UM
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UniSuper Management’s Brookfield BN Stock Holding History

UniSuper Management’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.23M Hold
39,550
– – 0.01% 444
2025
Q4 		$2.49M Buy
39,550
+4,600
+13% +$210K 0.01% 422
2025
Q3 		$2.22M Hold
34,950
– – 0.01% 477
2025
Q2 		$1.96M Sell
34,950
-4,350
-11% -$161K 0.01% 479
2025
Q1 		$1.97M Hold
39,300
– – 0.01% 464
2024
Q4 		$2.16M Sell
39,300
-9,750
-20% -$367K 0.02% 435
2024
Q3 		$2.35M Hold
49,050
– – 0.02% 382
2024
Q2 		$1.86M Buy
49,050
+19,650
+67% +$547K 0.02% 409
2024
Q1 		$1.11M Buy
29,400
+13,650
+87% +$368K 0.01% 483
2023
Q4 		$558K Hold
15,750
– – 0.01% 317
2023
Q3 		$446K Hold
15,750
– – 0.01% 338
2023
Q2 		$468K Buy
+15,750
New +$334K 0.01% 327

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return