返回探索器
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.
產品與營收
產品營收佔比
營收結構 ($371.6B)
靜態數據（加載即時財務…）
UnitedHealthcare (55%)
Optum Health (20%)
Optum Rx (15%)
Optum Insight (10%)
業務部門構成與主要客戶
產品詳情
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
供應鏈關係
競爭對手
宏觀與市場背景
헬스케어行業新聞
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)
近期催化劑
◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개
機構訊號
| 機構 | 操作 | 價值 | 季度 | 申報日期 |
|---|---|---|---|---|
| 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↓ |
最新新聞
載入新聞中...
AI 分析
點擊「取得 AI 分析」以獲得 UnitedHealth Group 的 AI 供應鏈分析。
相關宏觀主题
查看所有主题企業資訊
行業概況 — 헬스케어
行業新聞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)
核心主題
- •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
近期催化劑
- ◆CMS 메디케어 최종 수가 발표 (2026.Q2)
- ◆UNH/HUM/CVS Q1 실적 (2026.04)