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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.

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Produtos e receita

Participação de receita por produto

Composição de receita ($371.6B)

Dados estáticos (carregando finanças em tempo real…)

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

Composição de segmentos e principais clientes

Detalhes do produto

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

Relações da cadeia de suprimentos

Concorrentes

The Cigna Group

Managed care plans

Impacto: Major market competitor

Elevance Health

Health insurance

Impacto: Major market competitor

Principais Clientes

HCA Healthcare

Insured patient volume

Impacto: $5B+ annually

Contexto macro e de mercado

헬스케어Notícias do setor

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)

Próximos catalisadores

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

Sinais institucionais

InstituiçãoAçãoValorTrimestreData de arquivamento
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↓

Últimas notícias

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Info da empresa

Sede

Minnetonka, Minnesota, USA

Fundada em

1977

Funcionários

400,000+

Visão geral do setor — 헬스케어

Notícias do setor

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)

Temas principais

  • •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

Próximos catalisadores

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