Common-Size Balance Sheet: Assets
Quarterly Data
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UnitedHealth Group Inc. pages available for free this week:
- Cash Flow Statement
- Common-Size Income Statement
- Analysis of Liquidity Ratios
- Analysis of Short-term (Operating) Activity Ratios
- Analysis of Long-term (Investment) Activity Ratios
- DuPont Analysis: Disaggregation of ROE, ROA, and Net Profit Margin
- Price to FCFE (P/FCFE)
- Debt to Equity since 2005
- Total Asset Turnover since 2005
- Price to Operating Profit (P/OP) since 2005
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UnitedHealth Group Inc., common-size consolidated balance sheet: assets (quarterly data)
Based on: 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-30), 10-Q (reporting date: 2020-06-30), 10-Q (reporting date: 2020-03-31).
- Cash and Cash Equivalents
- The percentage of total assets held as cash and cash equivalents exhibited moderate fluctuations over the observed periods. Initially around 11.4%, it declined to levels near 8.5%-10% through 2020 and 2021. Notably, in the second quarter of 2022, there was a pronounced spike reaching nearly 16%, followed by a return to a generally lower range between approximately 9% and 15%. The trend indicates intermittent liquidity bolstering episodes with no sustained increase or decrease.
- Short-term Investments
- Short-term investments as a share of total assets remained relatively stable, oscillating mildly between approximately 1.1% and 1.9%. The data reflects a consistent allocation without significant volatility, suggesting a steady strategy in short-term investment holdings.
- Accounts Receivable, Net
- The net accounts receivable proportion experienced variability throughout the periods. Starting near 7.7%, it decreased modestly before gradually rising again to above 9.5% by mid-2024. Intermittent drops and recoveries indicate fluctuating credit sales or collection efficiency during different quarters, with occasional peaks suggesting higher outstanding receivables relative to assets.
- Other Current Receivables, Net
- This category showed a general increasing trend, particularly from early 2023 onwards. Starting around 5.4%, it rose up to over 9% in mid-2024, indicating a growing share of other current receivables in total assets. This increase might reflect changes in non-trade receivables or advances extending over time.
- Assets Under Management
- Assets under management as a portion of total assets exhibited a slight decline from over 2% in 2020 to near 1.2% by early 2024, with missing data thereafter. This decreasing trend suggests a diminishing relative size of this asset category within the total asset base during the available quarters.
- Prepaid Expenses and Other Current Assets
- The percentage represented by prepaid expenses and other current assets fluctuated mildly between about 2.0% and 3.5%, with a minor downward trend starting from 2020 to 2023, followed by a gradual increase later toward 2.9%. The movement reflects relatively stable proportions with subtle variations possibly due to timing of expense recognition and accruals.
- Current Assets
- The share of current assets within total assets experienced some volatility but generally remained in a range roughly between 27% and 34%. After an initial decline in 2020, there was a rebound and increased levels in mid-2022, followed by a decrease late in 2023 and moderate recovery afterward. This indicates shifts in liquid and short-term resources across quarters.
- Long-term Investments
- The proportion of long-term investments showed a gradual declining trend from over 20.9% in late 2020 to around 16%-17% by 2024 and 2025. The sustained decrease suggests a progressive reduction or reclassification of long-term investment assets relative to the total asset pool.
- Property, Equipment, and Capitalized Software, Net
- This asset category kept a fairly stable percentage near 3.5% to 4.3% with small fluctuations throughout the periods. The relative constancy indicates steady investment and capitalization patterns in fixed assets and software over time.
- Goodwill
- Goodwill consistently represented the largest intangible asset portion, fluctuating between about 34.5% and nearly 38% of total assets. There was no clear upward or downward trend, rather periodic small variations indicating stable goodwill valuation within the overall asset base.
- Other Intangible Assets, Net
- The share of other intangible assets experienced a notable increase starting in mid-2023, rising from approximately 5.4% to a peak near 7.9% in late 2024 and early 2025. This upward movement indicates growing recognition or valuation of intangible assets aside from goodwill.
- Other Assets
- Other assets maintained a steady range between 5.3% and nearly 7% of total assets, with a minor increasing tendency noted in the last several quarters. This suggests a gradual enrichment of miscellaneous asset categories relative to total assets.
- Noncurrent Assets
- Noncurrent assets constituted the majority of total assets, fluctuating broadly between about 65.9% and 72.8%. Despite some volatility, the level remained predominantly stable, underscoring a consistent asset composition weighted towards long-term holdings.