UNITEDHEALTH GROUP INCORPORATED (Delaware) · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Touchstone ETF Trust-Touchstone US Large Cap … Touchstone ETF Trust | LCF | $545.2K | 1.05% | 2,015 NS | $51.98M | FIGI |
| AXS FTSE Venture Capital Return Tracker Fund INVESTMENT MANAGERS SERIES TRUST II | — | $544.2K | 0.76% | 2,011 NS | $71.23M | FIGI |
| Scharf Multi-Asset Opportunity Fund Advisors Series Trust | — | $539.6K | 1.12% | 1,994 NS | $48.36M | FIGI |
| State Street(R) SPDR(R) MSCI ACWI Climate Par… SPDR INDEX SHARES FUNDS | NZAC | $533.6K | 0.32% | 1,972 NS | $165.30M | FIGI |
| Guardian Diversified Research VIP Fund Guardian Variable Products Trust | — | $526.8K | 0.57% | 1,947 NS | $92.76M | FIGI |
| Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust | UDIV | $521.4K | 0.49% | 1,927 NS | $105.87M | FIGI |
| THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | — | $521.2K | 0.06% | 1,926 NS | $897.99M | FIGI |
| Neiman Large Cap Value Fund NEIMAN FUNDS | — | $514.1K | 0.99% | 1,900 NS | $52.08M | FIGI |
| Sit Balanced Fund SIT MUTUAL FUNDS INC | — | $514.1K | 0.71% | 1,900 NS | $72.09M | FIGI |
| S&P 500 Pure Value Fund Rydex Series Funds | — | $513.6K | 0.86% | 1,898 NS | $60.00M | FIGI |
| RJ Eagle GCM Dividend Select Income ETF Carillon Series Trust | RJDI | $513.0K | 0.97% | 1,896 NS | $52.78M | FIGI |
| VictoryShares US 500 Enhanced Volatility Wtd … Victory Portfolios II | CFO | $512.8K | 0.13% | 1,895 NS | $397.01M | FIGI |
| Balanced Fund Meeder Funds | — | $500.1K | 0.11% | 1,848 NS | $446.40M | FIGI |
| Simplify Health Care ETF Simplify Exchange Traded Funds | PINK | $494.9K | 0.21% | 1,829 NS | $234.20M | FIGI |
| EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust | — | $490.6K | 0.13% | 1,813 NS | $367.12M | FIGI |
| First Trust Dividend Strength ETF First Trust Exchange-Traded Fund | FTDS | $481.1K | 1.59% | 1,778 NS | $30.17M | FIGI |
| Touchstone ETF Trust-Touchstone Dividend Sele… Touchstone ETF Trust | DVND | $480.0K | 1.23% | 1,774 NS | $38.89M | FIGI |
| Stratified LargeCap Index ETF Exchange Listed Funds Trust | SSPY | $462.4K | 0.40% | 1,709 NS | $115.57M | FIGI |
| Impact Shares Naacp Minority Empowerment ETF Tidal Trust III | NACP | $454.9K | 0.75% | 1,681 NS | $60.52M | FIGI |
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | — | $447.0K | 0.19% | 1,652 NS | $231.74M | FIGI |
| Parnassus Value Select ETF Parnassus Funds II | PRVS | $440.8K | 2.46% | 1,629 NS | $17.92M | FIGI |
| Mundoval Fund MUNDOVAL FUNDS | — | $432.9K | 1.66% | 1,600 NS | $26.07M | FIGI |
| Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series | — | $429.4K | 0.25% | 1,587 NS | $170.75M | FIGI |
| SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust | — | $427.5K | 0.70% | 1,580 NS | $61.40M | FIGI |
| Cullen Value Fund Cullen Funds Trust | — | $408.6K | 1.44% | 1,510 NS | $28.44M | FIGI |
| Buffalo Blue Chip Growth Fund Buffalo Funds | — | $405.9K | 0.26% | 1,500 NS | $159.02M | FIGI |
| Health Care Fund Rydex Series Funds | — | $401.8K | 2.09% | 1,485 NS | $19.25M | FIGI |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | — | $391.3K | 0.00% | 1,446 NS | $8.32B | FIGI |
| BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. | — | $389.9K | 0.28% | 1,441 NS | $140.89M | FIGI |
| WesMark Balanced Fund WesMark Funds | — | $378.8K | 0.39% | 1,400 NS | $98.08M | FIGI |
| LVIP JPMorgan Select Mid Cap Value Managed Vo… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $376.4K | 0.08% | 1,391 NS | $476.92M | FIGI |
| MML Managed Volatility Fund MML SERIES INVESTMENT FUND | — | $373.4K | 0.43% | 1,380 NS | $86.82M | FIGI |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | WAMA | $370.7K | 0.41% | 1,370 NS | $90.50M | FIGI |
| DWS Core Equity VIP DEUTSCHE DWS VARIABLE SERIES I | — | $356.9K | 0.34% | 1,319 NS | $104.89M | FIGI |
| AQR Large Cap Momentum Style Fund AQR Funds | — | $354.2K | 0.06% | 1,309 NS | $568.55M | FIGI |
| Touchstone Variable Series Trust-Touchstone B… Touchstone Variable Series Trust | — | $352.8K | 0.80% | 1,304 NS | $44.16M | FIGI |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | — | $346.9K | 0.09% | 1,282 NS | $366.78M | FIGI |
| The ESG Growth Portfolio HC Capital Trust | — | $344.5K | 0.31% | 1,273 NS | $110.08M | FIGI |
| UBS GLOBAL ALLOCATION FUND UBS FUNDS | — | $343.1K | 0.24% | 1,268 NS | $140.75M | FIGI |
| Gotham Large Value Fund FundVantage Trust | — | $339.9K | 1.08% | 1,256 NS | $31.51M | FIGI |
| Large Company Growth Portfolio Wilshire Mutual Funds Inc | — | $328.2K | 0.13% | 1,213 NS | $252.52M | FIGI |
| S&P 500 2x Strategy Fund Rydex Variable Trust | — | $326.3K | 0.38% | 1,206 NS | $85.85M | FIGI |
| FT Vest Hedged Equity Income Fund: Series B1 — | — | $325.0K | 0.94% | 1,201 NS | $34.54M | FIGI |
| John Hancock Diversified Income Fund — | — | $316.3K | 0.22% | 1,169 NS | $143.93M | FIGI |
| Global Atlantic Wellington Research Managed R… Forethought Variable Insurance Trust | — | $315.5K | 0.13% | 1,166 NS | $251.74M | FIGI |
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | — | $310.4K | 1.34% | 1,147 NS | $23.08M | FIGI |
| ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND | — | $308.5K | 0.17% | 1,140 NS | $180.67M | FIGI |
| First Trust S&P 500 Diversified Dividend Aris… First Trust Exchange-Traded Fund VI | KNGZ | $307.4K | 0.55% | 1,136 NS | $55.89M | FIGI |
| KraneShares Value Line Dynamic Dividend Equit… Krane Shares Trust | KVLE | $304.1K | 0.87% | 1,124 NS | $34.83M | FIGI |
| JAMESTOWN EQUITY FUND Williamsburg Investment Trust | — | $299.5K | 0.48% | 1,107 NS | $62.72M | FIGI |