Equity securities
Non-Current AssetsUnitedHealth Group Equity securities increased by 6.3% to $2.44B in Q3 2025 compared to the prior quarter. Year-over-year, this metric grew by 27.1%, from $1.92B to $2.44B. Over 4 years (FY 2020 to FY 2024), Equity securities shows a downward trend with a -4.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalHigher is better
VolatilityVolatile
First reportedQ4 2021
Last reportedQ3 2025
How to read this metric
Growth indicates successful stock selection or market rallies, while declines reflect market downturns or divestments.
Detailed definition
The total market value of the company's ownership interests in publicly traded corporations. This portfolio is a primary...
Peer comparison
Peer insurance firms often hold more fixed-income assets; a high concentration here signals a more aggressive, total-return investment philosophy.
Metric ID:
ins_equity_securitiesHistorical Data
18 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.94B | $2.06B | $3.50B | $2.12B | $1.98B | $1.99B | $2.15B | $2.23B | $2.38B | $2.33B | $2.55B | $1.73B | $1.79B | $1.92B | $1.95B | $2.14B | $2.30B | $2.44B |
| QoQ Change | — | +6.2% | +70.1% | -39.3% | -6.8% | +0.3% | +8.2% | +4.0% | +6.4% | -1.9% | +9.5% | -32.4% | +3.5% | +7.7% | +1.3% | +9.7% | +7.6% | +6.3% |
| YoY Change | — | — | — | — | +2.2% | -3.5% | -38.6% | +5.1% | +20.1% | +17.4% | +18.9% | -22.7% | -24.9% | -17.5% | -23.7% | +23.8% | +28.7% | +27.1% |
Range$1.73B – $3.50B
CAGR+5.6%
Avg YoY Growth+0.9%
Median YoY Growth+3.7%
Current Streak6 quarters growth
Equity securities at Other Companies
Frequently Asked Questions
- What is UnitedHealth Group's equity securities?
- UnitedHealth Group (UNH) reported equity securities of $2.44B in Q3 2025.
- How has UnitedHealth Group's equity securities changed year-over-year?
- UnitedHealth Group's equity securities increased by 27.1% year-over-year, from $1.92B to $2.44B.
- What is the long-term trend for UnitedHealth Group's equity securities?
- Over 4 years (2020 to 2024), UnitedHealth Group's equity securities has grown at a -4.1% compound annual growth rate (CAGR), from $2.30B to $1.95B.
- What does equity securities mean?
- The total value of the company's stock market portfolio.