Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$135,423,475
+$35,257,552 QoQ
Shares Held
325,827
-12.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#212
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, 2026Swiss Life Asset Management Ltd holds $234,868,376 across 11 Healthcare Plans names. UNH ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
325,827 | $135,423,475 | |
| 2 | CVS |
CVS HEALTH Corp
|
421,213 | $43,574,484 | |
| 3 | ELV |
Elevance Health, Inc.
|
48,988 | $18,945,128 | |
| 4 | CI |
Cigna Group
|
59,061 | $16,281,936 | |
| 5 | HUM |
Humana Inc
|
26,424 | $10,496,140 | |
| 6 | CNC |
Centene Corp
|
121,358 | $7,789,969 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
5,142 | $1,175,975 | |
| 8 | OSCR |
Oscar Health, Inc.
|
15,302 | $436,413 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,423,475 | 325,827 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $100,165,923 | 370,176 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $126,147,904 | 382,139 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $100,776,840 | 291,853 | Shares | Defined | 2025-12-02 | |
| 2025-06-30 | $85,532,502 | 274,169 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $98,006,194 | 187,124 | Shares | Defined | 2025-12-02 | |
| 2024-12-31 | $87,984,734 | 173,931 | Shares | Defined | 2025-12-09 | |
| 2024-09-30 | $103,629,267 | 177,241 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $93,360,088 | 183,325 | Shares | Defined | 2025-12-09 | |
| 2024-03-31 | $92,053,775 | 186,080 | Shares | Defined | 2025-12-09 | |
| 2023-12-31 | $104,168,406 | 197,862 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $85,150,632 | 168,886 | Shares | Defined | 2025-12-09 | |
| 2023-06-30 | $79,359,430 | 165,112 | Shares | Defined | 2025-12-09 | |
| 2023-03-31 | $76,199,938 | 161,239 | Shares | Defined | 2025-12-09 | |
| 2022-12-31 | $73,258,681 | 138,177 | Shares | Sole | 2025-12-09 | |
| 2022-09-30 | $70,664,185 | 139,918 | Shares | Defined | 2025-12-09 | |
| 2022-06-30 | $65,998,886 | 128,495 | Shares | Sole | 2025-12-09 | |
| 2022-03-31 | $76,188,497 | 149,398 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $79,230,159 | 157,785 | Shares | Sole | 2025-12-29 | |
| 2021-09-30 | $65,283,275 | 167,076 | Shares | Defined | 2025-12-29 | |
| 2021-06-30 | $70,157,488 | 175,201 | Shares | Defined | 2025-12-29 | |
| 2021-03-31 | $66,514,208 | 178,768 | Shares | Defined | 2025-12-29 | |
| 2020-12-31 | $61,383,728 | 175,042 | Shares | Defined | 2025-12-29 | |
| 2020-09-30 | $99,016,281 | 317,594 | Shares | Defined | 2025-12-29 | |
| 2020-06-30 | $92,488,650 | 313,574 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $77,304,557 | 309,987 | Shares | Defined | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||