Sentiment-Signal
36,3
Bearisch
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
55.1
6 neu, 25 erhöht, -9318751K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,70% (Stand: 31.03.2026)
Score-Verlauf (90 Tage)
Kritische 8-K Meldungen
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 04.01.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ant to Section 13(a) of the Exchange Act. Item 5.02 Departure of Directors or Certain Officers; Election of Directors |
| 27.02.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ant to Section 13(a) of the Exchange Act. Item 5.02 Departure of Directors or Certain Officers; Election of Directors |
Stammdaten
Unum Group, together with its subsidiaries, provides financial protection benefit solutions primarily in the United States, the United Kingdom, and Poland. It operates through Unum US, Unum International, Colonial Life, and Closed Block segments. The company offers group long-term and short-term disability, group life, and accidental death and dismemberment products; supplemental and voluntary products, such as individual disability, voluntary benefits, and dental and vision products; and accident, sickness, disability, life, and cancer and critical illness products. It also provides group pension, individual life and corporate-owned life insurance, reinsurance pools and management operations, and other products. The company sells its products primarily to employers for the benefit of employees. Unum Group sells its products through field sales personnel, independent brokers, consultants, and independent contractor agency sales force. The company was founded in 1848 and is based in Chattanooga, Tennessee.
Unternehmen & Branche
| Name | Unum Group |
|---|---|
| Ticker | UNM |
| CIK | 0000005513 |
| Boerse | US |
| Sektor | Financial Services |
| Industrie | Insurance - Life |
| SIC | 6321 · Accident & Health Insurance |
Wertpapier & Kennzahlen
| CUSIP | 91529y106 |
|---|---|
| ISIN | US91529Y1064 |
| Typ | Common Stock |
| Marktkapitalisierung | 12,99 Mrd. USD |
| Beta | 0,18 |
| Dividendenrendite | 1,84 % |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Finanzkennzahlen (SEC XBRL)
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 3,355,200,000 | 232,000,000 | 1.41 | 62,714,300,000 | 10,892,400,000 |
| 2025-12-31 | 10-K | 13,075,500,000 | 738,500,000 | 4.27 | 63,519,400,000 | 11,119,100,000 |
| 2025-09-30 | 10-Q | 3,378,400,000 | 39,700,000 | 0.23 | 63,678,100,000 | 10,908,800,000 |
| 2025-06-30 | 10-Q | 3,361,400,000 | 335,600,000 | 1.92 | 62,843,800,000 | 11,320,000,000 |
| 2025-03-31 | 10-Q | 3,091,600,000 | 189,100,000 | 1.06 | 62,459,800,000 | 11,214,000,000 |
| 2024-12-31 | 10-K | 12,887,300,000 | 1,779,100,000 | 9.46 | 61,959,300,000 | 10,961,100,000 |
| 2024-09-30 | 10-Q | 3,217,000,000 | 645,700,000 | 3.46 | 64,140,500,000 | 10,951,400,000 |
| 2024-06-30 | 10-Q | 3,233,400,000 | 389,500,000 | 2.05 | 62,044,400,000 | 10,464,600,000 |
| 2024-03-31 | 10-Q | 3,200,300,000 | 395,200,000 | 2.04 | 62,487,800,000 | 10,219,500,000 |
| 2023-12-31 | 10-K | 12,385,900,000 | 1,283,800,000 | 6.50 | 63,255,200,000 | 9,651,400,000 |
| 2023-09-30 | 10-Q | 3,092,500,000 | 202,000,000 | 1.02 | 59,954,500,000 | 9,618,100,000 |
| 2023-06-30 | 10-Q | 3,112,200,000 | 392,900,000 | 1.98 | 61,904,400,000 | 9,245,900,000 |
| 2023-03-31 | 10-Q | 3,036,100,000 | 358,300,000 | 1.80 | 62,423,800,000 | 9,247,400,000 |
| 2022-12-31 | 10-K | 11,984,100,000 | 1,407,200,000 | 6.96 | 61,148,500,000 | 8,735,000,000 |
| 2022-09-30 | 10-Q | 2,959,100,000 | 510,300,000 | 2.53 | 60,377,900,000 | 8,402,800,000 |
| 2022-06-30 | 10-Q | 3,039,600,000 | 367,300,000 | 1.81 | 63,510,100,000 | 7,787,800,000 |
| 2022-03-31 | 10-Q | 2,980,600,000 | 240,400,000 | 1.18 | 67,765,800,000 | 6,887,800,000 |
| 2021-12-31 | 10-K | 12,007,800,000 | 981,000,000 | 4.79 | 70,115,600,000 | 6,033,900,000 |
| 2021-09-30 | 10-Q | 2,969,700,000 | 328,600,000 | 1.60 | 70,597,900,000 | 11,118,200,000 |
| 2021-06-30 | 10-Q | 2,993,000,000 | 182,900,000 | 0.89 | 70,807,900,000 | 10,947,500,000 |
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 18,174,771 | 0 | 18,174,771 | 1,408,544,752 | Neu | +100,0% | |
| BlackRock, Inc. | 17,047,275 | 0 | 17,047,275 | 1,321,163,782 | Neu | +100,0% | |
| NORGES BANK | 14,308,628 | 0 | 14,308,628 | 1,108,918,670 | Neu | +100,0% | |
| FMR LLC | 7,431,736 | 0 | 7,431,736 | 575,959,540 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,653,246 | 0 | 5,653,246 | 438,126,565 | Neu | +100,0% | |
| STATE STREET CORP | 5,330,104 | 0 | 5,330,104 | 413,083,060 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 4,084,382 | 3,791,712 | 292,670 | 298,287,032 | Aufgestockt | +7,7% | |
| GEODE CAPITAL MANAGEMENT, LLC | 3,272,028 | 0 | 3,272,028 | 253,627,428 | Neu | +100,0% | |
| MORGAN STANLEY | 3,259,970 | 0 | 3,259,970 | 252,647,875 | Neu | +100,0% | |
| AQR CAPITAL MANAGEMENT LLC | 2,153,499 | 0 | 2,153,499 | 166,896,211 | Neu | +100,0% | |
| VICTORY CAPITAL MANAGEMENT INC | 1,797,305 | 0 | 1,797,305 | 139,291,138 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 1,705,116 | 0 | 1,705,116 | 132,146,492 | Neu | +100,0% | |
| Invesco Ltd. | 1,647,035 | 0 | 1,647,035 | 127,645,216 | Neu | +100,0% | |
| DONALD SMITH & CO., INC. | 1,315,212 | 0 | 1,315,212 | 101,928,930 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 1,247,189 | 0 | 1,247,189 | 96,657,132 | Neu | +100,0% | |
| Allianz Asset Management GmbH | 1,154,762 | 0 | 1,154,762 | 89,494,056 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 1,129,842 | 0 | 1,129,842 | 87,560,000 | Neu | +100,0% | |
| Nuveen, LLC | 1,184,596 | 1,116,877 | 67,719 | 86,511,046 | Aufgestockt | +6,1% | |
| NORDEA INVESTMENT MANAGEMENT AB | 1,078,811 | 0 | 1,078,811 | 83,855,978 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 984,384 | 0 | 984,384 | 76,289,760 | Neu | +100,0% | |
| Qube Research & Technologies Ltd | 800,762 | 0 | 800,762 | 62,059,055 | Neu | +100,0% | |
| UBS Group AG | 811,472 | 1,356,916 | -545,444 | 59,261,800 | Reduziert | -40,2% | |
| ALGEBRIS (UK) LTD | 699,806 | 0 | 699,806 | 54,260,339 | Neu | +100,0% | |
| Quantinno Capital Management LP | 658,212 | 0 | 658,212 | 51,011,489 | Neu | +100,0% | |
| Squarepoint Ops LLC | 650,331 | 0 | 650,331 | 50,400,653 | Neu | +100,0% | |
| Ensign Peak Advisors, Inc | 600,257 | 0 | 600,257 | 46,519,918 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 574,656 | 0 | 574,656 | 44,535,840 | Neu | +100,0% | |
| Allspring Global Investments Holdings, LLC | 575,063 | 0 | 575,063 | 44,412,115 | Neu | +100,0% | |
| MARSHALL WACE, LLP | 561,154 | 0 | 561,154 | 43,489,437 | Neu | +100,0% | |
| Neuberger Berman Group LLC | 559,657 | 0 | 559,657 | 43,373,417 | Neu | +100,0% | |
| SEI INVESTMENTS CO | 554,012 | 0 | 554,012 | 42,941,793 | Neu | +100,0% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 548,703 | 0 | 548,703 | 42,524,484 | Neu | +100,0% | |
| D. E. Shaw & Co., Inc. | 542,982 | 0 | 542,982 | 42,081,106 | Neu | +100,0% | |
| MERCER GLOBAL ADVISORS INC /ADV | 540,144 | 0 | 540,144 | 42,066,993 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 540,839 | 0 | 540,839 | 41,915,108 | Neu | +100,0% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 521,352 | 0 | 521,352 | 40,404,780 | Neu | +100,0% | |
| Vest Financial, LLC | 519,374 | 0 | 519,374 | 40,251,486 | Neu | +100,0% | |
| TWO SIGMA INVESTMENTS, LP | 509,814 | 0 | 509,814 | 39,510,585 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 489,580 | 0 | 489,580 | 37,942,475 | Neu | +100,0% | |
| Swedbank AB | 496,077 | 467,505 | 28,572 | 36,228,503 | Aufgestockt | +6,1% | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 461,161 | 0 | 461,161 | 35,739,978 | Neu | +100,0% | |
| GRACE & WHITE INC /NY | 488,230 | 488,230 | 0 | 35,655,437 | Unverändert | 0,0% | |
| RHUMBLINE ADVISERS | 440,236 | 0 | 440,236 | 34,118,265 | Neu | +100,0% | |
| ProShare Advisors LLC | 435,201 | 0 | 435,201 | 33,728,078 | Neu | +100,0% | |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 418,832 | 429,129 | -10,297 | 30,587,301 | Reduziert | -2,4% | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 358,829 | 0 | 358,829 | 27,809,248 | Neu | +100,0% | |
| FRANKLIN RESOURCES INC | 346,790 | 0 | 346,790 | 26,876,227 | Neu | +100,0% | |
| CANADA PENSION PLAN INVESTMENT BOARD | 335,376 | 0 | 335,376 | 25,991,640 | Neu | +100,0% | |
| AMERIPRISE FINANCIAL INC | 324,856 | 0 | 324,856 | 25,175,160 | Neu | +100,0% | |
| Retirement Systems of Alabama | 344,289 | 409,759 | -65,470 | 25,143,426 | Reduziert | -16,0% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-03-16 | Pyne Christopher W | Officer, EVP, Group Benefits | Open Market Sale | -4,852 | 72.47 | -351,624.44 | -96,8% | |
| 2026-03-09 | IGLESIAS LISA G | Officer, EVP, General Counsel | Open Market Sale | -3,500 | 73.00 | -255,500.00 | -70,4% | |
| 2026-02-18 | Egan Cynthia | Director | Open Market Sale | -9,000 | 73.00 | -657,031.50 | -180,9% | |
| 2026-02-18 | Keaney Timothy F | Director | Open Market Sale | -4,500 | 72.58 | -326,610.00 | -89,9% | |
| 2025-12-09 | Rice Walter Lynn JR | Officer, SVP, Chief Accounting Officer | Open Market Sale | -900 | 73.50 | -66,151.71 | -18,2% | |
| 2025-11-19 | Zabel Steven Andrew | Officer, EVP, Chief Financial Officer | Open Market Sale | -7,500 | 76.38 | -572,865.00 | -157,8% | |
| 2025-11-07 | Pyne Christopher W | Officer, EVP, Group Benefits | Open Market Sale | -4,000 | 78.04 | -312,148.40 | -86,0% |
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 4,084,382 | 298,287,032 | 32.88 |
| Nuveen, LLC | 1,184,596 | 86,511,046 | 9.53 |
| UBS Group AG | 811,472 | 59,261,800 | 6.53 |
| Swedbank AB | 496,077 | 36,228,503 | 3.99 |
| GRACE & WHITE INC /NY | 488,230 | 35,655,437 | 3.93 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 418,832 | 30,587,301 | 3.37 |
| Retirement Systems of Alabama | 344,289 | 25,143,426 | 2.77 |
| PRINCIPAL FINANCIAL GROUP INC | 340,538 | 24,869,490 | 2.74 |
| TRUIST FINANCIAL CORP | 321,906 | 23,508,785 | 2.59 |
| Swiss National Bank | 314,500 | 22,967,935 | 2.53 |
| STOREBRAND ASSET MANAGEMENT AS | 272,593 | 19,907,467 | 2.19 |
| Legal & General Group Plc | 237,172 | 17,320,668 | 1.91 |
| Assenagon Asset Management S.A. | 231,586 | 16,912,726 | 1.86 |
| GATEWAY INVESTMENT ADVISERS LLC | 227,728 | 16,631,004 | 1.83 |
| Russell Investments Group, Ltd. | 137,518 | 10,042,918 | 1.11 |
| Barnett & Company, Inc. | 122,063 | 8,914,261 | 0.98 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 112,721 | 8,232,014 | 0.91 |
| BTC Capital Management, Inc. | 100,186 | 7,315,711 | 0.81 |
| Livforsakringsbolaget Skandia, Omsesidigt | 92,700 | 6,769,881 | 0.75 |
| HENNESSY ADVISORS INC | 89,500 | 6,536,185 | 0.72 |