First Trust Advisors Boosts Stake in UnitedHealth Group

The investment firm increased its holdings in the healthcare conglomerate by nearly 188% in the third quarter.

Published on Mar. 10, 2026

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First Trust Advisors LP, an institutional investor, grew its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 187.9% during the third quarter, according to a recent 13F filing with the Securities and Exchange Commission (SEC). The firm now owns 278,209 shares of the healthcare conglomerate's stock, valued at $96,065,000 at the end of the reporting period.

Why it matters

UnitedHealth Group is one of the largest healthcare companies in the United States, providing a wide range of insurance and healthcare services. The increase in First Trust Advisors' stake suggests the firm sees significant potential in UnitedHealth Group's future performance and growth prospects.

The details

According to the 13F filing, First Trust Advisors acquired an additional 181,577 shares of UnitedHealth Group during the third quarter, bringing its total holdings to 278,209 shares. This represents a substantial increase of 187.9% in the firm's position in the healthcare conglomerate.

  • First Trust Advisors filed the 13F report for the third quarter of 2026.

The players

First Trust Advisors LP

An institutional investment firm that manages a variety of mutual funds, exchange-traded funds, and other investment products.

UnitedHealth Group Incorporated

A diversified healthcare company that operates two primary business platforms: UnitedHealthcare and Optum. It provides a broad range of health benefits and healthcare services to individuals, employers, and government-sponsored programs.

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The takeaway

The significant increase in First Trust Advisors' stake in UnitedHealth Group suggests the firm's confidence in the healthcare conglomerate's long-term growth potential, despite recent market volatility and uncertainty in the healthcare sector.