Observatory · observe first

UnitedHealth Group

UNH · United States · Managed Health Care · matched S&P 500 member. Follow its market-weight contribution.

Historical time machine
Historical observation
20182026
Universe weight
1.313%
12M weight contribution
+1.311 pp
3M weight contribution
-0.080 pp
12M price return
+35.2%

Share of matched S&P 500 members

Monthly observations through Aug 2021

0.10.81.52018201920202021

Company price index

A separate dimension from market allocation

941381822018201920202021

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Aug 2021$392.5bn1.313%+1.311 pp+35.2%Yes
Jul 2021$389.0bn1.334%+1.332 pp+38.2%Yes
Jun 2021$377.9bn1.334%+1.333 pp+37.8%Yes
May 2021$388.7bn1.393%+1.391 pp+37.2%Yes
Apr 2021$377.0bn1.366%-0.186 pp+38.5%Yes
Mar 2021$351.7bn0.688%+0.687 pp+51.5%No
Feb 2021$315.2bn0.630%+0.629 pp+32.4%No
Jan 2021$316.5bn0.758%-0.515 pp+24.5%No
Dec 2020$332.7bn1.347%-0.020 pp+21.3%Yes
Nov 2020$319.1bn1.355%+0.020 pp+22.2%Yes
Oct 2020$290.0bn1.373%+0.125 pp+22.8%Yes
Sep 2020$296.3bn0.001%-1.092 pp+45.9%No
Aug 2020$297.0bn0.001%-1.205 pp+35.9%No
Jul 2020$287.1bn0.001%-1.258 pp+23.7%No
Jun 2020$279.7bn0.002%-1.249 pp+23.0%No
May 2020$289.1bn0.002%-1.337 pp+28.3%No
Apr 2020$277.4bn1.553%+0.307 pp+27.7%Yes
Mar 2020$236.6bn0.001%-1.362 pp+2.6%No
Feb 2020$241.8bn0.001%-1.346 pp+7.0%No
Jan 2020$258.1bn1.273%+0.416 pp+2.5%Yes
Dec 2019$278.5bn1.366%+0.510 pp+20.0%Yes
Nov 2019$265.2bn1.336%+0.437 pp+0.8%Yes
Oct 2019$239.5bn1.248%+0.396 pp-1.7%Yes
Sep 2019$205.9bn1.094%+0.278 pp-17.0%No

Its weight is estimated market cap divided by the total estimated market cap of matched S&P 500 members for the month. This is not an official float-adjusted S&P index weight.