We are live on ! Find out more
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
DRI icon
426
Darden Restaurants
DRI
$23.6B
$2.77M 0.02%
14,550
+1,886
+15% +$388K
REXR icon
427
Rexford Industrial Realty
REXR
$8.4B
$2.77M 0.02%
67,300
– –
DAR icon
428
Darling Ingredients
DAR
$9.5B
$2.76M 0.02%
89,459
+18,366
+26% +$613K
STZ icon
429
Constellation Brands
STZ
$22.4B
$2.74M 0.02%
20,340
+3,846
+23% +$612K
L icon
430
Loews
L
$23.9B
$2.73M 0.02%
27,222
+2,480
+10% +$234K
GPC icon
431
Genuine Parts
GPC
$17.7B
$2.7M 0.02%
19,492
+1,062
+6% +$142K
EVRG icon
432
Evergy
EVRG
$19.2B
$2.7M 0.02%
35,506
+2,988
+9% +$213K
J icon
433
Jacobs Solutions
J
$16.4B
$2.69M 0.02%
17,921
+231
+1% +$33.2K
SNA icon
434
Snap-on
SNA
$21.2B
$2.67M 0.02%
7,717
+496
+7% +$162K
CPAY icon
435
Corpay
CPAY
$25.2B
$2.67M 0.02%
9,254
+1,585
+21% +$505K
LNT icon
436
Alliant Energy
LNT
$18.4B
$2.66M 0.02%
39,447
+2,579
+7% +$166K
PFG icon
437
Principal Financial Group
PFG
$24.6B
$2.65M 0.02%
32,000
+1,984
+7% +$159K
HOLX
438
DELISTED
Hologic
HOLX
$2.63M 0.02%
38,980
+4,670
+14% +$310K
CUBE icon
439
CubeSmart
CUBE
$9.47B
$2.63M 0.02%
64,700
+800
+1% +$32.6K
DLTR icon
440
Dollar Tree
DLTR
$24.9B
$2.62M 0.02%
27,793
+1,786
+7% +$191K
TPL icon
441
Texas Pacific Land
TPL
$28B
$2.6M 0.02%
8,370
+1,458
+21% +$459K
ENB icon
442
Enbridge
ENB
$118B
$2.6M 0.02%
37,100
– –
EXPD icon
443
Expeditors International
EXPD
$22.3B
$2.59M 0.02%
21,099
+1,191
+6% +$142K
FTV icon
444
Fortive
FTV
$18B
$2.59M 0.02%
52,766
+14,639
+38% +$721K
CTRA
445
DELISTED
Coterra Energy
CTRA
$2.58M 0.02%
108,971
+15,727
+17% +$379K
UHS icon
446
Universal Health Services
UHS
$10.2B
$2.58M 0.02%
12,600
+1,812
+17% +$326K
OMC icon
447
Omnicom Group
OMC
$21.7B
$2.58M 0.02%
31,591
+1,885
+6% +$142K
COO icon
448
Cooper Companies
COO
$14.5B
$2.54M 0.02%
37,021
+6,717
+22% +$476K
CHRW icon
449
C.H. Robinson
CHRW
$17.3B
$2.54M 0.02%
19,155
-1,299
-6% -$152K
TXT icon
450
Textron
TXT
$14.9B
$2.53M 0.02%
29,951
+2,678
+10% +$218K
16 17
18
19 20

Similar funds

RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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.