Unum Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

MUN:UUM Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
07 May 25	Sell€704,880	Elizabeth A. Ahmed	Individual	10,000	€70.49
03 Mar 25	Sell€770,532	Susan DeVore	Individual	10,000	€77.37
03 Mar 25	Sell€551,851	Lisa Iglesias	Individual	7,000	€78.84
03 Mar 25	Sell€3,905,550	Richard McKenney	Individual	50,000	€78.62
27 Nov 24	Sell€728,431	Timothy Arnold	Individual	10,000	€72.84
21 Nov 24	Sell€710,209	Gloria Larson	Individual	10,000	€71.02
21 Nov 24	Sell€607,606	Richard McKenney	Individual	8,542	€71.13
21 Nov 24	Sell€3,623,241	Richard McKenney	Individual	50,323	€72.00
20 Nov 24	Sell€345,261	Lisa Iglesias	Individual	5,000	€69.05
14 Nov 24	Sell€974,524	Ronald O’Hanley	Individual	14,299.44	€68.15
08 Nov 24	Sell€471,727	Steven Zabel	Individual	7,300	€64.62
07 Nov 24	Sell€96,739	Walter Rice	Individual	1,500	€64.49
06 Nov 24	Sell€212,046	Christopher Pyne	Individual	3,250	€65.24
31 Oct 24	Sell€295,457	Elizabeth A. Ahmed	Individual	5,000	€59.09
15 Aug 24	Sell€111,986	Christopher Pyne	Individual	2,250	€49.77
14 Aug 24	Sell€490,740	Timothy Arnold	Individual	10,000	€49.07

Insider Trading Volume

Insider Buying: UUM insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of UUM?
Owner Type	Number of Shares	Ownership Percentage
State or Government	155,687	0.0893%
Individual Insiders	1,390,830	0.798%
Sovereign Wealth Funds	13,746,646	7.88%
General Public	14,019,952	8.04%
Institutions	145,048,788	83.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 62.17% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.6%	The Vanguard Group, Inc.	20,205,408	€1.4b	-1.43%	0.02%
10.1%	BlackRock, Inc.	17,666,276	€1.3b	-8.38%	0.02%
7.88%	Norges Bank Investment Management	13,746,646	€978.3m	-5.82%	0.08%
4.02%	FMR LLC	7,011,550	€499.0m	-13.5%	0.03%
3.44%	State Street Global Advisors, Inc.	6,006,498	€427.5m	0.57%	0.02%
3.34%	Charles Schwab Investment Management, Inc.	5,816,520	€413.9m	4.76%	0.07%
2.84%	Dimensional Fund Advisors LP	4,956,260	€352.7m	-1.68%	0.06%
1.71%	Geode Capital Management, LLC	2,983,749	€212.3m	-1.42%	0.02%
1.57%	LSV Asset Management	2,740,656	€195.0m	0.15%	0.47%
1.4%	AQR Capital Management, LLC	2,434,180	€173.2m	-12.6%	0.25%
1.11%	Donald Smith & Co., Inc.	1,938,298	€137.9m	-21.6%	3.69%
1.11%	Northern Trust Global Investments	1,930,349	€137.4m	33.2%	0.02%
1.1%	Eaton Vance Management	1,917,125	€136.4m	0%	0.03%
1.1%	UBS Asset Management AG	1,916,037	€136.4m	80.3%	0.01%
1.04%	Invesco Capital Management LLC	1,819,192	€129.5m	195%	0.05%
1.04%	Morgan Stanley, Investment Banking and Brokerage Investments	1,805,982	€128.5m	3.28%	0.02%
0.98%	First Trust Advisors LP	1,708,452	€121.6m	15.4%	0.1%
0.98%	Arrowstreet Capital, Limited Partnership	1,708,327	€121.6m	-43.1%	0.1%
0.95%	Victory Capital Management Inc.	1,654,489	€117.7m	13.1%	0.13%
0.89%	Balyasny Asset Management L.P.	1,560,488	€111.1m	0%	0.31%
0.85%	Nordea Investment Management, AB	1,483,980	€105.6m	-34.5%	0.08%
0.85%	Goldman Sachs Asset Management, L.P.	1,483,461	€105.6m	-19%	0.03%
0.83%	Zurich Insurance Group AG, Asset Management Arm	1,440,490	€102.5m	0%	0.95%
0.72%	City National Rochdale, LLC	1,259,383	€89.6m	-2.29%	0.29%
0.69%	Allianz Asset Management GmbH	1,204,014	€85.7m	9.66%	0.04%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/15 16:26
End of Day Share Price	2025/05/07 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Unum Group is covered by 26 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Taylor Scott	Barclays
Eric Berg	Barclays
Jay Gelb	Barclays