Unum Group
DE ˙ MUN ˙ US91529Y1064
72,40 € ↑1,80 (2,55%)
2026-06-02
AKTIENPREIS
SecurityDE:UUM / Unum Group
InstitutionOppenheimer & Co Inc
Latest Disclosed Ownership4,500 shares
Latest Disclosed Value $ 328,635
Oppenheimer & Co Inc reports 50.71% decrease in ownership of UUM / Unum Group

On April 23, 2026 - Oppenheimer & Co Inc filed a 13F-HR form disclosing ownership of 4,500 shares of Unum Group (DE:UUM) valued at $284,580 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 9,129 shares of Unum Group. This represents a change in shares of -50.71% during the quarter. The current value of the position is $325,800 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)
2026-04-23 2026-03-31 13F UNUM GROUP COM 91529Y106 4,500 -4,629 -50.71 329 -53.61 0.0040
2026-02-02 2025-12-31 13F UNUM GROUP COM 91529Y106 9,129 -534 -5.53 707 -5.86 0.0100
2025-11-06 2025-09-30 13F UNUM GROUP COM 91529Y106 9,663 -253 -2.55 752 -6.12 0.0092
2025-07-31 2025-06-30 13F UNUM GROUP COM 91529Y106 9,916 -247 -2.43 801 -3.26 0.0106
2025-04-23 2025-03-31 13F UNUM GROUP COM 91529Y106 10,163 -10,548 -50.93 828 -45.30 0.0125
2025-02-05 2024-12-31 13F UNUM GROUP COM 91529Y106 20,711 5,623 37.27 1,513 68.75 0.0226
2024-11-05 2024-09-30 13F UNUM GROUP COM 91529Y106 15,088 116 0.77 897 17.12 0.0137
2024-08-08 2024-06-30 13F UNUM GROUP COM 91529Y106 14,972 54 0.36 765 -4.37 0.0121
2024-05-07 2024-03-31 13F UNUM GROUP COM 91529Y106 14,918 -4,854 -24.55 800 -10.51 0.0133
2024-02-13 2023-12-31 13F UNUM GROUP COM 91529Y106 19,772 -4,553 -18.72 894 -25.25 0.0164
2023-11-08 2023-09-30 13F UNUM GROUP COM 91529Y106 24,325 -88 -0.36 1,197 2.75 0.0247
2023-08-03 2023-06-30 13F UNUM GROUP COM 91529Y106 24,413 2,991 13.96 1,164 37.43 0.0233
2023-05-10 2023-03-31 13F UNUM GROUP COM 91529Y106 21,422 -5,743 -21.14 847 -23.97 0.0180
2023-02-08 2022-12-31 13F UNUM GROUP COM 91529Y106 27,165 -20,857 -43.43 1,115 -40.20 0.0254
2022-11-14 2022-09-30 13F UNUM GROUP COM 91529Y106 48,022 1,999 4.34 1,863 18.97 0.0436
2022-08-08 2022-06-30 13F UNUM GROUP COM 91529Y106 46,023 4,798 11.64 1,566 20.55 0.0337
2022-05-12 2022-03-31 13F UNUM GROUP COM 91529Y106 41,225 3,143 8.25 1,299 38.78 0.0234
2022-02-02 2021-12-31 13F UNUM GROUP COM 91529Y106 38,082 2,844 8.07 936 6.00 0.0164
2021-11-12 2021-09-30 13F UNUM GROUP COM 91529Y106 35,238 3,029 9.40 883 -3.50 0.0165
2021-08-03 2021-06-30 13F UNUM GROUP COM 91529Y106 32,209 -6,463 -16.71 915 -14.96 0.0164
2021-05-10 2021-03-31 13F UNUM GROUP COM 91529Y106 38,672 -998 -2.52 1,076 18.24 0.0215
2021-02-11 2020-12-31 13F UNUM GROUP COM 91529Y106 39,670 -8,923 -18.36 910 11.25 0.0192
2020-11-13 2020-09-30 13F UNUM GROUP COM 91529Y106 48,593 -6,351 -11.56 818 -10.31 0.0205
2020-08-11 2020-06-30 13F UNUM GROUP COM 91529Y106 54,944 13,592 32.87 912 46.86 0.0236
2020-05-08 2020-03-31 13F UNUM GROUP COM 91529Y106 41,352 -2,506 -5.71 621 -51.45 0.0189
2020-02-07 2019-12-31 13F UNUM GROUP COM 91529Y106 43,858 -13,263 -23.22 1,279 -24.63 0.0317
2019-10-31 2019-09-30 13F UNUM GROUP COM 91529Y106 57,121 -12,477 -17.93 1,697 -27.32 0.0462
2019-08-09 2019-06-30 13F UNUM GROUP COM 91529Y106 69,598 5,440 8.48 2,335 7.55 0.0635
2019-04-24 2019-03-31 13F UNUM GROUP COM 91529Y106 64,158 5,552 9.47 2,171 26.07 0.0580
2019-01-29 2018-12-31 13F UNUM GROUP COM 91529Y106 58,606 996 1.73 1,722 -23.50 0.0538
2018-10-26 2018-09-30 13F UNUM GROUP COM 91529Y106 57,610 2,741 5.00 2,251 10.89 0.0573
2018-08-10 2018-06-30 13F UNUM GROUP COM 91529Y106 54,869 7,169 15.03 2,030 -10.61 0.0551
2018-05-01 2018-03-31 13F UNUM GROUP COM 91529Y106 47,700 -2,132 -4.28 2,271 -16.97 0.0583
2018-02-07 2017-12-31 13F UNUM GROUP COM 91529Y106 49,832 -1,004 -1.97 2,735 5.23 0.0704
2017-11-09 2017-09-30 13F UNUM GROUP COM 91529Y106 50,836 6,813 15.48 2,599 26.60 0.0696
2017-08-09 2017-06-30 13F UNUM GROUP COM 91529Y106 44,023 -1,930 -4.20 2,053 -4.73 0.0566
2017-05-15 2017-03-31 13F UNUM GROUP COM 91529Y106 45,953 -7,200 -13.55 2,155 -7.71 0.0610
2017-02-01 2016-12-31 13F UNUM GROUP COM 91529Y106 53,153 100 0.19 2,335 24.67 0.0680
2016-11-07 2016-09-30 13F UNUM GROUP COM 91529Y106 53,053 550 1.05 1,873 12.22 0.0546
2016-08-08 2016-06-30 13F UNUM GROUP COM 91529Y106 52,503 2,320 4.62 1,669 7.54 0.0498
2016-04-26 2016-03-31 13F UNUM GROUP COM 91529Y106 50,183 4,232 9.21 1,552 1.44 0.0471
2016-02-03 2015-12-31 13F UNUM GROUP COM 91529Y106 45,951 2,300 5.27 1,530 9.29 0.0455
2015-11-13 2015-09-30 13F UNUM GROUP COM 91529Y106 43,651 2,700 6.59 1,400 -4.37 0.0425
2015-08-12 2015-06-30 13F UNUM GROUP COM 91529Y106 40,951 3,625 9.71 1,464 16.28 0.0407
2015-05-08 2015-03-31 13F UNUM GROUP COM 91529Y106 37,326 28,226 310.18 1,259 297.16 0.0343
2015-02-10 2014-12-31 13F UNUM GROUP COM 91529Y106 9,100 0 0.00 317 1.28 0.0091
2014-11-12 2014-09-30 13F UNUM GROUP COM 91529Y106 9,100 0 0.00 313 -0.95 0.0093
2014-08-14 2014-06-30 13F UNUM GROUP COM 91529Y106 9,100 0 0.00 316 -1.56 0.0095
2014-05-09 2014-03-31 13F UNUM GROUP COM 91529Y106 9,100 0 0.00 321 0.63 0.0096
2014-02-12 2013-12-31 13F UNUM GROUP COM 91529Y106 9,100 0 0.00 319 15.16 0.0102
2013-11-01 2013-09-30 13F UNUM GROUP COM 91529Y106 9,100 0 0.00 277 3.75 0.0097
2013-08-14 2013-06-30 13F UNUM GROUP COM 91529Y106 9,100 9,100 267 0.0103
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.