Ray Dalio's UNM Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 241,414 shares of Unum Group (UNM) worth $18.71 M, representing 0.07% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in UNM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 182,628 shares. Largest reduction occurred in Q4 2025, reducing 194,670 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Unum Group (UNM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Unum Group (UNM) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -194,670 | Reduce 44.64% | 241,414 | $77.50 |
| Q3 2025 | -125,800 | Reduce 22.39% | 436,084 | $77.78 |
| Q2 2025 | +39,625 | Add 7.59% | 561,884 | $80.76 |
| Q1 2025 | +182,628 | Add 53.77% | 522,259 | $81.46 |
| Q4 2024 | +113,482 | Add 50.18% | 339,631 | $73.03 |
| Q3 2024 | +54,880 | Add 32.04% | 226,149 | $59.44 |
| Q2 2024 | +65,068 | Add 61.27% | 171,269 | $51.11 |
| Q1 2024 | -1,154 | Reduce 1.07% | 106,201 | $53.66 |
| Q4 2023 | +6,377 | Add 6.32% | 107,355 | $45.22 |
| Q3 2023 | +28,157 | Add 38.67% | 100,978 | $49.19 |
| Q2 2023 | +120 | Add 0.17% | 72,821 | $47.70 |
| Q1 2023 | -34,794 | Reduce 32.37% | 72,701 | $39.56 |
| Q4 2022 | +25,826 | Add 31.62% | 107,495 | $41.03 |
| Q3 2022 | -4,485 | Reduce 5.21% | 81,669 | $38.80 |
| Q2 2022 | +49,191 | Add 133.08% | 86,154 | $34.02 |
| Q1 2022 | +18,823 | Add 103.77% | 36,963 | $31.52 |
| Q4 2021 | -2,796 | Reduce 13.35% | 18,140 | $24.59 |
| Q3 2021 | +698 | Add 3.45% | 20,936 | $25.08 |
| Q2 2021 | +20,238 | New Buy | 20,238 | $28.41 |
| Q2 2020 | -11,098 | Sold Out | 0 | $0.00 |
| Q1 2020 | +11,098 | New Buy | 11,098 | $15.05 |
| Q3 2019 | -17,520 | Sold Out | 0 | $0.00 |
| Q2 2019 | +17,520 | New Buy | 17,520 | $33.56 |
| Q1 2019 | -55,152 | Sold Out | 0 | $0.00 |
| Q4 2018 | +55,152 | New Buy | 55,152 | $29.37 |
| Q3 2018 | -13,001 | Sold Out | 0 | $0.00 |
| Q2 2018 | -24,659 | Reduce 65.48% | 13,001 | $37.00 |
| Q1 2018 | +37,660 | New Buy | 37,660 | $47.61 |
| Q3 2016 | -52,300 | Sold Out | 0 | $0.00 |
| Q2 2016 | +52,300 | New Buy | 52,300 | $31.80 |
| Q4 2015 | -8,900 | Sold Out | 0 | $0.00 |
| Q3 2015 | +8,900 | New Buy | 8,900 | $32.13 |
| Q4 2014 | -10,400 | Sold Out | 0 | $0.00 |
| Q3 2014 | +10,400 | New Buy | 10,400 | $34.42 |
Ray Dalio's Unum Group Investment FAQs
Ray Dalio first purchased Unum Group (UNM) in Q3 2014, acquiring 10,400 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Unum Group (UNM) for 34 quarters since Q3 2014.
Ray Dalio's largest addition to Unum Group (UNM) was in Q1 2025, adding 522,259 shares worth $42.54 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 241,414 shares of Unum Group (UNM), valued at approximately $18.71 M.
As of the Q4 2025 filing, Unum Group (UNM) represents approximately 0.07% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Unum Group (UNM) was 561,884 shares, as reported at the end of Q2 2025.