Unum Group (UNM) Bundle
Who Invests in Unum Group (UNM) and Why?
Investor Profile Analysis: Ownership Breakdown
As of Q4 2023, the investor composition for the company reveals a detailed ownership structure:
| Investor Type | Percentage Ownership |
|---|---|
| Institutional Investors | 84.7% |
| Retail Investors | 15.3% |
Institutional Investor Composition
Top institutional investor categories include:
- Vanguard Group: 9.2% ownership
- BlackRock Inc.: 8.5% ownership
- State Street Corporation: 6.3% ownership
- Capital World Investors: 5.7% ownership
Investment Motivations
Key investment drivers for institutional investors:
- Dividend Yield: 4.6%
- Price-to-Earnings Ratio: 8.3
- Market Capitalization: $4.2 billion
Hedge Fund Involvement
| Hedge Fund | Ownership Percentage |
|---|---|
| Third Avenue Management | 3.1% |
| Dimensional Fund Advisors | 2.8% |
Investment Strategy Insights
Investor strategy distribution:
- Long-term Value Investing: 62%
- Dividend Growth Strategy: 23%
- Short-term Trading: 15%
Institutional Ownership and Major Shareholders of Unum Group (UNM)
Investor Profile Analysis: Ownership Breakdown
As of Q4 2023, the investor composition for the company reveals a detailed ownership structure:
| Investor Type | Percentage Ownership |
|---|---|
| Institutional Investors | 84.7% |
| Retail Investors | 15.3% |
Institutional Investor Composition
Top institutional investor categories include:
- Vanguard Group: 9.2% ownership
- BlackRock Inc.: 8.5% ownership
- State Street Corporation: 6.3% ownership
- Capital World Investors: 5.7% ownership
Investment Motivations
Key investment drivers for institutional investors:
- Dividend Yield: 4.6%
- Price-to-Earnings Ratio: 8.3
- Market Capitalization: $4.2 billion
Hedge Fund Involvement
| Hedge Fund | Ownership Percentage |
|---|---|
| Third Avenue Management | 3.1% |
| Dimensional Fund Advisors | 2.8% |
Investment Strategy Insights
Investor strategy distribution:
- Long-term Value Investing: 62%
- Dividend Growth Strategy: 23%
- Short-term Trading: 15%
Key Investors and Their Influence on Unum Group (UNM)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, institutional investors hold 84.7% of total outstanding shares in the company.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| The Vanguard Group, Inc. | 52,384,756 | 16.2% |
| BlackRock Inc. | 45,721,893 | 14.1% |
| State Street Corporation | 33,562,147 | 10.4% |
| Wellington Management Group LLP | 22,915,436 | 7.1% |
Ownership Trends
Recent institutional ownership changes reveal:
- Net institutional purchases in last quarter: $287.4 million
- Institutional investor count: 534
- Quarterly ownership change: +2.3%
Institutional Investor Impact
Institutional investors' total investment value: $1.2 billion. Average holding period: 3.7 years.
Market Impact and Investor Sentiment of Unum Group (UNM)
Key Investors and Their Impact
As of Q4 2023, the top institutional investors in the company include:
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group | 48,763,492 | 16.7% |
| BlackRock Inc. | 37,245,678 | 12.8% |
| State Street Corporation | 22,981,345 | 7.9% |
Recent significant investor movements include:
- Dimensional Fund Advisors LP increased its position by 3.4% in the last reporting period
- Massachusetts Financial Services reduced holdings by 2.1%
- Wellington Management Group LLP maintained a stable investment profile
Institutional investor breakdown by type:
| Investor Type | Total Shares | Percentage |
|---|---|---|
| Mutual Funds | 89,456,123 | 30.6% |
| Investment Advisors | 67,234,567 | 23.1% |
| Pension Funds | 45,678,901 | 15.7% |
Insider ownership stands at 0.8% of total shares, with key executives holding strategic positions.
Unum Group (UNM) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.