UnitedHealth Group Incorporated
IT ˙ BIT ˙ US91324P1021
342,40 € ↑12,00 (3,63%)
2026-06-04
AKTIENPREIS
SecurityIT:1UNH / UnitedHealth Group Incorporated
InstitutionAllworth Financial LP
Latest Disclosed Ownership113,414 shares
Latest Disclosed Value $ 30,688,608
Allworth Financial LP reports 19.34% increase in ownership of 1UNH / UnitedHealth Group Incorporated

On May 14, 2026 - Allworth Financial LP filed a 13F-HR form disclosing ownership of 113,414 shares of UnitedHealth Group Incorporated (IT:1UNH) valued at $25,676,930 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 95,035 shares of UnitedHealth Group Incorporated. This represents a change in shares of 19.34% during the quarter. The current value of the position is $38,832,954 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F UNITEDHEALTH GROUP COM 91324P102 113,414 18,379 19.34 30,689 -2.18 0.1242
2026-02-05 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 95,035 958 1.02 31,372 -3.43 0.1285
2025-12-02 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 94,077 3,194 3.51 32,485 14.57 0.1432
2025-08-07 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 90,883 13,838 17.96 28,353 -13.26 0.1358
2025-04-30 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 77,045 4,007 5.49 32,686 -13.89 0.1841
2025-01-30 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 73,038 2,564 3.64 37,959 -7.88 0.2088
2024-10-23 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 70,474 1,854 2.70 41,205 6.22 0.2509
2024-07-24 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 68,620 38,901 130.90 38,793 163.86 0.2502
2024-04-25 2024-03-31 13F UNITEDHEALTH GROUP COM 91324P102 29,719 1,309 4.61 14,702 -1.70 0.1039
2024-01-24 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 28,410 127 0.45 14,957 4.88 0.1144
2023-10-31 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 28,283 856 3.12 14,260 8.18 0.1222
2023-07-18 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 27,427 475 1.76 13,183 3.49 0.1118
2023-04-18 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 26,952 -16 -0.06 12,738 -10.92 0.1279
2023-01-13 2022-12-31 13F UNITEDHEALTH GROUP COM 91324P102 26,968 474 1.79 14,298 6.85 0.1584
2022-11-14 2022-09-30 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 26,494 -515 -1.91 13,381 -3.55 0.1690
2022-10-18 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 26,494 -515 13,381 0.1690
2022-07-13 2022-06-30 13F UNITEDHEALTH GROUP COM 91324P102 27,009 -118 -0.43 13,873 0.28 0.1899
2022-04-22 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 27,127 15,102 125.59 13,834 129.12 0.1764
2022-01-21 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 12,025 107 0.90 6,038 29.65 0.0856
2021-11-02 2021-09-30 13F UNITEDHEALTH GROUP COM 91324P102 11,918 5,869 97.02 4,657 92.28 0.0777
2021-08-02 2021-06-30 13F UNITEDHEALTH GROUP COM 91324P102 6,049 1,059 21.22 2,422 30.43 0.0448
2021-04-29 2021-03-31 13F UNITEDHEALTH GROUP COM 91324P102 4,990 2,849 133.07 1,857 147.27 0.0381
2021-01-26 2020-12-31 13F UNITEDHEALTH GROUP COM 91324P102 2,141 13 0.61 751 13.10 0.0197
2020-11-03 2020-09-30 13F UNITEDHEALTH GROUP COM 91324P102 2,128 55 2.65 664 8.67 0.0200
2020-07-24 2020-06-30 13F UNITEDHEALTH GROUP COM 91324P102 2,073 -3,502 -62.82 611 -56.07 0.0188
2020-04-17 2020-03-31 13F UNITEDHEALTH GROUP COM 91324P102 5,575 3,812 216.22 1,391 168.53 0.0462
2020-01-16 2019-12-31 13F UNITEDHEALTH GROUP COM 91324P102 1,763 313 21.59 518 64.44 0.0182
2019-10-09 2019-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,450 -130 -8.23 315 -18.39 0.0120
2019-07-25 2019-06-30 13F UNITEDHEALTH GROUP COM 91324P102 1,580 4 0.25 386 -1.03 0.0151
2019-05-07 2019-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,576 4 0.25 390 -0.51 0.0169
2019-02-11 2018-12-31 13F UNITEDHEALTH GROUP COM 91324P102 1,572 146 10.24 392 3.16 0.0194
2018-10-29 2018-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,426 2 0.14 380 8.88 0.0172
2018-08-08 2018-06-30 13F UNITEDHEALTH GROUP COM 91324P102 1,424 8 0.56 349 15.18 0.0167
2018-05-01 2018-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,416 0 0.00 303 -2.88 0.0233
2018-02-21 2017-12-31 13F UNITEDHEALTH GROUP COM 91324P102 1,416 535 60.73 312 81.40 0.0243
2017-10-12 2017-09-30 13F UNITEDHEALTH GROUP COM 91324P102 881 4 0.46 172 5.52 0.0142
2017-08-07 2017-06-30 13F UNITEDHEALTH GROUP COM 91324P102 877 -18 -2.01 163 10.88 0.0144
2017-05-09 2017-03-31 13F UNITEDHEALTH GROUP COM 91324P102 895 15 1.70 147 4.26 0.0138
2017-02-02 2016-12-31 13F UNITEDHEALTH GROUP COM 91324P102 880 -18 -2.00 141 11.90 0.0143
2017-02-07 2016-09-30 13F UNITEDHEALTH GROUP COM 91324P102 898 3 0.34 126 0.00 0.0133
2016-08-22 2016-06-30 13F UNITEDHEALTH GROUP COM 91324P102 895 4 0.45 126 9.57 0.0141
2016-05-16 2016-03-31 13F UNITEDHEALTH GROUP COM 91324P102 891 0 0.00 115 9.52 0.0144
2016-02-16 2015-12-31 13F UNITEDHEALTH GROUP COM 91324P102 891 12 1.37 105 2.94 0.0190
2015-10-30 2015-09-30 13F UNITEDHEALTH GROUP COM 91324P102 879 3 0.34 102 -4.67 0.0363
2015-08-06 2015-06-30 13F UNITEDHEALTH GROUP COM 91324P102 876 4 0.46 107 3.88 0.0382
2015-06-01 2015-03-31 13F UNITEDHEALTH GROUP COM 91324P102 872 872 103 0.0383
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.