Unum Group
DE ˙ MUN ˙ US91529Y1064
72,86 € ↑1,00 (1,39%)
2026-06-04
DEL PRIS
SecurityDE:UUM / Unum Group
InstitutionLsv Asset Management
Latest Disclosed Ownership2,583,072 shares
Latest Disclosed Value $ 188,642
Lsv Asset Management reports 3.10% decrease in ownership of UUM / Unum Group

On May 11, 2026 - Lsv Asset Management filed a 13F-HR form disclosing ownership of 2,583,072 shares of Unum Group (DE:UUM) valued at $163,353,473 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,665,606 shares of Unum Group. This represents a change in shares of -3.10% during the quarter. The current value of the position is $188,202,626 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)
2026-05-11 2026-03-31 13F Unum Group COM 91529Y106 2,583,072 -82,534 -3.10 189 -8.74 0.4065
2026-02-06 2025-12-31 13F Unum Group COM 91529Y106 2,665,606 -67,334 -2.46 207 -2.83 0.4505
2025-11-06 2025-09-30 13F Unum Group COM 91529Y106 2,732,940 -8,394 -0.31 213 -4.07 0.4694
2025-08-11 2025-06-30 13F Unum Group COM 91529Y106 2,741,334 678 0.02 221 -0.90 0.5182
2025-05-09 2025-03-31 13F Unum Group COM 91529Y106 2,740,656 4,016 0.15 223 12.06 0.5358
2025-02-13 2024-12-31 13F Unum Group COM 91529Y106 2,736,640 -67,236 -2.40 200 19.88 0.4613
2024-11-12 2024-09-30 13F Unum Group COM 91529Y106 2,803,876 -10,644 -0.38 167 16.08 0.3572
2024-08-06 2024-06-30 13F Unum Group COM 91529Y106 2,814,520 -85,800 -2.96 144 -7.74 0.3152
2024-05-06 2024-03-31 13F Unum Group COM 91529Y106 2,900,320 -30,257 -1.03 156 17.42 0.3220
2024-02-06 2023-12-31 13F Unum Group COM 91529Y106 2,930,577 73,700 2.58 133 -5.71 0.2892
2023-11-03 2023-09-30 13F Unum Group COM 91529Y106 2,856,877 71,561 2.57 141 6.06 0.3269
2023-08-02 2023-06-30 13F Unum Group COM 91529Y106 2,785,316 7,239 0.26 133 21.10 0.2929
2023-05-02 2023-03-31 13F Unum Group COM 91529Y106 2,778,077 -142,100 -4.87 110 -8.40 0.2465
2023-02-08 2022-12-31 13F Unum Group COM 91529Y106 2,920,177 -181,136 -5.84 120 -99.90 0.2642
2022-11-07 2022-09-30 13F/A-1 Unum Group COM 91529Y106 3,101,313 -94,459 -2.96 120,331 10.68 0.2827
2022-11-04 2022-09-30 13F Unum Group COM 91529Y106 3,195,772 0 108,720 0.2351
2022-08-10 2022-06-30 13F Unum Group COM 91529Y106 3,195,772 -354,274 -9.98 108,720 -2.81 0.2351
2022-05-12 2022-03-31 13F Unum Group COM 91529Y106 3,550,046 -130,427 -3.54 111,862 23.70 0.2053
2022-01-28 2021-12-31 13F Unum Group COM 91529Y106 3,680,473 -184,300 -4.77 90,429 -6.63 0.1602
2021-11-04 2021-09-30 13F Unum Group COM 91529Y106 3,864,773 -82,902 -2.10 96,851 -13.61 0.1751
2021-08-04 2021-06-30 13F Unum Group COM 91529Y106 3,947,675 -83,900 -2.08 112,113 -0.08 0.1906
2021-04-30 2021-03-31 13F Unum Group COM 91529Y106 4,031,575 -227,600 -5.34 112,198 14.83 0.1917
2021-02-08 2020-12-31 13F Unum Group COM 91529Y106 4,259,175 -558,500 -11.59 97,705 20.50 0.1776
2020-10-23 2020-09-30 13F Unum Group COM 91529Y106 4,817,675 -190,610 -3.81 81,081 -2.41 0.1659
2020-08-05 2020-06-30 13F Unum Group COM 91529Y106 5,008,285 -219,100 -4.19 83,087 5.89 0.1723
2020-05-07 2020-03-31 13F Unum Group COM 91529Y106 5,227,385 -58,741 -1.11 78,463 -49.10 0.1896
2020-02-10 2019-12-31 13F Unum Group COM 91529Y106 5,286,126 -48,733 -0.91 154,143 -2.78 0.2402
2019-11-07 2019-09-30 13F Unum Group COM 91529Y106 5,334,859 104,010 1.99 158,552 -9.65 0.2621
2019-08-08 2019-06-30 13F/A-1 Unum Group COM 91529Y106 5,230,849 -324,900 -5.85 175,494 -6.63 0.2827
2019-08-07 2019-06-30 13F Unum Group COM 91529Y106 5,555,749 0 187,950
2019-05-07 2019-03-31 13F Unum Group COM 91529Y106 5,555,749 -50,900 -0.91 187,950 14.10 0.3011
2019-02-05 2018-12-31 13F Unum Group COM 91529Y106 5,606,649 76,984 1.39 164,723 -23.75 0.2926
2018-11-06 2018-09-30 13F Unum Group COM 91529Y106 5,529,665 36,316 0.66 216,044 6.32 0.3232
2018-08-08 2018-06-30 13F Unum Group COM 91529Y106 5,493,349 185,504 3.49 203,198 -19.59 0.3178
2018-05-04 2018-03-31 13F Unum Group COM 91529Y106 5,307,845 175,429 3.42 252,706 -10.30 0.4014
2018-01-31 2017-12-31 13F Unum Group COM 91529Y106 5,132,416 -62,900 -1.21 281,718 6.05 0.4447
2017-11-13 2017-09-30 13F Unum Group COM 91529Y106 5,195,316 282,045 5.74 265,636 15.95 0.4382
2017-08-09 2017-06-30 13F Unum Group COM 91529Y106 4,913,271 88,700 1.84 229,105 1.27 0.4080
2017-05-01 2017-03-31 13F Unum Group COM 91529Y106 4,824,571 -157,700 -3.17 226,224 3.36 0.4123
2017-02-07 2016-12-31 13F Unum Group COM 91529Y106 4,982,271 197,700 4.13 218,871 29.55 0.4028
2016-11-07 2016-09-30 13F Unum Group COM 91529Y106 4,784,571 38,700 0.82 168,943 11.98 0.3318
2016-08-05 2016-06-30 13F Unum Group COM 91529Y106 4,745,871 124,174 2.69 150,871 5.58 0.3087
2016-05-10 2016-03-31 13F Unum Group COM 91529Y106 4,621,697 106,234 2.35 142,902 -4.93 0.2994
2016-02-03 2015-12-31 13F Unum Group COM 91529Y106 4,515,463 208,260 4.84 150,319 8.79 0.3263
2015-11-05 2015-09-30 13F Unum Group COM 91529Y106 4,307,203 54,440 1.28 138,175 -9.12 0.3099
2015-08-07 2015-06-30 13F Unum Group COM 91529Y106 4,252,763 70,802 1.69 152,036 7.78 0.3152
2015-05-06 2015-03-31 13F Unum Group COM 91529Y106 4,181,961 4,181,961 0.00 141,057 0.2928
2015-02-04 2014-12-31 13F Unum Group COM 91529Y106 0 -4,127,103 -100.00 0 -100.00
2014-11-12 2014-09-30 13F Unum Group COM 91529Y106 4,127,103 152,990 3.85 141,889 2.71 0.3108
2014-08-06 2014-06-30 13F Unum Group COM 91529Y106 3,974,113 9,900 0.25 138,140 -1.31 0.3063
2014-04-29 2014-03-31 13F Unum Group COM 91529Y106 3,964,213 -305,737 -7.16 139,976 -6.55 0.3262
2014-02-05 2013-12-31 13F Unum Group COM 91529Y106 4,269,950 -143,300 -3.25 149,789 11.50 0.3519
2013-11-08 2013-09-30 13F Unum Group COM 91529Y106 4,413,250 34,000 0.78 134,339 4.45 0.3441
2013-08-12 2013-06-30 13F Unum Group COM 91529Y106 4,379,250 4,379,250 128,618 0.3434
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.