Unum Group
DE ˙ MUN ˙ US91529Y1064
72,40 € ↑1,80 (2,55%)
2026-06-02
DEL PRIS
SecurityDE:UUM / Unum Group
InstitutionSigma Planning Corp
Latest Disclosed Ownership3,005 shares
Latest Disclosed Value $ 219,451
Sigma Planning Corp reports 0.69% decrease in ownership of UUM / Unum Group

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 3,005 shares of Unum Group (DE:UUM) valued at $190,036 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 3,026 shares of Unum Group. This represents a change in shares of -0.69% during the quarter. The current value of the position is $217,562 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)
2026-05-04 2026-03-31 13F UNUM GROUP COM 91529Y106 3,005 -21 -0.69 219 -6.41 0.0061
2026-01-30 2025-12-31 13F UNUM GROUP COM 91529Y106 3,026 -195 -6.05 234 -6.40 0.0065
2025-11-10 2025-09-30 13F UNUM GROUP COM 91529Y106 3,221 -465 -12.62 251 -15.82 0.0071
2025-08-05 2025-06-30 13F UNUM GROUP COM 91529Y106 3,686 177 5.04 298 4.21 0.0090
2025-05-02 2025-03-31 13F UNUM GROUP COM 91529Y106 3,509 -784 -18.26 286 -8.95 0.0091
2025-02-03 2024-12-31 13F UNUM GROUP COM 91529Y106 4,293 -94 -2.14 313 20.38 0.0098
2024-11-04 2024-09-30 13F UNUM GROUP COM 91529Y106 4,387 -427 -8.87 261 5.69 0.0080
2024-08-06 2024-06-30 13F UNUM GROUP COM 91529Y106 4,814 -452 -8.58 246 -12.77 0.0078
2024-05-02 2024-03-31 13F UNUM GROUP COM 91529Y106 5,266 5,266 283 0.0089
2024-02-01 2023-12-31 13F UNUM GROUP COM 91529Y106 0 -10,276 -100.00 0 -100.00
2023-11-06 2023-09-30 13F UNUM GROUP COM 91529Y106 10,276 -1,465 -12.48 505 -9.82 0.0189
2023-08-02 2023-06-30 13F UNUM GROUP COM 91529Y106 11,741 -28,326 -70.70 560 -64.67 0.0201
2023-05-08 2023-03-31 13F UNUM GROUP COM 91529Y106 40,067 3,979 11.03 1,585 7.09 0.0527
2023-01-24 2022-12-31 13F UNUM GROUP COM 91529Y106 36,088 1,307 3.76 1,481 9.63 0.0529
2022-11-10 2022-09-30 13F UNUM GROUP COM 91529Y106 34,781 -3,305 -8.68 1,350 4.17 0.0515
2022-08-11 2022-06-30 13F UNUM GROUP COM 91529Y106 38,086 -5,669 -12.96 1,296 -6.02 0.0450
2022-04-20 2022-03-31 13F UNUM GROUP COM 91529Y106 43,755 1,640 3.89 1,379 33.24 0.0413
2022-02-02 2021-12-31 13F UNUM GROUP Stock 91529Y106 42,115 -192 -0.45 1,035 -2.36 0.0288
2021-10-28 2021-09-30 13F UNUM GROUP COM 91529Y106 42,307 5,059 13.58 1,060 0.19 0.0319
2021-08-13 2021-06-30 13F UNUM GROUP Stock 91529Y106 37,248 6,526 21.24 1,058 23.74 0.0315
2021-05-06 2021-03-31 13F UNUM GROUP Stock 91529Y106 30,722 -122 -0.40 855 20.76 0.0273
2021-02-09 2020-12-31 13F UNUM GROUP COM 91529Y106 30,844 -11,260 -26.74 708 -0.14 0.0241
2020-11-03 2020-09-30 13F UNUM GROUP COM 91529Y106 42,104 24,353 137.19 709 141.16 0.0281
2020-07-31 2020-06-30 13F UNUM GROUP COM 91529Y106 17,751 17,751 294 0.0129
2020-05-01 2020-03-31 13F UNUM GROUP COM 91529Y106 0 -12,475 -100.00 0 -100.00
2020-02-03 2019-12-31 13F UNUM GROUP COM 91529Y106 12,475 1,072 9.40 364 7.37 0.0154
2019-11-01 2019-09-30 13F UNUM GROUP COM 91529Y106 11,403 1,344 13.36 339 0.59 0.0163
2019-08-01 2019-06-30 13F UNUM GROUP COM 91529Y106 10,059 31 0.31 337 -0.59 0.0174
2019-05-01 2019-03-31 13F UNUM GROUP COM 91529Y106 10,028 -237 -2.31 339 12.25 0.0192
2019-01-31 2018-12-31 13F UNUM GROUP COM 91529Y106 10,265 -546 -5.05 302 -28.44 0.0220
2018-11-07 2018-09-30 13F UNUM GROUP COM 91529Y106 10,811 10,811 422 0.0248
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.