Flowvium
Zurück zum Explorer

UnitedHealth Group

UNHleader

UnitedHealth Group is the largest health insurer and healthcare company in the US by revenue. Through its Optum division, it also operates one of the largest pharmacy benefit managers and healthcare analytics platforms.

Teilen:
⇄ Compare

Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($371.6B)

Statische Daten (Echtzeitfinanzen werden geladen…)

UnitedHealthcare (55%)
Optum Health (20%)
Optum Rx (15%)
Optum Insight (10%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

UnitedHealthcare55%

Health insurance plans for employers, individuals, and government programs

Optum Health20%

Care delivery, behavioral health, and home & community care services

Optum Rx15%

Pharmacy benefit management and specialty pharmacy services

Optum Insight10%

Data analytics, technology, and consulting for healthcare organizations

Lieferkettenbeziehungen

Wettbewerber

The Cigna Group

Managed care plans

Auswirkung: Major market competitor

Elevance Health

Health insurance

Auswirkung: Major market competitor

Wichtige Kunden

HCA Healthcare

Insured patient volume

Auswirkung: $5B+ annually

Makro- und Marktkontext

헬스케어Sektornachrichten

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

Nächste Katalysatoren

◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개

Institutionelle Signale

InstitutionAktionWertQuartalEinreichungsdatum
Berkshire Hathawayreducing$645M2025.122026-02-17↓
Berkshire Hathawayaccumulating$1.0B2025.122026-02-17↑
BlackRockaccumulating$1.1B2024.062024-08-13↑
BlackRockreducing$392M2024.062024-08-13↓
BlackRockreducing$434M2024.062024-08-13↓
BlackRockreducing$21M2024.062024-08-13↓
BlackRockreducing$67M2024.062024-08-13↓
BlackRockaccumulating$1.9B2024.062024-08-13↑
BlackRockaccumulating$1.3B2024.062024-08-13↑
BlackRockaccumulating$12.9B2024.062024-08-13↑
BlackRockaccumulating$10.2B2024.062024-08-13↑
BlackRockaccumulating$826M2024.062024-08-13↑
BlackRockaccumulating$1.0B2024.062024-08-13↑
BlackRockreducing$608M2024.062024-08-13↓
BlackRockaccumulating$955M2024.062024-08-13↑
BlackRockreducing$2M2024.062024-08-13↓
BlackRockaccumulating$3.4B2024.062024-08-13↑
BlackRockreducing$113M2024.062024-08-13↓
BlackRockreducing$24M2024.062024-08-13↓
BlackRockaccumulating$1.2B2024.062024-08-13↑
BlackRockreducing$103M2024.062024-08-13↓
BlackRockreducing$12M2024.062024-08-13↓
BlackRockreducing$23M2024.062024-08-13↓
BlackRockaccumulating$749M2024.062024-08-13↑
Vanguard Groupaccumulating$27.2B2025.122026-01-29↑
Vanguard Groupaccumulating$653M2025.122026-01-29↑
Vanguard Groupreducing$1K2025.122026-01-29↓
Vanguard Groupaccumulating$144M2025.122026-01-29↑
Vanguard Groupaccumulating$559M2025.122026-01-29↑
Vanguard Groupaccumulating$5M2025.122026-01-29↑
Vanguard Groupaccumulating$1.7B2025.122026-01-29↑
State Streetaccumulating$14.9B2025.122026-02-13↑
Wellington Managementaccumulating$4.9B2025.122026-02-17↑
Wellington Managementreducing$46M2025.122026-02-17↓
Wellington Managementreducing$11M2025.122026-02-17↓
Wellington Managementreducing$35M2025.122026-02-17↓
Wellington Managementreducing$5M2025.122026-02-17↓
Wellington Managementreducing$15M2025.122026-02-17↓
Wellington Managementreducing$44M2025.122026-02-17↓
Wellington Managementaccumulating$54M2025.122026-02-17↑
Wellington Managementreducing$48M2025.122026-02-17↓
Viking Global Investorsnew position$395M2025.122026-02-17↑
FMR (Fidelity)accumulating$2.3B2025.122026-02-17↑
FMR (Fidelity)reducing$434K2025.122026-02-17↓
FMR (Fidelity)accumulating$32M2025.122026-02-17↑
FMR (Fidelity)accumulating$1.2B2025.122026-02-17↑
FMR (Fidelity)accumulating$66M2025.122026-02-17↑
FMR (Fidelity)accumulating$491M2025.122026-02-17↑
FMR (Fidelity)accumulating$14M2025.122026-02-17↑
FMR (Fidelity)reducing$0K2025.122026-02-17↓

Aktuelle Nachrichten

Nachrichten laden...

KI-Analyse

Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von UnitedHealth Group.

Verwandte Makro-Themen

Alle Themen

Regulatory Capture

How powerful entities design legislation to entrench their advantage — turning regulators into protectors of incumbents.

Revolving doorRegulatory moatLobbying spend

Unternehmensinformationen

Hauptsitz

Minnetonka, Minnesota, USA

Gegründet

1977

Mitarbeiter

400,000+

Sektorübersicht — 헬스케어

Sektornachrichten

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

Hauptthemen

  • •CMS 메디케어 어드밴티지 수가 인하 → 보험사 마진 압박
  • •AI 영상진단·병리학 도입 가속 — Tempus, Veracyte 수혜
  • •GLP-1 보험 적용 확대 논의 → UNH·CVS 비용 증가 리스크

Nächste Katalysatoren

  • ◆CMS 메디케어 최종 수가 발표 (2026.Q2)
  • ◆UNH/HUM/CVS Q1 실적 (2026.04)