Unum Group
US ˙ NYSE ˙ US91529Y1064

SecurityUNM / Unum Group
InstitutionCreative Planning
Latest Disclosed Ownership154,340 shares
Latest Disclosed Value $ 11,271,459
Creative Planning reports 48.10% increase in ownership of UNM / Unum Group

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 154,340 shares of Unum Group (US:UNM) valued at $11,271,450 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 104,213 shares of Unum Group. This represents a change in shares of 48.10% during the quarter. The current value of the position is $13,105,009 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F UNUM GROUP COM 91529Y106 154,340 50,127 48.10 11,271 39.56 0.0076
2026-02-17 2025-12-31 13F UNUM GROUP COM 91529Y106 104,213 14,369 15.99 8,077 15.57 0.0058
2025-11-14 2025-09-30 13F UNUM GROUP COM 91529Y106 89,844 4,262 4.98 6,988 1.11 0.0053
2025-08-08 2025-06-30 13F UNUM GROUP COM 91529Y106 85,582 -341 -0.40 6,912 -1.26 0.0059
2025-05-15 2025-03-31 13F UNUM GROUP COM 91529Y106 85,923 1,024 1.21 6,999 12.89 0.0066
2025-02-14 2024-12-31 13F UNUM GROUP COM 91529Y106 84,899 -7 -0.01 6,200 22.87 0.0060
2024-10-11 2024-09-30 13F UNUM GROUP COM 91529Y106 84,906 -536 -0.63 5,047 15.57 0.0050
2024-08-15 2024-06-30 13F UNUM GROUP COM 91529Y106 85,442 -204 -0.24 4,367 -4.98 0.0047
2024-05-13 2024-03-31 13F UNUM GROUP COM 91529Y106 85,646 -2,746 -3.11 4,596 14.96 0.0051
2024-02-14 2023-12-31 13F UNUM GROUP COM 91529Y106 88,392 -2,754 -3.02 3,997 -10.84 0.0074
2023-11-16 2023-09-30 13F UNUM GROUP COM 91529Y106 91,146 3,794 4.34 4,483 7.61 0.0060
2023-07-21 2023-06-30 13F UNUM GROUP COM 91529Y106 87,352 1,447 1.68 4,167 22.60 0.0056
2023-05-15 2023-03-31 13F UNUM GROUP COM 91529Y106 85,905 4,991 6.17 3,398 2.38 0.0049
2023-02-10 2022-12-31 13F UNUM GROUP COM 91529Y106 80,914 11,919 17.28 3,320 23.98 0.0050
2022-11-03 2022-09-30 13F UNUM GROUP COM 91529Y106 68,995 13,124 23.49 2,677 40.82 0.0046
2022-08-15 2022-06-30 13F UNUM GROUP COM 91529Y106 55,871 11,210 25.10 1,901 35.01 0.0031
2022-05-16 2022-03-31 13F UNUM GROUP COM 91529Y106 44,661 4,386 10.89 1,408 42.22 0.0022
2022-02-11 2021-12-31 13F UNUM GROUP COM 91529Y106 40,275 -37,984 -48.54 990 -49.52 0.0016
2021-11-10 2021-09-30 13F UNUM GROUP COM 91529Y106 78,259 15,029 23.77 1,961 9.19 0.0035
2021-08-04 2021-06-30 13F UNUM GROUP COM 91529Y106 63,230 36,268 134.52 1,796 139.47 0.0032
2021-04-30 2021-03-31 13F CreativePlanning COM 91529Y106 26,962 1,310 5.11 750 27.55 0.0015
2021-01-29 2020-12-31 13F UNUM GROUP COM 91529Y106 25,652 1,391 5.73 588 44.12 0.0013
2020-11-05 2020-09-30 13F UNUM GROUP COM 91529Y106 24,261 5,241 27.56 408 29.11 0.0011
2020-07-23 2020-06-30 13F UNUM GROUP COM 91529Y106 19,020 7,629 66.97 316 84.80 0.0009
2020-05-05 2020-03-31 13F UNUM GROUP COM 91529Y106 11,391 -1,225 -9.71 171 -53.53 0.0006
2020-01-30 2019-12-31 13F UNUM GROUP COM 91529Y106 12,616 -1,564 -11.03 368 -12.59 0.0011
2019-11-01 2019-09-30 13F UNUM GROUP COM 91529Y106 14,180 2,235 18.71 421 4.99 0.0014
2019-07-26 2019-06-30 13F UNUM GROUP COM 91529Y106 11,945 -312 -2.55 401 -3.37 0.0013
2019-04-24 2019-03-31 13F UNUM GROUP COM 91529Y106 12,257 1,378 12.67 415 29.69 0.0015
2019-02-12 2018-12-31 13F/A-1 UNUM GROUP COM 91529Y106 10,879 368 3.50 320 -22.14 0.0013
2019-02-01 2018-12-31 13F UNUM GROUP COM 91529Y106 10,879 368 320
2018-10-25 2018-09-30 13F UNUM GROUP COM 91529Y106 10,511 -47 -0.45 411 5.12 0.0015
2018-07-20 2018-06-30 13F UNUM GROUP COM 91529Y106 10,558 78 0.74 391 -21.64 0.0015
2018-04-18 2018-03-31 13F UNUM GROUP COM 91529Y106 10,480 -2,047 -16.34 499 -27.47 0.0020
2018-01-17 2017-12-31 13F UNUM GROUP COM 91529Y106 12,527 72 0.58 688 8.01 0.0030
2017-10-17 2017-09-30 13F UNUM GROUP COM 91529Y106 12,455 93 0.75 637 10.59 0.0030
2017-07-12 2017-06-30 13F UNUM GROUP COM 91529Y106 12,362 -2,852 -18.75 576 -19.21 0.0029
2017-04-07 2017-03-31 13F UNUM GROUP COM 91529Y106 15,214 4,297 39.36 713 48.54 0.0039
2017-01-09 2016-12-31 13F UNUM GROUP COM 91529Y106 10,917 30 0.28 480 25.00 0.0029
2016-10-12 2016-09-30 13F UNUM GROUP COM 91529Y106 10,887 -2,536 -18.89 384 -10.07 0.0024
2016-07-12 2016-06-30 13F UNUM GROUP COM 91529Y106 13,423 -55 -0.41 427 2.40 0.0031
2016-04-08 2016-03-31 13F UNUM GROUP COM 91529Y106 13,478 -500 -3.58 417 -10.32 0.0033
2016-01-11 2015-12-31 13F UNUM GROUP COM 91529Y106 13,978 10,000 251.38 465 263.28 0.0038
2015-10-09 2015-09-30 13F UNUM GROUP COM 91529Y106 3,978 3,978 0.00 128 0.0011
2015-07-09 2015-06-30 13F UNUM GROUP COM 91529Y106 0 -3,571 -100.00 0 -100.00
2015-04-13 2015-03-31 13F UNUM GROUP COM 91529Y106 3,571 3,571 0.00 120 0.0011
2015-01-29 2014-12-31 13F UNUM GROUP COM 91529Y106 0 -3,221 -100.00 0 -100.00
2014-10-10 2014-09-30 13F UNUM GROUP COM 91529Y106 3,221 -350 -9.80 111 -10.48 0.0013
2014-08-20 2014-06-30 13F UNUM GROUP COM 91529Y106 3,571 1 0.03 124 -1.59 0.0016
2014-04-11 2014-03-31 13F UNUM GROUP COM 91529Y106 3,570 0 0.00 126 0.80 0.0019
2014-01-06 2013-12-31 13F UNUM GROUP COM 91529Y106 3,570 119 3.45 125 19.05 0.0021
2013-10-10 2013-09-30 13F UNUM GROUP COM 91529Y106 3,451 350 11.29 105 15.38 0.0021
2013-07-09 2013-06-30 13F UNUM GROUP COM 91529Y106 3,101 3,101 91 0.0021
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.