Revenue
Investment & Other Income
UnitedHealth Group Investment & Other Income increased by 74.8% to $1.13B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 9.5%, from $1.03B to $1.13B. Over 4 years (FY 2021 to FY 2025), Investment & Other Income shows an upward trend with a 14.0% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementIncome Statement
SectionRevenue
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ1 2013
Last reportedQ1 2026May 5, 2026
How to read this metric
An increase suggests better investment performance or higher interest rate environments, while a decrease may reflect lower yields or reduced cash reserves.
Detailed definition
Includes income derived from the investment of insurance float, interest on cash balances, and other non-core revenue st...
Peer comparison
Common in insurance and financial services; varies based on investment portfolio risk appetite.
Metric ID:
unh_investment_and_other_incomeHistorical Data
20 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 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $556.00M | $503.00M | $813.00M | $367.00M | $295.00M | $513.00M | $855.00M | $798.00M | $1.12B | $997.00M | $1.18B | $1.01B | $997.00M | $1.64B | $1.55B | $1.03B | $1.11B | $1.13B | $647.00M | $1.13B |
| QoQ Change | — | -9.5% | +61.6% | -54.9% | -19.6% | +73.9% | +66.7% | -6.7% | +39.7% | -10.6% | +18.3% | -14.2% | -1.4% | +64.8% | -5.6% | -33.4% | +7.3% | +2.2% | -42.8% | +74.8% |
| YoY Change | — | — | — | — | -46.9% | +2.0% | +5.2% | +117.4% | +278.0% | +94.3% | +37.9% | +26.7% | -10.6% | +64.8% | +31.6% | +2.2% | +11.1% | -31.1% | -58.3% | +9.5% |
Range$295.00M – $1.64B
CAGR+16.1%
Avg YoY Growth+33.4%
Median YoY Growth+10.3%
Business Segments
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| UnitedHealthcare | $528.00M | $807.00M | $543.00M | $528.00M | $573.00M | $568.00M | $504.00M | $504.00M |
| Optum Insight | $27.00M | $104.00M | $77.00M | $233.00M | $32.00M | $41.00M | $4.00M | $342.00M |
| Optum Health | $382.00M | $614.00M | $853.00M | $225.00M | $455.00M | $472.00M | $111.00M | $244.00M |
| Optum Rx | $60.00M | $118.00M | $78.00M | $47.00M | $48.00M | $51.00M | $28.00M | $41.00M |
| Total | $997.00M | $1.64B | $1.55B | $1.03B | $1.11B | $1.13B | $647.00M | $1.13B |
Investment & Other Income at Other Companies
Frequently Asked Questions
- What is UnitedHealth Group's investment & other income?
- UnitedHealth Group (UNH) reported investment & other income of $1.13B in Q1 2026.
- How has UnitedHealth Group's investment & other income changed year-over-year?
- UnitedHealth Group's investment & other income increased by 9.5% year-over-year, from $1.03B to $1.13B.
- What is the long-term trend for UnitedHealth Group's investment & other income?
- Over 4 years (2021 to 2025), UnitedHealth Group's investment & other income has grown at a 14.0% compound annual growth rate (CAGR), from $2.32B to $3.92B.
- What does investment & other income mean?
- Revenue earned from investments and non-core business activities.