5K $ | 0.25 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 289 | 23.2K $ | 0.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 275 | 20.1K $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 270 | 19.4K $ | 0.50 % | 0.00 % | as of Feb 27, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 247 | 18K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 219 | 17.6K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 210 | 16.9K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 206 | 16.6K $ | 0.67 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Inflation Focused Equity ETF American Century ETF Trust | 187 | 13.4K $ | 0.15 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AQR LSE Fusion Fund AQR Funds | 168 | 12.3K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Lazard Retirement Global Dynamic Multi-Asset Portfolio LAZARD RETIREMENT SERIES INC | 167 | 12.2K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III | 155 | 12.5K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AQR CVX Fusion Fund AQR Funds | 136 | 9.9K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 127 | 9.3K $ | 0.28 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 126 | 9.2K $ | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 95 | 7.6K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SPP Generation 40-tal Storebrand Asset Management AS | 78 | 54.3K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust | 76 | 5.6K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NPF Core Equity ETF Elevation Series Trust | 69 | 5.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 67 | 4.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| QRAFT AI-Enhanced U.S. Large Cap ETF Exchange Listed Funds Trust | 64 | 5.1K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 36 | 2.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 13 | 932.5 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SA Franklin Systematic U.S. Large Cap Core Portfolio SUNAMERICA SERIES TRUST | 4 | 321.5 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust | 2 | 146.1 $ | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 440 | -5 | 59,643,016 | -2.4 % |
| 2026Q1 | 445 | -56 | 61,079,709 | -7.0 % |
| 2025Q4 | 501 | -29 | 65,648,637 | -3.9 % |
| 2025Q3 | 530 | +3 | 68,301,089 | -1.1 % |
| 2025Q2 | 527 | +34 | 69,044,494 | +3.4 % |
| 2025Q1 | 493 | -3 | 66,763,924 | -3.3 % |
| 2024Q4 | 496 | +5 | 69,063,394 | -7.6 % |
| 2024Q3 | 491 | -12 | 74,754,353 | +1.5 % |
| 2024Q2 | 503 | +2 | 73,680,266 | +3.6 % |
| 2024Q1 | 501 | +2 | 71,122,377 | -4.4 % |
| 2023Q4 | 499 | 74,385,116 |
Institutional managers
682 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 18,232,504 | 1.3B $ | as of Mar 31, 2026 |
| FMR LLC | 7,209,241 | 526.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 5,147,425 | 375.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 4,084,382 | 298.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,334,475 | 243.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,323,897 | 242.8M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 3,247,940 | 237.2M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 2,583,072 | 188.6K $ | as of Mar 31, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 2,000,000 | 146.1M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,908,027 | 139.3M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 1,831,943 | 133.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,724,852 | 126M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 1,678,632 | 122.6M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 1,646,188 | 120.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,581,728 | 115.5M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 1,536,324 | 112.2M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 1,524,728 | 111.4M $ | as of Mar 31, 2026 |
| DONALD SMITH & CO., INC. | 1,327,932 | 97M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,302,397 | 95.1M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 1,184,596 | 86.5M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 1,153,852 | 84.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,148,583 | 83.9M $ | as of Mar 31, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | 1,080,371 | 78.6M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 1,042,923 | 76.2M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 1,035,394 | 75.6M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 10.50 % | 17,158,408 | as of Mar 31, 2026 · SCHEDULE 13G |
| Norges Bank | 9.034 % | 14,792,902 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 5.72 % | 9,379,695 | as 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.
Cite this page
Titelia. "Fund shareholders of Unum Group". https://titelia.com/en/stocks/unum-group-US91529Y1064