US91324PEQ19 - UnitedHealth Group Inc Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

Basisstatistiken
Institutionelle Eigentümer 4 total, 4 long only, 0 short only, 0 long/short - change of 14,06% MRQ
Durchschnittliche Portfolioallokation 0.0845 % - change of -12,81% MRQ
Institutionelle Aktien (Long) 782.000 (ex 13D/G) - change of 0,03MM shares 3,99% MRQ
Institutioneller Wert (Long) $ 806 USD ($1000)
Institutioneller Eigentümerschaft und Aktionäre

UnitedHealth Group Inc (US:US91324PEQ19) hat 4 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 782,000 Aktien. Die größten Aktionäre sind MXIOX - Great-West Inflation-Protected Securities Fund Institutional Class, MXFDX - Great-West Core Bond Fund Investor Class, Sofos Investments, Inc., and Financial Gravity Companies, Inc. .

UnitedHealth Group Inc (US91324PEQ19) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.

US91324PEQ19 / UnitedHealth Group Inc - 5.3% 2030-02-15 Institutional Ownership
13F und NPORT Einreichungen

Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2025-07-22 NP DCFFX - Destinations Core Fixed Income Fund Class I 36 -81,38
2025-07-29 NP ACPSX - Invesco Core Plus Bond Fund Class A 306 -47,96
2025-08-29 NP Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 3 0,00
2025-06-26 NP ISTB - iShares Core 1-5 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 394
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 311 0,32
2025-04-30 13F Sofos Investments, Inc. 8.000 0,00 8 0,00
2025-06-30 NP AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 154 -42,91
2025-07-29 NP VSCSX - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23.223
2025-08-29 NP QSIG - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 121
2025-07-29 NP MYCJ - SPDR SSGA My2030 Corporate Bond ETF 326 -1,52
2025-06-23 NP PGDIX - Global Diversified Income Fund Institutional Class 104 1,98
2025-08-29 NP PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 290
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 906 0,33
2025-05-29 NP JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 567 1,43
2025-08-21 NP MXFDX - Great-West Core Bond Fund Investor Class 30.000 -95,20 31 -95,30
2025-08-27 NP VBISX - Vanguard Short-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.204 7,43
2025-06-26 NP QLTA - iShares Aaa - A Rated Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 835 -6,40
2025-05-29 NP CANAX - American Funds Strategic Bond Fund Class 529-A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.536 1,58
2025-08-25 NP HIABX - Hartford Total Return Bond Hls Fund Ia 129
2025-06-25 NP DBMIX - BNY Mellon Bond Market Index Fund Investor Shares 156 1,97
2025-07-25 NP GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 276 -0,36
2025-07-29 NP ACCEX - Invesco Corporate Bond Fund Class C 2.925 -14,70
2025-08-29 NP CORP - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 51 0,00
2025-08-26 NP FASBX - Franklin Templeton SMACS: Series CP 9
2025-04-24 NP IMTB - iShares Core 5-10 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26 0,00
2025-05-22 NP MXIOX - Great-West Inflation-Protected Securities Fund Institutional Class 736.000 0,00 760 1,61
2025-04-29 NP STTIX - North Square Core Plus Bond Fund Class I 26 0,00
2025-07-25 NP IGSB - iShares Short-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.146 61,26
2025-08-25 NP MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 271 0,37
2025-07-29 NP VTC - Vanguard Total Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 230
2025-07-29 NP Invesco Bond Fund This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 153 -15,08
2025-06-26 NP DVRAX - MFS Global Alternative Strategy Fund A 93 2,20
2025-06-26 NP MFBFX - MFS Corporate Bond Fund A 8.744 1,82
2025-08-27 NP Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 36
2025-07-25 NP DIFAX - MFS Diversified Income Fund A 598 -34,79
2025-07-25 NP EAGG - iShares ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 67 0,00
2025-07-29 NP BSCU - Invesco BulletShares 2030 Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.981 -7,14
2025-08-26 NP FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.626 0,33
2025-06-30 NP GTO - Invesco Total Return Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36 -50,68
2025-06-26 NP BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.642 1,81
2025-08-26 NP FACBX - Franklin Templeton SMACS: Series C 8
2025-07-30 NP SHAG - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 33
2025-08-27 NP VIITX - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.846 0,35
2025-04-18 NP AVIG - Avantis Core Fixed Income ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 566 -0,35
2025-08-28 NP SPAB - SPDR(R) Portfolio Aggregate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 351 0,29
2025-04-25 NP VICSX - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33.972 -10,45
2025-07-25 NP LQD - iShares iBoxx $ Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.246 24,90
2025-06-26 NP NUBD - Nuveen ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 166 -22,43
2025-08-27 NP JNL SERIES TRUST - JNL Bond Index Fund (I) 207 0,49
2025-08-28 NP SPIB - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.742 41,95
2025-06-26 NP SLQD - iShares 0-5 Year Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 860
2025-08-27 NP VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21.811 0,34
2025-08-29 NP AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 2 0,00
2025-08-25 NP ABALX - AMERICAN BALANCED FUND Class A 3.003 0,37
2025-08-25 NP SCHZ - Schwab U.S. Aggregate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 414 0,49
2025-06-26 NP IBDV - iShares iBonds Dec 2030 Term Corporate ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.765 0,44
2025-07-25 NP AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.475 -0,49
2025-08-25 NP SCHJ - Schwab 1-5 Year Corporate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 264 0,38
2025-07-25 NP SWSBX - Schwab Short-Term Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 205
2025-08-28 NP STFBX - State Farm Balanced Fund 259 0,00
2025-07-25 NP SWAGX - Schwab U.S. Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 154 -50,32
2025-06-25 NP FSIG - First Trust Limited Duration Investment Grade Corporate ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.634 1,82
2025-06-30 NP NMKYX - North Square McKee Bond Fund Class Y 238 1,72
2025-08-27 NP ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 129 -83,20
2025-07-29 NP VCEB - Vanguard ESG U.S. Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 430 -9,30
2025-08-29 NP JAJNX - Investment Quality Bond Trust NAV 16
2025-06-26 NP BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 830 1,72
2025-07-30 NP UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 35 0,00
2025-08-27 NP VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10.624 0,34
2025-08-08 13F Financial Gravity Companies, Inc. 8.000 0,00 8 0,00
2025-08-28 NP TBIIX - TIAA-CREF Bond Index Fund Institutional Class 1.036 0,29
2025-07-25 NP USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.968 -6,99
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 311 0,32
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