Unum Group
DE ˙ MUN ˙ US91529Y1064
72,40 € ↑1,80 (2,55%)
2026-06-02
DEL PRIS
SecurityDE:UUM / Unum Group
InstitutionMorgan Stanley
Latest Disclosed Ownership3,334,475 shares
Latest Disclosed Value $ 243,516,954
Morgan Stanley reports 2.29% increase in ownership of UUM / Unum Group

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 3,334,475 shares of Unum Group (DE:UUM) valued at $210,872,199 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 3,259,970 shares of Unum Group. This represents a change in shares of 2.29% during the quarter. The current value of the position is $241,415,990 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)
2026-05-15 2026-03-31 13F UNUM GROUP COM 91529Y106 3,334,475 74,505 2.29 243,517 -3.61 0.0147
2026-05-27 2025-12-31 13F/A-1 UNUM GROUP COM 91529Y106 3,259,970 -129,277 -3.81 252,648 -4.16 0.0151
2026-02-13 2025-12-31 13F UNUM GROUP COM 91529Y106 3,259,970 -129,277 252,648 0.0151
2026-05-27 2025-09-30 13F/A-1 UNUM GROUP COM 91529Y106 3,389,247 -483,372 -12.48 263,616 -15.71 0.0160
2025-11-14 2025-09-30 13F UNUM GROUP COM 91529Y106 3,389,247 -483,372 263,616 0.0160
2025-08-15 2025-06-30 13F UNUM GROUP COM 91529Y106 3,872,619 433,285 12.60 312,753 11.63 0.0204
2025-05-15 2025-03-31 13F UNUM GROUP COM 91529Y106 3,439,334 -338,191 -8.95 280,168 1.56 0.0200
2025-05-15 2024-12-31 13F/A-1 UNUM GROUP COM 91529Y106 3,777,525 11,108 0.29 275,873 23.23 0.0193
2025-02-14 2024-12-31 13F UNUM GROUP COM 91529Y106 3,777,525 11,108 275,873 0.0193
2025-05-14 2024-09-30 13F/A-2 UNUM GROUP COM 91529Y106 3,766,417 -256,858 -6.38 223,876 8.87 0.0162
2025-02-14 2024-09-30 13F/A-1 UNUM GROUP COM 91529Y106 3,766,417 -256,858 223,876 0.0162
2024-11-14 2024-09-30 13F UNUM GROUP COM 91529Y106 3,766,417 -256,858 223,876 0.0019
2025-05-14 2024-06-30 13F/A-2 UNUM GROUP COM 91529Y106 4,023,275 -207,681 -4.91 205,630 -9.43 0.0159
2024-10-17 2024-06-30 13F/A-1 UNUM GROUP COM 91529Y106 4,023,275 -207,681 205,630 0.0159
2024-08-14 2024-06-30 13F UNUM GROUP COM 91529Y106 4,023,275 -207,681 205,630 0.0159
2024-10-17 2024-03-31 13F/A-2 UNUM GROUP COM 91529Y106 4,230,956 185,055 4.57 227,033 24.09 0.0182
2024-08-16 2024-03-31 13F/A-1 UNUM GROUP COM 91529Y106 4,230,956 185,055 227,033 0.0021
2024-05-15 2024-03-31 13F UNUM GROUP COM 91529Y106 4,230,956 185,055 227,033 0.0182
2024-08-16 2023-12-31 13F/A-1 UNUM GROUP COM 91529Y106 4,045,901 498,426 14.05 182,956 4.85 0.0161
2024-02-13 2023-12-31 13F UNUM GROUP COM 91529Y106 4,045,901 498,426 182,956 0.0161
2023-11-15 2023-09-30 13F UNUM GROUP COM 91529Y106 3,547,475 -182,381 -4.89 174,500 -1.92 0.0177
2023-08-14 2023-06-30 13F UNUM GROUP COM 91529Y106 3,729,856 77,922 2.13 177,914 23.15 0.0175
2023-05-15 2023-03-31 13F UNUM GROUP COM 91529Y106 3,651,934 -297,036 -7.52 144,471 -10.84 0.0155
2023-02-14 2022-12-31 13F UNUM GROUP COM 91529Y106 3,948,970 -2,955 -0.07 162,026 5.67 0.0184
2022-11-14 2022-09-30 13F UNUM GROUP COM 91529Y106 3,951,925 115,762 3.02 153,335 17.49 0.0209
2022-10-27 2022-06-30 13F/A-1 UNUM GROUP COM 91529Y106 3,836,163 2,274,865 145.70 130,508 165.28 0.0169
2022-08-15 2022-06-30 13F UNUM GROUP COM 91529Y106 3,836,163 2,274,865 130,508 0.0169
2022-10-27 2022-03-31 13F/A-1 UNUM GROUP COM 91529Y106 1,561,298 -175,468 -10.10 49,197 15.29 0.0066
2022-05-13 2022-03-31 13F UNUM GROUP COM 91529Y106 1,561,298 -175,468 49,197 0.0066
2022-02-14 2021-12-31 13F UNUM GROUP COM 91529Y106 1,736,766 120,359 7.45 42,672 5.34 0.0053
2021-11-15 2021-09-30 13F UNUM GROUP COM 91529Y106 1,616,407 25,266 1.59 40,508 -10.36 0.0055
2021-08-23 2021-06-30 13F/A-1 UNUM GROUP COM 91529Y106 1,591,141 -190,766 -10.71 45,188 -8.88 0.0060
2021-08-16 2021-06-30 13F UNUM GROUP COM 91529Y106 1,591,141 -190,766 45,188 0.0012
2021-05-17 2021-03-31 13F UNUM GROUP COM 91529Y106 1,781,907 -704,368 -28.33 49,590 -13.05 0.0073
2021-02-16 2020-12-31 13F UNUM GROUP COM 91529Y106 2,486,275 1,043,515 72.33 57,035 134.90 0.0088
2020-11-13 2020-09-30 13F UNUM GROUP COM 91529Y106 1,442,760 107,999 8.09 24,281 9.65 0.0047
2020-08-14 2020-06-30 13F UNUM GROUP COM 91529Y106 1,334,761 406,340 43.77 22,144 58.90 0.0049
2020-05-26 2020-03-31 13F/A-1 UNUM GROUP COM 91529Y106 928,421 236,292 34.14 13,936 -30.95 0.0038
2020-05-15 2020-03-31 13F UNUM GROUP COM 91529Y106 928,421 236,292 13,936 1,070.5753
2020-02-14 2019-12-31 13F UNUM GROUP COM 91529Y106 692,129 164,604 31.20 20,183 28.73 0.0047
2019-11-14 2019-09-30 13F UNUM GROUP COM 91529Y106 527,525 73,571 16.21 15,678 2.94 0.0042
2019-08-14 2019-06-30 13F UNUM GROUP COM 91529Y106 453,954 -57,159 -11.18 15,230 -11.92 0.0041
2019-05-15 2019-03-31 13F UNUM GROUP COM 91529Y106 511,113 -157,435 -23.55 17,291 -11.97 0.0049
2019-02-14 2018-12-31 13F UNUM GROUP COM 91529Y106 668,548 38,591 6.13 19,642 -20.20 0.0059
2019-04-23 2018-09-30 13F/A-2 UNUM GROUP COM 91529Y106 629,957 43,464 7.41 24,613 13.45 0.0062
2018-11-20 2018-09-30 13F/A-1 UNUM GROUP COM 91529Y106 629,957 0 24,613 0.0062
2018-11-14 2018-09-30 13F UNUM GROUP COM 91529Y106 629,957 43,464 24,613
2019-04-23 2018-06-30 13F/A-1 UNUM GROUP COM 91529Y106 586,493 -708,746 -54.72 21,695 -64.82 0.0059
2018-08-14 2018-06-30 13F UNUM GROUP COM 91529Y106 586,493 -708,746 21,695
2019-04-23 2018-03-31 13F/A-1 UNUM GROUP COM 91529Y106 1,295,239 429,913 49.68 61,667 29.83 0.0171
2018-05-14 2018-03-31 13F UNUM GROUP COM 91529Y106 1,295,239 429,913 61,667
2019-04-23 2017-12-31 13F/A-1 UNUM GROUP COM 91529Y106 865,326 267,230 44.68 47,498 55.32 0.0130
2018-02-14 2017-12-31 13F UNUM GROUP COM 91529Y106 865,326 267,230 47,498
2017-11-14 2017-09-30 13F UNUM GROUP COM 91529Y106 598,096 -321,217 -34.94 30,581 -28.66 0.0092
2017-08-11 2017-06-30 13F UNUM GROUP COM 91529Y106 919,313 -314,391 -25.48 42,869 -25.90 0.0130
2017-05-22 2017-03-31 13F/A-1 UNUM GROUP COM 91529Y106 1,233,704 118,506 10.63 57,850 18.09 0.0178
2017-05-12 2017-03-31 13F UNUM GROUP COM 91529Y106 1,233,704 57,850
2017-02-22 2016-12-31 13F/A-1 UNUM GROUP COM 91529Y106 1,115,198 326,064 41.32 48,990 75.82 0.0160
2017-02-13 2016-12-31 13F UNUM GROUP COM 91529Y106 1,115,198 48,990
2016-11-10 2016-09-30 13F UNUM GROUP COM 91529Y106 789,134 -403,354 -33.82 27,864 -26.50 0.0095
2016-08-12 2016-06-30 13F UNUM GROUP COM 91529Y106 1,192,488 152,101 14.62 37,910 17.85 0.0137
2016-05-12 2016-03-31 13F UNUM GROUP COM 91529Y106 1,040,387 -230,097 -18.11 32,167 -23.94 0.0124
2016-02-09 2015-12-31 13F UNUM GROUP COM 91529Y106 1,270,484 -125,113 -8.96 42,294 -5.53 0.0153
2016-02-08 2015-09-30 13F/A-1 UNUM GROUP COM 91529Y106 1,395,597 129,615 10.24 44,771 -1.08 0.0165
2015-11-09 2015-09-30 13F UNUM GROUP COM 91529Y106 1,395,597 44,771
2015-08-12 2015-06-30 13F UNUM GROUP COM 91529Y106 1,265,982 227,172 21.87 45,259 29.16 0.0157
2015-05-14 2015-03-31 13F UNUM GROUP COM 91529Y106 1,038,810 368,534 54.98 35,041 49.88 0.0129
2015-02-13 2014-12-31 13F UNUM GROUP COM 91529Y106 670,276 -777,930 -53.72 23,379 -53.05 0.0085
2014-12-16 2014-09-30 13F/A-1 UNUM GROUP COM 91529Y106 1,448,206 702,721 94.26 49,791 89.16 0.0191
2014-11-14 2014-09-30 13F UNUM GROUP COM 91529Y106 1,448,206 49,791
2014-05-13 2014-03-31 13F UNUM GROUP COM 91529Y106 745,485 -493,093 -39.81 26,322 -39.42 0.0110
2014-02-13 2013-12-31 13F UNUM GROUP COM 91529Y106 1,238,578 83,939 7.27 43,450 23.62 0.0185
2013-11-13 2013-09-30 13F UNUM GROUP COM ST COM 91529Y106 1,154,639 -274,754 -19.22 35,149 -16.27 0.0166
2013-08-08 2013-06-30 13F UNUM GROUP COM ST COM 91529Y106 1,429,393 1,429,393 41,981 0.0212
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.