聯合健康集團公司
IT ˙ BIT ˙ US91324P1021
€342.40 ↑12.00 (3.63%)
2026-06-04
分享價格
SecurityIT:1UNH / UnitedHealth Group Incorporated
InstitutionEthic Inc.
Latest Disclosed Ownership93,211 shares
Latest Disclosed Value $ 25,221,997
Ethic Inc. reports 0.85% decrease in ownership of 1UNH / UnitedHealth Group Incorporated

On April 27, 2026 - Ethic Inc. filed a 13F-HR form disclosing ownership of 93,211 shares of UnitedHealth Group Incorporated (IT:1UNH) valued at $21,102,970 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 94,010 shares of UnitedHealth Group Incorporated. This represents a change in shares of -0.85% during the quarter. The current value of the position is $31,915,446 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F UNITEDHEALTH GROUP COM 91324P102 93,211 -799 -0.85 25,222 -18.73 0.3950
2026-02-03 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 94,010 2,458 2.68 31,034 -1.83 0.4772
2025-10-17 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 91,552 263 0.29 31,613 12.03 0.5201
2025-07-30 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 91,289 35 0.04 28,218 -40.89 0.5054
2025-05-13 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 91,254 5,515 6.43 47,737 10.06 0.9671
2025-02-14 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 85,739 8,716 11.32 43,372 13.83 0.8751
2024-11-13 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 77,023 -1,592 -2.03 38,103 -4.83 0.9628
2024-08-13 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 78,615 1,592 2.07 40,035 5.07 0.9389
2024-05-13 2024-03-31 13F UNITEDHEALTH GROUP COM 91324P102 77,023 4,627 6.39 38,103 -0.03 0.9627
2024-02-14 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 72,396 7,645 11.81 38,114 16.75 1.1274
2023-11-14 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 64,751 4,467 7.41 32,647 12.67 1.1455
2023-08-14 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 60,284 5,415 9.87 28,975 11.74 1.0743
2023-05-12 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 54,869 9,455 20.82 25,931 7.70 1.0520
2023-02-14 2022-12-31 13F UNITEDHEALTH GROUP COM 91324P102 45,414 1,114 2.51 24,077 7.62 1.3007
2022-11-14 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 44,300 2,717 6.53 22,373 4.75 1.5186
2022-08-10 2022-06-30 13F UNITEDHEALTH GROUP COM 91324P102 41,583 4,950 13.51 21,359 14.33 1.4888
2022-05-16 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 36,633 4,868 15.33 18,682 17.13 1.2896
2022-02-14 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 31,765 4,194 15.21 15,950 48.06 1.2298
2021-11-15 2021-09-30 13F UNITEDHEALTH GROUP COM 91324P102 27,571 3,709 15.54 10,773 12.75 1.1026
2021-08-10 2021-06-30 13F UNITEDHEALTH GROUP COM 91324P102 23,862 6,539 37.75 9,555 48.25 1.1583
2021-05-13 2021-03-31 13F UNITEDHEALTH GROUP COM 91324P102 17,323 5,050 41.15 6,445 49.74 1.1489
2021-02-10 2020-12-31 13F UNITEDHEALTH GROUP COM 91324P102 12,273 2,436 24.76 4,304 40.33 1.1378
2020-10-27 2020-09-30 13F UNITEDHEALTH GROUP COM 91324P102 9,837 2,328 31.00 3,067 38.47 1.1728
2020-08-12 2020-06-30 13F UNITEDHEALTH GROUP COM 91324P102 7,509 473 6.72 2,215 26.21 1.2604
2020-05-15 2020-03-31 13F UNITEDHEALTH GROUP COM 91324P102 7,036 330 4.92 1,755 -10.96 1.4652
2020-05-22 2019-12-31 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 6,706 6,706 1,971 1.5031
2020-02-13 2019-12-31 13F UNITEDHEALTH GROUP COM 91324P102 6,374 1,874 1.6152
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.