Unum Group (UNM) — 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 debt-free asset ratio of Unum Group to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Unum Group Strategic Asset Allocation Index (2000–2025)
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. For live market cap and overall valuation, see market cap of Unum Group.
Annual Strategic Asset Allocation Index for Unum Group (2000–2025)
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. See Unum Group (UNM) shareholders funds for net asset value and shareholders' equity analysis.
| 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 | — |