Unum (UNM) Invested Capital (2009 - 2026)
Unum (UNM) posted Invested Capital of $14.57 billion for Q2 2026, down 3.3% from $15.06 billion a year earlier and down 0.6% from the prior quarter.
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Analysis
Unum (UNM) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025, Unum's Invested Capital came in at $14.89 billion, up 1.3% from FY2024.
- Annual Invested Capital has increased for four consecutive years, with a five-year compound annual growth rate of 0.9% (FY2020 to FY2025).
- In prior years, Unum's Invested Capital was $14.7 billion in FY2024 (+12.4%), $13.08 billion in FY2023 (+7.5%), $12.16 billion in FY2022 (+28.4%) and $9.48 billion in FY2021 (-33.3%).
- The Q2 2026 figure stands as the lowest quarterly Invested Capital since Q3 2024.
- On a year-over-year basis, Invested Capital increased in six of the last eight quarters, with growth averaging 4.8%.
- The strongest year-over-year quarter for Invested Capital in the past five years was Q4 2022, with growth of 28.4%; the weakest was Q4 2021, with a decline of 33.3%.
- According to Business Quant data, Invested Capital for the three prior quarters was $14.65 billion (Q1 2026), $14.89 billion (Q4 2025) and $14.65 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,248.67 Bn | -185.49 Bn | 56.71 Bn | 894.41 Bn |
| 2 | Chubb | 141.22 Bn | 92.15 Bn | 8.67 Bn | 97.60 Bn |
| 3 | Progressive | 134.26 Bn | 109.78 Bn | 8.29 Bn | 42.87 Bn |
| 4 | Marsh & Mclennan Companies | 98.32 Bn | 90.72 Bn | - | 35.44 Bn |
| 5 | Travelers Companies | 82.09 Bn | 59.57 Bn | 5.93 Bn | 38.81 Bn |
| 6 | Manulife Financial | 75.36 Bn | -19.02 Bn | - | 85.29 Bn |
| 7 | Arthur J. Gallagher | 72.54 Bn | 67.17 Bn | 3.33 Bn | 36.81 Bn |
| 8 | Aon | 71.33 Bn | 50.56 Bn | - | 38.24 Bn |
| 9 | Allstate | 65.04 Bn | 22.10 Bn | -9.85 Bn | 39.81 Bn |
| 10 | Unum | 12.59 Bn | 3.92 Bn | -2.16 Bn | 14.53 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 14.53 Bn |
| Jun 30, 2026 | 14.57 Bn |
| Mar 31, 2026 | 14.65 Bn |
| Dec 31, 2025 | 14.89 Bn |
| Sep 30, 2025 | 14.65 Bn |
| Jun 30, 2025 | 15.06 Bn |
| Mar 31, 2025 | 14.96 Bn |
| Dec 31, 2024 | 14.70 Bn |
| Sep 30, 2024 | 14.42 Bn |
| Jun 30, 2024 | 13.93 Bn |
| Mar 31, 2024 | 13.65 Bn |
| Dec 31, 2023 | 13.08 Bn |
| Sep 30, 2023 | 13.05 Bn |
| Jun 30, 2023 | 12.68 Bn |
| Mar 31, 2023 | 12.68 Bn |
| Dec 31, 2022 | 12.16 Bn |
| Sep 30, 2022 | 11.83 Bn |
| Jun 30, 2022 | 11.23 Bn |
| Mar 31, 2022 | 10.33 Bn |
| Dec 31, 2021 | 9.48 Bn |
API Access
Unum Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=UNM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "UNM", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=UNM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();