Unum Group (UNM) Smart Money Holdings (13F, Q2 2026)

UNM ranks #700 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

UNM is a top-conviction position for TOMS Capital Investment Management LP — at 12.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in UNM belongs to BlackRock, Inc., but the position matters far more to TOMS Capital Investment Management LP, who has 12.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its UNM position for two straight quarters, increasing it by $287.6M to reach $1.6B today.

First Trust Advisors LP has trimmed its UNM position for two straight quarters, cutting it by $193.0M while still holding $169.8M.

UNM is up 2% today, and institutions have been net buyers of $3.0B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

UNM posted net income of $702.7M over the trailing twelve months.

• Profitable — net income of $702.7M over the trailing twelve months
• Revenue grew 3.4% year over year
• Net income declined year over year, from $1.5B to $702.7M
• Generated $687.7M in positive operating cash flow
• Liabilities run 4.71x equity — a highly leveraged balance sheet worth noting