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
DateValue
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