M&G Plc UNH — UNITEDHEALTH GROUP INC

Ownership history in M&G Plc  ·  9 quarters on record

AI Ownership Summary

M&G Plc reported UNITEDHEALTH GROUP INC (UNH) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.61% in 2025 Q3. The latest visible filing shows UNH at 1.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UNH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in UNITEDHEALTH GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UNH was reported at 1.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.61% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UNH stock page M&G Plc fund profile M&G Plc full holdings
How M&G Plc held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 847,584 -19,171 -2.2% 1.19% $229.7M 2026-05-13 $401.16
2025 Q4 REDUCED — — — 866,755 -8,958 -1.0% 1.47% $286.0M 2026-02-12 $282.18
2025 Q3 ADDED — — — 875,713 +4,951 +0.6% 1.61% $302.1M 2025-11-07 $319.56
2025 Q2 ADDED — — — 870,762 +366,127 +72.6% 1.50% $271.7M 2025-08-08 $245.74
2025 Q1 REDUCED — — — 504,635 -6,504 -1.3% 1.27% $264.4M 2025-05-13 $302.84
2024 Q4 ADDED — — — 511,139 +4,455 +0.9% 1.60% $258.6M 2025-02-11 $517.07
2024 Q3 ADDED — — — 506,684 +15,758 +3.2% 1.07% $296.4M 2024-10-31 $544.59
2024 Q2 ADDED — — — 490,926 +6,657 +1.4% 0.99% $249.9M 2024-07-16 $527.64
2024 Q1 INITIATED — — — 484,269 — — 0.91% $239.7M 2024-05-10 $490.90

🏢 Other funds also holding UNH

As of 2026 Q1 — sorted by position size

53 HOUSE LLP 3Y 7Y 39.93% NAYA CAPITAL MANAGEMENT UK LTD 3Y 7Y 23.15% OBERNDORF WILLIAM E 3Y 7Y 18.03% ELWOOD CAPITAL PARTNERS LP 13.72% Solel Partners LP 3Y 11.95% MARSHFIELD ASSOCIATES 3Y 7Y 10.25% BAYBAN 9.43% Seilern Investment Management Ltd 9.07% Veritas Asset Management LLP 3Y 7Y 8.63% Michelson Medical Research Foundation, Inc. 3Y 8.24%

FAQ About M&G Plc and UNH

These are the practical questions this page is built to answer before you even open the full history table.

How long has M&G Plc reported owning UNH?

M&G Plc reported UNH across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported UNH position in M&G Plc's portfolio?

The largest reported portfolio weight for UNH was 1.61% in 2025 Q3.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2026 Q1, when M&G Plc reported 847,584 shares, equal to 1.19% of portfolio, with an estimated market value of $229.7M.

What does the chart on this UNH ownership page compare?

The chart compares M&G Plc's quarterly UNH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did M&G Plc time their UNH position?

Based on 13F filing dates vs. subsequent UNH price moves, M&G Plc correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on UNH relative to SPY over the holding period was -25.1%.

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