What does optum health — loss on portfolio actions mean?

This metric represents the financial impact resulting from strategic adjustments, rebalancing, or non-recurring shifts within the investment or asset portfolio of the business segment. It captures the net gains or losses realized when the company actively modifies its holdings to align with long-term capital allocation strategies. These actions are typically distinct from core operational activities and reflect management's efforts to optimize the segment's asset base.

UnitedHealth Group UNH Optum Health — Loss On Portfolio Actions

Similar metrics at other companies

INVAGain Loss On Other Investments

$33.58M+151%

RELLGain Loss On Disposal Of Healthcare Assets And Other Charges

$1.28M—

SUI

SUIGGain Loss On Investments Other

-$11.22M-7,007%

EFSIGain Loss On Sale Of Portfolio Loans

$0-100%

ASPIGain Loss On Change In Fair Value Of Investments

$4.48M—

CNDTGain (Loss) On Divestitures And Sales Of Assets

-$500K-100%

Other financials

Income statement

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Revenue$111.72B+2.0%

Gross profit$98.9B+1.8%

Operating income$9.0B-1.4%

Net income$6.3B-0.2%

EPS (diluted)$6.90+0.7%

Balance sheet

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Cash & equivalents$28.0B-8.8%

Total debt$77.9B-4.1%

Total equity$103.90B+3.1%

Total assets$312.64B+0.9%

Cash flow

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Operating cash flow$8.9B+63.3%

CapEx$763.0M-15.0%

Free cash flow$8.1B+78.8%

Valuation

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Market cap$382.09B+49.3%

Enterprise value$432.01B+40.9%

P/E31.7×+19.7×

P/S0.9×+0.2×

Profitability

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Gross margin88.6%+0.4pp

Operating margin4.2%-4.0pp

Net margin2.7%-2.7pp

FCF margin4.4%-1.7pp

Returns & leverage

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Return on equity11.8%-11.1pp

Debt / equity0.8×-0.1×

Current ratio0.8×-0.1×

Where this comes from

Reported directly by UnitedHealth Group in its filing.

Tagged under the XBRL concept unh:LossOnPortfolioActions.

The official record: UnitedHealth Group’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is UnitedHealth Group's optum health — loss on portfolio actions?: UnitedHealth Group (UNH) reported optum health — loss on portfolio actions of $306M in Q1 2026.
What does optum health — loss on portfolio actions mean?: This metric represents the financial impact resulting from strategic adjustments, rebalancing, or non-recurring shifts within the investment or asset portfolio of the business segment. It captures the net gains or losses realized when the company actively modifies its holdings to align with long-term capital allocation strategies. These actions are typically distinct from core operational activities and reflect management's efforts to optimize the segment's asset base.