PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in UNH — Unitedhealth Group Inc

CIK 12600 DES MOINES, IA

Position in UNH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$12,607,304

+$5,721,060 QoQ

Shares Held

30,333

+19.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#663

of 3,349 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $30,688,543 across 7 Healthcare Plans names. UNH ranks #1 (41.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	30,333	$12,607,304
2	ELV	Elevance Health, Inc.	21,134	$8,173,151
3	CI	Cigna Group	17,694	$4,877,881
4	CVS	CVS HEALTH Corp	33,514	$3,467,023
5	ALHC	Alignment Healthcare, Inc.	27,941	$665,275
6	HUM	Humana Inc	1,261	$500,894
7	CNC	Centene Corp	6,185	$397,015

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,607,304	30,333	+19.2%	Shares	Sole	2026-08-04
2026-03-31	$6,886,244	25,449	-3.0%	Shares	Sole	2026-05-13
2025-12-31	$8,661,756	26,239	-10.9%	Shares	Sole	2026-02-12
2025-09-30	$10,168,049	29,447	-1.4%	Shares	Sole	2025-11-12
2025-06-30	$9,317,296	29,866	+13.3%	Shares	Sole	2025-08-11
2025-03-31	$13,802,907	26,354	0.0%	Shares	Sole	2025-04-30
2024-12-31	$13,331,434	26,354	+11.1%	Shares	Sole	2025-01-30
2024-09-30	$13,872,117	23,726	+8.9%	Shares	Sole	2024-10-28
2024-06-30	$11,098,303	21,793	+6.4%	Shares	Sole	2024-07-31
2024-03-31	$10,132,940	20,483	+2.2%	Shares	Sole	2024-05-10
2023-12-31	$10,556,249	20,051	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.