Equity

Unrealized Gains on Investments

UnitedHealth Group Unrealized Gains on Investments increased by 62.9% to $215.00M in Q3 2025 compared to the prior quarter. Year-over-year, this metric grew by 55.8%, from $138.00M to $215.00M. Over 4 years (FY 2020 to FY 2024), Unrealized Gains on Investments shows a downward trend with a -56.7% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementBalance Sheet Statement
SectionEquity
CategoryCapital Allocation
SignalHigher is better
VolatilityVolatile
First reportedQ3 2018
Last reportedQ4 2025

How to read this metric

Rising gains indicate strong performance of the underlying securities, whereas falling gains reflect market headwinds.

Detailed definition

This metric tracks the total positive difference between the fair market value and the amortized cost of investment secu...

Peer comparison

Commonly reported by all major banks; highly sensitive to interest rate fluctuations.

Metric ID: unrealized_gains_on_investments

Historical Data

18 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25
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$138.00M$62.00M$79.00M$132.00M$215.00M
QoQ Change-12.2%-30.2%-84.8%-73.6%-87.9%>999%+179.7%-84.2%-76.9%>999%-73.1%-41.7%+557.1%-55.1%+27.4%+67.1%+62.9%
YoY Change-97.5%-99.7%-92.8%+32.0%-21.2%+50.0%+127.1%-78.2%-19.2%>999%-53.7%+119.4%+528.6%+55.8%
Range$4.00M$1.34B
CAGR-35.0%
Avg YoY Growth+189.3%
Median YoY Growth+6.4%
Current Streak3 quarters growth

Frequently Asked Questions

What is UnitedHealth Group's unrealized gains on investments?
UnitedHealth Group (UNH) reported unrealized gains on investments of $215.00M in Q3 2025.
How has UnitedHealth Group's unrealized gains on investments changed year-over-year?
UnitedHealth Group's unrealized gains on investments increased by 55.8% year-over-year, from $138.00M to $215.00M.
What is the long-term trend for UnitedHealth Group's unrealized gains on investments?
Over 4 years (2020 to 2024), UnitedHealth Group's unrealized gains on investments has grown at a -56.7% compound annual growth rate (CAGR), from $1.77B to $62.00M.
What does unrealized gains on investments mean?
The total market value increase of investment securities that the bank still owns.

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