UnitedHealth Group: Beyond The Premium - [Business Breakdowns, EP.219]
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This is Business Breakdowns. Business Breakdowns is a series of conversations with investors and operators diving deep into a single business. For each business, we explore its history, its business model, its competitive advantages, and what makes it tick. We believe every business has lessons and secrets that investors and operators can learn from. And we are here to bring them to you.
To find more episodes of breakdowns, check out joincolossus.com. All opinions expressed by hosts and podcast guests are solely their own opinions. Hosts, podcast guests, their employers or affiliates may maintain positions in the securities discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. I'm Zach Fuss, and today we're tackling a giant in a controversial and incredibly complex
industry, the United Healthcare Group. At its recent apex, UNH was a half trillion dollar market cap business, the 15th largest listed business in the United States. Today that market cap sits at just $275 billion. The company does in excess of $400 billion in sales annually and produces $40 billion in EBITDA as it touches every facet of the American healthcare system. To break down United Healthcare, I'm joined by Stephanie Niven, a co-PM of the global sustainable equity strategy within the sustainable equity team at 91.
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