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UNH · Unitedhealth Group Inc · Held by Funds

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$395.72 -13.66 (-3.34%) At close · Nov 5 Play latest call Q3 2026 earnings call transcript
S&P 500 member Russell 1000 member Dow 30 member Rebalance outlook locked
Market Cap
$354.57B
Shares
896.02M
Volume · Nov 5 6.88M Avg daily vol (3M) 5.15M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of UNH by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 19.38% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.28% 38,343,958
Index ETFs 15.10% 135,289,519
Active ETFs 1.19% 10,704,709
Active funds 13.88% 124,329,132
Unclassified 3.06% 27,445,785
All registered funds 37.51% 336,113,103
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding UNH

1,696 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 28,830,981 $11,983,020,633 0.52%
VANGUARD 500 INDEX FUND 23,532,667 $9,780,882,385 0.59%
iShares Core S&P 500 ETF 12,491,989 $5,192,045,388 0.58%
Fidelity 500 Index Fund 11,788,528 $4,590,570,688 0.53%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 10,998,841 $4,571,448,285 0.59%
Schwab U.S. Dividend Equity ETF 11,009,455 $4,287,191,872 3.82%
VANGUARD VALUE INDEX FUND 8,644,123 $3,592,756,842 1.41%
Washington Mutual Investors Fund 8,601,467 $3,564,447,925 1.63%
American Balanced Fund 8,255,111 $3,431,071,785 1.19%
State Street(R) Health Care Select Sector SPDR(R) ETF 6,415,798 $2,666,598,123 6.57%
Dodge & Cox Stock Fund 6,000,460 $2,493,971,190 2.11%
Income Fund of America 5,625,179 $2,331,074,178 1.57%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 5,138,234 $2,129,284,170 1.63%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 5,116,762 $2,120,386,173 4.69%
VANGUARD INSTITUTIONAL INDEX FUND 4,930,007 $2,049,058,809 0.58%
American Funds Fundamental Investors 4,911,351 $2,041,304,816 1.13%
VANGUARD HEALTH CARE FUND 3,730,515 $1,545,925,416 4.05%
Growth Fund of America 3,923,976 $1,528,035,494 0.43%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 3,635,635 $1,506,607,144 1.52%
Strategic Advisers Fidelity U.S. Total Stock Fund 3,243,914 $1,263,212,551 0.48%
Investment Co of America 2,909,928 $1,209,453,375 0.66%
VANGUARD HEALTH CARE INDEX FUND 2,771,344 $1,079,189,067 4.90%
Fidelity Contrafund 2,590,327 $1,076,617,611 0.60%
Putnam Large Cap Value Fund 2,596,941 $1,076,172,350 1.94%
American Mutual Fund 2,452,433 $1,016,288,235 0.86%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 2,165,869 $900,200,132 0.58%
Schwab U.S. Large-Cap Growth ETF 2,205,025 $858,658,785 1.36%
Schwab S&P 500 Index Fund 2,028,408 $840,572,275 0.58%
iShares Russell 1000 Value ETF 2,016,771 $838,230,531 1.05%
JPMorgan Equity Income Fund 1,907,668 $792,884,051 1.82%
iShares Core Dividend Growth ETF 1,813,700 $751,597,280 1.76%
T. Rowe Price Health Sciences Fund, Inc. 1,721,743 $715,608,043 5.99%
Fidelity Total Market Index Fund 1,734,154 $675,296,909 0.47%
T. Rowe Price Value Fund, Inc. 1,612,210 $670,082,842 1.97%
Capital Income Builder 1,514,690 $627,687,536 0.48%
Fidelity Blue Chip Growth Fund 1,502,663 $622,703,547 0.63%
iShares S&P 500 Value ETF 1,492,966 $620,521,459 1.30%
Columbia Dividend Income Fund 1,589,094 $618,809,095 1.27%
Janus Henderson Forty Fund 1,472,552 $612,036,788 2.57%
VANGUARD WELLINGTON FUND 1,539,597 $599,534,468 0.49%
Fidelity Series Total Market Index Fund 1,415,916 $551,371,850 0.47%
iShares Core S&P Total U.S. Stock Market ETF 1,168,913 $485,835,310 0.52%
WisdomTree U.S. Quality Dividend Growth Fund 1,166,460 $484,815,770 2.92%
Franklin Rising Dividends Fund 1,158,000 $481,299,540 1.76%
VANGUARD WINDSOR II FUND 1,143,647 $473,927,317 0.71%
BlackRock Equity Dividend Fund 1,135,605 $470,594,712 2.30%
Growth-Income Fund 1,116,199 $463,925,790 1.01%
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF 1,104,429 $459,033,825 1.30%
VANGUARD LARGE-CAP INDEX FUND 1,060,618 $440,824,659 0.60%
College Retirement Equities Fund - Total Global Stock Account 1,022,224 $424,866,961 0.29%
Showing 1–50 of 1,696 positions
Key facts CIK 731766 CUSIP 91324P102 13F (30d) 1747 filings 1679 filers Visit website Investor relations