SGA Global Growth Strategy Maintained Its Stake in UnitedHealth (UNH)

1 week ago 6

Soumya Eswaran

Mon, January 5, 2026 astatine 6:50 AM CST 3 min read

Sustainable Growth Advisers (SGA), an concern absorption company, released its third-quarter capitalist missive for its “Global Growth Strategy.” A transcript of the missive tin beryllium downloaded here. The portfolio returned -2.3% (Gross) and -2.5% (Net) successful the 3rd quarter, compared to a 7.6% instrumentality for the MSCI ACWI and a 9.0% instrumentality for the MSCI ACWI Growth. The scale returns were fueled by enthusiasm for AI, whereas factors aligned with SGA’s strategy, similar prime and income stability, lagged. SGA’s concern nonsubjective is to put successful high-quality maturation businesses expected to execute accordant mid-teens net growth, accompanied by unchangeable gross and currency flow. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, SGA Global 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 3.95%, and its shares mislaid 34.51% of their worth implicit the past 52 weeks. On January 2, 2026, UnitedHealth Group Incorporated (NYSE:UNH) banal closed astatine $336.40 per share, with a marketplace capitalization of $304.724 billion.

SGA Global Growth Strategy stated the pursuing regarding UnitedHealth Group Incorporated (NYSE:UNH) successful its 3rd 4th 2025 capitalist letter:

"We reviewed and maintained our UnitedHealth Group Incorporated (NYSE:UNH) presumption done its underwriting crisis, recognizing that management's mispricing of annually renewable policies could beryllium corrected done swift action. The institution demonstrated committedness by replacing enactment and reaffirming guidance. We added shares to our presumption aboriginal successful the 4th connected the continued terms weakness, and trimmed immoderate gains astatine the extremity of the 4th arsenic the banal rebounded sharply."

UnitedHealth Exits South America With Banmedica Sale

UnitedHealth Group Incorporated (NYSE:UNH) is successful the 18th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 140 hedge money portfolios held UnitedHealth Group Incorporated (NYSE:UNH) astatine the extremity of the 3rd quarter, which was 159 successful the erstwhile quarter. In the 3rd 4th of 2025, UnitedHealth Group Incorporated (NYSE:UNH) generated revenues exceeding $113 billion, representing a 12% year-over-year maturation owed to the enlargement of home memberships. While we admit the imaginable of UnitedHealth Group Incorporated (NYSE:UNH) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.