Number of Shares
17,849.00
Current Holdings Value*
$9.35 Mil
% of Portfolio
4.12%
Total Estimate Gain
$-3.45 Mil
% of Total Estimate Gain
-38.07%

UBS US Dividend Ruler Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, UBS FUNDS held 17,849.00 shares of UnitedHealth Group Inc(UNH), totaling $9.35 Mil. This investment constitutes 4.12% of their stock portfolio, and UBS FUNDS now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2022Q1. And since then UBS US Dividend Ruler Fund has made 11 purchases of UNH, at an average price of $497.87, for a total of 18,185.00 shares. In addition, there have been 1 sales at an average price of $533.34 for 336.00 shares. Based on historical transaction data and UNH's current price of $304.10, UBS US Dividend Ruler Fund's estimated gain on his UNH holdings is $-3.45 Mil, reflecting a -38.07% gain to date.

UBS US Dividend Ruler Fund UNH ($304.10) Holding Chart

UBS US Dividend Ruler Fund UNH ($304.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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