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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
+4.08%
1 Year Est. Return
+29.4%
3 Year Est. Return
+87.34%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$16.7B
AUM Growth
+$361M
Cap. Flow
-$55.2M
Cap. Flow %
-0.33%
Top 10 Hldgs %
43.38%
Holding
693
New
17
Increased
142
Reduced
459
Closed
21

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$93.9M
2
AMZN icon
Amazon
AMZN
+$83.1M
3
TRGP icon
Targa Resources
TRGP
+$70.9M
4
C icon
Citigroup
C
+$37.9M
5
META icon
Meta Platforms (Facebook)
META
+$34.7M

Top Sells

Rank Stock Value
1
BAC icon
Bank of America
BAC
+$37M
2
BSX icon
Boston Scientific
BSX
+$31.2M
3
AMT icon
American Tower
AMT
+$31.1M
4
BABA icon
Alibaba
BABA
+$29M
5
MDLZ icon
Mondelez International
MDLZ
+$25.6M

Sector Composition

Rank Sector Weight
1 Technology 38.63%
2 Financials 13.89%
3 Communication Services 10.52%
4 Consumer Discretionary 9.29%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KRC icon
551
Kilroy Realty
KRC
$4.52B
$901K 0.01%
24,100
-9,500
-28% -$388K
WCN
552
Waste Connections
WCN
$42.2B
$894K 0.01%
5,100
+700
+16% +$121K
RBLX icon
553
Roblox
RBLX
$25.4B
$891K 0.01%
11,000
+1,500
+16% +$159K
CUZ icon
554
Cousins Properties
CUZ
$5.19B
$885K 0.01%
34,310
-13,300
-28% -$346K
FERG icon
555
Ferguson
FERG
$45.4B
$868K 0.01%
3,900
+500
+15% +$119K
IRT icon
556
Independence Realty Trust
IRT
$3.92B
$867K 0.01%
49,600
-14,800
-23% -$245K
NTR icon
557
Nutrien
NTR
$33.2B
$830K 0.01%
9,800
+1,400
+17% +$82.4K
CLS icon
558
Celestica
CLS
$38.1B
$812K ﹤0.01%
2,000
– –
MSTR icon
559
Strategy Inc
MSTR
$34.1B
$775K ﹤0.01%
5,100
+800
+19% +$184K
EPR icon
560
EPR Properties
EPR
$4.76B
$763K ﹤0.01%
15,300
-5,900
-28% -$307K
SKT icon
561
Tanger
SKT
$4.67B
$757K ﹤0.01%
22,700
-9,300
-29% -$310K
COLD icon
562
Americold
COLD
$4.02B
$754K ﹤0.01%
58,600
-22,800
-28% -$279K
NHI icon
563
National Health Investors
NHI
$3.72B
$741K ﹤0.01%
9,700
-3,400
-26% -$261K
INSM icon
564
Insmed
INSM
$21.4B
$731K ﹤0.01%
+4,200
New +$766K
TEVA icon
565
Teva Pharmaceuticals
TEVA
$40.8B
$724K ﹤0.01%
23,200
-10,125
-30% -$249K
FTS icon
566
Fortis
FTS
$29B
$721K ﹤0.01%
10,100
+1,600
+19% +$82K
MDB icon
567
MongoDB
MDB
$27.1B
$672K ﹤0.01%
1,600
+300
+23% +$109K
VEEV icon
568
Veeva Systems
VEEV
$33.1B
$670K ﹤0.01%
3,000
-1,542
-34% -$409K
BNL icon
569
Broadstone Net Lease
BNL
$4.11B
$669K ﹤0.01%
38,500
-15,500
-29% -$279K
SLG icon
570
SL Green Realty
SLG
$3.76B
$668K ﹤0.01%
14,554
-5,800
-28% -$286K
CIEN icon
571
Ciena
CIEN
$53.4B
$655K ﹤0.01%
+2,800
New +$543K
CDP icon
572
COPT Defense Properties
CDP
$4.3B
$645K ﹤0.01%
23,200
-8,300
-26% -$239K
PAAS icon
573
Pan American Silver
PAAS
$18.2B
$626K ﹤0.01%
8,800
+2,600
+42% +$109K
RKLB icon
574
Rocket Lab Corp
RKLB
$40.6B
$600K ﹤0.01%
8,600
+1,200
+16% +$68.8K
NTRA icon
575
Natera
NTRA
$38.3B
$596K ﹤0.01%
2,600
+500
+24% +$104K
21 22
23
24 25

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UniSuper Management's Q4 2025 Portfolio in Review

As of Q4 2025, UniSuper Management held 693 positions worth $16.7B, up 2.2% from $16.3B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

UniSuper Management's Q4 2025 filing shows 17 new, 142 increased, 459 reduced and 21 closed positions. Its largest new stake was REX American Resources: 202,664 shares worth $6.55M. The largest sale was Bank of America, an estimated $37M.

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

  • UniSuper Management's largest Q4 2025 buy was REX American Resources: 202,664 shares worth $6.55M.
  • UniSuper Management added most to Tesla in Q4 2025, an estimated $93.9M increase.
  • UniSuper Management's biggest Q4 2025 reduction was Bank of America, cutting an estimated $37M.
  • UniSuper Management fully exited Alibaba in Q4 2025, selling an estimated $29M.
  • UniSuper Management's ten largest holdings make up 43% of its $16.7B portfolio in Q4 2025.
  • UniSuper Management opened 17 new positions and closed 21 in Q4 2025.
  • UniSuper Management's portfolio value rose 2.2% quarter-over-quarter to $16.7B.

Based on UniSuper Management's 13F filing for Q4 2025, filed 12 Feb 2026.