Common-Size Balance Sheet: Assets
Quarterly Data
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- Cash Flow Statement
- Analysis of Profitability Ratios
- Analysis of Liquidity Ratios
- Analysis of Short-term (Operating) Activity Ratios
- Common Stock Valuation Ratios
- Capital Asset Pricing Model (CAPM)
- Present Value of Free Cash Flow to Equity (FCFE)
- Net Profit Margin since 2005
- Operating Profit Margin since 2005
- Total Asset Turnover since 2005
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UnitedHealth Group Inc., common-size consolidated balance sheet: assets (quarterly data)
Based on: 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
- This metric fluctuated over the observed periods, starting at 11.41% of total assets in March 2020, experiencing a dip to as low as 8.49% in December 2024, with notable peaks around September 2022 (15.98%) and mid-2023 (14.92%). The overall trend indicates variability without a clear upward or downward trajectory, suggesting shifts in liquidity management throughout the periods.
- Short-term investments
- Short-term investments represented a relatively stable proportion of total assets, oscillating narrowly around the 1.3% to 1.8% range. There was a slight decline toward the end of the timeline, decreasing to approximately 1.15% by March 2025, indicating a modest reduction in short-term investment holdings relative to total assets.
- Accounts receivable, net
- The percentage of accounts receivable exhibited moderate fluctuations, with values ranging between approximately 6.37% and 9.57%. The figure rose notably during March 2024 (9.57%), after a period of relative stability. This pattern may reflect changing credit sales or collection efficiency during these quarters.
- Other current receivables, net
- This category showed minor variability, generally maintaining between about 5.18% and 9.36%. A notable increase occurred mid-2024 with the highest recorded value of 9.36%, possibly indicating an accumulation of miscellaneous receivables in that period.
- Assets under management
- Assets under management as a percentage of total assets initially increased through 2020, reaching a peak near 2.1%. Subsequently, there was a gradual decline and some missing data in later periods, with the last recorded point showing a decrease to around 1.19%. This suggests a contraction in managed assets relative to overall assets during the later periods.
- Prepaid expenses and other current assets
- This item remained relatively stable, fluctuating slightly within a narrow range, mostly between 2.0% and 3.0%. The trend indicates consistent management of prepaid and miscellaneous current assets without significant shifts.
- Current assets
- Current assets maintained a broad range from about 27% to 34%, exhibiting some cyclical variation. Notably, there was an increase during times such as September 2022 (34.12%) and March 2023 (33.1%), followed by declines in other quarters. Overall, the current assets proportion remained a significant part of total assets, showing periodic rebalancing.
- Long-term investments
- Long-term investments generally declined slightly over the observed period, descending from approximately 20.9% in December 2020 to lower figures around 16% toward the end of 2024 and early 2025. Occasional minor recoveries were seen, but the overall trend suggests a gradual reduction in this asset class.
- Property, equipment, and capitalized software, net
- This component showed marginal decreases over time, shifting from about 4.37% in late 2020 to roughly 3.4% by late 2024. The downward movement may indicate depreciation outpacing capital expenditure or a strategic shift away from fixed asset investments.
- Goodwill
- Goodwill consistently represented a major portion of total assets, ranging approximately between 34.5% and 38%. Minor volatility was noted, but the percentage remained relatively stable throughout, signaling sustained levels of acquired intangible value.
- Other intangible assets, net
- This ratio initially ranged near 5.3% but increased notably toward late 2024, peaking above 7.8%. This rise indicates increased valuation or addition of intangible assets over time, contributing to the company's intangible asset base.
- Other assets
- Other assets as a share of total assets showed a slight upward trend over the quarters, increasing from about 5.3% to near 6.6%. This gradual increase suggests a modest accumulation or reclassification of other asset categories.
- Noncurrent assets
- Noncurrent assets comprised the majority of total assets throughout the periods, fluctuating between roughly 65.9% and 72.8%. While some quarters showed declines, others reflected increases, without a definitive long-term trend, indicating ongoing adjustments in the company's long-term asset structure.
- Total assets
- The total assets are consistently represented as 100% across all periods, serving as the baseline for relative metric calculations.