Unum Group
DE ˙ MUN ˙ US91529Y1064
72,40 € ↑1,80 (2,55%)
2026-06-02
AKTIENPREIS
SecurityDE:UUM / Unum Group
InstitutionStephens Inc /ar/
Latest Disclosed Ownership19,375 shares
Latest Disclosed Value $ 1,494,369
Stephens Inc /ar/ reports 18.29% increase in ownership of UUM / Unum Group

On April 28, 2026 - Stephens Inc /ar/ filed a 13F-HR form disclosing ownership of 19,375 shares of Unum Group (DE:UUM) valued at $1,225,275 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 16,379 shares of Unum Group. This represents a change in shares of 18.29% during the quarter. The current value of the position is $1,402,750 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)
2026-04-28 2026-03-31 13F UNUM GROUP COM 91529Y106 19,375 2,996 18.29 1,494 11.00 0.0187
2026-02-05 2025-12-31 13F UNUM GROUP COM 91529Y106 16,379 -220 -1.33 1,346 0.15 0.0167
2025-10-27 2025-09-30 13F UNUM GROUP COM 91529Y106 16,599 -345 -2.04 1,345 -1.75 0.0171
2025-07-29 2025-06-30 13F UNUM GROUP COM 91529Y106 16,944 -715 -4.05 1,368 -4.87 0.0188
2025-05-01 2025-03-31 13F UNUM GROUP COM 91529Y106 17,659 -407 -2.25 1,438 9.02 0.0211
2025-01-28 2024-12-31 13F UNUM GROUP COM 91529Y106 18,066 -850 -4.49 1,319 17.35 0.0185
2024-10-28 2024-09-30 13F UNUM GROUP COM 91529Y106 18,916 -71 -0.37 1,124 15.88 0.0160
2024-08-06 2024-06-30 13F UNUM GROUP COM 91529Y106 18,987 -332 -1.72 970 -6.37 0.0148
2024-05-15 2024-03-31 13F UNUM GROUP COM 91529Y106 19,319 -483 -2.44 1,037 15.75 0.0161
2024-02-13 2023-12-31 13F UNUM GROUP COM 91529Y106 19,802 154 0.78 895 -7.35 0.0154
2023-11-14 2023-09-30 13F UNUM GROUP COM 91529Y106 19,648 -334 -1.67 966 1.36 0.0185
2023-08-14 2023-06-30 13F UNUM GROUP COM 91529Y106 19,982 -2,023 -9.19 953 9.54 0.0171
2023-05-15 2023-03-31 13F UNUM GROUP COM 91529Y106 22,005 -2,325 -9.56 871 -12.83 0.0167
2023-02-14 2022-12-31 13F/A-1 UNUM GROUP COM 91529Y106 24,330 -1,413 -5.49 998 -0.10 0.0205
2023-01-25 2022-12-31 13F UNUM GROUP OM 91529Y106 24,330 -1,413 1 0.0204
2022-11-02 2022-09-30 13F UNUM GROUP OM 91529Y106 25,743 -1,538 -5.64 999 7.65 0.0213
2022-08-03 2022-06-30 13F UNUM GROUP OM 91529Y106 27,281 -3,976 -12.72 928 -5.79 0.0187
2022-05-04 2022-03-31 13F UNUM GROUP OM 91529Y106 31,257 -8,239 -20.86 985 1.55 0.0161
2022-03-07 2021-12-31 13F UNUM GROUP OM 91529Y106 39,496 -2,950 -6.95 970 -8.83 0.0147
2021-10-27 2021-09-30 13F UNUM GROUP COM 91529Y106 42,446 12,415 41.34 1,064 24.74 0.0165
2021-08-12 2021-06-30 13F UNUM GROUP COM 91529Y106 30,031 8,226 37.73 853 40.53 0.0128
2021-05-14 2021-03-31 13F UNUM GROUP COM 91529Y106 21,805 -1,095 -4.78 607 15.62 0.0100
2021-02-10 2020-12-31 13F UNUM GROUP COM 91529Y106 22,900 -107 -0.47 525 35.66 0.0094
2020-11-13 2020-09-30 13F UNUM GROUP COM 91529Y106 23,007 -270 -1.16 387 0.26 0.0076
2020-08-24 2020-06-30 13F UNUM GROUP COM 91529Y106 23,277 -5,427 -18.91 386 -10.44 0.0083
2020-05-14 2020-03-31 13F UNUM GROUP COM 91529Y106 28,704 -934 -3.15 431 -50.12 0.0115
2020-02-14 2019-12-31 13F UNUM GROUP COM 91529Y106 29,638 59 0.20 864 -1.71 0.0181
2019-10-18 2019-09-30 13F UNUM GROUP COM 91529Y106 29,579 -1,479 -4.76 879 -15.64 0.0193
2019-08-01 2019-06-30 13F UNUM GROUP COM 91529Y106 31,058 212 0.69 1,042 -0.19 0.0236
2019-05-03 2019-03-31 13F UNUM GROUP COM 91529Y106 30,846 171 0.56 1,044 15.87 0.0248
2019-02-11 2018-12-31 13F UNUM GROUP COM 91529Y106 30,675 2,182 7.66 901 -19.05 0.0256
2018-11-14 2018-09-30 13F UNUM GROUP COM 91529Y106 28,493 1,847 6.93 1,113 12.88 0.0277
2018-08-10 2018-06-30 13F UNUM GROUP COM 91529Y106 26,646 6,136 29.92 986 1.02 0.0298
2018-05-03 2018-03-31 13F UNUM GROUP COM 91529Y106 20,510 1,314 6.85 976 -7.40 0.0364
2018-02-05 2017-12-31 13F UNUM GROUP COM 91529Y106 19,196 -813 -4.06 1,054 3.03 0.0394
2017-11-08 2017-09-30 13F UNUM GROUP COM 91529Y106 20,009 -606 -2.94 1,023 6.45 0.0370
2017-08-10 2017-06-30 13F UNUM GROUP COM 91529Y106 20,615 1,122 5.76 961 5.14 0.0330
2017-05-11 2017-03-31 13F UNUM GROUP COM 91529Y106 19,493 -38,096 -66.15 914 -63.87 0.0332
2017-02-09 2016-12-31 13F UNUM GROUP COM 91529Y106 57,589 2,153 3.88 2,530 29.28 0.1031
2016-11-30 2016-09-30 13F/A-2 UNUM GROUP COM 91529Y106 55,436 -527 -0.94 1,957 10.01 0.0857
2016-11-10 2016-09-30 13F UNUM GROUP COM 91529Y106 55,436 1,957
2016-08-05 2016-06-30 13F UNUM GROUP COM 91529Y106 55,963 34,082 155.76 1,779 162.78 0.0794
2016-05-05 2016-03-31 13F UNUM GROUP COM 91529Y106 21,881 2,054 10.36 677 2.58 0.0331
2016-02-10 2015-12-31 13F UNUM GROUP COM 91529Y106 19,827 -522 -2.57 660 1.07 0.0331
2015-11-03 2015-09-30 13F UNUM GROUP COM 91529Y106 20,349 -27,673 -57.63 653 -61.97 0.0340
2015-07-29 2015-06-30 13F UNUM GROUP COM 91529Y106 48,022 26,017 118.23 1,717 131.40 0.0779
2015-05-06 2015-03-31 13F UNUM GROUP COM 91529Y106 22,005 -1,289 -5.53 742 -8.62 0.0338
2015-02-12 2014-12-31 13F UNUM GROUP COM 91529Y106 23,294 -19,481 -45.54 812 -44.80 0.0384
2014-11-14 2014-09-30 13F UNUM GROUP COM 91529Y106 42,775 1,820 4.44 1,471 3.30 0.0728
2014-08-15 2014-06-30 13F UNUM GROUP COM 91529Y106 40,955 950 2.37 1,424 0.78 0.0717
2014-05-13 2014-03-31 13F UNUM GROUP COM 91529Y106 40,005 16,566 70.68 1,413 71.90 0.0770
2014-02-14 2013-12-31 13F UNUM GROUP COM 91529Y106 23,439 -68 -0.29 822 14.80 0.0408
2013-11-06 2013-09-30 13F UNUM GROUP COM 91529Y106 23,507 -382 -1.60 716 1.99 0.0386
2013-08-12 2013-06-30 13F UNUM GROUP COM 91529Y106 23,889 23,889 702 0.0392
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.