UnitedHealth Group Incorporated (NYSE:UNH) is one of the 10 Best Stocks to Buy According to Billionaire Paul Tudor Jones.
UnitedHealth Group Incorporated (NYSE:UNH) is a long-term holding in the 13F portfolio of Tudor Investment Corp. It first made an appearance in the portfolio in the fourth quarter of 2010. Back then, this position comprised just over 15,000 shares. The fund grew ownership to around 200,000 shares by the end of 2016. Following this, it proceeded to trim this holding, selling it off completely by late 2019. A new position was then opened in the second quarter of 2021. Latest filings, submitted at the end of the fourth quarter of 2025, show that the fund owned nearly 350,000 shares in the company, up 13,214% compared to filings for the previous quarter.
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UnitedHealth Group Incorporated (NYSE:UNH) remains on the radar of elite investors who are bullish on the company’s vertical integration. Institutional investors are closely watching the launch of Avery, UNH’s generative AI companion. The company is investing $1.6 billion in AI for 2026 specifically to rebuild Optum margins and automate claim processing. Even with margin compression, Optum Health is projected to grow earnings by 9% in 2026, acting as a stabilized growth engine while the insurance side focuses on product repositioning. For the first time in years, UNH is trading at multiples typically reserved for low-growth utilities rather than healthcare innovators. After falling from a high of over $600 to the $260–$280 range, the stock is trading at a Forward P/E of roughly 13.5x. UNH has commanded a 20x–25x premium for most of the last decade.
While we acknowledge the potential of UNH as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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