Unum Group Strategic Asset Allocation Index
Unum Group strategic asset allocation index. Unum Group (UNM) has a Strategic Asset Allocation Index of 336.0% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $36.32 Billion) total $36.32 Billion, measured against net assets of $10.81 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Unum Group (UNM) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Unum Group (2000–2025)
Strategic asset allocation index of Unum Group from 2000 to 2025. This chart shows how Unum Group's Strategic Asset Allocation Index has evolved across 27 annual periods from 2000 to 2025. As of June 2026, the index stands at 336.0%, representing strategic assets of $36.32 Billion against net assets of $10.81 Billion USD. Check Unum Group (UNM) tangible equity ratio to evaluate the tangible quality of the company's equity base.
Unum Group Strategic Asset Allocation Index by Year (2000–2025)
Unum Group strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Unum Group from 2000 to 2025, covering 27 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see Unum Group market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 329.5% | $36.63 Billion | $559.40 Million | $36.07 Billion | $11.12 Billion | ▼ -23.6 pp |
| 2024 | 353.1% | $38.70 Billion | $532.70 Million | $38.17 Billion | $10.96 Billion | ▼ -50.6 pp |
| 2023 | 403.7% | $38.97 Billion | $521.10 Million | $38.44 Billion | $9.65 Billion | ▼ -16.3 pp |
| 2022 | 420.0% | $36.69 Billion | $451.70 Million | $36.24 Billion | $8.73 Billion | ▼ -46.1 pp |
| 2021 | 466.1% | $53.22 Billion | $462.70 Million | $52.75 Billion | $11.42 Billion | ▼ -28.7 pp |
| 2020 | 494.8% | $53.79 Billion | $498.00 Million | $53.29 Billion | $10.87 Billion | ▼ -77.0 pp |
| 2019 | 571.9% | $56.99 Billion | $534.10 Million | $56.45 Billion | $9.96 Billion | ▼ -30.6 pp |
| 2018 | 602.5% | $51.95 Billion | $546.90 Million | $51.40 Billion | $8.62 Billion | ▲ +36.0 pp |
| 2017 | 566.5% | $54.24 Billion | $504.80 Million | $53.73 Billion | $9.57 Billion | ▼ -17.0 pp |
| 2016 | 583.5% | $52.32 Billion | $500.60 Million | $51.82 Billion | $8.97 Billion | ▼ -8.1 pp |
| 2015 | 591.5% | $51.25 Billion | $523.90 Million | $50.73 Billion | $8.66 Billion | ▼ -30.6 pp |
| 2014 | 622.2% | $53.02 Billion | $531.70 Million | $52.49 Billion | $8.52 Billion | ▲ +43.3 pp |
| 2013 | 578.9% | $50.13 Billion | $511.90 Million | $49.62 Billion | $8.66 Billion | ▼ -37.7 pp |
| 2012 | 616.6% | $53.10 Billion | $501.60 Million | $52.60 Billion | $8.61 Billion | ▲ +610.5 pp |
| 2011 | 6.0% | $493.30 Million | $493.30 Million | $- | $8.17 Billion | ▼ -523.8 pp |
| 2010 | 529.8% | $47.39 Billion | $476.80 Million | $46.91 Billion | $8.94 Billion | ▲ +524.5 pp |
| 2010 | 5.3% | $476.80 Million | $476.80 Million | $- | $8.94 Billion | ▲ +0.1 pp |
| 2009 | 5.2% | $443.50 Million | $443.50 Million | $- | $8.50 Billion | ▼ -1.2 pp |
| 2008 | 6.4% | $409.40 Million | $409.40 Million | $- | $6.40 Billion | ▲ +1.5 pp |
| 2007 | 4.9% | $393.70 Million | $393.70 Million | $- | $8.04 Billion | ▲ +0.1 pp |
| 2006 | 4.8% | $370.10 Million | $370.10 Million | $- | $7.72 Billion | ▼ -0.4 pp |
| 2005 | 5.2% | $379.50 Million | $379.50 Million | $- | $7.36 Billion | ▼ -0.4 pp |
| 2004 | 5.5% | $398.50 Million | $398.50 Million | $- | $7.22 Billion | ▼ -0.1 pp |
| 2003 | 5.6% | $410.60 Million | $410.60 Million | $- | $7.27 Billion | ▼ -0.2 pp |
| 2002 | 5.9% | $417.90 Million | $417.90 Million | $- | $7.14 Billion | ▼ -0.4 pp |
| 2001 | 6.2% | $386.90 Million | $386.90 Million | $- | $6.24 Billion | ▼ -0.4 pp |
| 2000 | 6.6% | $387.50 Million | $387.50 Million | $- | $5.88 Billion | — |