CB
Charles Brandes (Brandes Investment Partners) disclosed new in UNITEDHEALTH GROUP INC
Charles Brandes (Brandes Investment Partners) filed a 13F change in UNITEDHEALTH GROUP INC (91324P102) on 2025-05-15, covering period end 2025-03-31.
Action
New
Capital
$52,306,094 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
195 changes from Charles Brandes (Brandes Investment Partners), filed 2025-05-15 for period end 2025-03-31.
$9.8B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
780259305 SHELL PLC | Increased | $89.5M | $182.9M | 0.91% |
L6388F110 MILLICOM INTL CELLULAR S A | Increased | $81.2M | $195.6M | 0.83% |
91823B109 UWM HOLDINGS CORP | New | $66.8M | $66.8M | 0.68% |
67077M108 NUTRIEN LTD | Increased | $55.4M | $59.7M | 0.56% |
91324P102 UNITEDHEALTH GROUP INC | New | $52.3M | $52.3M | 0.53% |
125523100 THE CIGNA GROUP | Increased | $48.7M | $220.9M | 0.50% |
126650100 CVS HEALTH CORP | Increased | $45.0M | $115.2M | 0.46% |
489170100 KENNAMETAL INC | Increased | $42.9M | $104.7M | 0.44% |
960413102 WESTLAKE CORPORATION | New | $42.1M | $42.1M | 0.43% |
G0450A105 ARCH CAP GROUP LTD | Increased | $36.6M | $136.7M | 0.37% |
28035Q102 EDGEWELL PERS CARE CO | Increased | $33.9M | $102.5M | 0.34% |
151290889 CEMEX SAB DE CV | Increased | $33.4M | $170.0M | 0.34% |
398438408 GRIFOLS S A | Increased | $30.5M | $183.0M | 0.31% |
124765108 CAE INC | Reduced | -$29.9M | $348.5M | 0.30% |
457651107 INNOVEX INTERNATIONAL INC | Increased | $29.6M | $117.6M | 0.30% |
74051N102 PREMIER INC | Increased | $29.2M | $47.0M | 0.30% |
608190104 MOHAWK INDS INC | Increased | $28.4M | $94.2M | 0.29% |
166764100 CHEVRON CORP NEW | Reduced | -$27.2M | $112.5M | 0.28% |
G51502105 JOHNSON CTLS INTL PLC | Sold out | -$23.8M | $0 | 0.24% |
81211K100 SEALED AIR CORP NEW | Increased | $23.7M | $42.4M | 0.24% |
501889208 LKQ CORP | Increased | $22.0M | $75.9M | 0.22% |
G29687103 AVADEL PHARMACEUTICALS PLC | Increased | $21.5M | $44.4M | 0.22% |
02319V103 AMBEV SA | Increased | $21.5M | $48.8M | 0.22% |
883203101 TEXTRON INC | Increased | $21.3M | $163.5M | 0.22% |
683715106 OPEN TEXT CORP | Increased | $20.5M | $148.1M | 0.21% |
80105N105 SANOFI | Increased | $20.3M | $126.2M | 0.21% |
40412C101 HCA HEALTHCARE INC | Increased | $19.9M | $129.1M | 0.20% |
31428X106 FEDEX CORP | Reduced | -$19.8M | $145.7M | 0.20% |
22052L104 CORTEVA INC | Increased | $19.5M | $185.4M | 0.20% |
14149Y108 CARDINAL HEALTH INC | Increased | $19.4M | $136.1M | 0.20% |
37733W204 GSK PLC | Increased | $19.0M | $65.1M | 0.19% |
457030104 INGLES MKTS INC | Increased | $18.6M | $53.0M | 0.19% |
58155Q103 MCKESSON CORP | Increased | $18.0M | $221.4M | 0.18% |
30034W106 EVERGY INC | Increased | $17.8M | $73.5M | 0.18% |
291011104 EMERSON ELEC CO | Reduced | -$17.6M | $100.5M | 0.18% |
504922105 LABCORP HOLDINGS INC | Reduced | -$17.6M | $112.8M | 0.18% |
01609W102 ALIBABA GROUP HLDG LTD | Increased | $17.1M | $73.2M | 0.17% |
803054204 SAP SE | Reduced | -$17.1M | $14.6M | 0.17% |
46432F834 ISHARES TR | Reduced | -$16.9M | $1.3M | 0.17% |
693475105 PNC FINL SVCS GROUP INC | Reduced | -$16.5M | $133.4M | 0.17% |
G02602103 AMDOCS LTD | Increased | $16.5M | $210.6M | 0.17% |
553530106 MSC INDL DIRECT INC | Increased | $15.7M | $19.2M | 0.16% |
6.738E+207 BARCLAYS PLC | Reduced | -$15.7M | $1.2M | 0.16% |
337738108 FISERV INC | Reduced | -$15.2M | $204.3M | 0.15% |
20030N101 COMCAST CORP NEW | Increased | $15.2M | $203.8M | 0.15% |
26874784 AMERICAN INTL GROUP INC | Increased | $15.0M | $127.5M | 0.15% |
02079K107 ALPHABET INC | Reduced | -$14.4M | $66.3M | 0.15% |
84423102 BERKLEY W R CORP | Increased | $13.3M | $77.9M | 0.14% |
60505104 BANK AMERICA CORP | Reduced | -$13.1M | $207.3M | 0.13% |
Y2573F102 FLEX LTD | Reduced | -$12.9M | $51.1M | 0.13% |
02079K305 ALPHABET INC | Reduced | -$12.5M | $59.5M | 0.13% |
861012102 STMICROELECTRONICS N V | Increased | $12.3M | $27.8M | 0.12% |
8.9151E+113 TOTALENERGIES SE | Increased | $12.2M | $41.9M | 0.12% |
71654V101 PETROLEO BRASILEIRO SA PETRO | Increased | $12.1M | $43.8M | 0.12% |
874060205 TAKEDA PHARMACEUTICAL CO LTD | Increased | $11.9M | $52.1M | 0.12% |
64111Q104 NETGEAR INC | Reduced | -$11.4M | $72.9M | 0.12% |
17275R102 CISCO SYS INC | Reduced | -$11.2M | $25.1M | 0.11% |
29082A107 EMBRAER S.A. | Reduced | -$10.7M | $315.6M | 0.11% |
58933Y105 MERCK & CO INC | Increased | $10.6M | $163.0M | 0.11% |
871829107 SYSCO CORP | Increased | $10.5M | $59.0M | 0.11% |
74112D101 PRESTIGE CONSMR HEALTHCARE I | Reduced | -$10.3M | $1.5M | 0.11% |
83175M205 SMITH & NEPHEW PLC | Increased | $10.2M | $43.7M | 0.10% |
P31076105 COPA HOLDINGS SA | Increased | $10.2M | $59.5M | 0.10% |
384556106 GRAHAM CORP | Reduced | -$9.8M | $39.3M | 0.10% |
92937A102 WPP PLC NEW | Reduced | -$9.6M | $21.2M | 0.10% |
478160104 JOHNSON & JOHNSON | Increased | $9.3M | $66.7M | 0.09% |
857477103 STATE STR CORP | Reduced | -$9.2M | $94.2M | 0.09% |
78467J100 SS&C TECHNOLOGIES HLDGS INC | Increased | $9.1M | $81.9M | 0.09% |
949746101 WELLS FARGO CO NEW | Reduced | -$8.9M | $206.9M | 0.09% |
55622104 BP PLC | Sold out | -$8.9M | $0 | 0.09% |
02390A101 AMERICA MOVIL SAB DE CV | Increased | $8.8M | $42.3M | 0.09% |
87936R205 TELEFONICA BRASIL SA | Increased | $8.7M | $29.3M | 0.09% |
637215104 NATIONAL PRESTO INDS INC | Reduced | -$8.3M | $7.0M | 0.08% |
428291108 HEXCEL CORP NEW | Increased | $7.8M | $89.6M | 0.08% |
64058100 BANK NEW YORK MELLON CORP | Reduced | -$7.8M | $144.1M | 0.08% |
698813102 PAPA JOHNS INTL INC | New | $7.6M | $7.6M | 0.08% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Reduced | -$7.3M | $36.6M | 0.07% |
28414H103 ELANCO ANIMAL HEALTH INC | Increased | $7.0M | $76.4M | 0.07% |
83417Q204 SOLARWINDS CORP | Sold out | -$6.9M | $0 | 0.07% |
49177J102 KENVUE INC | Increased | $6.8M | $69.6M | 0.07% |
172967424 CITIGROUP INC | Reduced | -$6.4M | $202.4M | 0.07% |
922908611 VANGUARD INDEX FDS | Reduced | -$6.3M | $5.4M | 0.06% |
34354P105 FLOWSERVE CORP | Sold out | -$6.1M | $0 | 0.06% |
639057207 NATWEST GROUP PLC | Reduced | -$5.8M | $6.3M | 0.06% |
84857L101 SPIRE INC | Sold out | -$5.8M | $0 | 0.06% |
438128308 HONDA MOTOR LTD | Increased | $5.7M | $21.9M | 0.06% |
410345102 HANESBRANDS INC | Increased | $5.5M | $47.4M | 0.06% |
84670702 BERKSHIRE HATHAWAY INC DEL | Increased | $5.4M | $38.4M | 0.05% |
615394202 MOOG INC | Reduced | -$5.1M | $45.7M | 0.05% |
499049104 KNIGHT-SWIFT TRANSN HLDGS IN | Reduced | -$5.0M | $32.6M | 0.05% |
66987V109 NOVARTIS AG | Increased | $4.7M | $25.1M | 0.05% |
922042742 VANGUARD INTL EQUITY INDEX F | Sold out | -$4.5M | $0 | 0.05% |
806857108 SCHLUMBERGER LTD | Increased | $4.3M | $43.7M | 0.04% |
595112103 MICRON TECHNOLOGY INC | Increased | $4.2M | $112.0M | 0.04% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Increased | $4.1M | $92.9M | 0.04% |
26874R108 ENI S P A | Increased | $4.0M | $20.6M | 0.04% |
904708104 UNIFIRST CORP MASS | Increased | $3.8M | $9.1M | 0.04% |
68268W103 ONEMAIN HLDGS INC | Reduced | -$3.7M | $92.5M | 0.04% |
98980A105 ZTO EXPRESS CAYMAN INC | Increased | $3.7M | $50.6M | 0.04% |
917488108 UTAH MED PRODS INC | Increased | $3.6M | $13.6M | 0.04% |
71742Q106 PHIBRO ANIMAL HEALTH CORP | Reduced | -$3.5M | $10.4M | 0.04% |
350060109 FOSTER L B CO | Reduced | -$3.4M | $19.8M | 0.03% |
887389104 TIMKEN CO | Increased | $3.4M | $8.0M | 0.03% |
52634L108 LENSAR INC | Increased | $3.3M | $7.7M | 0.03% |
406216101 HALLIBURTON CO | Reduced | -$3.2M | $122.1M | 0.03% |
29278D105 ENEL CHILE S.A. | Increased | $3.2M | $19.6M | 0.03% |
68628V308 ORION GROUP HLDGS INC | Reduced | -$2.8M | $22.4M | 0.03% |
603158106 MINERALS TECHNOLOGIES INC | Increased | $2.7M | $6.4M | 0.03% |
606822104 MITSUBISHI UFJ FINL GROUP IN | Reduced | -$2.7M | $11.8M | 0.03% |
29364G103 ENTERGY CORP NEW | Reduced | -$2.1M | $32.6M | 0.02% |
981475106 WORLD KINECT CORPORATION | Increased | $2.0M | $74.4M | 0.02% |
681919106 OMNICOM GROUP INC | Reduced | -$2.0M | $58.3M | 0.02% |
74736K101 QORVO INC | Increased | $2.0M | $23.4M | 0.02% |
46625H100 JPMORGAN CHASE & CO. | Reduced | -$2.0M | $57.0M | 0.02% |
500472303 KONINKLIJKE PHILIPS N V | Increased | $1.9M | $25.2M | 0.02% |
89832Q109 TRUIST FINL CORP | Reduced | -$1.9M | $30.5M | 0.02% |
04206A101 ARLO TECHNOLOGIES INC | Reduced | -$1.9M | $62.3M | 0.02% |
70014A104 PARK AEROSPACE CORP | Increased | $1.8M | $38.8M | 0.02% |
715684106 P T TELEKOMUNIKASI INDONESIA | Increased | $1.7M | $2.4M | 0.02% |
G39108108 GATES INDL CORP PLC | Reduced | -$1.7M | $30.9M | 0.02% |
192446102 COGNIZANT TECHNOLOGY SOLUTIO | Reduced | -$1.6M | $170.2M | 0.02% |
810186106 SCOTTS MIRACLE-GRO CO | Increased | $1.6M | $7.7M | 0.02% |
H42097107 UBS GROUP AG | Reduced | -$1.3M | $48.2M | 0.01% |
922042858 VANGUARD INTL EQUITY INDEX F | Sold out | -$1.2M | $0 | 0.01% |
26942G100 EAGLE BANCORP MONT INC | Increased | $1.2M | $4.6M | 0.01% |
224633206 CRAWFORD & CO | Reduced | -$1.2M | $2.4M | 0.01% |
460690100 INTERPUBLIC GROUP COS INC | Increased | $1.2M | $6.4M | 0.01% |
634865109 NATIONAL BANKSHARES INC VA | Increased | $1.2M | $6.1M | 0.01% |
66765N105 NORTHWEST NAT HLDG CO | Reduced | -$1.2M | $2.4M | 0.01% |
436440101 HOLOGIC INC | New | $1.0M | $1.0M | 0.01% |
457187102 INGREDION INC | Reduced | -$778,766 | $40.7M | 0.01% |
60871R209 MOLSON COORS BEVERAGE CO | Increased | $719,319 | $4.8M | 0.01% |
88706T108 TIM S A | Increased | $707,391 | $2.4M | 0.01% |
G25508105 CRH PLC | Reduced | -$689,047 | $9.8M | 0.01% |
717081103 PFIZER INC | Increased | $681,225 | $178.6M | 0.01% |
84670108 BERKSHIRE HATHAWAY INC DEL | Sold out | -$680,920 | $0 | 0.01% |
369550108 GENERAL DYNAMICS CORP | Increased | $671,139 | $14.3M | 0.01% |
74834L100 QUEST DIAGNOSTICS INC | Reduced | -$630,190 | $996,081 | 0.01% |
422347104 HEARTLAND EXPRESS INC | Increased | $618,656 | $892,312 | 0.01% |
824596100 SHINHAN FINANCIAL GROUP CO L | Increased | $551,381 | $15.9M | 0.01% |
315616102 F5 INC | Increased | $545,397 | $3.7M | 0.01% |
294628102 EQUITY COMWLTH | Reduced | -$524,265 | $341,392 | 0.01% |
922908744 VANGUARD INDEX FDS | Reduced | -$511,058 | $317,496 | 0.01% |
488152208 KELLY SVCS INC | Sold out | -$510,441 | $0 | 0.01% |
81689T104 SENDAS DISTRIBUIDORA S A | Sold out | -$461,587 | $0 | 0.00% |
447324104 HURCO CO | Reduced | -$373,034 | $5.9M | 0.00% |
64110W102 NETEASE INC | Increased | $357,429 | $2.6M | 0.00% |
344419106 FOMENTO ECONOMICO MEXICANO S | Increased | $319,622 | $2.2M | 0.00% |
58502B106 PEDIATRIX MEDICAL GROUP INC | Reduced | -$301,093 | $10.0M | 0.00% |
948849104 WEIS MKTS INC | Increased | $299,828 | $1.0M | 0.00% |
02875D109 AMERICAN OUTDOOR BRANDS INC | Reduced | -$294,175 | $13.9M | 0.00% |
680223104 OLD REP INTL CORP | Increased | $289,710 | $1.3M | 0.00% |
98956P102 ZIMMER BIOMET HOLDINGS INC | Increased | $281,200 | $1.1M | 0.00% |
174610105 CITIZENS FINL GROUP INC | Increased | $255,280 | $2.0M | 0.00% |
811543107 SEABOARD CORP DEL | Increased | $241,997 | $1.0M | 0.00% |
81725T100 SENSIENT TECHNOLOGIES CORP | Increased | $225,744 | $1.0M | 0.00% |
76122Q105 RESOURCES CONNECTION INC | Increased | $224,220 | $3.6M | 0.00% |
784117103 SEI INVTS CO | Increased | $223,403 | $1.7M | 0.00% |
68622V106 ORGANON & CO | Increased | $208,383 | $3.3M | 0.00% |
126117100 CNA FINL CORP | Increased | $198,145 | $893,802 | 0.00% |
513847103 LANCASTER COLONY CORP | Increased | $188,659 | $955,150 | 0.00% |
1084102 AGCO CORP | Increased | $185,955 | $1.0M | 0.00% |
44980X109 IPG PHOTONICS CORP | Reduced | -$185,274 | $4.5M | 0.00% |
34965K107 FORTREA HLDGS INC | Reduced | -$174,600 | $980,171 | 0.00% |
421906108 HEALTHCARE SVCS GROUP INC | Increased | $173,977 | $17.1M | 0.00% |
835495102 SONOCO PRODS CO | Increased | $159,241 | $1.0M | 0.00% |
G9618E107 WHITE MTNS INS GROUP LTD | Increased | $157,361 | $991,792 | 0.00% |
03524A108 ANHEUSER BUSCH INBEV SA/NV | Increased | $154,663 | $801,541 | 0.00% |
806407102 HENRY SCHEIN INC | Increased | $143,891 | $792,087 | 0.00% |
134429109 THE CAMPBELLS COMPANY | Increased | $139,844 | $830,655 | 0.00% |
92540K109 VESTA REAL ESTATE CORP | Reduced | -$138,372 | $779,074 | 0.00% |
40415F101 HDFC BANK LTD | Increased | $131,309 | $3.4M | 0.00% |
165167735 EXPAND ENERGY CORPORATION | Reduced | -$125,974 | $2.2M | 0.00% |
911312106 UNITED PARCEL SERVICE INC | Reduced | -$116,708 | $728,793 | 0.00% |
N20944109 CNH INDL N V | Increased | $110,699 | $15.7M | 0.00% |
110448107 BRITISH AMERN TOB PLC | Increased | $105,026 | $1.1M | 0.00% |
52736R102 LEVI STRAUSS & CO NEW | Increased | $103,987 | $1.1M | 0.00% |
25243Q205 DIAGEO PLC | Reduced | -$99,193 | $453,950 | 0.00% |
86959K105 SUZANO S A | Reduced | -$99,044 | $1.3M | 0.00% |
404280406 HSBC HLDGS PLC | Reduced | -$95,735 | $2.2M | 0.00% |
53807103 AVNET INC | Increased | $93,676 | $887,789 | 0.00% |
38500T200 GRAN TIERRA ENERGY INC | Reduced | -$80,173 | $314,874 | 0.00% |
191241108 COCA-COLA FEMSA SAB DE CV | Increased | $73,343 | $308,103 | 0.00% |
807066105 SCHOLASTIC CORP | Increased | $68,726 | $818,731 | 0.00% |
775109200 ROGERS COMMUNICATIONS INC | Increased | $66,255 | $1.9M | 0.00% |
24906P109 DENTSPLY SIRONA INC | Reduced | -$66,063 | $1.6M | 0.00% |
53332102 AUTOZONE INC | Reduced | -$65,645 | $62.6M | 0.00% |
42735100 ARROW ELECTRS INC | Reduced | -$59,760 | $2.5M | 0.00% |
G2519Y108 CREDICORP LTD | Increased | $42,217 | $4.2M | 0.00% |
83601L102 SOTERA HEALTH CO | Increased | $41,803 | $1.0M | 0.00% |
963320106 WHIRLPOOL CORP | Reduced | -$38,807 | $1.0M | 0.00% |
91307C102 UNITED THERAPEUTICS CORP DEL | Increased | $38,669 | $562,284 | 0.00% |
515098101 LANDSTAR SYS INC | Increased | $36,108 | $349,065 | 0.00% |
830566105 SKECHERS U S A INC | Increased | $21,986 | $888,777 | 0.00% |
459506101 INTERNATIONAL FLAVORS&FRAGRA | Reduced | -$8,879 | $4.1M | 0.00% |