UNITEDHEALTH GROUP INCORPORATED (Delaware) · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | JEPI | $119.68M | 0.27% | 442,280 NS | $43.96B | FIGI |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | — | $118.13M | 0.45% | 436,578 NS | $25.99B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $118.11M | 0.39% | 436,489 NS | $30.28B | FIGI |
| iShares Global Healthcare ETF iShares Trust | IXJ | $117.81M | 3.25% | 435,399 NS | $3.62B | FIGI |
| Mairs & Power Growth Fund Trust for Professional Managers | — | $114.46M | 2.28% | 423,007 NS | $5.01B | FIGI |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | — | $114.09M | 0.43% | 421,617 NS | $26.33B | FIGI |
| College Retirement Equities Fund - S&P 500 In… College Retirement Equities Fund | — | $111.54M | 0.44% | 412,221 NS | $25.58B | FIGI |
| Dodge & Cox Balanced Fund Dodge & Cox Funds | — | $110.66M | 0.76% | 408,972 NS | $14.63B | FIGI |
| Dodge & Cox Global Stock Fund Dodge & Cox Funds | — | $110.21M | 0.92% | 407,300 NS | $12.01B | FIGI |
| T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | — | $108.51M | 0.67% | 401,000 NS | $16.17B | FIGI |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | — | $108.44M | 0.54% | 400,772 NS | $20.06B | FIGI |
| iShares S&P 100 ETF iShares Trust | OEF | $108.23M | 0.61% | 399,992 NS | $17.84B | FIGI |
| JNL/Mellon Healthcare Sector Fund JNL Series Trust | — | $105.09M | 4.12% | 388,374 NS | $2.55B | FIGI |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $96.69M | 0.37% | 357,345 NS | $26.03B | FIGI |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $91.12M | 0.43% | 336,734 NS | $21.10B | FIGI |
| JNL/Newton Equity Income Fund JNL Series Trust | — | $89.48M | 2.24% | 330,695 NS | $4.00B | FIGI |
| Franklin Growth Fund Franklin Custodian Funds | — | $83.92M | 0.52% | 310,155 NS | $16.13B | FIGI |
| Patient Opportunity Trust Advisor Managed Portfolios | — | $81.18M | 4.68% | 300,000 NS | $1.74B | FIGI |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | — | $77.36M | 0.44% | 285,889 NS | $17.64B | FIGI |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, … | — | $77.24M | 0.49% | 285,455 NS | $15.64B | FIGI |
| Sequoia Fund Inc Sequoia Fund Inc | — | $74.95M | 2.25% | 277,001 NS | $3.33B | FIGI |
| Stock Index Fund Northern Funds | — | $71.16M | 0.43% | 262,972 NS | $16.63B | FIGI |
| Global Growth Fund AMERICAN FUNDS INSURANCE SERIES | — | $70.39M | 0.81% | 260,134 NS | $8.65B | FIGI |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | — | $69.76M | 0.44% | 257,823 NS | $15.97B | FIGI |
| College Retirement Equities Fund - Global Equ… College Retirement Equities Fund | — | $69.21M | 0.21% | 255,788 NS | $33.37B | FIGI |
| Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust | — | $68.38M | 1.14% | 252,703 NS | $6.00B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $66.76M | 0.39% | 246,737 NS | $17.05B | FIGI |
| JPMorgan Large Cap Value Fund JPMorgan Trust II | — | $63.40M | 1.28% | 234,285 NS | $4.95B | FIGI |
| VIP Equity-Income Portfolio Variable Insurance Products Fund | — | $62.39M | 0.91% | 230,555 NS | $6.84B | FIGI |
| JPMorgan U.S. Value Fund JPMorgan Trust I | — | $60.26M | 0.95% | 222,711 NS | $6.32B | FIGI |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | — | $59.64M | 0.36% | 220,401 NS | $16.50B | FIGI |
| Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | — | $59.64M | 1.05% | 220,400 NS | $5.70B | FIGI |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | JAVA | $58.93M | 0.99% | 217,785 NS | $5.97B | FIGI |
| Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series | — | $58.57M | 2.60% | 216,453 NS | $2.25B | FIGI |
| JNL/T. Rowe Price Value Fund JNL Series Trust | — | $56.96M | 1.39% | 210,515 NS | $4.10B | FIGI |
| Equity Income Fund American Century Capital Portfolios, Inc. | — | $56.74M | 0.90% | 209,694 NS | $6.30B | FIGI |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | — | $56.34M | 0.74% | 208,205 NS | $7.60B | FIGI |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | — | $55.93M | 0.54% | 206,679 NS | $10.30B | FIGI |
| ClearBridge Dividend Strategy Fund Legg Mason Partners Investment Trust | — | $55.02M | 0.63% | 203,332 NS | $8.74B | FIGI |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $54.89M | 0.44% | 202,859 NS | $12.53B | FIGI |
| HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC | — | $54.75M | 1.72% | 202,339 NS | $3.19B | FIGI |
| JPMorgan Equity Index Fund JPMorgan Trust II | — | $54.16M | 0.44% | 200,152 NS | $12.42B | FIGI |
| VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORT… Voya Investors Trust | — | $54.10M | 0.82% | 199,924 NS | $6.58B | FIGI |
| Parnassus Value Equity Fund Parnassus Funds | — | $53.71M | 1.16% | 198,501 NS | $4.61B | FIGI |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $51.86M | 0.43% | 191,646 NS | $11.94B | FIGI |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | — | $50.77M | 0.43% | 187,630 NS | $11.69B | FIGI |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | DLN | $50.23M | 0.89% | 185,647 NS | $5.65B | FIGI |
| 500 Index Trust John Hancock Variable Insurance Trust | — | $49.96M | 0.43% | 184,642 NS | $11.62B | FIGI |
| Bahl & Gaynor Income Growth ETF ETF Series Solutions | BGIG | $48.36M | 2.37% | 178,735 NS | $2.04B | FIGI |
| AST Large-Cap Value Portfolio Advanced Series Trust | — | $47.82M | 1.28% | 176,719 NS | $3.72B | FIGI |