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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
MET icon
126
MetLife
MET
$61.9B
$20.1M 0.12%
244,355
+5,853
+2% +$461K
SE icon
127
Sea Limited
SE
$65.4B
$20M 0.12%
111,700
+105,000
+1,567% +$18M
RMD icon
128
ResMed
RMD
$30.6B
$19M 0.12%
69,247
+3,818
+6% +$1.04M
HPE icon
129
Hewlett Packard
HPE
$63.4B
$18.7M 0.11%
762,415
-85,615
-10% -$1.89M
XYL icon
130
Xylem
XYL
$27.3B
$18.3M 0.11%
124,376
+5,842
+5% +$810K
SNPS icon
131
Synopsys
SNPS
$74.4B
$18.3M 0.11%
37,097
-28,088
-43% -$15.9M
PSA icon
132
Public Storage
PSA
$60.5B
$17.4M 0.11%
60,407
+2,397
+4% +$688K
PAYX icon
133
Paychex
PAYX
$41.6B
$17.3M 0.11%
136,826
+5,516
+4% +$765K
CVNA icon
134
Carvana
CVNA
$68.6B
$16.6M 0.1%
220,000
+210,000
+2,100% +$15M
CAT icon
135
Caterpillar
CAT
$375B
$16.3M 0.1%
34,257
+4,799
+16% +$2.05M
FAST icon
136
Fastenal
FAST
$54.7B
$15.6M 0.1%
319,106
+13,239
+4% +$626K
CTVA icon
137
Corteva
CTVA
$52.6B
$15.2M 0.09%
225,404
-8,582
-4% -$622K
AVB icon
138
AvalonBay Communities
AVB
$26.5B
$15.2M 0.09%
78,878
-45,505
-37% -$8.86M
MSI icon
139
Motorola Solutions
MSI
$72.3B
$15.1M 0.09%
33,053
-427
-1% -$192K
AWK icon
140
American Water Works
AWK
$26.7B
$14.1M 0.09%
101,646
-55,964
-36% -$7.91M
ISRG icon
141
Intuitive Surgical
ISRG
$127B
$14M 0.09%
31,240
-51,278
-62% -$24.6M
ADSK icon
142
Autodesk
ADSK
$49.5B
$13.7M 0.08%
43,240
-137
-0.3% -$41.7K
FCX icon
143
Freeport-McMoran
FCX
$90B
$13.7M 0.08%
348,796
+92,782
+36% +$4.02M
KVUE icon
144
Kenvue
KVUE
$36.9B
$13.6M 0.08%
835,425
-1,103,432
-57% -$22.5M
VZ icon
145
Verizon
VZ
$195B
$13.6M 0.08%
308,343
+54,039
+21% +$2.34M
VICI icon
146
VICI Properties
VICI
$29B
$13.5M 0.08%
413,512
+15,486
+4% +$511K
GLW icon
147
Corning
GLW
$119B
$13.1M 0.08%
159,558
-6,780
-4% -$443K
PFE icon
148
Pfizer
PFE
$143B
$12.8M 0.08%
500,625
+144,843
+41% +$3.58M
VTR icon
149
Ventas
VTR
$48B
$12.6M 0.08%
180,288
+12,146
+7% +$816K
BLK icon
150
Blackrock
BLK
$169B
$12.6M 0.08%
10,793
+1,657
+18% +$1.85M
4 5
6
7 8

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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.