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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
KLAC icon
101
KLA
KLAC
$241B
$28.8M 0.17%
236,940
-16,780
-7% -$1.97M
PLTR icon
102
Palantir
PLTR
$289B
$28.2M 0.17%
158,436
+1,860
+1% +$337K
B
103
Barrick Mining
B
$62B
$27.9M 0.17%
467,354
+3,900
+0.8% +$146K
TTWO icon
104
Take-Two Interactive
TTWO
$45B
$27.3M 0.16%
106,435
-474
-0.4% -$118K
COST icon
105
Costco
COST
$421B
$26.7M 0.16%
31,019
+572
+2% +$518K
XYL icon
106
Xylem
XYL
$27.2B
$26.7M 0.16%
195,848
+71,472
+57% +$10.3M
ADBE icon
107
Adobe
ADBE
$97.5B
$26.5M 0.16%
75,728
-4,897
-6% -$1.67M
MCO icon
108
Moody's
MCO
$82.1B
$25.7M 0.15%
50,303
-41
-0.1% -$20K
OTIS icon
109
Otis Worldwide
OTIS
$27.3B
$25.3M 0.15%
289,881
-2,116
-0.7% -$189K
HD icon
110
Home Depot
HD
$330B
$24.1M 0.14%
70,102
+1,748
+3% +$640K
GE icon
111
GE Aerospace
GE
$372B
$23.2M 0.14%
75,287
+736
+1% +$222K
PWR icon
112
Quanta Services
PWR
$100B
$22.8M 0.14%
54,067
+2,861
+6% +$1.26M
CVNA icon
113
Carvana
CVNA
$65.9B
$22.7M 0.14%
269,000
+49,000
+22% +$3.64M
ADP icon
114
Automatic Data Processing
ADP
$105B
$22.7M 0.14%
88,064
+521
+0.6% +$139K
PANW icon
115
Palo Alto Networks
PANW
$266B
$22.6M 0.14%
122,870
-4,390
-3% -$886K
ORLY icon
116
O'Reilly Automotive
ORLY
$72.3B
$22.6M 0.14%
247,386
+668
+0.3% +$65.3K
AVB icon
117
AvalonBay Communities
AVB
$26.5B
$22.1M 0.13%
122,065
+43,187
+55% +$7.84M
CRWD icon
118
CrowdStrike
CRWD
$191B
$21.2M 0.13%
181,308
-11,904
-6% -$1.52M
UNH icon
119
UnitedHealth
UNH
$382B
$21.2M 0.13%
64,358
-10,225
-14% -$3.47M
CVX icon
120
Chevron
CVX
$387B
$20.7M 0.12%
135,883
-60
-0% -$9.14K
WDAY icon
121
Workday
WDAY
$38.6B
$19.9M 0.12%
92,779
-2,449
-3% -$556K
CTVA icon
122
Corteva
CTVA
$53.8B
$19.3M 0.12%
288,157
+62,753
+28% +$4.06M
CAT icon
123
Caterpillar
CAT
$376B
$19.2M 0.11%
33,499
-758
-2% -$421K
MET icon
124
MetLife
MET
$62.1B
$19.2M 0.11%
242,867
-1,488
-0.6% -$118K
KMB icon
125
Kimberly-Clark
KMB
$36.4B
$17.6M 0.11%
174,595
+1,243
+0.7% +$136K
3 4
5
6 7

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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.