Unum (UNMA) Invested Capital (2009 - 2026)
Unum's (UNMA) quarterly Invested Capital came in at $10.9 billion in Q1 2026, down 5.19% year-on-year from $11.5 billion in Q1 2025, and down 26.83% quarter-over-quarter from $14.9 billion in Q4 2025.
Unum (UNMA) Invested Capital (2009 - 2026) Analysis & Trends
Unum has disclosed Invested Capital across 18 years of filings, most recently posting $10.9 billion for Q1 2026.
- Invested Capital for Q1 2026 came in at $10.9 billion, down 5.19% year-over-year; the trailing twelve-month figure through Mar 2026 was $10.9 billion (down 5.19% YoY), and the FY2025 annual result was $14.9 billion, down 10.61% from the prior year.
- Invested Capital came in at $10.9 billion for Q1 2026 at Unum, down from $14.9 billion in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $16.7 billion in Q4 2024 to a low of -$3.8 billion in Q2 2022.
- The 5-year median for Invested Capital is $11.2 billion (2025), against an average of $9.0 billion.
- Across the five-year window, Invested Capital slumped 133.16% in 2022 and surged 490.77% in 2025, its largest moves.
- Unum's Invested Capital stood at $16.6 billion in 2022, then fell by 21.06% to $13.1 billion in 2023, then climbed by 27.31% to $16.7 billion in 2024, then dropped by 10.61% to $14.9 billion in 2025, then decreased by 26.83% to $10.9 billion in 2026.
- The last three Invested Capital figures came in at $10.9 billion (Q1 2026), $14.9 billion (Q4 2025), and $11.2 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 568.62 Bn | 568.62 Bn | - | 38.69 Bn |
| 2 | Aflac | 59.20 Bn | 53.55 Bn | 1.48 Bn | 37.87 Bn |
| 3 | Metlife | 55.45 Bn | 39.51 Bn | 256.00 Mn | 42.04 Bn |
| 4 | Unum | 14.44 Bn | 4.48 Bn | 1.40 Bn | 10.89 Bn |
| 5 | Globe Life | 12.48 Bn | 11.80 Bn | 1.45 Bn | 6.23 Bn |
| 6 | Primerica | 8.62 Bn | 8.62 Bn | 770.81 Mn | 2.52 Bn |
| 7 | Jackson Financial | 7.51 Bn | 1.67 Bn | - | 11.93 Bn |
| 8 | Lincoln National | 6.79 Bn | -8.89 Bn | 3.25 Bn | 16.18 Bn |
| 9 | CNO Financial | 4.58 Bn | 4.24 Bn | 754.30 Mn | 2.50 Bn |
| 10 | Unum | - | - | 1.40 Bn | 10.89 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 10.89 Bn |
| Dec 31, 2025 | 14.89 Bn |
| Sep 30, 2025 | 11.18 Bn |
| Jun 30, 2025 | 1.85 Bn |
| Mar 31, 2025 | 11.49 Bn |
| Dec 31, 2024 | 16.65 Bn |
| Sep 30, 2024 | 10.95 Bn |
| Jun 30, 2024 | 12.07 Bn |
| Mar 31, 2024 | -2.94 Bn |
| Dec 31, 2023 | 13.08 Bn |
| Sep 30, 2023 | 9.62 Bn |
| Jun 30, 2023 | -3.46 Bn |
| Mar 31, 2023 | 13.43 Bn |
| Dec 31, 2022 | 16.57 Bn |
| Sep 30, 2022 | 8.40 Bn |
| Jun 30, 2022 | -3.81 Bn |
| Mar 31, 2022 | 12.17 Bn |
| Dec 31, 2021 | 15.43 Bn |
| Sep 30, 2021 | 11.12 Bn |
| Jun 30, 2021 | 11.49 Bn |