UNITEDHEALTH GROUP INCORPORATED (Delaware) · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $47.32M | 0.40% | 174,895 NS | $11.74B | FIGI |
| PSF PGIM Jennison Blend Portfolio Prudential Series Fund | — | $46.92M | 0.63% | 173,406 NS | $7.42B | FIGI |
| JNL/Mellon Dow Index Fund JNL Series Trust | — | $43.71M | 3.57% | 161,550 NS | $1.22B | FIGI |
| JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | JEPQ | $42.46M | 0.12% | 156,922 NS | $34.27B | FIGI |
| JPMorgan Value Advantage Fund JPMorgan Trust I | — | $41.92M | 0.52% | 154,930 NS | $8.09B | FIGI |
| Gateway Fund Gateway Trust | — | $41.87M | 0.60% | 154,741 NS | $6.93B | FIGI |
| PSF Stock Index Portfolio Prudential Series Fund | — | $41.50M | 0.42% | 153,370 NS | $9.85B | FIGI |
| iShares Russell Top 200 Value ETF iShares Trust | IWX | $40.77M | 1.20% | 150,677 NS | $3.41B | FIGI |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | — | $39.72M | 0.43% | 146,789 NS | $9.17B | FIGI |
| Touchstone Strategic Trust-Touchstone Large C… Touchstone Strategic Trust | — | $39.47M | 1.21% | 145,870 NS | $3.26B | FIGI |
| Penn Series Flexibly Managed Fund Penn Series Funds Inc | — | $38.63M | 0.83% | 142,755 NS | $4.64B | FIGI |
| Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | FELC | $38.24M | 0.60% | 141,318 NS | $6.35B | FIGI |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | — | $37.35M | 0.43% | 138,050 NS | $8.66B | FIGI |
| DAVENPORT CORE LEADERS FUND Williamsburg Investment Trust | — | $36.04M | 3.11% | 133,188 NS | $1.16B | FIGI |
| Brown Advisory Flexible Equity ETF ADVISORS' INNER CIRCLE III | BAFE | $35.81M | 2.43% | 132,338 NS | $1.47B | FIGI |
| JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I | — | $35.22M | 1.08% | 130,164 NS | $3.25B | FIGI |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | — | $34.93M | 0.05% | 129,083 NS | $72.40B | FIGI |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | SPYI | $34.86M | 0.43% | 128,839 NS | $8.12B | FIGI |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | — | $34.64M | 0.17% | 128,000 NS | $20.34B | FIGI |
| Fundamental All Cap Core Trust John Hancock Variable Insurance Trust | — | $33.83M | 1.47% | 125,029 NS | $2.30B | FIGI |
| Nuveen S&P 500 Dynamic Overwrite Fund — | — | $32.57M | 1.29% | 120,385 NS | $2.53B | FIGI |
| AMG Yacktman Fund AMG Funds | — | $32.47M | 0.47% | 120,000 NS | $6.90B | FIGI |
| Capital Group Core Balanced ETF Capital Group Core Balanced ETF | CGBL | $31.75M | 0.59% | 117,346 NS | $5.40B | FIGI |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $31.03M | 0.44% | 114,690 NS | $7.12B | FIGI |
| Focused Large Cap Value Fund American Century Capital Portfolios, Inc. | — | $30.99M | 1.12% | 114,524 NS | $2.78B | FIGI |
| BNY Mellon Appreciation Fund, Inc. BNY MELLON APPRECIATION FUND, INC. | — | $30.95M | 1.77% | 114,370 NS | $1.75B | FIGI |
| William Blair Large Cap Growth Fund WILLIAM BLAIR FUNDS | — | $30.51M | 1.68% | 112,745 NS | $1.82B | FIGI |
| VIP Growth and Income Portfolio Variable Insurance Products Fund III | — | $30.22M | 1.14% | 111,700 NS | $2.64B | FIGI |
| Selected American Shares SELECTED AMERICAN SHARES INC | — | $30.04M | 1.54% | 111,000 NS | $1.95B | FIGI |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | — | $29.71M | 0.40% | 109,788 NS | $7.48B | FIGI |
| Calvert U.S. Large Cap Core Responsible Index… Calvert Responsible Index Series, Inc. | — | $29.50M | 0.53% | 109,038 NS | $5.55B | FIGI |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | — | $29.48M | 0.40% | 108,957 NS | $7.43B | FIGI |
| BNY Mellon Large Cap Securities Fund, Inc. BNY Mellon Large Cap Securities Fund, Inc. | — | $28.80M | 1.35% | 106,452 NS | $2.13B | FIGI |
| JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV | — | $28.50M | 0.52% | 105,307 NS | $5.44B | FIGI |
| THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. | — | $27.53M | 0.81% | 101,742 NS | $3.41B | FIGI |
| Equity Index Portfolio PACIFIC SELECT FUND | — | $27.33M | 0.43% | 100,995 NS | $6.30B | FIGI |
| JNL/T. Rowe Price Growth Stock Fund JNL Series Trust | — | $27.33M | 0.34% | 100,987 NS | $7.99B | FIGI |
| Disciplined Value Fund American Century Quantitative Equity Fund… | — | $27.11M | 1.45% | 100,197 NS | $1.87B | FIGI |
| Putnam VT Large Cap Value Fund Putnam Variable Trust | — | $27.10M | 1.09% | 100,169 NS | $2.49B | FIGI |
| FMI Large Cap Fund FMI Funds Inc | — | $27.06M | 2.44% | 100,000 NS | $1.11B | FIGI |
| Calvert U.S. Large Cap Value Responsible Inde… Calvert Responsible Index Series, Inc. | — | $26.54M | 1.46% | 98,069 NS | $1.82B | FIGI |
| MOA EQUITY INDEX FUND MoA Funds Corp | — | $25.30M | 0.43% | 93,502 NS | $5.84B | FIGI |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | — | $24.93M | 0.12% | 92,147 NS | $21.49B | FIGI |
| NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $24.29M | 0.43% | 89,751 NS | $5.61B | FIGI |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | FELV | $23.90M | 0.90% | 88,324 NS | $2.65B | FIGI |
| NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | — | $23.61M | 0.43% | 87,242 NS | $5.47B | FIGI |
| JNL/WMC Balanced Fund JNL Series Trust | — | $23.54M | 0.27% | 86,978 NS | $8.76B | FIGI |
| SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $23.24M | 0.56% | 85,878 NS | $4.17B | FIGI |
| NVIT BNY Mellon Dynamic U.S. Equity Income Fu… Nationwide Variable Insurance Trust | — | $21.95M | 2.08% | 81,121 NS | $1.06B | FIGI |
| Value Fund HOMESTEAD FUNDS INC | — | $21.16M | 1.98% | 78,200 NS | $1.07B | FIGI |