UnitedHealth Group Incorporated Strategic Asset Allocation Index
UnitedHealth Group Incorporated strategic asset allocation index. UnitedHealth Group Incorporated (UNH) has a Strategic Asset Allocation Index of 53.9% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $56.79 Billion) total $56.79 Billion, measured against net assets of $105.32 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See UnitedHealth Group Incorporated (UNH) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of UnitedHealth Group Incorporated (2000–2025)
Strategic asset allocation index of UnitedHealth Group Incorporated from 2000 to 2025. This chart shows how UnitedHealth Group Incorporated's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 53.9%, representing strategic assets of $56.79 Billion against net assets of $105.32 Billion USD. Check UnitedHealth Group Incorporated (UNH) tangible equity ratio to evaluate the tangible quality of the company's equity base.
UnitedHealth Group Incorporated Strategic Asset Allocation Index by Year (2000–2025)
UnitedHealth Group Incorporated strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for UnitedHealth Group Incorporated from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see UnitedHealth Group Incorporated market cap and net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 63.9% | $65.01 Billion | $10.76 Billion | $54.25 Billion | $101.70 Billion | ▲ +2.6 pp |
| 2024 | 61.3% | $62.91 Billion | $10.55 Billion | $52.35 Billion | $102.59 Billion | ▲ +1.6 pp |
| 2023 | 59.7% | $59.06 Billion | $11.45 Billion | $47.61 Billion | $98.92 Billion | ▼ -2.7 pp |
| 2022 | 62.4% | $53.86 Billion | $10.13 Billion | $43.73 Billion | $86.35 Billion | ▼ -5.7 pp |
| 2021 | 68.1% | $52.08 Billion | $8.97 Billion | $43.11 Billion | $76.48 Billion | ▼ -2.6 pp |
| 2020 | 70.7% | $49.87 Billion | $8.63 Billion | $41.24 Billion | $70.54 Billion | ▼ -3.2 pp |
| 2019 | 73.9% | $45.91 Billion | $8.70 Billion | $37.21 Billion | $62.16 Billion | ▲ +1.0 pp |
| 2018 | 72.9% | $40.97 Billion | $8.46 Billion | $32.51 Billion | $56.23 Billion | ▲ +4.9 pp |
| 2017 | 68.0% | $35.35 Billion | $7.01 Billion | $28.34 Billion | $52.02 Billion | ▼ -5.7 pp |
| 2016 | 73.7% | $29.77 Billion | $5.90 Billion | $23.87 Billion | $40.41 Billion | ▲ +7.0 pp |
| 2015 | 66.7% | $23.65 Billion | $4.86 Billion | $18.79 Billion | $35.46 Billion | ▼ -2.0 pp |
| 2014 | 68.7% | $23.25 Billion | $4.42 Billion | $18.83 Billion | $33.84 Billion | ▼ -2.2 pp |
| 2013 | 70.9% | $23.61 Billion | $4.01 Billion | $19.61 Billion | $33.32 Billion | ▲ +5.8 pp |
| 2012 | 65.0% | $21.65 Billion | $3.94 Billion | $17.71 Billion | $33.30 Billion | ▼ -1.0 pp |
| 2011 | 66.0% | $18.68 Billion | $2.52 Billion | $16.17 Billion | $28.29 Billion | ▲ +0.6 pp |
| 2010 | 65.5% | $16.91 Billion | $2.20 Billion | $14.71 Billion | $25.82 Billion | ▲ +0.0 pp |
| 2009 | 65.5% | $15.45 Billion | $2.14 Billion | $13.31 Billion | $23.61 Billion | ▲ +55.0 pp |
| 2008 | 10.5% | $2.18 Billion | $2.18 Billion | $- | $20.78 Billion | ▼ -0.1 pp |
| 2007 | 10.6% | $2.12 Billion | $2.12 Billion | $- | $20.06 Billion | ▲ +1.5 pp |
| 2006 | 9.1% | $1.89 Billion | $1.89 Billion | $- | $20.81 Billion | ▼ -0.2 pp |
| 2005 | 9.3% | $1.65 Billion | $1.65 Billion | $- | $17.73 Billion | ▼ -1.3 pp |
| 2004 | 10.6% | $1.14 Billion | $1.14 Billion | $- | $10.72 Billion | ▼ -9.5 pp |
| 2003 | 20.1% | $1.03 Billion | $1.03 Billion | $- | $5.13 Billion | ▼ -1.4 pp |
| 2002 | 21.6% | $955.00 Million | $955.00 Million | $- | $4.43 Billion | ▼ -0.2 pp |
| 2001 | 21.8% | $847.00 Million | $847.00 Million | $- | $3.89 Billion | ▲ +13.6 pp |
| 2000 | 8.2% | $303.00 Million | $303.00 Million | $- | $3.69 Billion | — |