Unum (UNM) Long-Term Investments (2009 - 2026)
Unum's Long-Term Investments came in at $43.7 billion for Q2 2026, down 4.4% from $45.69 billion a year earlier but up 2.1% from the prior quarter.
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Analysis
Unum (UNM) Long-Term Investments (2009 - 2026) Analysis & Trends
At the end of FY2025, Unum's Long-Term Investments was $43.52 billion, down 4.8% from FY2024.
- Long-Term Investments carries a five-year compound annual growth rate of -3.7% (FY2020 to FY2025).
- Going back by year, Long-Term Investments was $45.71 billion in FY2024 (-0.6%), $45.96 billion in FY2023 (+5.1%), $43.71 billion in FY2022 (-16.2%) and $52.15 billion in FY2021 (-1.0%).
- The five-year range for quarterly Long-Term Investments is $42.79 billion (Q1 2026) to $52.42 billion (Q3 2021).
- Year-over-year, Long-Term Investments has declined for four consecutive quarters, with an average decline of 1.6% over the last eight quarters.
- The fastest year-over-year change in Long-Term Investments over five years came in Q3 2024 (growth of 10.1%), and the weakest in Q3 2022 (a decline of 18.2%).
- Business Quant data shows UNM's Long-Term Investments at $42.79 billion (Q1 2026), $43.52 billion (Q4 2025) and $43.19 billion (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,083.21 Bn | -334.26 Bn | 55.86 Bn | 19.95 Bn |
| 2 | Chubb | 127.58 Bn | 79.64 Bn | 9.13 Bn | 172.65 Bn |
| 3 | Progressive | 122.25 Bn | 98.08 Bn | 9.04 Bn | 97.22 Bn |
| 4 | Marsh & Mclennan Companies | 81.29 Bn | 73.03 Bn | - | - |
| 5 | Travelers Companies | 75.19 Bn | 51.44 Bn | 6.23 Bn | 103.18 Bn |
| 6 | Manulife Financial | 73.16 Bn | 74.37 Bn | - | - |
| 7 | Metlife | 60.22 Bn | -46.26 Bn | 7.82 Bn | 482.56 Bn |
| 8 | Arthur J. Gallagher | 57.98 Bn | 52.41 Bn | - | - |
| 9 | Aon | 57.16 Bn | 50.40 Bn | - | - |
| 10 | Unum | 14.01 Bn | 4.47 Bn | 1.38 Bn | 43.70 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 43.70 Bn |
| Mar 31, 2026 | 42.79 Bn |
| Dec 31, 2025 | 43.52 Bn |
| Sep 30, 2025 | 43.19 Bn |
| Jun 30, 2025 | 45.69 Bn |
| Mar 31, 2025 | 46.23 Bn |
| Dec 31, 2024 | 45.71 Bn |
| Sep 30, 2024 | 47.32 Bn |
| Jun 30, 2024 | 45.19 Bn |
| Mar 31, 2024 | 45.35 Bn |
| Dec 31, 2023 | 45.96 Bn |
| Sep 30, 2023 | 42.98 Bn |
| Jun 30, 2023 | 44.40 Bn |
| Mar 31, 2023 | 44.90 Bn |
| Dec 31, 2022 | 43.71 Bn |
| Sep 30, 2022 | 42.88 Bn |
| Jun 30, 2022 | 45.32 Bn |
| Mar 31, 2022 | 48.62 Bn |
| Dec 31, 2021 | 52.15 Bn |
| Sep 30, 2021 | 52.42 Bn |
API Access
Unum Long-Term Investments 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=long-term-investments&ticker=UNM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "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=long-term-investments&ticker=UNM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();