UNH

UnitedHealth Group Incorporated

StockHealthcareMedical - Healthcare PlansUS$343B market cap

$404.44

▲ +1.0% last session

−2.0% 3M

Close of Nov 3, 2026End-of-day

Nov 3, 2026 · UNH total return with dividends reinvested, from daily closes · S&P 500 uses VOO over the same datesUNHS&P 500 · VOO

Held by ETFs: $15.6B; in funds that list it in their top 10
Share of the company: ≈5%; of UnitedHealth Group held through ETFs
Top-10 holding in: 63 ETFs; one of their ten biggest
Built on UNH alone: 2 ETFs; 2×
Most per dollar · basket: IHF 22.1%; $221 of every $1,000
Biggest holder: SCHD $4.7B; of UNH, 3.9% of the fund

Every ETF Theme Built Around UNH

YTD

2× Daily UNH ETFs

YTD

$65Min 2 funds

UNHG$61M+20.6%UNHU$4Mno YTD

Corner: assets · twice UNH’s move each day

ETFs That Pay From UNH

YTD

10.0%top yield · DJIA

DJIA10.0%+8.4%DYLG9.0%+8.6%DOGG8.6%+16.7%

Corner: yield · option income, upside capped

Heaviest UNH Baskets

YTD

$221per $1,000 in IHF

IHF22.1%+24.7%EAGL6.2%+9.9%XLV5.5%+20.4%IYH5.3%+19.8%FHLC4.7%+19.7%DIA4.7%+8.8%

Corner: UNH weight · UNH is the biggest slice

Core ETFs Holding UNH

YTD

$1.1Bof UNH in 3 funds

IVE$607M+13.7%SPYV$468M+13.8%FELV$46M+25.5%

Corner: UNH held · most people own it this way

Geared ETFs Holding UNH

YTD

+49.8%CURE, the best of 4

UDOW3×+13.9%DDM2×+11.5%CURE3×+49.8%RXL2×+35.0%

Corner: leverage · index funds with UNH inside

UNH Through Other ETFs

YTD

$22per $1,000 in MSSS

MSSS2.2%+23.2%THIR1.6%+1.6%SMOM1.6%+14.2%XLSR1.3%+4.5%THLV1.2%+5.7%QPX1.2%+3.7%

Corner: UNH weight · held through other ETFs

End-of-day Nov 4, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in UNH Sits

Today

35%in Income funds

Income $5.4BSectors $4.5BUS Stock Styles $4.2BLow-Cost Core $1.1BOther $384M

SCHD$4.7B · 3.9%DGRWBGIGBGDVDJD9 moreXLV$2.7B · 5.5%VHT$889M · 4.7%IHFIYHIXJ4 moreDIA$2.1B · 4.7%FNDXMTUMIUSVDFUV20 more$715MIVE SPYV1 moreEAGL11 more

Tile size = dollars of UNH held% = UNH’s weight in the fund

End-of-day Nov 4, 2026 · $15.6B across funds that list UNH in their top 10

Core ETFs Holding the Most UNH

YTD

$1.1Bof UNH in 3 core funds

FundNameHeld ▼Per $1KYTDFeeAssets

IVEiShares S&P 500 Value ETF$607M$12+13.7%0.18%$50.6B

SPYVState Street SPDR Portfolio S&P 500 Value ETF$468M$12+13.8%0.04%$39.0B

FELVFidelity Enhanced Large Cap Value ETF $46M$14+25.5%0.18%$3.4B

Through other ETFs · 19 fundsUNH per $1,000

MSSS2.2% via IHF$22+23.2%

THIR1.6% via DIA$16+1.6%

SMOM1.6% via XLV$16+14.2%

End-of-day Nov 4, 2026 · held = dollars of UNH in the fund

Open in desk

More of It

Most UNH per $1,000

Today

$2,000of UNH per $1,000 in the 2 2× daily funds · then IHF, the heaviest basket at $221

#FundNameIssuerPer $1K ▼YTDOpen

1UNHGLeverage Shares 2x Long UNH Daily ETFLeverageShares$2,000+20.6%Open

2UNHUDirexion Daily UNH Bull 2X ETFDirexion$2,000—Open

3IHFiShares U.S. Healthcare Providers ETFiShares$221+24.7%Open

4UNHWRoundhill UNH WeeklyPay ETFRoundhill$201+23.5%Open

5EAGLEagle Capital Select Equity ETFEagle$62+9.9%Open

6GDOCGoldman Sachs Future Health Care Equity ETFGoldman Sachs$57+9.6%Open

7DIVZPolen Dividend Income ETFTrueShares$57+6.4%Open

8XLVState Street Health Care Select Sector SPDR ETFState Street$55+20.4%Open

9JDOCJPMorgan Healthcare Leaders ETFJ.P. Morgan$54+13.3%Open

10TRUHVanEck Healthcare TruSector ETFVanEck$54—Open

End-of-day Nov 4, 2026 · 2× funds reset daily · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding UNH

Today

$221in IHF, the heaviest basket

FundPer $1,000YTD

IHF$221+24.7%

EAGL$62+9.9%

XLV$55+20.4%

IYH$53+19.8%

FHLC$47+19.7%

DIA$47+8.8%

End-of-day Nov 4, 2026 · bars run to $250

2× Daily UNH ETFs

YTD

$65Min 2 funds · UNHG holds 94%

2× daily$2,000 of UNH per $1,000

UNHG$61M+20.6%

UNHU$4M—

Past yearUNH +24.4%UNHG +10.7%

End-of-day Nov 4, 2026 · all reset daily

Geared ETFs Holding UNH

YTD

+49.8%CURE, the best of 4

FundAssetsYTD

CURE3×$200M+49.8%

RXL2×$112M+35.0%

UDOW3×$841M+13.9%

DDM2×$507M+11.5%

End-of-day Nov 4, 2026 · 3× and 2× index funds

Income from It

UNH Income ETFs

Yield · Today

10.0%yield · DJIA, the biggest
3 income funds holding UNH

Invest $10,000 in DJIA · currently about $998 a year

FundYieldOn $10KYTD

DJIAGlobal X10.0%$998/yr+8.4%

DYLGGlobal X9.0%$901/yr+8.6%

DOGGFirst Trust8.6%$855/yr+16.7%

End-of-day Nov 4, 2026 · trailing yield · payouts can fall

Income ETFs Holding UNH, by Yield

Yield · Today

10.0%top yield, DJIA · highest payout first

#FundNameIssuerYield ▼YTDOpen

1DJIAGlobal X Dow 30 Covered Call ETFGlobal X10.0%+8.4%Open

2DYLGGlobal X Dow 30 Covered Call & Growth ETFGlobal X9.0%+8.6%Open

3DOGGFT Vest DJIA Dogs 10 Target Income ETFFirst Trust8.6%+16.7%Open

End-of-day Nov 4, 2026 · trailing yield · payouts can fall · option income caps the upside

Income Strategies Holding UNH

YTD

$5.4Bof UNH held by 14 income funds · SCHD is the largest

StrategyFundNameUNH per $1,000YieldYTDAssets

Covered callsDJIAGlobal X Dow 30 Covered Call ETF$4710.0%+8.4%$214M

Income basketDOGGFT Vest DJIA Dogs 10 Target Income ETF$498.6%+16.7%$96M

Dividend stocksSCHDSchwab U.S. Dividend Equity ETF$393.0%+32.8%$121B

On $10KDJIA $998/yr DOGG $855/yr SCHD $297/yr

End-of-day Nov 4, 2026 · $5.4B = income funds that list UNH in their top 10 · trailing yield