UnitedHealth Group Incorporated
UnitedHealth Group is the largest US health insurer and healthcare services conglomerate, deeply dependent on federal Medicare/Medicaid programs and highly exposed to insurance, PBM, and Medicare Advantage regulation.
BusinessWhat UNH does
UNH operates health insurance (UnitedHealthcare) and health services (Optum, including OptumRx PBM, Optum Health providers, and Optum Insight data/analytics). Primary revenue streams are insurance premiums, notably Medicare Advantage and Medicaid managed care, plus pharmacy benefit and care-delivery services.
12 months past · 3 months futureUNH activity timeline
Executive Branch ConflictsUNH held by Trump-administration officials
Lifetime Government AwardsUNH federal contracts by year
Smart Money · 13F HoldingsHedge funds holding UNH
Politicians Trading UNHMembers of Congress with recent UNH positions
Congressional TradesWho in Congress is trading UNH
Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock
Stock awards & option exercises
Bills Affecting UNHLive legislation impacting this stock
Political ProfileWhere UNH sits in Washington
bipartisan
UNH stock moves materially on CMS Medicare Advantage rate notices, PBM legislation, and antitrust/policy headlines given heavy dependence on federal programs.
Regulatory ExposureThreats & opportunities
Regulatory threats
- PBM spread-pricing bans and transparency mandates
- Medicare Advantage rate cuts and prior-auth restrictions
- Medicare-for-All / MA phase-out proposals
- DOJ/FTC antitrust scrutiny of Optum vertical integration
- MLR and risk-adjustment coding audits
Regulatory opportunities
- Medicaid/CHIP expansion
- Medicare Advantage enrollment growth
- Telehealth in-person requirement removal
- Value-based care expansion
Capitol Hill AlliesChampions & critics
Congressional champions
- No specific congressional champions identified.
Congressional critics
- Sen. Warren (D-MA)
- Sen. Sanders (I-VT)
- Rep. Jayapal (D-WA)
LobbyingWho's hired to advocate for UNH
Live signals + predictions for UNH — for Founders
The free page above gives you the public record. Members see the real-time intelligence layer on top of it:
- Live 7-layer signal scores when Congress trades UNH
- Bill Pass Index v2 odds for every bill on the watch list
- Iron Triangle alerts (committee × donor × trade)
- SEC Form 4 cluster detection (CEO + CFO + director buys)
- Whale-Opportunity expected-value ranking
- Custom watchlist alerts via email + Discord