Stocklore

Unum Group (UNM)

Insurance · US stock

What changed in recent filings

  • Institutions — 1 new · 1 added · 2 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Unum Group recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Jul 28, 2026
    Revenue +0.3% YoY · EPS $1.61
    Released after the close: Jul 28 close → Jul 29 close, the stock moved -4.9% · over the same window, market -1.5% · sector -0.6%
  • 26Q1Released Apr 28, 2026
    Revenue +8.5% YoY · EPS $1.41
    Released after the close: Apr 28 close → Apr 29 close, the stock moved +4.5% · over the same window, market +0.0% · sector -0.5%
  • 25Q4Released Feb 5, 2026
    Revenue +0.2% YoY · EPS $1.04
    Released after the close: Feb 5 close → Feb 6 close, the stock moved -1.5% · over the same window, market +1.9% · sector -0.2%
  • 25Q3Released Nov 3, 2025
    Revenue +5.0% YoY · EPS $0.23
    Released after the close: Nov 3 close → Nov 4 close, the stock moved +7.2% · over the same window, market -1.2% · sector +2.2%

The next earnings release is estimated around Nov 2, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Unum Group

How many of the institutions we track reported holding this stock, quarter by quarter.

max 5
2019 Q1 · 32019 Q2 · 32019 Q3 · 22019 Q4 · 32020 Q1 · 42020 Q2 · 02020 Q4 · 22021 Q1 · 32021 Q2 · 22021 Q3 · 32021 Q4 · 32022 Q1 · 42022 Q2 · 42022 Q3 · 52022 Q4 · 42023 Q1 · 52023 Q2 · 32023 Q3 · 32023 Q4 · 42024 Q1 · 22024 Q2 · 22024 Q3 · 32024 Q4 · 32025 Q1 · 42025 Q2 · 42025 Q3 · 52025 Q4 · 42026 Q1 · 42026 Q2 · 4
19 Q122 Q426 Q2

2019 Q1: 3 → 2026 Q2: 4 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Unum Group

Institutions we track that reported holding this stock in their most recent 13F.

  • Bridgewater Associates0.08% of portfolio · since 2021 Q2
  • Caisse de depot (Quebec)0.01% of portfolio · since 2024 Q3
  • Point72 Asset Management0.09% of portfolio · since 2025 Q3
  • Tudor Investment CorpNew this quarter0.01% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

Unum Group is an American insurance company that provides financial protection benefits for employers, employees, and their families. Its core offerings include group and individual disability coverage, life insurance, accident and critical illness protection, dental and vision benefits, and leave and absence management services. Through its Unum US, Unum International, Colonial Life, and closed-block operations, the company serves workplace benefit needs across the United States, the United Kingdom, and Poland. Unum Group focuses on helping organizations support employee well-being with products designed to protect income, health-related expenses, and family finances in the event of illness, injury, or death. Headquartered in Chattanooga, Tennessee, Unum Group is a major participant in the employee benefits and insurance market.

What is the Insurance sector?

Life, property, and reinsurance. Benefits from rising rates and premium increases.

Unum Group is classified under the Insurance sector. See peers below.

Unum Group key financials

Based on SEC filings · as of Jun 30, 2026

6.6%
0.35x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Unum Group vs Insurance sector benchmark

Median of 12 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
3.4%vs benchmark 7.3%↓ below
Net margin
5.3%vs benchmark 14.6%↓ below
ROE
6.6%vs benchmark 13.2%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ETFs holding Unum Group

Per SEC N-PORT · 2026-07-31 · by weight · factual

DVYiShares Select Dividend ETF
0.98%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.06%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.02%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.02%

UNM on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Insurance average
See full UNM analysis →

Peers · Insurance

UNM FAQ

What is Unum Group (UNM)?

Unum Group is an American insurance company that provides financial protection benefits for employers, employees, and their families. Its core offerings include group and individual disability coverage, life insurance, accident and critical illness protection, dental and vision benefits, and leave and absence management services. Through its Unum US, Unum International, Colonial Life, and closed-block operations, the company serves workplace benefit needs across the United States, the United Kingdom, and Poland. Unum Group focuses on helping organizations support employee well-being with products designed to protect income, health-related expenses, and family finances in the event of illness, injury, or death. Headquartered in Chattanooga, Tennessee, Unum Group is a major participant in the employee benefits and insurance market.

What sector is Unum Group in?

Unum Group is classified under Insurance. Life, property, and reinsurance. Benefits from rising rates and premium increases.

What are Unum Group's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 3.4%, Net margin 5.3%, ROE 6.6%, Debt-to-equity 0.35x. Definitions and interpretation are available on Stocklore.

Where can I analyze Unum Group (UNM) stock?

On Stocklore you can see UNM's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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