What is Unum's closed block — policyholders' account balances?

Unum (UNM) reported closed block — policyholders' account balances of $4.11B in Q1 2026.

What does closed block — policyholders' account balances mean?

The total amount of money held in accounts for policyholders.

How do you interpret closed block — policyholders' account balances?

Growth indicates successful retention or accumulation of policyholder funds, while a decline may signal high surrenders or maturing contracts.

How does closed block — policyholders' account balances compare across companies?

Common in insurance companies with universal life or annuity products.

Unum UNM Closed Block — Policyholders' Account Balances

Other segment segments

Colonial Life

$855.7M-0.6%

Unum US

$659M—

Similar metrics at other companies

KKROther — Policyholder Account Balance

$11.87B+23.7%

RGAInsurance, Other — Policyholder Account Balance

$35.4B+64.9%

CBInsurance, Other — Policyholders' account balances

$2.69B+12.6%

RGALife Insurance Product Line — Policyholder Account Balance

$3.24B-1.7%

PRUTotal — Policyholder Account Balance, Gross

$132.71B+12.1%

CRBGLife Insurance — Policyholder account balance

——

Other financials

Income statement

See full

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

See full

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

See full

Operating cash flow$340.8M-3.6%

CapEx$39.6M+10.6%

Free cash flow$301.2M-5.2%

Valuation

See full

Market cap$14.38B-17.0%

Enterprise value$17.95B-13.3%

P/E18.4×+7.4×

P/S1.1×-0.3×

Profitability

See full

Net margin5.9%-6.5pp

FCF margin11.2%+1.4pp

Returns & leverage

See full

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 →

Ask your AI about Unum's closed block — policyholders' account balances.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Unum's closed block — policyholders' account balances?: Unum (UNM) reported closed block — policyholders' account balances of $4.11B in Q1 2026.
What does closed block — policyholders' account balances mean?: The total amount of money held in accounts for policyholders.
How do you interpret closed block — policyholders' account balances?: Growth indicates successful retention or accumulation of policyholder funds, while a decline may signal high surrenders or maturing contracts.
How does closed block — policyholders' account balances compare across companies?: Common in insurance companies with universal life or annuity products.