Equity

Unrealized Gains on Investments

UnitedHealth Group Unrealized Gains on Investments decreased by 49.3% to $116.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 48.7%, from $78.00M to $116.00M. Over 5 years (FY 2020 to FY 2025), Unrealized Gains on Investments shows a downward trend with a -33.6% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionEquity
CategoryCapital Allocation
SignalHigher is better
VolatilityVolatile
First reportedQ4 2015
Last reportedQ1 2026May 5, 2026

How to read this metric

An increase indicates favorable market conditions for the company's investment portfolio, enhancing the overall book value of the firm.

Detailed definition

This represents the positive difference between the current market value and the amortized cost of available-for-sale in...

Peer comparison

Reflects market-wide interest rate and credit spread environments; comparable across all firms with large investment portfolios.

Metric ID: unrealized_gains_on_investments

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$1.34B$1.18B$822.00M$125.00M$33.00M$4.00M$59.00M$165.00M$26.00M$6.00M$134.00M$36.00M$21.00M$137.00M$62.00M$78.00M$131.00M$214.00M$229.00M$116.00M
QoQ Change-12.2%-30.2%-84.8%-73.6%-87.9%>999%+179.7%-84.2%-76.9%>999%-73.1%-41.7%+552.4%-54.7%+25.8%+67.9%+63.4%+7.0%-49.3%
YoY Change-97.5%-99.7%-92.8%+32.0%-21.2%+50.0%+127.1%-78.2%-19.2%>999%-53.7%+116.7%+523.8%+56.2%+269.4%+48.7%
Range$4.00M$1.34B
CAGR-40.3%
Avg YoY Growth+184.1%
Median YoY Growth+40.4%

Unrealized Gains on Investments at Other Companies

Frequently Asked Questions

What is UnitedHealth Group's unrealized gains on investments?
UnitedHealth Group (UNH) reported unrealized gains on investments of $116.00M in Q1 2026.
How has UnitedHealth Group's unrealized gains on investments changed year-over-year?
UnitedHealth Group's unrealized gains on investments increased by 48.7% year-over-year, from $78.00M to $116.00M.
What is the long-term trend for UnitedHealth Group's unrealized gains on investments?
Over 5 years (2020 to 2025), UnitedHealth Group's unrealized gains on investments has grown at a -33.6% compound annual growth rate (CAGR), from $1.77B to $229.00M.
What does unrealized gains on investments mean?
The total profit on investments that the company owns but has not yet sold.