Here’s What Hit UnitedHealth Group’s (UNH) Performance

3 days ago 9

Soumya Eswaran

Thu, January 8, 2026 astatine 7:19 AM CST 3 min read

ClearBridge Investments, an concern absorption company, released its “ClearBridge Large Cap Growth Strategy” fourth-quarter 2025 capitalist letter. The concern doctrine of the strategy is to put successful starring companies that are undervalued by the marketplace successful presumption of their aboriginal maturation potential. A transcript of the missive tin beryllium downloaded here. Large-cap stocks continued their spot successful the quarter, driven by beardown net maturation from mega-cap companies and enthusiasm implicit generative AI. The ClearBridge Large Cap Growth Strategy underperformed the Russell 1000 Growth Index by astir 900 ground points for the year. It continued to lag down the benchmark, trailing its 1.2% quarterly beforehand by astir 170 ground points during the 4th quarter. The underweight vulnerability to mega-cap AI beneficiaries and lower-quality AI-related names contributed to the underperformance. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, ClearBridge Large Cap Growth Strategy highlighted stocks specified arsenic UnitedHealth Group Incorporated (NYSE:UNH). UnitedHealth Group Incorporated (NYSE:UNH) is simply a diversified healthcare institution that operates done UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx segments. The one-month instrumentality of UnitedHealth Group Incorporated (NYSE:UNH) was 1.48%, and its shares mislaid 34.85% of their worth implicit the past 52 weeks. On January 7, 2026, UnitedHealth Group Incorporated (NYSE:UNH) banal closed astatine $341.70 per share, with a marketplace capitalization of $309.525 billion.

ClearBridge Large Cap Growth Strategy stated the pursuing regarding UnitedHealth Group Incorporated (NYSE:UNH) successful its 4th fourth 2025 capitalist letter:

"The show of our wellness attraction holdings was different disappointment. UnitedHealth Group Incorporated (NYSE:UNH), a accordant contributor successful the portfolio’s unchangeable bucket for much than a decade, suffered from a operation of antagonistic sentiment and terrible mismanagement that caused the banal to suffer astir fractional its worth successful 2025 by the clip we exited the presumption successful August. While we had been trimming UnitedHealth consistently since the 4th fourth of 2024, we besides believed the institution deserved immoderate leeway to crook things astir fixed its semipermanent way record. In hindsight, UnitedHealth disclosure had ever been beneath mean owed to the quality of its regulated businesses, arsenic good arsenic the size and scope of the company’s operations, but that deficiency of disclosure besides made it hard to measure the execution issues that the institution faced successful 2025. Ultimately, contempt a decennary of coagulated returns, we mislaid assurance successful UnitedHealth’s quality to navigate a turnaround nether caller enactment and exited the position."