Unum Group
US ˙ NYSE ˙ US91529Y1064

SecurityUNM / Unum Group
InstitutionAxa S.a.
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Axa S.a. closes position in UNM / Unum Group

On November 14, 2025 - Axa S.a. filed a 13F-HR form disclosing ownership of 0 shares of Unum Group (US:UNM) valued at $0 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 201,228 shares of Unum Group. The current value of the position is $0 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)
2025-11-14 2025-09-30 13F UNUM GROUP COM 91529Y106 0 -100.00 0
2025-08-14 2025-06-30 13F UNUM GROUP COM 91529Y106 201,228 -107,856 -34.90 16,251 -35.45 0.0324
2025-05-15 2025-03-31 13F UNUM GROUP COM 91529Y106 309,084 12,950 4.37 25,178 16.42 0.0827
2025-02-14 2024-12-31 13F UNUM GROUP COM 91529Y106 296,134 60,393 25.62 21,627 54.34 0.0657
2024-11-14 2024-09-30 13F UNUM GROUP COM 91529Y106 235,741 27,280 13.09 14,012 31.52 0.0415
2025-02-25 2024-06-30 13F/A-1 UNUM GROUP COM 91529Y106 208,461 -352 -0.17 10,654 -4.91 0.0317
2024-08-14 2024-06-30 13F UNUM GROUP COM 91529Y106 208,461 -352 10,654 0.0317
2024-05-15 2024-03-31 13F UNUM GROUP COM 91529Y106 208,813 17,613 9.21 11,205 29.59 0.0336
2024-07-16 2023-12-31 13F/A-1 UNUM GROUP COM 91529Y106 191,200 -151,900 -44.27 8,646 -48.77 0.0279
2024-02-14 2023-12-31 13F UNUM GROUP COM 91529Y106 191,200 -151,900 8,646 0.0169
2023-11-14 2023-09-30 13F UNUM GROUP COM 91529Y106 343,100 25,100 7.89 16,877 11.27 0.0593
2023-08-14 2023-06-30 13F UNUM GROUP COM 91529Y106 318,000 -77,098 -19.51 15,169 -2.96 0.0504
2023-05-15 2023-03-31 13F UNUM GROUP COM 91529Y106 395,098 -277,002 -41.21 15,630 -43.32 0.0538
2023-02-14 2022-12-31 13F UNUM GROUP COM 91529Y106 672,100 -173,131 -20.48 27,576 -15.91 0.0995
2023-02-14 2022-09-30 13F/A-1 Unum Group COM 91529Y106 845,231 680,241 412.29 32,795 484.35 0.1290
2022-11-14 2022-09-30 13F Unum Group COM 91529Y106 845,231 680,241 32,795 0.1290
2023-02-14 2022-06-30 13F/A-1 Unum Group COM 91529Y106 164,990 105,790 178.70 5,613 200.91 0.0208
2022-08-15 2022-06-30 13F Unum Group COM 91529Y106 164,990 105,790 5,613 0.0208
2023-02-14 2022-03-31 13F/A-1 Unum Group COM 91529Y106 59,200 2,200 3.86 1,865 33.21 0.0053
2022-05-13 2022-03-31 13F Unum Group COM 91529Y106 59,200 2,200 1,865 0.0053
2022-02-14 2021-12-31 13F Unum Group COM 91529Y106 57,000 -265,800 -82.34 1,400 -82.69 0.0036
2021-11-15 2021-09-30 13F Unum Group COM 91529Y106 322,800 -43,000 -11.76 8,089 -22.14 0.0227
2021-08-13 2021-06-30 13F/A-1 Unum Group COM 91529Y106 365,800 17,200 4.93 10,389 7.08 0.0293
2021-08-13 2021-06-30 13F Unum Group COM 91529Y106 365,800 17,200 10,389 0.0175
2021-05-14 2021-03-31 13F Unum Group COM 91529Y106 348,600 -589,400 -62.84 9,702 -54.91 0.0295
2021-02-12 2020-12-31 13F Unum Group COM 91529Y106 938,000 95,800 11.37 21,518 51.81 0.0675
2021-02-11 2020-09-30 13F/A-1 Unum Group COM 91529Y106 842,200 182,100 27.59 14,174 29.42 0.0512
2020-11-13 2020-09-30 13F Unum Group COM 91529Y106 842,200 182,100 14,174 28,293.5536
2021-02-12 2020-06-30 13F/A-1 UNUM GROUP COM 91529Y106 660,100 276,236 71.96 10,952 90.11 0.0431
2020-08-14 2020-06-30 13F UNUM GROUP COM 91529Y106 660,100 276,236 10,952 43,190.8102
2021-02-12 2020-03-31 13F/A-2 UNUM GROUP COM 91529Y106 383,864 -407,183 -51.47 5,761 -75.02 0.0288
2020-06-15 2020-03-31 13F/A-1 UNUM GROUP COM 91529Y106 383,864 0 5,761 0.0288
2020-05-15 2020-03-31 13F UNUM GROUP COM 91529Y106 383,864 -407,183 5,761 16,021.4401
2021-02-12 2019-12-31 13F/A-1 UNUM GROUP COM 91529Y106 791,047 83,704 11.83 23,067 9.72 0.0938
2020-02-18 2019-12-31 13F UNUM GROUP COM 91529Y106 791,047 83,704 23,067 93,920.9371
2021-02-12 2019-09-30 13F/A-1 UNUM GROUP COM 91529Y106 707,343 151,500 27.26 21,023 12.74 0.0837
2019-11-14 2019-09-30 13F UNUM GROUP COM 91529Y106 707,343 151,500 21,023 83,777.9934
2021-02-12 2019-06-30 13F/A-1 UNUM GROUP COM 91529Y106 555,843 51,825 10.28 18,648 9.37 0.0728
2019-08-13 2019-06-30 13F UNUM GROUP COM 91529Y106 555,843 51,825 18,648 73,129.6125
2019-05-14 2019-03-31 13F UNUM GROUP COM 91529Y106 504,018 -180,907 -26.41 17,051 -15.27 0.0666
2019-02-13 2018-12-31 13F UNUM GROUP COM 91529Y106 684,925 373,600 120.00 20,123 65.44 0.0877
2018-11-08 2018-09-30 13F UNUM GROUP COM 91529Y106 311,325 -91,500 -22.71 12,163 -18.37 0.0446
2018-08-13 2018-06-30 13F UNUM GROUP COM 91529Y106 402,825 134,825 50.31 14,900 16.77 0.0571
2018-05-14 2018-03-31 13F UNUM GROUP COM 91529Y106 268,000 5,100 1.94 12,760 -11.58 0.0509
2018-02-13 2017-12-31 13F UNUM GROUP COM 91529Y106 262,900 12,600 5.03 14,431 12.77 0.0567
2017-12-01 2017-09-30 13F/A-1 UNUM GROUP COM 91529Y106 250,300 250,300 12,797 0.0551
2017-11-13 2017-09-30 13F UNUM GROUP COM 91529Y106 250,300 250,300 12,797
2017-02-13 2016-12-31 13F UNUM GROUP COM 91529Y106 0 -10,900 -100.00 0 -100.00
2016-11-10 2016-09-30 13F UNUM GROUP COM 91529Y106 10,900 -199,800 -94.83 385 -94.25 0.0017
2016-08-11 2016-06-30 13F UNUM GROUP COM 91529Y106 210,700 -962,080 -82.03 6,698 -81.53 0.0298
2016-05-13 2016-03-31 13F UNUM GROUP COM 91529Y106 1,172,780 1,172,780 0.00 36,262 0.1627
2014-11-13 2014-09-30 13F UNUM GROUP COM 91529Y106 0 -65,932 -100.00 0 -100.00
2014-08-13 2014-06-30 13F UNUM GROUP COM 91529Y106 65,932 65,932 2,292 0.0095
2013-11-13 2013-09-30 13F UNUM GROUP COM 91529Y106 0 -193 -100.00 0 -100.00
2013-08-12 2013-06-30 13F UNUM GROUP COM 91529Y106 193 193 6 0.0000
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.