Unum Group
DE ˙ MUN ˙ US91529Y1064
72,40 € ↑1,80 (2,55%)
2026-06-02
AKTIENPREIS
SecurityDE:UUM / Unum Group
InstitutionBTC Capital Management, Inc.
Latest Disclosed Ownership100,186 shares
Latest Disclosed Value $ 7,315,711
BTC Capital Management, Inc. reports 17.29% increase in ownership of UUM / Unum Group

On April 20, 2026 - BTC Capital Management, Inc. filed a 13F-HR form disclosing ownership of 100,186 shares of Unum Group (DE:UUM) valued at $6,335,763 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 85,415 shares of Unum Group. This represents a change in shares of 17.29% during the quarter. The current value of the position is $7,253,466 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F UNUM GROUP COM 91529Y106 100,186 14,771 17.29 7,316 10.60 0.2595
2026-01-15 2025-12-31 13F UNUM GROUP COM 91529Y106 85,415 4,435 5.48 6,615 5.03 0.4615
2025-11-06 2025-09-30 13F UNUM GROUP COM 91529Y106 80,980 9,144 12.73 6,298 9.90 0.4346
2025-07-11 2025-06-30 13F UNUM GROUP COM 91529Y106 71,836 3,399 4.97 5,731 2.72 0.4678
2025-04-08 2025-03-31 13F UNUM GROUP COM 91529Y106 68,437 11,416 20.02 5,578 33.96 0.5102
2025-01-23 2024-12-31 13F UNUM GROUP COM 91529Y106 57,021 -19,576 -25.56 4,164 -8.52 0.3860
2024-10-21 2024-09-30 13F UNUM GROUP COM 91529Y106 76,597 -2,522 -3.19 4,553 12.59 0.4048
2024-07-19 2024-06-30 13F UNUM GROUP COM 91529Y106 79,119 -16,991 -17.68 4,044 -21.60 0.3754
2024-04-11 2024-03-31 13F UNUM GROUP COM 91529Y106 96,110 14,231 17.38 5,157 28.06 0.4716
2023-10-17 2023-09-30 13F UNUM GROUP COM 91529Y106 81,879 -12,239 -13.00 4,028 -12.15 0.4649
2023-07-11 2023-06-30 13F UNUM GROUP COM 91529Y106 94,118 94,118 4,585 0.4957
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.