Unum Group
DE ˙ MUN ˙ US91529Y1064
72,40 € ↑1,80 (2,55%)
2026-06-02
DEL PRIS
SecurityDE:UUM / Unum Group
InstitutionState Street Corp
Latest Disclosed Ownership10,365,384 shares
Ownership 4.70%
State Street Corp ownership in UUM / Unum Group

2019-02-12 - State Street Corp has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 10,365,384 shares of Unum Group (DE:UUM). This represents 4.7 percent ownership of the company. In their previous filing dated 2018-02-13 , State Street Corp had reported owning 11,606,825 shares, indicating a decrease of -10.70 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2019-02-12 2019-02-12 13G/A 11,606,825 10,365,384 -10.70 4.70 -9.09
2018-02-13 2018-02-13 13G 11,232,334 11,606,825 3.33 5.17 12.39
2016-02-22 2016-02-22 13G/A 11,232,334 4.60
2015-02-12 2015-02-12 13G 12,719,499 5.00

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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 5,147,425 -182,679 -3.43 375,916 -9.00 0.0130
2026-02-13 2025-12-31 13F UNUM GROUP COM 91529Y106 5,330,104 -175,967 -3.20 413,083 -3.54 0.0139
2025-11-14 2025-09-30 13F UNUM GROUP COM 91529Y106 5,506,071 -182,137 -3.20 428,262 -6.77 0.0149
2025-08-14 2025-06-30 13F UNUM GROUP COM 91529Y106 5,688,208 -210,563 -3.57 459,380 -4.40 0.0172
2025-05-15 2025-03-31 13F UNUM GROUP COM 91529Y106 5,898,771 -107,727 -1.79 480,514 9.54 0.0198
2025-02-14 2024-12-31 13F UNUM GROUP COM 91529Y106 6,006,498 34,321 0.57 438,655 23.57 0.0173
2024-11-14 2024-09-30 13F UNUM GROUP COM 91529Y106 5,972,177 -117,341 -1.93 354,986 14.06 0.0144
2024-08-14 2024-06-30 13F UNUM GROUP COM 91529Y106 6,089,518 -100,195 -1.62 311,235 -6.29 0.0136
2024-05-15 2024-03-31 13F UNUM GROUP COM 91529Y106 6,189,713 44,348 0.72 332,140 19.52 0.0148
2024-02-14 2023-12-31 13F UNUM GROUP COM 91529Y106 6,145,365 227,945 3.85 277,893 -4.53 0.0135
2023-11-14 2023-09-30 13F UNUM GROUP COM 91529Y106 5,917,420 25,124 0.43 291,078 3.56 0.0161
2023-08-14 2023-06-30 13F UNUM GROUP COM 91529Y106 5,892,296 -178,601 -2.94 281,063 17.03 0.0148
2023-05-15 2023-03-31 13F UNUM GROUP COM 91529Y106 6,070,897 -927,984 -13.26 240,165 -16.37 0.0136
2023-05-15 2022-12-31 13F/A-99 UNUM GROUP COM 91529Y106 6,998,881 129,132 1.88 287,164 7.74 0.0169
2023-05-15 2022-12-31 13F UNUM GROUP COM 91529Y106 6,998,881 129,132 287,164 0.0169
2022-11-15 2022-09-30 13F UNUM GROUP COM 91529Y106 6,869,749 -236,325 -3.33 266,546 10.26 0.0169
2022-08-15 2022-06-30 13F UNUM GROUP COM 91529Y106 7,106,074 166,022 2.39 241,749 10.55 0.0145
2022-05-16 2022-03-31 13F UNUM GROUP COM 91529Y106 6,940,052 557,474 8.73 218,681 39.45 0.0108
2022-02-14 2021-12-31 13F UNUM GROUP COM 91529Y106 6,382,578 230,546 3.75 156,820 1.72 0.0074
2021-11-15 2021-09-30 13F UNUM GROUP COM 91529Y106 6,152,032 -4,636,974 -42.98 154,170 -49.68 0.0081
2021-08-16 2021-06-30 13F UNUM GROUP COM 91529Y106 10,789,006 1,016,913 10.41 306,408 12.67 0.0162
2021-07-09 2021-03-31 13F/A-1 UNUM GROUP COM 91529Y106 9,772,093 853,897 9.57 271,957 32.93 0.0156
2021-05-17 2021-03-31 13F UNUM GROUP COM 91529Y106 9,772,093 853,897 271,957 0.0156
2021-02-16 2020-12-31 13F UNUM GROUP COM 91529Y106 8,918,196 -171,241 -1.88 204,583 33.74 0.0125
2020-11-10 2020-09-30 13F UNUM GROUP COM 91529Y106 9,089,437 -258,169 -2.76 152,975 -1.36 0.0104
2020-08-14 2020-06-30 13F UNUM GROUP COM 91529Y106 9,347,606 -1,689,678 -15.31 155,077 -6.39 0.0113
2020-06-19 2020-03-31 13F/A-1 UNUM GROUP COM 91529Y106 11,037,284 904,370 8.93 165,670 -43.93 0.0145
2020-05-11 2020-03-31 13F UNUM GROUP COM 91529Y106 11,037,284 904,370 165,670 14,549.1618
2020-02-06 2019-12-31 13F UNUM GROUP COM 91529Y106 10,132,914 -55,664 -0.55 295,476 -2.42 0.0202
2019-11-14 2019-09-30 13F UNUM GROUP COM 91529Y106 10,188,578 -343,625 -3.26 302,805 -14.31 0.0226
2019-08-14 2019-06-30 13F UNUM GROUP COM 91529Y106 10,532,203 214,418 2.08 353,355 1.23 0.0263
2019-05-15 2019-03-31 13F UNUM GROUP COM 91529Y106 10,317,785 -44,815 -0.43 349,051 14.65 0.0272
2019-02-12 2018-12-31 13F UNUM GROUP COM 91529Y106 10,362,600 -398,931 -3.71 304,453 -27.59 0.0277
2018-11-09 2018-09-30 13F UNUM GROUP Common equity shares 91529Y106 10,761,531 328,426 3.15 420,463 8.95 0.0323
2018-08-14 2018-06-30 13F UNUM GROUP Common equity shares 91529Y106 10,433,105 -773,536 -6.90 385,919 -27.67 0.0323
2018-05-15 2018-03-31 13F UNUM GROUP Common equity shares 91529Y106 11,206,641 -384,004 -3.31 533,551 -16.14 0.0453
2018-02-14 2017-12-31 13F UNUM GROUP Common equity shares 91529Y106 11,590,645 133,329 1.16 636,206 8.60 0.0512
2017-11-14 2017-09-30 13F UNUM GROUP Common equity shares 91529Y106 11,457,316 -255,558 -2.18 585,817 7.26 0.0505
2017-08-14 2017-06-30 13F UNUM GROUP Common equity shares 91529Y106 11,712,874 -406,458 -3.35 546,174 -3.89 0.0483
2017-05-15 2017-03-31 13F UNUM GROUP Common equity shares 91529Y106 12,119,332 573,818 4.97 568,278 12.04 0.0507
2017-02-09 2016-12-31 13F UNUM GROUP Common equity shares 91529Y106 11,545,514 983,874 9.32 507,191 36.01 0.0477
2017-01-13 2016-09-30 13F/A-1 UNUM GROUP Common equity shares 91529Y106 10,561,640 173,251 1.67 372,918 12.92 0.0376
2016-11-14 2016-09-30 13F UNUM GROUP Common equity shares 91529Y106 8,030,243 283,535
2016-08-12 2016-06-30 13F UNUM GROUP Common equity shares 91529Y106 10,388,389 -376,346 -3.50 330,253 -0.78 0.0355
2016-05-20 2016-03-31 13F/A-1 UNUM GROUP Common equity shares 91529Y106 10,764,735 -467,599 -4.16 332,843 -10.99 0.0360
2016-05-12 2016-03-31 13F UNUM GROUP Common equity shares 91529Y106 10,764,735 332,843
2016-02-16 2015-12-31 13F UNUM GROUP Common equity shares 91529Y106 11,232,334 15,057 0.13 373,932 3.91 0.0409
2015-11-16 2015-09-30 13F UNUM GROUP Common equity shares 91529Y106 11,217,277 -61,754 -0.55 359,845 -10.76 0.0419
2015-08-13 2015-06-30 13F UNUM GROUP Common equity shares 91529Y106 11,279,031 -482,558 -4.10 403,224 1.64 0.0431
2015-05-15 2015-03-31 13F UNUM GROUP Common equity shares 91529Y106 11,761,589 -957,910 -7.53 396,723 -10.58 0.0407
2015-02-11 2014-12-31 13F UNUM GROUP Common equity shares 91529Y106 12,719,499 362,672 2.93 443,658 4.43 0.0442
2014-11-12 2014-09-30 13F/A-1 UNUM GROUP Common equity shares 91529Y106 12,356,827 269,280 2.23 424,825 1.11 0.0457
2014-11-10 2014-09-30 13F UNUM GROUP Common equity shares 91529Y106 12,356,827 424,825
2014-08-12 2014-06-30 13F UNUM GROUP Common equity shares 91529Y106 12,087,547 96,644 0.81 420,170 -0.76 0.0454
2014-05-15 2014-03-31 13F/A-1 UNUM GROUP Common equity shares 91529Y106 11,990,903 -523,595 -4.18 423,399 -3.56 0.0481
2014-05-13 2014-03-31 13F UNUM GROUP Common equity shares 91529Y106 11,990,903 423,399
2014-02-06 2013-12-31 13F/A-1 UNUM GROUP Common equity shares 91529Y106 12,514,498 263,747 2.15 439,018 17.73 0.0488
2014-02-06 2013-12-31 13F UNUM GROUP Common equity shares 91529Y106 12,178,894 253,565
2013-11-12 2013-09-30 13F UNUM GROUP Common equity shares 91529Y106 12,250,751 -10,190 -0.08 372,906 3.55 0.0460
2013-08-08 2013-06-30 13F UNUM GROUP Common equity shares 91529Y106 12,260,941 12,260,941 360,105 0.0469
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.