Unum (UNM) Invested Capital (2009 - 2025)
Unum (UNM) posted Invested Capital of $274.9 million for Q3 2025, little changed sequentially from $274.8 million in Q2 2025.
Unum (UNM) Invested Capital (2009 - 2025) Analysis & Trends
Unum has reported Invested Capital for 16 years, with the latest figure at $274.9 million in Q3 2025.
- Quarterly Invested Capital changed N/A year-over-year to $274.9 million in Q3 2025, while the trailing twelve-month figure through Jun 2026 was $274.9 million (down 66.64% YoY) and the FY2024 annual result came in at $274.6 million, changed N/A from the prior year.
- Invested Capital held at $274.9 million in Q3 2025 per UNM's latest filing, from $274.8 million in the prior quarter.
- Over five years, Invested Capital peaked at $274.9 million in Q3 2025 and troughed at $2.0 million in Q4 2022.
- A 4-year average of $138.4 million and a median of $138.3 million in 2022 frame the typical range for Invested Capital.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 70.91 Bn | 51.00 Bn | - | - |
| 2 | Metlife | 60.57 Bn | 33.25 Bn | 7.82 Bn | 14.24 Bn |
| 3 | Aflac | 58.53 Bn | -44.47 Bn | 2.27 Bn | 8.73 Bn |
| 4 | Prudential | 36.24 Bn | 27.92 Bn | - | 11.74 Bn |
| 5 | Unum | 13.96 Bn | 4.41 Bn | 1.38 Bn | - |
| 6 | Primerica | 9.20 Bn | 8.57 Bn | 717.74 Mn | - |
| 7 | Jackson Financial | 9.15 Bn | 3.17 Bn | - | 77.00 Mn |
| 8 | Lincoln National | 8.14 Bn | -3.54 Bn | 2.62 Bn | 400.00 Mn |
| 9 | Genworth Financial | 3.77 Bn | 1.78 Bn | 668.00 Mn | - |
| 10 | Brighthouse Financial | 3.00 Bn | -5.06 Bn | 1.03 Bn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Sep 30, 2025 | 274.90 Mn |
| Jun 30, 2025 | 274.80 Mn |
| Mar 31, 2025 | 274.60 Mn |
| Dec 31, 2024 | 274.60 Mn |
| Sep 30, 2023 | 2.00 Mn |
| Jun 30, 2023 | 2.00 Mn |
| Mar 31, 2023 | 2.00 Mn |
| Dec 31, 2022 | 2.00 Mn |
| Sep 30, 2020 | 64.50 Mn |
| Jun 30, 2020 | 399.90 Mn |
| Mar 31, 2020 | 511.40 Mn |
| Dec 31, 2019 | 399.70 Mn |
| Sep 30, 2019 | 399.70 Mn |
| Dec 31, 2018 | 200.00 Mn |
| Sep 30, 2018 | 238.20 Mn |
| Jun 30, 2018 | 307.70 Mn |
| Mar 31, 2018 | 15.00 Mn |
| Dec 31, 2017 | 396.20 Mn |
| Sep 30, 2017 | 398.30 Mn |
| Jun 30, 2017 | 33.50 Mn |