S&P 500: 681.75 +0.1% NASDAQ 100: 601.92 +0.2% Dow Jones: 495.28 +0.1%

Cliff Asness’s UNM Holdings & Trades

First Buy
Q4 2012
Duration Held
52 Quarters
Largest Add
Q2 2013
+3 M Shares
Current Position
2.34 M Shares
$181.62 M Value

Cliff Asness's UNM Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 2.34 M shares of Unum Group (UNM) worth $181.62 M, representing 0.12% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.

Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in UNM, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2017, adding 1.4 M shares. Largest reduction occurred in Q1 2020, reducing 1.68 M shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's Unum Group (UNM) Holding Value Over Time

Track share changes against reported price movement

Quarterly Unum Group (UNM) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2012 +2.46 M Add 0.00% 2.46 M $20.82
Q2 2013 +3 M Add 0.00% 3 M $29.37
Q3 2013 -134,789 Reduce 4.50% 2.86 M $30.44
Q4 2013 +333,134 Add 11.64% 3.2 M $35.08
Q1 2014 -171,200 Reduce 5.36% 3.02 M $35.31
Q2 2014 -152,300 Reduce 5.03% 2.87 M $34.76
Q3 2014 -146,538 Reduce 5.10% 2.73 M $34.38
Q4 2014 +1.19 M Add 43.67% 3.92 M $34.88
Q1 2015 +107,483 Add 2.74% 4.02 M $33.73
Q2 2015 +222,656 Add 5.53% 4.25 M $35.75
Q3 2015 -568,185 Reduce 13.38% 3.68 M $32.08
Q4 2015 +64,314 Add 1.75% 3.74 M $33.29
Q1 2016 -48,368 Reduce 1.29% 3.69 M $30.92
Q2 2016 -1.24 M Reduce 33.51% 2.46 M $31.79
Q3 2016 +684,379 Add 27.86% 3.14 M $35.31
Q4 2016 +1.16 M Add 37.04% 4.3 M $43.93
Q1 2017 +1.4 M Add 32.42% 5.7 M $46.89
Q2 2017 -1.29 M Reduce 22.65% 4.41 M $46.63
Q3 2017 -546,009 Reduce 12.38% 3.86 M $51.16
Q4 2017 +46,710 Add 1.21% 3.91 M $54.89
Q1 2018 -138,692 Reduce 3.55% 3.77 M $47.61
Q2 2018 -1.25 M Reduce 33.24% 2.52 M $37.27
Q3 2018 -1.25 M Reduce 49.49% 1.27 M $39.07
Q4 2018 -443,524 Reduce 34.88% 828,010 $29.38
Q1 2019 +678,067 Add 81.89% 1.51 M $33.83
Q2 2019 +1 M Add 66.72% 2.51 M $33.35
Q3 2019 +1.17 M Add 46.54% 3.68 M $29.72
Q4 2019 -169,964 Reduce 4.62% 3.51 M $29.14
Q1 2020 -1.68 M Reduce 48.00% 1.83 M $15.01
Q2 2020 +896,515 Add 49.12% 2.72 M $16.18
Q3 2020 -84,798 Reduce 3.12% 2.64 M $16.82
Q4 2020 -1.54 M Reduce 58.49% 1.09 M $22.51
Q1 2021 +589,848 Add 53.89% 1.68 M $27.83
Q2 2021 +41,535 Add 2.47% 1.73 M $28.09
Q3 2021 -428,862 Reduce 24.85% 1.3 M $25.06
Q4 2021 -101,583 Reduce 7.83% 1.2 M $24.57
Q1 2022 +82,123 Add 6.87% 1.28 M $31.51
Q2 2022 -182,042 Reduce 14.25% 1.1 M $33.60
Q3 2022 +435,342 Add 39.73% 1.53 M $38.80
Q4 2022 +973,311 Add 63.57% 2.5 M $41.03
Q1 2023 +977,334 Add 39.03% 3.48 M $39.11
Q2 2023 -249,356 Reduce 7.16% 3.23 M $47.61
Q3 2023 +313,482 Add 9.70% 3.55 M $49.19
Q4 2023 +35,685 Add 1.01% 3.58 M $45.22
Q1 2024 +170,593 Add 4.76% 3.75 M $53.66
Q2 2024 -383,849 Reduce 10.23% 3.37 M $50.86
Q3 2024 -572,496 Reduce 17.00% 2.8 M $58.28
Q4 2024 -351,045 Reduce 12.56% 2.44 M $73.03
Q1 2025 -292,997 Reduce 11.99% 2.15 M $80.02
Q2 2025 -420,053 Reduce 19.52% 1.73 M $80.76
Q3 2025 +607,684 Add 35.09% 2.34 M $77.64

Cliff Asness's Unum Group Investment FAQs

Cliff Asness first purchased Unum Group (UNM) in Q4 2012, acquiring 2,455,924 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held Unum Group (UNM) for 52 quarters since Q4 2012.

Cliff Asness's largest addition to Unum Group (UNM) was in Q2 2013, adding 2,997,815 shares worth $88.05 M.

According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 2,339,289 shares of Unum Group (UNM), valued at approximately $181.62 M.

As of the Q3 2025 filing, Unum Group (UNM) represents approximately 0.12% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in Unum Group (UNM) was 5,699,745 shares, as reported at the end of Q1 2017.