Unum Group (UNM) Return on Investment ROI from the third quarter of 2026 to third quarter of 2025 and for the year 2026, average high and low, overall ranking from Sep 30 2026 to Sep 30 2025 - CSIMarket
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Unum Group  (NYSE: UNM)


Unum Group's ROI from its third quarter of 2026 to the third quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Unum Group's ROI in the third quarter of 2026?
Unum Group achieved a return on average invested assets (ROI) of 1.1 % in its third quarter of 2026, which is below Unum Group's average return on investment, which stands at 5.94%.

ROI decreased relative to the period ending Jun 30 2026, due to the decline in net income.

Within the Financial sector 227 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Sep 30 2026 quarter, so far to 1515, from total ROI ranking in the second quarter of 2026 at 1762.

Definition and Formula of Return on Investment


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Return On Investment (Sep 30 2026)
III. Quarter		 (Jun 30 2026)
II. Quarter		 (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter
Y / Y Investment Change TTM -4.96 % -61.42 % -60.77 % -69.37 % -58.67 %
Y / Y Net Income Change TTM -73.35 % -53.74 % -33.98 % -25.73 % 41.41 %
Investment (TTM) in Millions 54,737 7,113 6,902 19,814 19,385
Return On Investment (TTM) 1.1 % 5.28 % 4.77 % 4.58 % 3.92 %
UNM's Overall Ranking # 1515 # 1762 # 1523 # 1393 # 1508
Seq. Investment Change TTM 66.43 % -18.87 % 1.65 % -30.76 % -32.44 %
Seq. Net Income Change TTM -65.38 % -10.07 % 5.81 % -19.12 % -39.89 %
Net Income (TTM) in Millions 243 703 781 739 913

UNM Company Profile >> Back to UNM Roi Comparisons >> See Annual UNM Return On Investment



Return On Investment UNM's Ranking
Within: No.
Industry # 6
Sector # 228
Overall # 1515

Return On Investment Statistics
High Average Low
18.39 %
5.94 %
-2 %
(Jun 30 2022)   (Dec. 31. 2004)



  News about Unum Group Return on Investment ROI

Unum Group Balancing Credit Strength with Investment Challenges in a Competitive Insurance Market,

September 7, 2024

Unum Group: Navigating Challenges and Maintaining Strength in a Competitive LandscapeUnum Group, headquartered in Chattanooga, TN, remains a notable player in the U.S. life and health insurance market, as indicated by the recent affirmation of its credit ratings by AM Best. Despite facing challenges evidenced by its return on investment (ROI) figures, the company has demonstrated resilience and stability, which are critical in an increasingly competitive financial landscape. Credit Ratings Affirmed AM Best recently affirmed the Financial Strength Rating (FSR) of A (Excellent) and Long-Term Issuer Credit Ratings (Long-Term ICR) of a+ (Excellent) for Unum Group s core U.S. life/health subsidiaries. Additionally, the company’s Long-Term ICR was affirmed at bbb+ (Good), along with its Long-Term Issue Credit Ratings. These ratings reflect AM Best s assessment of Unum s ability to meet its ongoing financial obligations, highlighting its stability in the insurance market.





Financial Statements
Unum Group's III. Quarter Investments $ 54,737 Millions UNM's Balance sheet
Unum Group's III. Quarter Income $ -420 Millions Quarterly UNM's Income Statement
UNM's Income by Division See UNM's Income by Division


UNM Annual Return On Investment (Dec 31 2025)
2025		 (Dec 31 2024)
2024		 (Dec 31 2023)
2023		 (Dec 31 2022)
2022		 (Dec 31 2021)
2021
Total Investments in Millions 63,519 61,959 63,255 61,435 17,792
Y / Y Investment Growth 2.52 % -2.05 % 2.96 % 245.3 % 1.94 %
Net Income in Millions 739 1,779 1,284 1,314 824
Y / Y Net Income Growth -58.49 % 38.58 % -2.31 % 59.45 % 3.93 %
Annual Return On Investment 1.16 % 2.87 % 2.03 % 2.14 % 4.63 %


Annual Roi Comment
In the fiscal year 2025 ROI decreased relative to the previous year to 1.16 %, due to deterioration of net income.

Definition and Formula of Return on Investment

Other ROI Ratios
Accident & Health Insurance Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
UNM's Roi Ratio versus Accident & Health Insurance Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for UNM's Competitors
Subscribers only: Roi for Unum Group's Suppliers
Subscribers only: Return On Investment for UNM's Customers

Other Ratios
UNM's Roa UNM's Inventory Turnover Ratio UNM's Growth Rates UNM's Dividend Statistics
UNM's Profitability Ratios UNM's Asset Turnover Ratio UNM's Dividend Growth
UNM's Roe UNM's Valuation Ratios UNM's Financial Strength Ratios UNM's Dividend Payout Ratio



Companies with similar Return On Investment at Sep 30 2026, within Financial Sector ROI
Axis Capital Holdings Limited  3.01 %
Hagerty Inc   2.95 %
Cedar Realty Trust Inc   2.95 %
Ryan Specialty Holdings Inc   2.93 %
Weyerhaeuser Company  2.88 %
Lendingclub Corporation  2.87 %
Centene Corporation  2.79 %
Ameriprise Financial Inc   2.78 %
Tpg Inc   2.77 %
Bowhead Specialty Holdings Inc   2.74 %
Westwood Holdings Group Inc   2.70 %
Phillips Edison and Company Inc   2.67 %
International Bancshares Corporation  2.57 %
Postal Realty Trust Inc   2.56 %
Welltower Inc   2.52 %
Credit Acceptance Corp  2.44 %
Iron Mountain Inc  2.42 %
American International Group Inc   2.32 %
Agree Realty Corporation  2.28 %
Loews Corp  2.25 %
Hippo Holdings Inc   2.19 %
Regional Management Corp   2.19 %
Community Healthcare Trust inc  2.17 %
Broadstone Net Lease Inc   2.15 %
Columbia Banking System Inc   2.07 %
Seven Hills Realty Trust  2.06 %
Tompkins Financial Corp  2.06 %
Rocket Companies Inc   2.02 %
1st Source Corp  2.02 %
Blue Owl Capital Inc   2.00 %

Date modified: 2026-11-08T19:49:12+00:00



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