UBS AM
UNH icon

UBS AM’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.69B Buy
8,608,589
+1,165,938
+16% +$364M 0.54% 27
2025
Q1
$3.9B Sell
7,442,651
-1,150,067
-13% -$602M 1% 12
2024
Q4
$4.35B Buy
8,592,718
+2,301,010
+37% +$1.16B 1.01% 11
2024
Q3
$3.68B Sell
6,291,708
-27,830
-0.4% -$16.3M 0.95% 11
2024
Q2
$3.22B Buy
6,319,538
+885,242
+16% +$451M 0.92% 11
2024
Q1
$2.69B Sell
5,434,296
-407,815
-7% -$202M 0.96% 12
2023
Q4
$3.08B Buy
5,842,111
+457,227
+8% +$241M 1.21% 9
2023
Q3
$2.72B Buy
5,384,884
+332,008
+7% +$167M 1.22% 9
2023
Q2
$2.39B Hold
5,052,876
1.16% 8
2023
Q1
$2.39B Sell
5,052,876
-100,614
-2% -$47.5M 1.16% 8
2022
Q4
$2.73B Buy
5,153,490
+239,777
+5% +$127M 1.43% 4
2022
Q3
$2.48B Sell
4,913,713
-391,381
-7% -$198M 1.39% 6
2022
Q2
$2.72B Buy
5,305,094
+57,007
+1% +$29.3M 1.43% 5
2022
Q1
$2.68B Sell
5,248,087
-238,244
-4% -$121M 1.15% 8
2021
Q4
$2.75B Sell
5,486,331
-246,965
-4% -$124M 1.05% 9
2021
Q3
$2.24B Buy
5,733,296
+402,388
+8% +$157M 0.93% 12
2021
Q2
$2.13B Buy
5,330,908
+57,644
+1% +$23.1M 0.91% 11
2021
Q1
$1.96B Buy
5,273,264
+146,695
+3% +$54.6M 0.87% 14
2020
Q4
$1.8B Sell
5,126,569
-4,720
-0.1% -$1.66M 0.84% 13
2020
Q3
$1.6B Sell
5,131,289
-43,258
-0.8% -$13.5M 0.86% 14
2020
Q2
$1.53B Buy
5,174,547
+55,017
+1% +$16.2M 0.93% 13
2020
Q1
$1.28B Buy
5,119,530
+216,735
+4% +$54M 0.92% 14
2019
Q4
$1.44B Buy
4,902,795
+130,032
+3% +$38.2M 0.88% 13
2019
Q3
$1.04B Buy
4,772,763
+592,790
+14% +$129M 0.7% 18
2019
Q2
$1.02B Sell
4,179,973
-137,601
-3% -$33.6M 0.73% 18
2019
Q1
$1.07B Sell
4,317,574
-344,875
-7% -$85.3M 0.79% 16
2018
Q4
$1.16B Buy
4,662,449
+34,966
+0.8% +$8.71M 1% 12
2018
Q3
$1.23B Sell
4,627,483
-33,954
-0.7% -$9.03M 0.92% 11
2018
Q2
$1.14B Sell
4,661,437
-7,981
-0.2% -$1.96M 0.88% 14
2018
Q1
$999M Sell
4,669,418
-344,146
-7% -$73.6M 0.79% 17
2017
Q4
$1.11B Buy
5,013,564
+512,182
+11% +$113M 0.94% 12
2017
Q3
$882M Sell
4,501,382
-57,000
-1% -$11.2M 0.8% 15
2017
Q2
$845M Buy
4,558,382
+185,484
+4% +$34.4M 0.82% 14
2017
Q1
$717M Buy
4,372,898
+255,799
+6% +$42M 0.73% 19
2016
Q4
$659M Sell
4,117,099
-469,629
-10% -$75.2M 0.74% 18
2016
Q3
$642M Buy
4,586,728
+2,528
+0.1% +$354K 0.69% 22
2016
Q2
$647M Buy
4,584,200
+159,543
+4% +$22.5M 0.73% 20
2016
Q1
$570M Buy
4,424,657
+508,995
+13% +$65.6M 0.66% 21
2015
Q4
$461M Sell
3,915,662
-793,650
-17% -$93.4M 0.53% 35
2015
Q3
$546M Sell
4,709,312
-543,750
-10% -$63.1M 0.6% 31
2015
Q2
$641M Sell
5,253,062
-2,328
-0% -$284K 0.61% 29
2015
Q1
$622M Buy
5,255,390
+262,488
+5% +$31M 0.6% 27
2014
Q4
$505M Sell
4,992,902
-30,639
-0.6% -$3.1M 0.48% 40
2014
Q3
$433M Sell
5,023,541
-434,458
-8% -$37.5M 0.43% 49
2014
Q2
$446M Sell
5,457,999
-576,472
-10% -$47.1M 0.45% 47
2014
Q1
$495M Sell
6,034,471
-2,174,708
-26% -$178M 0.53% 33
2013
Q4
$618M Sell
8,209,179
-745,993
-8% -$56.2M 0.71% 20
2013
Q3
$641M Sell
8,955,172
-1,588,540
-15% -$114M 0.79% 16
2013
Q2
$690M Buy
+10,543,712
New +$690M 0.89% 15