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UNH

UnitedHealth Group Incorporated

Sector: healthcareMedical - Healthcare PlansNYSEMarket Cap: $262.69B

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.

Govt Dependence
78/100
Regulatory Density
88/100
Lobbying Intensity
60/100
Political Signal
HIGH

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

$449$340$231 AugSepOctNovDecJan '26FebMarAprMayJunJulAugSepOct ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Jul 28 $436.35 hi $237.77 lo $418.74 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 28 Dan Newhouse (R) · Sale · 2026-07-10John Boozman (R) · Purchase · 2026-06-04Maria Elvira Salazar (R) · Sale · 2026-06-04Maria Elvira Salazar (R) · Purchase · 2026-04-22Gilbert Ray Cisneros (D) · Purchase · 2026-04-14Ro Khanna (D) · Purchase · 2026-03-30Gilbert Ray Cisneros (D) · Purchase · 2026-03-13Richard McCormick (R) · Purchase · 2026-03-19Charles J. "Chuck" Fleischmann (R) · Purchase · 2026-02-20Josh Gottheimer (D) · Purchase · 2026-02-05Markwayne Mullin (R) · Purchase · 2026-02-25Gilbert Ray Cisneros (D) · Sale · 2026-02-10Ro Khanna (D) · Sale · 2026-01-13Ro Khanna (D) · Purchase · 2026-01-23Ro Khanna (D) · Sale · 2026-01-29Kevin Hern (R) · Sale · 2025-12-23Julie Johnson (D) · Sale · 2025-12-18Gilbert Ray Cisneros (D) · Purchase · 2025-12-19Gilbert Ray Cisneros (D) · Sale · 2025-11-12Julie Johnson (D) · Sale · 2025-11-13Michael T. McCaul (R) · Purchase · 2025-11-04Richard McCormick (R) · Purchase · 2025-11-05Ro Khanna (D) · Purchase · 2025-11-10Lisa C. McClain (R) · Sale · 2025-10-30 Two Sigma Investments · + $460056M · 2026-03-31Renaissance Technologies · - $313459M · 2026-03-31Renaissance Technologies · + $121460M · 2026-03-31Tiger Global Management · - $94827M · 2026-03-31Appaloosa Management · - $24353M · 2026-03-31Soros Fund Management · + $17586M · 2026-03-31Two Sigma Investments · + $17570M · 2026-03-31Baupost Group · - $5060M · 2026-03-31Citadel Advisors · + $3791M · 2025-09-30Citadel Advisors · - $3165M · 2025-12-31Berkshire Hathaway · holds $1065M · 2025-09-30Berkshire Hathaway · holds $1018M · 2025-12-31D.E. Shaw & Co. · + $526M · 2025-12-31 HR.1860 · committee · 2025-09-16 MARKUP · Senate Health, Education, Labor, and Pensions Subcommittee o · 2026-07-29MARKUP · Senate Health, Education, Labor, and Pensions · 2026-07-30MARKUP · Senate Budget · 2026-08-04
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
251 trading days · 24 congressional trades shown · 0 insider buys · 13 13F filings · 1 past bill actions · 3 upcoming markups

Executive Branch ConflictsUNH held by Trump-administration officials

Lifetime Government AwardsUNH federal contracts by year

$322K
total awarded · 2008–2022
3
contracts on file
2022
peak year ($308K)
$308K $154K 2008: $8K across 1 contract $8K 2008 2013: $6K across 1 contract $6K 2013 2022: $308K across 1 contract (peak year) $308K 2022
Top contracts by award amount
$308K Department of Labor 2022-03-28 RAPID COVID-19 ANTIGEN INDIVIDUAL TEST KITS WITH TELEHEALTH PROCTORING
$8K Department of Defense 2008-01-15 BOOK
$6K Department of Veterans Affairs 2013-09-14 CODE REFERENCE BOOKS
15 years · 3 contracts

Smart Money · 13F HoldingsHedge funds holding UNH

$1.06T
Total UNH held by tracked 13F funds
17
Funds with UNH positions
+2
Funds opened this quarter
Two Sigma Investments $460.06B +852% 12 overlap 2026-03-31
Renaissance Technologies $313.46B -6% 12 overlap 2026-03-31
Renaissance Technologies $121.46B +55% 4 overlap 2026-03-31
Tiger Global Management $94.83B -17% 12 overlap 2026-03-31
Appaloosa Management $24.35B -55% 12 overlap 2026-03-31
Soros Fund Management $17.59B +14% 12 overlap 2026-03-31
Two Sigma Investments $17.57B +16% 4 overlap 2026-03-31
Baupost Group $5.06B -29% 12 overlap 2026-03-31
9 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading UNHMembers of Congress with recent UNH positions

31 politicians traded UNH across 205 disclosed transactions totaling $4.8M (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just UNH). 0-30 LOW · 30-60 MID · 60+ HIGH.
16 more politicians active in UNH · full table in member dashboard

Congressional TradesWho in Congress is trading UNH

2026-07-10 Dan Newhouse R-Washington · house Sale $1,001 - $15,000
2026-06-04 John Boozman R-Arkansas · senate Purchase $1,001 - $15,000
2026-06-04 Maria Elvira Salazar R-Florida · house Sale $1,001 - $15,000
2026-04-22 Maria Elvira Salazar R-Florida · house Purchase $1,001 - $15,000
2026-04-14 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2026-03-30 Ro Khanna D-California · house Purchase $1,001 - $15,000
2026-03-13 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2026-03-19 Richard McCormick R-Georgia · house Purchase $1,001 - $15,000
2026-02-20 Charles J. "Chuck" Fleischmann R-Tennessee · house Purchase $15,001 - $50,000
2026-02-05 Josh Gottheimer D-New Jersey · house Purchase $1,001 - $15,000
2026-02-25 Markwayne Mullin R-Oklahoma · senate Purchase $50,001 - $100,000
2026-02-10 Gilbert Ray Cisneros D-California · house Sale $15,001 - $50,000
30+ trades on file · most recent 2026-07-20

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

Stock awards & option exercises

63
stock awards · $60.2M market value
2026-04-01 MCNABB FREDERICK WILLIAM III Director AWARD 388 sh $106K
2026-04-01 MCNABB FREDERICK WILLIAM III Director AWARD 388 sh $106K
2026-04-01 FLYNN TIMOTHY PATRICK Director AWARD 350 sh $96K
2026-04-01 FLYNN TIMOTHY PATRICK Director AWARD 350 sh $96K
2026-04-01 MONTGOMERY RICE VALERIE MD Director AWARD 343 sh $94K
2026-04-01 Baker Charles D. Director AWARD 343 sh $94K
2026-04-01 Baker Charles D. Director AWARD 343 sh $94K
2026-04-01 MONTGOMERY RICE VALERIE MD Director AWARD 343 sh $94K
For UNH, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

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

AHIPBetter Medicare AlliancePharmaceutical Care Management Association (PCMA)US Chamber of Commerce
Member intelligence layer

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:

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Frequently AskedAbout UNH & political exposure

Does UnitedHealth Group Incorporated (UNH) hold federal contracts?
Yes. UnitedHealth Group Incorporated has 3 federal contract awards totaling $321,752, primarily from agencies including Department of Defense, Department of Labor, Department of Veterans Affairs. See full contract list and amounts on this page.
Which Trump cabinet officials own UNH stock?
4 Trump cabinet members or senior White House staff have disclosed holdings in UNH on their OGE 278 financial disclosures, including Donald J. Trump, Doug Burgum, Lori Chavez-DeRemer. See the Cabinet Conflicts panel for details.
Has Congress traded UNH stock?
851 congressional trades by 77 unique members of Congress, most recently on 2026-07-10. See the Congressional Trading panel for politician-by-politician breakdown.
What is UNH political risk profile?
Government dependence: 78/100. Lobbying intensity: 60/100. Political signal: high. Donor party split: bipartisan.
How does GovGreed track UNH political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. UNH data is updated daily from these official federal sources.