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


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

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

What is Unum Group's ROI in the second quarter of 2026?
Unum Group achieved a return on average invested assets (ROI) of 4.27 % in its second quarter of 2026, which is below Unum Group's average return on investment, which stands at 4.46%.

ROI fell compared to the first quarter of 2026, despite the net income growth of 10.73% from the first quarter of 2026.

Within the Financial sector 144 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2026 from 1753 to 1958.

Definition and Formula of Return on Investment



Return On Investment (Jun 30 2026)
II. Quarter
(Mar 31 2026)
I. Quarter
(Dec 31 2025)
IV. Quarter
(Sep 30 2025)
III. Quarter
(Jun 30 2025)
II. Quarter
Y / Y Investment Change TTM -52.23 % -60.77 % -69.37 % -58.67 % -37.66 %
Y / Y Net Income Change TTM -53.74 % -50.32 % -46.64 % -11.79 % 290.01 %
Investment (TTM) in Millions 19,792 6,902 19,814 19,385 19,491
Return On Investment (TTM) 4.27 % 4.77 % 4.58 % 3.92 % 4.4 %
UNM's Overall Ranking # 1958 # 1753 # 680 # 1881 # 1556
Seq. Investment Change TTM 0.46 % 1.65 % -30.76 % -32.44 % -17.49 %
Seq. Net Income Change TTM -10.07 % 5.81 % -19.12 % -39.89 % -3.43 %
Net Income (TTM) in Millions 703 781 739 913 1,519




Return On Investment UNM's Ranking
Within: No.
Industry # 4
Sector # 145
Overall # 1958

Return On Investment Statistics
High Average Low
7.04 %
4.46 %
-2 %
(March 31, 2010)   (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 II. Quarter Investments $ 19,792 Millions UNM's Balance sheet
Unum Group's II. Quarter Income $ 257 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 Jun 30 2026, within Financial Sector ROI
Mgic Investment Corp  11.66 %
Marsh and Mclennan Companies Inc   11.32 %
American Coastal Insurance Corporation  11.28 %
Progressive Corp  11.22 %
Mercury General Corporation  10.95 %
Travelers Companies inc   10.84 %
Enact Holdings Inc   10.78 %
Kinsale Capital Group Inc   10.68 %
Utg Inc   10.57 %
Public Storage  10.56 %
Brookfield Oaktree Holdings Llc  10.48 %
Universal Insurance Holdings Inc   10.47 %
Cohen and Co Inc   10.29 %
Primerica Inc   10.23 %
Invesco Db Commodity Index Tracking Fund  10.17 %
Invesco Db Precious Metals Fund  9.89 %
Hippo Holdings Inc   9.84 %
Essent Group Ltd   9.69 %
Aflac Incorporated  9.64 %
Aon Plc  9.54 %
Houlihan Lokey Inc   9.53 %
Nmi Holdings Inc   9.51 %
American Integrity Insurance Group Inc   9.29 %
White Mountains Insurance Group ltd  9.26 %
Euronet Worldwide Inc   9.20 %
Uniti Group Inc   9.14 %
W R Berkley Corp  8.98 %
Cincinnati Financial Corporation  8.98 %
Kingstone Companies Inc   8.95 %
Robinhood Markets Inc   8.94 %


Date modified: 2026-09-08T15:11:45+00:00



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