A Daily Network publication
Explore the network
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Friday, October 2, 2026The Morning Brief →Sign in

Who holds UNHUNITEDHEALTH GROUP

60 funds on our shelf carry UNITEDHEALTH GROUP — heaviest hand: IHF at 21.99% of its book.

FundWeightFund assetsShares held
IHFiShares U.S. Healthcare Providers ETFINDEX21.99%$1.4B801,720
XLVHealth Care Select Sector SPDR FundINDEX6.49%$43.4B6,459,586
IYHiShares U.S. Healthcare ETFINDEX5.27%$3.9B563,950
VHTVanguard Health Care Index FundINDEX4.90%$19B2,771,582
DIASPDR Dow Jones Industrial Average ETF TrustINDEX4.81%$43.9B5,097,433
DJDInvesco Dow Jones Industrial Average Dividend ETFINDEX4.77%$499M63,097
DJIAGlobal X Dow 30 Covered Call ETFACTIVE4.33%$89M21,826
PINKSimplify Health Care ETFACTIVE4.31%$353M40,961
DYLGGlobal X Dow 30 Covered Call & Growth ETF4.29%—548
IXJiShares Global Healthcare ETFINDEX4.12%$4.4B480,057
FLAGGlobal X S&P 500 U.S. Market Leaders Top 50 ETF4.07%—181
DDDDYieldMax U.S. Stocks Target Double Distribution ETF3.88%—751
PWVInvesco Large Cap Value ETFACTIVE3.34%$1.8B162,479
AIBFiShares Future AI Beneficiaries ETF2.67%—15,984
RWLInvesco S&P 500 Revenue ETFINDEX2.17%$9.8B570,930
MTUMiShares MSCI USA Momentum Factor ETFINDEX1.92%$20.4B1,043,897
XHSState Street SPDR S&P Health Care Services ETFINDEX1.85%$244M6,215
DGROiShares Core Dividend Growth ETFINDEX1.82%$41.9B2,047,487
MGVVanguard Morningstar Mega Cap Value ETFINDEX1.64%$8.2B583,720
SPMOInvesco S&P 500 Momentum ETFINDEX1.57%$23.2B966,136
RSPHInvesco S&P 500 Equal Weight Health Care ETFINDEX1.54%$861M36,275
VIGVanguard Div Appreciation ETFINDEX1.51%$84.8B5,140,716
DIVBiShares U.S. Dividend and Buyback ETFINDEX1.47%$2B77,994
VUSVVanguard Wellington U.S. Value Active ETF1.42%—3,595
VYMVanguard High Dividend Yield Index FundINDEX1.42%$58.1B3,662,976
VTVVanguard Value Index FundINDEX1.29%$125.5B8,679,979
IUSInvesco RAFI Strategic US ETFINDEX1.28%$970M33,024
IWXiShares Russell Top 200 Value ETFINDEX1.27%$3.9B124,963
VLUState Street SPDR S&P 1500 Value Tilt ETFINDEX1.26%$753M25,239
PFMInvesco Dividend Achievers ETFINDEX1.23%$779M25,570
BIGYYieldMax Target 12 Big 50 Option Income ETF1.21%—1,104
VOOVVanguard S&P 500 Value ETFINDEX1.17%$5.2B210,912
IVEiShares S&P 500 Value ETFINDEX1.15%$49.1B1,483,523
SPYVState Street SPDR Portfolio S&P 500 Value ETFINDEX1.15%$36.2B1,096,281
PRFInvesco RAFI US 1000 ETFINDEX1.13%$9.9B301,925
IUSViShares Core S&P U.S. Value ETFINDEX1.09%$27.5B789,686
ILCViShares Morningstar Value ETFINDEX0.99%$1.3B34,918
SPDGState Street SPDR Portfolio S&P Sector Neutral Dividend ETFINDEX0.98%$13M335
EQWLInvesco S&P 100 Equal Weight ETFINDEX0.97%$2.8B71,659
VONVVanguard Russell 1000 Value ETFINDEX0.93%$9.2B573,369
IWDiShares Russell 1000 Value ETFINDEX0.93%$82.4B2,008,993
EVUSIshares ESG Aware MSCI USA Value ETFINDEX0.89%$383M8,951
EFIVState Street SPDR S&P 500 ESG ETFINDEX0.83%$1B22,364
XLGInvesco S&P 500 Top 50 ETFINDEX0.80%$11.8B248,195
EGLEGlobal X S&P 500 U.S. Revenue Leaders ETF0.76%—46
MMTMSPDR S&P 1500 Momentum Tilt ETFINDEX0.76%$163M3,296
OEFiShares S&P 100 ETFINDEX0.69%$20.7B374,262
DGTState Street SPDR Global Dow ETFINDEX0.67%$634M10,017
MGCVanguard Mega Cap Index FundINDEX0.65%$6B182,178
RPVInvesco S&P 500 Pure Value ETFINDEX0.63%$1.7B27,777
USCLiShares Climate Conscious & Transition MSCI USA ETFINDEX0.63%$2.9B48,093
XVViShares ESG Screened S&P 500 ETFINDEX0.61%$688M11,057
TOPCiShares S&P 500 3% Capped ETF0.61%—546
TCHPT. Rowe Price Blue Chip Growth ETFACTIVE0.59%$721M29,790
IWLiShares Russell Top 200 ETFINDEX0.59%$2.3B35,316
QVMLInvesco S&P 500 QVM Multi-factor ETFINDEX0.58%$1.7B25,912
VVVanguard Morningstar Large-Cap ETFINDEX0.55%$37.4B1,068,837
ESGVVanguard ESG U.S. Stock ETFINDEX0.55%$9.2B202,991
VOOVanguard 500 Index FundINDEX0.53%$500.4B24,125,809
SPYXState Street SPDR S&P 500 Fossil Fuel Reserves Free ETFINDEX0.53%$2.9B39,845

LATEST DISCLOSED BOOKS ON THE ENRICHED SHELF · THE SHELF GROWS NIGHTLY AS READERS RESEARCH NEW FUNDS

Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.