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[UNH] UnitedHealth Group Inc. - Shareholder Equity / Assets
Data updated 2024-Mar-16 (Saturday)Note: Detailed Statistics for Shareholder Equity / Assets in Balance Sheet for UnitedHealth Group Inc. [NYSE:UNH] with frequency distribution chart that analyze trends & history . Total Shareholder Equity / Total Assets is expressed as a %. View Balance Sheet for broader context
Share
Quarterly Shareholder Equity / Assets values for UnitedHealth Group Inc. are rounded to enhance readability
| 2023-Dec | 2023-Sep | 2023-Jun | 2023-Mar | 2022-Dec | 2022-Sep | |
|---|---|---|---|---|---|---|
| Shareholder Equity / Assets | 36.1% | 31.8% | 29.4% | 28.7% | 31.1% | 30.7% |
| Sequential Quarter Growth | +13.8% | +8.0% | +2.5% | -7.8% | +1.2% | -2.9% |
| Quarter-on Quarter Growth | +16.3% | +3.4% | -7.1% | -12.9% | -6.6% | -6.9% |
Annual Shareholder Equity / Assets values for UnitedHealth Group Inc. are rounded to enhance readability
| 2023-Dec | 2022-Dec | 2022-Jan | 2021-Jan | 2020-Jan | 2019-Jan | |
|---|---|---|---|---|---|---|
| Shareholder Equity / Assets | 36.1% | 31.1% | 31.1% | 33.3% | 32.6% | 32.6% |
| Year-on-Year Growth | +16.3% | 0.0% | -6.6% | +1.9% | +0.1% | -2.7% |
| 2-yr CAGR | +7.9% | -3.3% | -2.4% | +1.0% | -1.3% | -2.0% |
| 3-yr CAGR | +2.8% | -1.6% | -1.6% | -0.3% | -1.3% | +2.5% |
| 4-yr CAGR | +2.6% | -1.2% | -1.9% | -0.5% | +1.9% | -3.5% |
| 5-yr CAGR | +2.1% | -1.5% | -1.7% | +1.9% | -2.8% | -3.6% |
Frequency distribution of quarterly Shareholder Equity / Assets values from 2009-Jun-30 grouped into buckets. Latest Shareholder Equity / Assets value is 36.1 as of 2023-Dec-31
Subsequent stock performance post earnings date till next announcement for UnitedHealth Group Inc. mapped with quarterly Shareholder Equity / Assets values reported at that time. Most recent value denoted with star
Select frequency and calculation type for Shareholder Equity / Assets above for vertical axis in scatter chart. Additionally choose type of performance for horizontal axis
Bayesian (Conditional Probability) analysis for UnitedHealth Group Inc. with subsequent post-earnings performance given Shareholder Equity / Assets values. Analysis uses quarterly data and subsequent absolute performance. Most recent quarter is denoted with a star and corresponding partial performance is excluded from calculations
| Underperform (absolute perf.) | Outperform (absolute perf.) | |
|---|---|---|
| Shareholder Equity / Assets - Low | 55% | 45% |
| Shareholder Equity / Assets - Medium | 37% | 63% |
| Shareholder Equity / Assets - High | 53% | 47% |
| Shareholder Equity / Assets (Sequential growth %) - Low | 37% | 63% |
| Shareholder Equity / Assets (Sequential growth %) - Medium | 47% | 53% |
| Shareholder Equity / Assets (Sequential growth %) - High | 58% | 42% |
| Shareholder Equity / Assets (QoQ growth %) - Low | 44% | 56% |
| Shareholder Equity / Assets (QoQ growth %) - Medium | 50% | 50% |
| Shareholder Equity / Assets (QoQ growth %) - High | 44% | 56% |
Related to UnitedHealth Group Inc.
Information for UnitedHealth Group Inc.
Current Detail : Recent daily/monthly performance & benchmark comparison
Historical Detail : Historical performance & related information using Time Machine
Financial Statements : Analyze Income Statement, Balance Sheet & Cashflow Statement and also compare with peers Currently Viewing
Bayesian Statement Classifier : Investigate historical financial statements to make probabalistic predictions using Artificial Intelligence
Anomaly Detection : Investigate unusual recent performance & technicals with historical context using AI
Historical Seasonality : Seasonal performance by calendar months
Dividend History : History of Dividend Yield
Technical History : Popular Technical indicator trends (RSI, MACD etc.)
Metric Deciles : Contextualizing recent performance & technical levels into historical decile buckets
Dollar Cost Averaging : Dollar Cost Average (DCA) over time in your portfolio
Moving Averages : Key Simple & Exponential Moving Averages
Historical Analogues : Insights from closest historical matches to recent performance using Artificial Intelligence
Chart Pattern Matching : Insights from similar historical charts to recent chart using Artificial Intelligence
News Stories : News stories on 2025-Apr-23 on Google
SEC Reports : Quarterly reports around 2025-Apr-23 on SEC Edgar
Compare UnitedHealth Group Inc. with other assets
Market Performance : Recent performance across covered assets
Historical Performance : Prior & Subsequent performance across assets on a historical date
Market Technicals : Technical indicator levels across covered assets
Market Seasonality : Seasonal performance by calendar months across covered assets
Pair Correlations : Performance Correlations with other assets
Beta : Volatility relative to the broad market
Performance Comparison : Visually compare/benchmark performance with other assets over time
Side-by-Side Comparison : Contrast with other assets over time in a side-by-side presentation
Sector : Health Care sector performance which includes UnitedHealth Group Inc.
Industry : Care & Services industry performance which includes UnitedHealth Group Inc.