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Unum UNM Policyholder account balances

Policyholder account balances at other companies

The Hartford Financial Services Group logo
The Hartford Financial Services GroupHIG
$612M+0.2%
Corebridge Financial logo
Corebridge FinancialCRBG

Segments

By segment

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Closed Block$4.11B
Colonial Life$855.7M-0.6%
Unum US$659M

By product

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Other Insurance Product Line$4.11B+0.7%
Voluntary Benefits$659M-2.2%

Other financials

Income statement

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Revenue$3.4B+8.5%
Operating income$501.8M+2.4%
Net income$232.0M+22.7%
EPS (diluted)$1.41+33.0%

Balance sheet

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Cash & equivalents$192.6M-19.0%
Total debt$3.8B+0.5%
Total equity$10.9B-2.9%
Total assets$62.7B+0.4%

Cash flow

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Operating cash flow$340.8M-3.6%
CapEx$39.6M+10.6%
Free cash flow$301.2M-5.2%

Valuation

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Market cap$14.38B-17.0%
Enterprise value$17.95B-13.3%
P/E18.4×+7.4×
P/S1.1×-0.3×

Profitability

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Net margin5.9%-6.5pp
FCF margin11.2%+1.4pp

Returns & leverage

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Return on equity7.1%-7.6pp
Debt / equity0.3×0.0×

Where this comes from

Reported directly by Unum in its filing.

Tagged under the XBRL concept us-gaap:PolicyholderFunds.

The official record: Unum’s 10-Q, filed April 29, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Unum's policyholder account balances?
Unum (UNM) reported policyholder account balances of $5.74B in Q1 2026.
How has Unum's policyholder account balances changed year-over-year?
Unum's policyholder account balances increased by 2.0% year-over-year, from $5.62B to $5.74B.
What is the long-term trend for Unum's policyholder account balances?
Over 3 years (2022 to 2025), Unum's policyholder account balances has grown at a -0.6% compound annual growth rate (CAGR), from $5.74B to $5.64B.
What does policyholder account balances mean?
The total value of funds held by the insurer for policyholders in investment-linked products.
How do you interpret policyholder account balances?
Growth indicates successful sales of investment-oriented insurance products, while declines may signal high surrender rates or market volatility.
How does policyholder account balances compare across companies?
Standard for insurers with significant annuity or universal life business; varies based on the company's product strategy.