As of the latest SEC filings, Unum Group (UNM) is held by 448 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $368,599,425.99 in market value, representing 0.35% of its portfolio.
Funds holding Unum Group (UNM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UNM
- CIK:
- 0000005513
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.35% | $368,599,425.99 | 5,047,233 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $360,314,975.82 | 4,933,794 | Mar 31, 2026 | May 28, 2026 |
|
SCHD
Schwab U.S. Dividend Equity ETF
|
ETF | Charles Schwab | 0.40% | $340,749,706.77 | 4,750,449 | Feb 28, 2026 | Apr 24, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.16% | $261,971,317.22 | 3,587,174 | Mar 31, 2026 | May 28, 2026 |
|
DVY
iShares Select Dividend ETF
|
ETF | BlackRock / iShares | 0.95% | $216,031,699.40 | 2,687,630 | Apr 30, 2026 | Jun 24, 2026 |
|
RDVY
First Trust Rising Dividend Achievers ETF
|
ETF | First Trust | 0.89% | $176,605,162.65 | 2,418,255 | Mar 31, 2026 | May 21, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.28% | $166,814,468.73 | 2,284,191 | Mar 31, 2026 | May 28, 2026 |
|
FLPFX
Fidelity Low-Priced Stock Fund
|
MF | Fidelity | 0.66% | $156,312,896.12 | 1,944,674 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.15% | $124,268,724.36 | 1,701,612 | Mar 31, 2026 | May 28, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.35% | $83,910,520.61 | 1,148,987 | Mar 31, 2026 | Jun 1, 2026 |
|
VEIPX
VANGUARD EQUITY INCOME FUND
|
MF | Vanguard | 0.13% | $81,532,736.84 | 1,116,428 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.06% | $68,721,443.66 | 854,957 | Apr 30, 2026 | Jun 26, 2026 |
|
-
VIP Mid Cap Portfolio
|
ETF | Independent / Boutique | 0.84% | $66,785,935.00 | 914,500 | Mar 31, 2026 | May 26, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.43% | $58,249,537.26 | 724,677 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.14% | $57,784,683.78 | 805,586 | Feb 28, 2026 | Apr 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.36% | $56,969,325.00 | 708,750 | Apr 30, 2026 | Jun 24, 2026 |
|
IJJ
iShares S&P Mid-Cap 400 Value ETF
|
ETF | BlackRock / iShares | 0.71% | $56,633,815.61 | 775,487 | Mar 31, 2026 | May 28, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.35% | $54,384,710.70 | 744,690 | Mar 31, 2026 | May 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.06% | $52,559,838.96 | 653,892 | Apr 30, 2026 | Jun 26, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.02% | $51,365,422.62 | 716,094 | Feb 28, 2026 | Apr 24, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.10% | $49,447,605.74 | 615,173 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.10% | $46,513,026.09 | 636,903 | Mar 31, 2026 | May 28, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.40% | $40,298,903.39 | 551,813 | Mar 31, 2026 | May 21, 2026 |
|
FBAQX
Fidelity Balanced Fund
|
MF | Fidelity | 0.06% | $38,727,529.11 | 539,907 | Feb 28, 2026 | Apr 24, 2026 |
|
VASVX
VANGUARD SELECTED VALUE FUND
|
MF | Vanguard | 0.50% | $33,285,679.52 | 414,104 | Apr 30, 2026 | Jun 26, 2026 |
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