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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.
产品与营收
产品营收占比
营收构成 ($371.6B)
静态数据（加载实时财务…）
UnitedHealthcare (55%)
Optum Health (20%)
Optum Rx (15%)
Optum Insight (10%)
业务板块构成与主要客户
产品详情
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
供应链关系
竞争对手
宏观与市场背景
헬스케어行业新闻
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)
近期催化剂
◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개
机构信号
| 机构 | 操作 | 价值 | 季度 | 申报日期 |
|---|---|---|---|---|
| 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↓ |
最新新闻
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AI 分析
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相关宏观主题
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行业概况 — 헬스케어
行业新闻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)
核心主题
- •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
近期催化剂
- ◆CMS 메디케어 최종 수가 발표 (2026.Q2)
- ◆UNH/HUM/CVS Q1 실적 (2026.04)