UnitedHealth Group
UNHleaderUnitedHealth 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.
製品と売上
製品別売上シェア
売上内訳 ($371.6B)
静的データ（リアルタイム財務ロード中…）
セグメント構成と主要顧客
製品詳細
Health insurance plans for employers, individuals, and government programs
Care delivery, behavioral health, and home & community care services
Pharmacy benefit management and specialty pharmacy services
Data analytics, technology, and consulting for healthcare organizations
サプライチェーン関係
競合他社
マクロ・市場概況
메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요
미국 헬스케어 지출 (2026E)
AI 진단 정확도 개선
UNH 의료손해율
약가 협상 대상 의약품
次の主要イベント
機関投資家シグナル
| 機関 | アクション | 価値 | 四半期 | 申告日 |
|---|---|---|---|---|
| Berkshire Hathaway | reducing | $645M | 2025.12 | 2026-02-17↓ |
| Berkshire Hathaway | accumulating | $1.0B | 2025.12 | 2026-02-17↑ |
| BlackRock | accumulating | $1.1B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $392M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $434M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $21M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $67M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $1.9B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.3B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $12.9B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $10.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $826M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $608M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $955M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $3.4B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $113M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $24M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $1.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $103M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $12M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $23M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $749M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $27.2B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $653M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $1K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $144M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $559M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $5M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $1.7B | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $14.9B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $4.9B | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $46M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $11M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $35M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $5M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $15M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $44M | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $54M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $48M | 2025.12 | 2026-02-17↓ |
| Viking Global Investors | new position | $395M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $2.3B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $434K | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $32M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $1.2B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $66M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $491M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $14M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $0K | 2025.12 | 2026-02-17↓ |
最新ニュース
AI分析
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関連マクロテーマ
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セクター概況 — 헬스케어
セクターニュース메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요
미국 헬스케어 지출 (2026E)
AI 진단 정확도 개선
UNH 의료손해율
약가 협상 대상 의약품
主要テーマ
- •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
次の主要イベント
- ◆CMS 메디케어 최종 수가 발표 (2026.Q2)
- ◆UNH/HUM/CVS Q1 실적 (2026.04)