Mairs & Energy, an funding advisor, launched the “Mairs & Energy Balanced Fund” second quarter 2025 investor letter. A duplicate of the letter could be downloaded right here. The quarter began with tariff uncertainty, conflicts within the Center East, rising nationwide debt, and the worst begin to a yr for the greenback; nonetheless, it bounced again to rise 25% from that low by the tip of the quarter. The fund returned 2.66% within the first half of 2025. The fund underperformed the benchmark composite indexes (60% S&P 500 Whole Return Index and 40% Bloomberg U.S. Authorities/Credit score Bond Index), which had been up 5.43% and the Morningstar Average Allocation peer group, which rose 5.67%. As well as, please verify the fund’s prime 5 holdings to know its finest picks in 2025.
In its second-quarter 2025 investor letter, Mairs & Energy Balanced Fund highlighted shares corresponding to UnitedHealth Group Included (NYSE:UNH). UnitedHealth Group Included (NYSE:UNH) is a diversified healthcare firm that operates via UnitedHealthcare, Optum Well being, Optum Perception, and Optum Rx segments. The one-month return of UnitedHealth Group Included (NYSE:UNH) was 13.60%, and its shares misplaced 40.66% of their worth over the past 52 weeks. On September 22, 2025, UnitedHealth Group Included (NYSE:UNH) inventory closed at $341.30 per share, with a market capitalization of $309.106 billion.
Mairs & Energy Balanced Fund said the next concerning UnitedHealth Group Included (NYSE:UNH) in its second quarter 2025 investor letter:
“The Fund’s obese to the Well being Care sector, mixed with its publicity to particular names within the sector, negatively impacted relative efficiency throughout the first half of 2025. UnitedHealth Group Included (NYSE:UNH) had a shocking decline within the first six months of 2025 as the corporate mispriced its enterprise and noticed an abrupt administration change. The corporate is prone to repair its pricing points for brand new members, whereas it has some work to enhance its Medicare Benefit managed care enterprise. In mid-Could, the corporate’s CEO left relatively abruptly whereas the earlier CEO, Stephen Hemsley, is leaving retirement to “regular the ship.” It additionally suspended its earnings steering, creating unease amongst market members. The corporate nonetheless has an enviable earnings profile and traditionally has confirmed its potential to handle via momentary disturbances. We’re holding our UnitedHealth place within the Balanced Fund and haven’t adjusted the Fund’s place within the firm since the newest set of reports.”
UnitedHealth Group Included (NYSE:UNH) is in 18th place on our checklist of 30 Most Standard Shares Amongst Hedge Funds. As per our database, 159 hedge fund portfolios held UnitedHealth Group Included (NYSE:UNH) on the finish of the second quarter, which was 139 within the earlier quarter. Within the second quarter of 2025, UnitedHealth Group Included (NYSE:UNH) reported revenues of almost $112 billion, up 13% over the prior yr’s quarter. Whereas we acknowledge the potential of UnitedHealth Group Included (NYSE:UNH) as an funding, we imagine sure AI shares provide higher upside potential and carry much less draw back threat. In the event you’re in search of an especially undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring pattern, see our free report on the finest short-term AI inventory.
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