Form 13-F position report

UNITEDHEALTH GROUP INC

Reported by Allianz Asset Management GmbH

UNH CUSIP 91324P102 Manager CIK 0001535323

Reported 1,398,950 shares, up 35,461 (2.6%) from the prior quarter.

Reported value 4.3%; share count 2.6% vs. the prior quarter.

Added
% of reported 13F value 1.2% This manager · Q2 2023
Shares 1,398,950 Quarter-end amount reported
Reported value $672,393,935 Fair value at quarter end
Consecutive quarters held 41 Through Q2 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 972859000
2021-12-31 1243077000
2022-03-31 1237845000
2022-06-30 1257598000
2022-09-30 616098000
2022-12-31 651063691
2023-03-31 644371267
2023-06-30 672393935
2023-09-30 703078333
2023-12-31 816290682
2024-03-31 781719993
2024-06-30 879143687
2024-09-30 926516670
2024-12-31 874778274
2025-03-31 758155300
2025-06-30 303794202
2025-09-30 252201595
2025-12-31 146650378
2026-03-31 131667201
2026-06-30 299031654

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for UNITEDHEALTH GROUP INC held by Allianz Asset Management GmbH.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 719,466 +232,873 (47.9%) 0.24% $299,031,654 2026-08-14
Q1 2026 Added 486,593 +42,346 (9.5%) 0.14% $131,667,201 2026-05-11
Q4 2025 Reduced 444,247 -286,137 (-39.2%) 0.15% $146,650,378 2026-02-11
Q3 2025 Reduced 730,384 -243,409 (-25.0%) 0.28% $252,201,595 2025-11-04
Q2 2025 Reduced 973,793 -473,779 (-32.7%) 0.36% $303,794,202 2025-07-28
Q1 2025 Reduced 1,447,572 -281,712 (-16.3%) 0.99% $758,155,300 2025-05-05
Q4 2024 Added 1,729,284 +144,628 (9.1%) 1.17% $874,778,274 2025-02-03
Q3 2024 Reduced 1,584,656 -141,660 (-8.2%) 1.3% $926,516,670 2024-11-13
Q2 2024 Added 1,726,316 +146,126 (9.2%) 1.3% $879,143,687 2024-08-13
Q1 2024 Added 1,580,190 +29,692 (1.9%) 1.21% $781,719,993 2024-05-14
Q4 2023 Added 1,550,498 +156,027 (11.2%) 1.33% $816,290,682 2024-02-12
Q3 2023 Reduced 1,394,471 -4,479 (-0.3%) 1.18% $703,078,333 2023-11-13
Q2 2023 Added 1,398,950 +35,461 (2.6%) 1.2% $672,393,935 2023-08-14
Q1 2023 Added 1,363,489 +135,484 (11.0%) 1.14% $644,371,267 2023-05-11
Q4 2022 Added 1,228,005 +8,107 (0.7%) 1.26% $651,063,691 2023-02-13
Q3 2022 Reduced 1,219,898 -1,228,554 (-50.2%) 1.25% $616,098,000 2022-11-08
Q2 2022 Added 2,448,452 +21,161 (0.9%) 1.19% $1,257,598,000 2022-08-12
Q1 2022 Reduced 2,427,291 -48,243 (-1.9%) 0.92% $1,237,845,000 2022-05-13
Q4 2021 Reduced 2,475,534 -14,253 (-0.6%) 0.86% $1,243,077,000 2022-02-11
Q3 2021 Reduced 2,489,787 -72,429 (-2.8%) 0.76% $972,859,000 2021-11-10
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

3260 managers reported UNITEDHEALTH GROUP INC for Q2 2023.

Managers reporting UNITEDHEALTH GROUP INC in Q2 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 83,897,141 -453,487 0.96% $40,324,321,851 41 qtrs
BlackRock Inc Reduced 74,159,576 -768,963 0.98% $35,644,058,366 41 qtrs
STATE STREET CORPORATION Added 46,313,751 +764,872 1.17% $22,260,241,281 41 qtrs
FMR LLC Reduced 44,941,437 -573,654 1.81% $21,600,652,314 41 qtrs
Capital World Investors Reduced 29,163,746 -221,802 2.7% $14,017,077,221 41 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 27,941,472 -3,650,418 1.87% $13,429,790,000 41 qtrs
WELLINGTON MANAGEMENT GROUP LLP Added 24,692,708 +613,568 2.25% $11,868,303,173 41 qtrs
JPMorgan Chase & Co Added 22,408,471 +2,544,077 1.17% $10,770,407,832 41 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 17,546,024 +444,629 0.99% $8,410,038,427 41 qtrs
MORGAN STANLEY Added 16,162,707 +1,229,326 0.77% $7,768,444,410 41 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2023
Filed
August 14, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
1,218,915
Shared
0
None
180,035

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.