Unum Group
DE ˙ MUN ˙ US91529Y1064
72,86 € ↑1,00 (1,39%)
2026-06-04
DEL PRIS
SecurityDE:UUM / Unum Group
InstitutionCi Investments Inc.
Latest Disclosed Ownership81,406 shares
Latest Disclosed Value $ 5,945,080
Ci Investments Inc. reports 13.61% increase in ownership of UUM / Unum Group

On May 13, 2026 - Ci Investments Inc. filed a 13F-HR form disclosing ownership of 81,406 shares of Unum Group (DE:UUM) valued at $5,148,115 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 71,655 shares of Unum Group. This represents a change in shares of 13.61% during the quarter. The current value of the position is $5,931,241 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)
2026-05-13 2026-03-31 13F UNUM GROUP COM 91529Y106 81,406 9,751 13.61 5,945 7.06 0.0203
2026-02-12 2025-12-31 13F UNUM GROUP COM 91529Y106 71,655 -8,681 -10.81 5,553 92,450.00 0.0243
2025-11-12 2025-09-30 13F UNUM GROUP COM 91529Y106 80,336 -6,254 -7.22 6 0.00 0.0227
2025-08-12 2025-06-30 13F UNUM GROUP COM 91529Y106 86,590 2,679 3.19 7 0.00 0.0262
2025-05-13 2025-03-31 13F UNUM GROUP COM 91529Y106 83,911 -26,855 -24.24 7 -25.00 0.0288
2025-02-12 2024-12-31 13F UNUM GROUP COM 91529Y106 110,766 -10,791 -8.88 8 14.29 0.0305
2024-11-12 2024-09-30 13F UNUM GROUP COM 91529Y106 121,557 -14,729 -10.81 7 16.67 0.0275
2024-08-12 2024-06-30 13F UNUM GROUP COM 91529Y106 136,286 -1,002 -0.73 7 -14.29 0.0274
2024-05-13 2024-03-31 13F UNUM GROUP COM 91529Y106 137,288 2,025 1.50 7 16.67 0.0292
2024-02-12 2023-12-31 13F UNUM GROUP COM 91529Y106 135,263 -22,744 -14.39 6 -14.29 0.0316
2023-11-13 2023-09-30 13F UNUM GROUP COM 91529Y106 158,007 -23,303 -12.85 8 -12.50 0.0434
2023-08-11 2023-06-30 13F UNUM GROUP COM 91529Y106 181,310 -15,783 -8.01 9 14.29 0.0436
2023-05-12 2023-03-31 13F UNUM GROUP COM 91529Y106 197,093 -33,280 -14.45 8 -22.22 0.0392
2023-02-10 2022-12-31 13F UNUM GROUP COM 91529Y106 230,373 -111,391 -32.59 9 -99.93 0.0478
2022-11-14 2022-09-30 13F UNUM GROUP COM 91529Y106 341,764 -92,941 -21.38 13,260 -10.34 0.0688
2022-08-12 2022-06-30 13F UNUM GROUP COM 91529Y106 434,705 -6,502 -1.47 14,789 6.38 0.0690
2022-05-12 2022-03-31 13F UNUM GROUP COM 91529Y106 441,207 72,905 19.79 13,902 53.63 0.0511
2022-02-11 2021-12-31 13F UNUM GROUP COM 91529Y106 368,302 28,081 8.25 9,049 6.13 0.0312
2021-11-12 2021-09-30 13F UNUM GROUP COM 91529Y106 340,221 18,882 5.88 8,526 -6.57 0.0317
2021-08-13 2021-06-30 13F UNUM GROUP COM 91529Y106 321,339 41,284 14.74 9,126 17.09 0.0335
2021-05-13 2021-03-31 13F UNUM GROUP COM 91529Y106 280,055 27,577 10.92 7,794 34.56 0.0329
2021-02-09 2020-12-31 13F UNUM GROUP COM 91529Y106 252,478 -4,623 -1.80 5,792 33.86 0.0255
2020-11-09 2020-09-30 13F UNUM GROUP COM 91529Y106 257,101 -10,017 -3.75 4,327 -2.35 0.0215
2020-08-07 2020-06-30 13F UNUM GROUP COM 91529Y106 267,118 -17,878 -6.27 4,431 3.58 0.0236
2020-08-07 2020-03-31 13F UNUM GROUP COM 91529Y106 284,996 45,634 19.06 4,278 -38.71 0.0260
2020-02-11 2019-12-31 13F UNUM GROUP COM 91529Y106 239,362 -27,253 -10.22 6,980 -11.91 0.0354
2019-11-08 2019-09-30 13F UNUM GROUP COM 91529Y106 266,615 266,615 7,924 0.0409
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.