UnitedHealth Group Equity Securities (FV-NI and No Readily Determinable FV) - Cost remained flat by 0.0% to $5.50B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 7.8%, from $5.10B to $5.50B. Over 5 years (FY 2020 to FY 2025), Equity Securities (FV-NI and No Readily Determinable FV) - Cost shows an upward trend with a 19.0% CAGR.
Changes in this balance reflect new investments or divestitures of equity stakes.
The historical cost basis of equity investments that are measured at fair value through net income or those that do not...
Common in companies with active venture capital or strategic investment arms.
equity_securities_fvni_no_fv_cost| Q3 '21 | Q4 '21 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $2.90B | $3.50B | $3.40B | $3.40B | $3.70B | $3.90B | $4.20B | $4.20B | $4.90B | $4.10B | $4.20B | $4.90B | $4.90B | $5.10B | $5.40B | $5.60B | $5.50B | $5.50B |
| QoQ Change | — | +20.7% | -2.9% | +0.0% | +8.8% | +5.4% | +7.7% | +0.0% | +16.7% | -16.3% | +2.4% | +16.7% | +0.0% | +4.1% | +5.9% | +3.7% | -1.8% | +0.0% |
| YoY Change | — | — | — | +17.2% | +5.7% | — | +23.5% | +23.5% | +32.4% | +5.1% | +0.0% | +16.7% | +0.0% | +24.4% | +28.6% | +14.3% | +12.2% | +7.8% |