尤纳姆 2026年季度报告

FORM 10-Q (Mark One) ☒Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934For the quarterly period ended June30, 2026 ☐Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934For the transition period from to Commission file number 001-11294 Unum Group (Exact name of registrant as specified in its charter) 62-1598430 (I.R.S. Employer Identification No.) (423) 294-1011(Registrant's telephone number, including area code) Not Applicable(Former name, former address and former fiscal year, if changed since last report) Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports),and (2) has been subject to such filing requirements for the past 90 days. Yes [X] No [ ] Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that theregistrant was required to submit such files). Yes [X] No [ ] Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reportingcompany,” and "emerging growth company" in Rule 12b-2 of the Exchange Act.(Check one): Large Accelerated Filer Non-accelerated filer If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Act). Yes☐No☒ 158,306,798 shares of the registrant's common stock were outstanding as of July27, 2026. TABLE OF CONTENTS PageCautionary Statement Regarding Forward-Looking Statements1PART I - FINANCIAL INFORMATIONItem 1.Financial Statements (Unaudited):3Consolidated Balance Sheets at June 30, 2026 and December 31, 20253Consolidated Statements of Income for the three and six months ended June30, 2026 and 20255Consolidated Statements of Comprehensive Income for the three and six months ended June 30, 2026 and 20256Consolidated Statements of Stockholders' Equity for the three and six months ended June 30, 2026 and 20257Consolidated Statements of Cash Flows for the six months ended June 30, 2026 and 20258Notes to Consolidated Financial Statements9Note 1 - Basis of Presentation9Note 2 - Accounting Developments9Note 3 - Fair Value of Financial Instruments10Note 4 - Investments28Note 5 - Derivative Financial Instruments44Note 6 - Accumulated Other Comprehensive Loss53Note 7 - Liability for Future Policy Benefits55Note 8 - Policyholders' Account Balances71Note 9 - Deferred Acquisition Costs74Note 10 - Segment Information76Note 11 - Employee Benefit Plans83Note 12 - Stockholders' Equity and Earnings Per Common Share84Note 13 - Commitmentsand Contingent Liabilities86Note 14 - Debt and Other87Item 2.Management's Discussion and Analysis of Financial Condition and Results of Operations89Item 3.Quantitative and Qualitative Disclosures About Market Risk126Item 4.Controls and Procedures126PART II - OTHER INFORMATIONItem 1.Legal Proceedings127Item 1A.Risk Factors127Item 2.Unregistered Sales of Equity Securities and Use of Proceeds127Item 5.Other Information127Item 6.Exhibits128Signatures129 Cautionary Statement Regarding Forward-Looking Statements The Private Securities Litigation Reform Act of 1995 (the Act) provides a "safe harbor" to encourage companies to provideprospective information, as long as those statements are identified as forward-looking and are accompanied by meaningful cautionarystatements identifying important factors that could cause actual results to differ materially from those included in the forward-lookingstatements. Certain information contained in this quarterly report on Form 10-Q (including certain statements in the consolidatedfinancial statements and related notes and Management's Discussion and Analysis), or in any other written or oral statements made byus in communications with the financial community or contained in documents filed with the Securities and Exchange Commission(SEC), may be considered forward-looking statements within the meaning of the Act. Forward-looking statements are those not basedon historical information, but rather relate to our outlook, future operations, strategies, financial results, or other developments.Forward-looking statements speak only as of the date made. We undertake no obligation to update these statements, even if madeavailable on our website or otherwise