Reported 3 days ago
ClearBridge Investments' third-quarter 2025 investor letter discusses the performance of UnitedHealth Group (NYSE: UNH), highlighting a 14.21% return over the month but a significant 39.07% decline over the past year. The health sector faces challenges including spending levels and regulatory risks. After reducing their holdings in UnitedHealth over three quarters, ClearBridge fully exited their position due to concerns about a slow recovery plan from CEO Stephen Helmsley. Although UnitedHealth remains a popular choice among hedge funds, some analysts suggest that other AI-oriented investments may offer better potential.
Source: YAHOO