UBS Group’s UnitedHealth UNH Stock Holding History

UBS Group’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.1M	Sell	133,400 -55,900	-30%	-$16.6M	0.01%	1973
2025 Q4	$62.5M	Sell	189,300 -110,500	-37%	-$37.4M	0.01%	1406
2025 Q3	$104M	Sell	299,800 -18,200	-6%	-$5.5M	0.02%	1008
2025 Q2	$99.2M	Sell	318,000 -87,700	-22%	-$33.5M	0.02%	968
2025 Q1	$212M	Sell	405,700 -175,000	-30%	-$89.5M	0.04%	474
2024 Q4	$294M	Sell	580,700 -51,700	-8%	-$29.4M	0.05%	336
2024 Q3	$370M	Buy	632,400 +191,994	+44%	+$109M	0.08%	240
2024 Q2	$224M	Sell	440,406 -59,194	-12%	-$29M	0.06%	314
2024 Q1	$247M	Buy	499,600 +708	+0.1%	+$360K	0.06%	302
2023 Q4	$263M	Sell	498,892 -17,608	-3%	-$9.39M	0.08%	254
2023 Q3	$260M	Buy	516,500 +298,700	+137%	+$147M	0.09%	224
2023 Q2	$105M	Buy	217,800 +64,100	+42%	+$31.3M	0.04%	480
2023 Q1	$72.6M	Sell	153,700 -183,600	-54%	-$88.6M	0.03%	593
2022 Q4	$179M	Buy	337,300 +86,200	+34%	+$45.7M	0.07%	305
2022 Q3	$127M	Buy	251,100 +76,600	+44%	+$40.3M	0.06%	340
2022 Q2	$89.6M	Sell	174,500 -62,700	-26%	-$31.5M	0.04%	491
2022 Q1	$121M	Sell	237,200 -306,700	-56%	-$148M	0.04%	453
2021 Q4	$273M	Buy	543,900 +194,156	+56%	+$87.9M	0.08%	258
2021 Q3	$137M	Buy	349,744 +161,800	+86%	+$67M	0.04%	426
2021 Q2	$75.3M	Sell	187,944 -80,600	-30%	-$32.1M	0.02%	631
2021 Q1	$99.9M	Sell	268,544 -67,356	-20%	-$23.3M	0.03%	518
2020 Q4	$118M	Sell	335,900 -24,100	-7%	-$8.08M	0.04%	427
2020 Q3	$112M	Buy	360,000 +257,400	+251%	+$79.1M	0.04%	366
2020 Q2	$30.3M	Sell	102,600 -140,200	-58%	-$40.2M	0.01%	841
2020 Q1	$60.5M	Sell	242,800 -29,400	-11%	-$8.09M	0.03%	475
2019 Q4	$80M	Buy	272,200 +62,500	+30%	+$16.4M	0.03%	533
2019 Q3	$45.6M	Sell	209,700 -17,600	-8%	-$4.25M	0.02%	744
2019 Q2	$55.5M	Buy	227,300 +164,800	+264%	+$39.6M	0.02%	629
2019 Q1	$15.5M	Sell	62,500 -106,800	-63%	-$27.2M	0.01%	1329
2018 Q4	$42.2M	Buy	169,300 +107,000	+172%	+$28.3M	0.02%	670
2018 Q3	$16.6M	Sell	62,300 -17,500	-22%	-$4.55M	0.01%	1344
2018 Q2	$19.6M	Buy	79,800 +44,600	+127%	+$10.7M	0.01%	1187
2018 Q1	$7.53M	Sell	35,200 -66,100	-65%	-$15.1M	﹤0.01%	1934
2017 Q4	$22.3M	Sell	101,300 -1,600	-2%	-$339K	0.01%	1127
2017 Q3	$20.2M	Buy	102,900 +43,000	+72%	+$8.31M	0.01%	1094
2017 Q2	$11.1M	Sell	59,900 -200	-0.3%	-$35.1K	0.01%	1454
2017 Q1	$9.86M	Sell	60,100 -124,200	-67%	-$20.3M	0.01%	1510
2016 Q4	$29.5M	Sell	184,300 -121,600	-40%	-$18.2M	0.02%	794
2016 Q3	$42.8M	Sell	305,900 -53,400	-15%	-$7.48M	0.03%	586
2016 Q2	$50.7M	Buy	359,300 +101,200	+39%	+$13.5M	0.03%	500
2016 Q1	$33.3M	Sell	258,100 -40,400	-14%	-$4.78M	0.02%	621
2015 Q4	$35.1M	Buy	298,500 +106,300	+55%	+$12.4M	0.02%	654
2015 Q3	$22.3M	Buy	192,200 +156,600	+440%	+$18.7M	0.02%	836
2015 Q2	$4.34M	Sell	35,600 -1,200	-3%	-$142K	﹤0.01%	2219
2015 Q1	$4.35M	Sell	36,800 -25,400	-41%	-$2.82M	﹤0.01%	2192
2014 Q4	$6.29M	Buy	+62,200	New	+$5.89M	﹤0.01%	1882

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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.