UBS Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $934M | Buy |
3,452,797
+729,134
| +27% | +$217M | 0.14% | 144 |
|
|
2025
Q4 | $899M | Sell |
2,723,663
-1,839,868
| -40% | -$624M | 0.15% | 127 |
|
|
2025
Q3 | $1.58B | Buy |
4,563,531
+158,349
| +4% | +$47.9M | 0.25% | 58 |
|
|
2025
Q2 | $1.37B | Sell |
4,405,182
-1,089,486
| -20% | -$416M | 0.24% | 64 |
|
|
2025
Q1 | $2.88B | Buy |
5,494,668
+358,350
| +7% | +$183M | 0.53% | 17 |
|
|
2024
Q4 | $2.6B | Sell |
5,136,318
-986,770
| -16% | -$561M | 0.48% | 17 |
|
|
2024
Q3 | $3.58B | Sell |
6,123,088
-4,659
| -0.1% | -$2.64M | 0.78% | 15 |
|
|
2024
Q2 | $3.12B | Buy |
6,127,747
+1,330,052
| +28% | +$652M | 0.77% | 15 |
|
|
2024
Q1 | $2.37B | Buy |
4,797,695
+979,408
| +26% | +$498M | 0.59% | 17 |
|
|
2023
Q4 | $2.01B | Buy |
3,818,287
+291,491
| +8% | +$155M | 0.6% | 17 |
|
|
2023
Q3 | $1.78B | Sell |
3,526,796
-634,288
| -15% | -$312M | 0.61% | 16 |
|
|
2023
Q2 | $2B | Buy |
4,161,084
+727,018
| +21% | +$355M | 0.68% | 12 |
|
|
2023
Q1 | $1.62B | Buy |
3,434,066
+139,473
| +4% | +$67.3M | 0.59% | 19 |
|
|
2022
Q4 | $1.75B | Buy |
3,294,593
+531,784
| +19% | +$282M | 0.65% | 15 |
|
|
2022
Q3 | $1.4B | Sell |
2,762,809
-109,538
| -4% | -$57.6M | 0.61% | 16 |
|
|
2022
Q2 | $1.48B | Buy |
2,872,347
+147
| +0% | +$73.8K | 0.61% | 19 |
|
|
2022
Q1 | $1.46B | Sell |
2,872,200
-188,219
| -6% | -$90.8M | 0.49% | 30 |
|
|
2021
Q4 | $1.54B | Buy |
3,060,419
+233,958
| +8% | +$106M | 0.44% | 33 |
|
|
2021
Q3 | $1.1B | Sell |
2,826,461
-157,983
| -5% | -$65.4M | 0.35% | 49 |
|
|
2021
Q2 | $1.2B | Sell |
2,984,444
-76,423
| -2% | -$30.5M | 0.39% | 40 |
|
|
2021
Q1 | $1.14B | Sell |
3,060,867
-294,762
| -9% | -$102M | 0.38% | 46 |
|
|
2020
Q4 | $1.18B | Sell |
3,355,629
-166,416
| -5% | -$55.8M | 0.4% | 44 |
|
|
2020
Q3 | $1.1B | Sell |
3,522,045
-398,102
| -10% | -$122M | 0.41% | 52 |
|
|
2020
Q2 | $1.16B | Sell |
3,920,147
-292,998
| -7% | -$84M | 0.49% | 37 |
|
|
2020
Q1 | $1.05B | Sell |
4,213,145
-297,822
| -7% | -$82M | 0.5% | 39 |
|
|
2019
Q4 | $1.33B | Sell |
4,510,967
-222,991
| -5% | -$58.3M | 0.46% | 35 |
|
|
2019
Q3 | $1.03B | Sell |
4,733,958
-179,720
| -4% | -$43.4M | 0.4% | 49 |
|
|
2019
Q2 | $1.2B | Buy |
4,913,678
+81,898
| +2% | +$19.7M | 0.46% | 43 |
|
|
2019
Q1 | $1.19B | Buy |
4,831,780
+461,524
| +11% | +$118M | 0.49% | 39 |
|
|
2018
Q4 | $1.09B | Sell |
4,370,256
-276,368
| -6% | -$73M | 0.49% | 35 |
|
|
2018
Q3 | $1.24B | Buy |
4,646,624
+207,104
| +5% | +$53.9M | 0.49% | 32 |
|
|
2018
Q2 | $1.09B | Buy |
4,439,520
+982,145
| +28% | +$236M | 0.47% | 36 |
|
|
2018
Q1 | $740M | Buy |
3,457,375
+1,244,181
| +56% | +$284M | 0.32% | 66 |
|
|
2017
Q4 | $488M | Sell |
2,213,194
-25,391
| -1% | -$5.38M | 0.2% | 127 |
|
|
2017
Q3 | $438M | Sell |
2,238,585
-6,198
| -0.3% | -$1.2M | 0.2% | 113 |
|
|
2017
Q2 | $416M | Buy |
2,244,783
+314,395
| +16% | +$55.1M | 0.22% | 111 |
|
|
2017
Q1 | $317M | Buy |
1,930,388
+223,661
| +13% | +$36.6M | 0.17% | 141 |
|
|
2016
Q4 | $273M | Buy |
1,706,727
+38,776
| +2% | +$5.79M | 0.15% | 157 |
|
|
2016
Q3 | $234M | Buy |
1,667,951
+43,449
| +3% | +$6.09M | 0.14% | 169 |
|
|
2016
Q2 | $229M | Sell |
1,624,502
-54,951
| -3% | -$7.33M | 0.14% | 160 |
|
|
2016
Q1 | $216M | Sell |
1,679,453
-239,347
| -12% | -$28.3M | 0.15% | 155 |
|
|
2015
Q4 | $226M | Buy |
1,918,800
+241,578
| +14% | +$28.2M | 0.15% | 153 |
|
|
2015
Q3 | $195M | Sell |
1,677,222
-30,229
| -2% | -$3.62M | 0.14% | 162 |
|
|
2015
Q2 | $208M | Sell |
1,707,451
-119,993
| -7% | -$14.2M | 0.14% | 172 |
|
|
2015
Q1 | $216M | Buy |
1,827,444
+103,055
| +6% | +$11.4M | 0.15% | 157 |
|
|
2014
Q4 | $174M | Buy |
+1,724,389
| New | +$163M | 0.12% | 187 |
|
Other funds holding UNH
VCM
VPM
UBS Group's UNH Position: Q1 2026 in Review
UBS Group increased its UnitedHealth (UNH) stake by 27% in Q1 2026, buying an estimated $217M and bringing the position to 3,452,797 shares worth $934M. The position accounts for 0.14% of the portfolio, ranked #144.
UBS Group first reported a position in UNH in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.58B in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- UBS Group held 3,452,797 shares of UnitedHealth worth $934M as of Q1 2026.
- UBS Group bought 729,134 UnitedHealth shares in Q1 2026, an estimated $217M.
- UnitedHealth made up 0.14% of UBS Group's portfolio in Q1 2026, its #144 holding.
- UBS Group first reported a position in UnitedHealth in Q4 2014 and has held it in 46 quarters since.
- UBS Group's UnitedHealth position peaked at $3.58B in Q3 2024.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.