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UM

UniSuper Management Portfolio holdings

AUM $15.3B
1-Year Est. Return 29.4%
This Fund
S&P 500
This Quarter Est. Return
+9.48%
1 Year Est. Return
+29.4%
3 Year Est. Return
+87.34%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$16.3B
AUM Growth
+$1.41B
Cap. Flow
+$274M
Cap. Flow %
1.68%
Top 10 Hldgs %
42.18%
Holding
692
New
7
Increased
435
Reduced
98
Closed
16

Top Buys

Rank Stock Value
1
GEV icon
GE Vernova
GEV
+$34.9M
2
AMZN icon
Amazon
AMZN
+$28.6M
3
CSCO icon
Cisco
CSCO
+$25.2M
4
NEM icon
Newmont
NEM
+$24.5M
5
APP icon
Applovin
APP
+$21.5M

Top Sells

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$57.7M
2
WFC icon
Wells Fargo
WFC
+$34.9M
3
ISRG icon
Intuitive Surgical
ISRG
+$24.6M
4
KVUE icon
Kenvue
KVUE
+$22.5M
5
MSFT icon
Microsoft
MSFT
+$21.4M

Sector Composition

Rank Sector Weight
1 Technology 39.44%
2 Financials 13.49%
3 Communication Services 10.01%
4 Consumer Discretionary 8.55%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMR icon
226
Emerson Electric
EMR
$83.9B
$6.27M 0.04%
47,769
+7,043
+17% +$960K
DOC icon
227
Healthpeak Properties
DOC
$15.1B
$6.2M 0.04%
323,519
+11,011
+4% +$197K
AZO icon
228
AutoZone
AZO
$49.2B
$6.17M 0.04%
1,439
+169
+13% +$678K
COIN icon
229
Coinbase
COIN
$38.6B
$6.17M 0.04%
18,283
+2,051
+13% +$695K
CTAS icon
230
Cintas
CTAS
$81.9B
$6.15M 0.04%
29,953
+5,421
+22% +$1.16M
FISV
231
Fiserv Inc
FISV
$28.8B
$6.12M 0.04%
47,502
-58,003
-55% -$8.31M
ITW icon
232
Illinois Tool Works
ITW
$82.6B
$6.12M 0.04%
23,479
+3,373
+17% +$879K
NSC icon
233
Norfolk Southern
NSC
$75.4B
$6.09M 0.04%
20,281
+2,678
+15% +$744K
HPQ icon
234
HP
HPQ
$24.9B
$6M 0.04%
220,196
-6,361
-3% -$170K
REG icon
235
Regency Centers
REG
$14.7B
$5.96M 0.04%
81,697
+2,579
+3% +$184K
SMCI icon
236
Super Micro Computer
SMCI
$18.4B
$5.91M 0.04%
123,314
-430
-0.3% -$20.5K
COR icon
237
Cencora
COR
$60.6B
$5.84M 0.04%
18,696
+4,269
+30% +$1.26M
PTC icon
238
PTC
PTC
$15.8B
$5.8M 0.04%
28,585
-1,084
-4% -$221K
WY icon
239
Weyerhaeuser
WY
$18B
$5.79M 0.04%
233,552
+44,201
+23% +$1.13M
PYPL icon
240
PayPal
PYPL
$48.9B
$5.72M 0.04%
85,273
+13,875
+19% +$978K
NTAP icon
241
NetApp
NTAP
$35B
$5.69M 0.03%
48,029
-2,470
-5% -$276K
UDR icon
242
UDR
UDR
$12.3B
$5.68M 0.03%
152,473
+10,434
+7% +$407K
BDX icon
243
Becton Dickinson
BDX
$45.6B
$5.68M 0.03%
30,352
+7,241
+31% +$1.35M
JBL icon
244
Jabil
JBL
$33B
$5.67M 0.03%
26,092
-1,373
-5% -$299K
TER icon
245
Teradyne
TER
$57.6B
$5.66M 0.03%
41,106
-4,161
-9% -$455K
TRV icon
246
Travelers Companies
TRV
$78.1B
$5.64M 0.03%
20,213
+2,809
+16% +$752K
VRSN icon
247
VeriSign
VRSN
$26.2B
$5.64M 0.03%
20,158
+307
+2% +$85.8K
ENS icon
248
EnerSys
ENS
$6.78B
$5.6M 0.03%
49,603
-170
-0.3% -$16.7K
WFG icon
249
West Fraser Timber
WFG
$5.08B
$5.58M 0.03%
58,971
+4,558
+8% +$333K
URI icon
250
United Rentals
URI
$67.2B
$5.56M 0.03%
5,826
+504
+9% +$449K
8 9
10
11 12

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UniSuper Management's Q3 2025 Portfolio in Review

As of Q3 2025, UniSuper Management held 692 positions worth $16.3B, up 9.5% from $14.9B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 3.3%. UniSuper Management opened 7 new positions and exited 16, leaving the 692-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 39% a quarter earlier, followed by Financials and Communication Services.

  • UniSuper Management's largest Q3 2025 buy was SoFi Technologies: 19,000 shares worth $502K.
  • UniSuper Management added most to GE Vernova in Q3 2025, an estimated $34.9M increase.
  • UniSuper Management's biggest Q3 2025 reduction was JPMorgan Chase, cutting an estimated $57.7M.
  • UniSuper Management fully exited Juniper Networks in Q3 2025, selling an estimated $14.4M.
  • UniSuper Management's ten largest holdings make up 42% of its $16.3B portfolio in Q3 2025.
  • UniSuper Management opened 7 new positions and closed 16 in Q3 2025.
  • UniSuper Management's portfolio value rose 9.5% quarter-over-quarter to $16.3B.

Based on UniSuper Management's 13F filing for Q3 2025, filed 31 Oct 2025.