Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$583,860,396
+$216,042,810 QoQ
Shares Held
1,404,760
+3.3% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#72
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,108,246,989 across 11 Healthcare Plans names. UNH ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,404,760 | $583,860,396 | |
| 2 | CVS |
CVS HEALTH Corp
|
1,469,883 | $152,059,395 | |
| 3 | ELV |
Elevance Health, Inc.
|
259,766 | $100,459,304 | |
| 4 | CI |
Cigna Group
|
310,596 | $85,625,104 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
252,714 | $57,795,691 | |
| 6 | HUM |
Humana Inc
|
131,870 | $52,381,401 | |
| 7 | CNC |
Centene Corp
|
533,054 | $34,216,735 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
1,073,956 | $25,570,891 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583,860,396 | 1,404,760 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $367,817,586 | 1,359,317 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $452,552,418 | 1,370,914 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $498,256,849 | 1,442,968 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $638,471,872 | 2,046,581 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $982,489,006 | 1,875,874 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $987,446,305 | 1,952,015 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,039,932,894 | 1,778,636 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $813,877,433 | 1,598,157 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $789,709,892 | 1,596,341 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $854,765,634 | 1,623,579 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $797,376,483 | 1,581,500 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $759,419,369 | 1,580,017 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $754,928,497 | 1,597,428 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $874,629,462 | 1,649,684 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $841,483,506 | 1,666,172 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $836,786,476 | 1,629,162 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $841,588,701 | 1,650,271 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $813,608,402 | 1,620,282 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $644,863,228 | 1,650,364 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $549,399,274 | 1,371,989 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $520,221,576 | 1,398,182 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $519,115,461 | 1,480,311 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $465,497,551 | 1,493,080 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $469,085,529 | 1,590,390 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $395,678,526 | 1,586,649 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||