← Every company
Funds Holding Unum Group
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Unum Group, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of UNM →Funds holding
144
as of 2026-07-31
Reported value
$1.3B
summed across funds
Fund families
65
named trusts
Largest conviction
2.56%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Financial Industries FundJohn Hancock Investment Trust II83.9K sh$7.2M | 2.56% |
| Nuveen Mid Cap Value Opportunities FundNuveen Investment Funds, Inc.90.2K sh$7.8M | 2.08% |
| Nuveen Mid Cap Value FundTIAA-CREF Funds335.2K sh$28.9M | 1.72% |
| Victory Value FundVictory Portfolios III198.3K sh$17.1M | 1.14% |
| The MidCap Value FundCOMMERCE FUNDS5.2K sh$445.6K | 1.10% |
| Allspring Small Company Value PortfolioALLSPRING MASTER TRUST83.7K sh$7.2M | 1.08% |
| iShares Select Dividend ETFiShares Trust2.7M sh$229.7M | 0.98% |
| DWS Global Small Cap FundDEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.22K sh$1.9M | 0.94% |
| Leadershares Alphafactor US Core Equity ETFTwo Roads Shared Trust12.8K sh$1.1M | 0.91% |
| LSV U.S. Managed Volatility FundADVISORS' INNER CIRCLE FUND2.9K sh$249.7K | 0.87% |
| Pacer Lunt Midcap Multi-Factor Alternator ETFPacer Funds Trust5.2K sh$443.5K | 0.83% |
| Invesco S&P Midcap 400 Pure Value ETFInvesco Exchange-Traded Fund Trust32.1K sh$2.8M | 0.82% |
| LSV Global Managed Volatility FundADVISORS' INNER CIRCLE FUND1K sh$86.1K | 0.77% |
| Integrity Dividend Harvest FundINTEGRITY FUNDS70K sh$6M | 0.77% |
| NYLIM Epoch U.S. Equity Yield FundNYLIM FUNDS TRUST101.6K sh$8.7M | 0.73% |
| MidCap Value Fund IPrincipal Funds, Inc201.7K sh$17.4M | 0.70% |
| Harbor Mid Cap Value FundHARBOR FUNDS37K sh$3.2M | 0.69% |
| Invesco Zacks Mid-Cap ETFInvesco Exchange-Traded Fund Trust15.2K sh$1.3M | 0.69% |
| MID-CAP VALUE PROFUNDProFunds210 sh$18.1K | 0.66% |
| Invesco Zacks Multi-Asset Income ETFInvesco Exchange-Traded Fund Trust9.4K sh$807K | 0.65% |
| Fidelity Series Intrinsic Opportunities FundFidelity Puritan Trust208.8K sh$18M | 0.64% |
| Fidelity Low-Priced Stock FundFidelity Puritan Trust1.8M sh$158.2M | 0.64% |
| Fidelity Low-Priced Stock K6 FundFidelity Puritan Trust338.8K sh$29.2M | 0.64% |
| Intech S&P Small-Mid Cap Diversified Alpha ETFTidal Trust III9K sh$776K | 0.60% |
| VOYA Global High Dividend Low Volatility FundVoya Mutual Funds19.9K sh$1.7M | 0.60% |
| Invesco BuyBack AchieversTM ETFInvesco Exchange-Traded Fund Trust145.8K sh$12.6M | 0.55% |
| NYLIM Candriam U.S. Mid Cap Equity ETFNYLIM ETF Trust19.8K sh$1.7M | 0.52% |
| FlexShares Quality Dividend Defensive Index FundFlexShares Trust32.7K sh$2.8M | 0.52% |
| LSV Disciplined Value ETFADVISORS' INNER CIRCLE FUND38K sh$3.3M | 0.50% |
| First Trust Horizon Managed Volatility Small/Mid ETFFirst Trust Exchange-Traded Fund III2K sh$174.3K | 0.50% |
| FT Vest Rising Dividend Achievers Target Income ETFFirst Trust Exchange-Traded Fund IV206.6K sh$17.8M | 0.49% |
| Nuveen Quant Small/Mid Cap Equity FundTIAA-CREF Funds141.2K sh$12.2M | 0.45% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust730.9K sh$62.9M | 0.43% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC790.1K sh$68M | 0.40% |
| iShares Morningstar Small-Cap Value ETFiShares Trust32.2K sh$2.8M | 0.40% |
| Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust12.8K sh$1.1M | 0.39% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC40.7K sh$3.5M | 0.39% |
| LSV Conservative Value Equity FundADVISORS' INNER CIRCLE FUND7.6K sh$654.4K | 0.38% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC27.4K sh$2.4M | 0.37% |
| Pacer Trendpilot US Mid Cap ETFPacer Funds Trust16.2K sh$1.4M | 0.36% |
| SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST21.3K sh$1.8M | 0.36% |
| MidCap S&P 400 Index FundPrincipal Funds, Inc56.2K sh$4.8M | 0.35% |
| BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.53.2K sh$4.6M | 0.35% |
| PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 2530 sh$45.6K | 0.34% |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust17K sh$1.5M | 0.31% |
| BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust23.1K sh$2M | 0.31% |
| JPMorgan Diversified Return U.S. Equity ETFJ.P. Morgan Exchange-Traded Fund Trust16.3K sh$1.4M | 0.31% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc6.9K sh$593.7K | 0.31% |
| Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust21.9K sh$1.9M | 0.30% |
| First Trust Financials AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund37.9K sh$3.3M | 0.29% |
| VANGUARD SELECTED VALUE FUNDVANGUARD WHITEHALL FUNDS229.1K sh$19.7M | 0.28% |
| Nuveen ESG Small-Cap ETFNuShares ETF Trust41.3K sh$3.6M | 0.28% |
| Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust2.2K sh$185.9K | 0.27% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust63.8K sh$5.5M | 0.27% |
| Fidelity Small-Mid Multifactor ETFFidelity Covington Trust77.2K sh$6.6M | 0.27% |
| FT Vest SMID Rising Dividend Achievers Target Income ETFFirst Trust Exchange-Traded Fund IV25.1K sh$2.2M | 0.24% |
| ULTRA MID CAP PROFUNDProFunds1.2K sh$106.2K | 0.23% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO50.7K sh$4.4M | 0.21% |
| iShares U.S. Financials ETFiShares Trust108.4K sh$9.3M | 0.21% |
| iShares Morningstar Small-Cap ETFiShares Trust6.5K sh$562.8K | 0.20% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust92.8K sh$8M | 0.20% |
| Victory Extended Market Index FundVictory Portfolios III18.3K sh$1.6M | 0.19% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds29.4K sh$2.5M | 0.19% |
| Putnam U.S. Research FundPutnam Investment Funds17.9K sh$1.5M | 0.19% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust54.2K sh$4.7M | 0.18% |
| JPMorgan U.S. Value Factor ETFJ.P. Morgan Exchange-Traded Fund Trust16.7K sh$1.4M | 0.17% |
| Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust370 sh$31.9K | 0.16% |
| First Trust Mid Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund23K sh$2M | 0.14% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST38.2K sh$3.3M | 0.14% |
| First Trust Mid Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund3.6K sh$312.1K | 0.14% |
| Parametric Volatility Risk Premium - Defensive FundEaton Vance Mutual Funds Trust22.7K sh$2M | 0.14% |
| MID-CAP PROFUNDProFunds133 sh$11.5K | 0.13% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO14.2K sh$1.2M | 0.13% |
| George Putnam Balanced FundGeorge Putnam Balanced Fund33.7K sh$2.9M | 0.12% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust30.2K sh$2.6M | 0.12% |
| FlexShares ESG & Climate US Large Cap Core Index FundFlexShares Trust1.4K sh$118.4K | 0.11% |
| iShares Core Dividend ETFiShares Trust20.8K sh$1.8M | 0.10% |
| iShares U.S. Industry Rotation Active ETFBlackRock ETF Trust417 sh$35.9K | 0.10% |
| SA Franklin BW U.S. Large Cap Value PortfolioSUNAMERICA SERIES TRUST15.6K sh$1.3M | 0.10% |
| Franklin U.S. Core Equity (IU) FundFranklin Fund Allocator Series14.5K sh$1.3M | 0.10% |
| Fidelity Series All-Sector Equity FundFidelity Devonshire Trust67.3K sh$5.8M | 0.10% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust600.1K sh$51.7M | 0.10% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST32K sh$2.8M | 0.10% |
| iShares Russell Mid-Cap Index FundBlackRock Funds29.5K sh$2.5M | 0.10% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC27K sh$2.3M | 0.09% |
| Fidelity SAI U.S. Low Volatility Index FundFidelity Salem Street Trust256.5K sh$22.1M | 0.09% |
| Green Century Balanced FundGREEN CENTURY FUNDS3.5K sh$301.1K | 0.08% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC181.2K sh$15.6M | 0.08% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC77.6K sh$6.7M | 0.08% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC47K sh$4M | 0.07% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust64.8K sh$5.6M | 0.07% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC302.6K sh$26.1M | 0.07% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust110.6K sh$9.5M | 0.06% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC278.5K sh$24M | 0.06% |
| Dimensional VA U.S. Large Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC5.9K sh$510.2K | 0.06% |
| iShares Core Dividend Growth ETFiShares Trust284.6K sh$24.5M | 0.06% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust14.8K sh$1.3M | 0.06% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS637.3K sh$54.9M | 0.06% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS831.7K sh$71.6M | 0.05% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust4.5K sh$391.6K | 0.05% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust50.3K sh$4.3M | 0.04% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust244.6K sh$21.1M | 0.04% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST66.4K sh$5.7M | 0.04% |
| First Trust Multi Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund801 sh$69K | 0.04% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust53.5K sh$4.6M | 0.04% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust62.6K sh$5.4M | 0.04% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds58K sh$5M | 0.04% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST4.9K sh$419K | 0.04% |
| Hartford Multifactor US Equity ETFLattice Strategies Trust3K sh$257.5K | 0.04% |
| Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust6.4K sh$554.2K | 0.04% |
| Dimensional US Large Cap Value ETFDimensional ETF Trust25.2K sh$2.2M | 0.03% |
| Multifactor U.S. Equity FundRUSSELL INVESTMENT CO1K sh$90.1K | 0.03% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust11.6K sh$997.1K | 0.03% |
| Dimensional US Vector Equity ETFDimensional ETF Trust1.8K sh$156.7K | 0.03% |
| Column Mid Cap FundTrust for Professional Managers3.4K sh$316K | 0.03% |
| Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust210 sh$18.1K | 0.03% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust35.2K sh$3M | 0.02% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III868 sh$74.7K | 0.02% |
| Wilmington Large-Cap Strategy FundWilmington Funds1.5K sh$125.7K | 0.02% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust35.4K sh$3.1M | 0.02% |
| Nuveen Equity Index FundTIAA-CREF Funds135.5K sh$11.7M | 0.02% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust44.7K sh$3.9M | 0.02% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds10.1K sh$870.7K | 0.02% |
| iShares Dow Jones U.S. ETFiShares Trust6.3K sh$540.2K | 0.02% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS46.7K sh$4M | 0.02% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust80.1K sh$6.9M | 0.02% |
| PineBridge Dynamic Asset Allocation FundADVISORS' INNER CIRCLE III249 sh$21.4K | 0.02% |
| E*TRADE No Fee Total Market Index FundE Trade Trust219 sh$18.9K | 0.02% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST87.9K sh$7.6M | 0.02% |
| AMT Diversified Equity FundADVISER MANAGED TRUST764 sh$65.8K | 0.02% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC31K sh$2.7M | 0.01% |
| THE U.S. LARGE CAP VALUE SERIESDFA INVESTMENT TRUST CO46.4K sh$4M | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS143.5K sh$12.4M | 0.01% |
| JPMorgan U.S. Momentum Factor ETFJ.P. Morgan Exchange-Traded Fund Trust3.7K sh$314.8K | 0.01% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds4.6K sh$395.8K | 0.01% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds2.9K sh$248.4K | 0.01% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds5.6K sh$483.7K | 0.01% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST90 sh$7.7K | 0.01% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds2.7K sh$235.5K | 0.01% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds428 sh$36.9K | 0.00% |
| U.S. Strategic Equity FundRUSSELL INVESTMENT CO512 sh$44.1K | 0.00% |
| NPF Core Equity ETFElevation Series Trust69 sh$5.9K | 0.00% |
| Morningstar Alternatives FundMorningstar Funds Trust-894 NC-$77K | -0.03% |
| First Trust Long/Short Equity ETFFirst Trust Exchange-Traded Fund III-27.9K sh-$2.4M | -0.10% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on UNM
Company overviewEverything on UNM in one place, with the price.SEC filingsWhat UNM's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat UNM's own officers and directors buy and sell.Executive payWhat UNM awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in UNM.LobbyingWhat UNM spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on UNM's account, and who they worked for.PatentsWhat UNM is filing at the patent office.