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Portfolio (Quarterly) Guide ↗

UniSuper Management Pty Ltd

· CIK 0001989400
13F Portfolio $15.3B AUM 664 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 185 Added 283 Reduced 18 Exited
Page 2 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PG PROCTER AND GAMBLE CO Consumer Defensive 563,597.0 $81.4M 0.53% -74K -11.6% $144.44 +4.1%
22 UNP UNION PAC CORP Industrials 305,120.0 $74.0M 0.48% -161K -34.5% $242.62 +5.9%
23 AMD ADVANCED MICRO DEVICES INC Technology 358,803.0 $73.0M 0.48% -13K -3.5% $203.43 +164.2%
24 WELL WELLTOWER INC Real Estate 338,455.0 $66.9M 0.44% -36K -9.6% $197.71 +4.5%
25 TXN TEXAS INSTRS INC Technology 321,680.0 $62.5M 0.41% -11K -3.3% $194.14 +66.3%
26 ORCL ORACLE CORP Technology 423,791.0 $62.3M 0.41% -180K -29.8% $147.11 +25.3%
27 KEYS KEYSIGHT TECHNOLOGIES INC Technology 200,439.0 $56.6M 0.37% -75K -27.3% $282.37 +28.8%
28 DE DEERE & CO Industrials 97,254.0 $54.8M 0.36% -12K -10.9% $563.30 +4.6%
29 PEP PEPSICO INC Consumer Defensive 350,440.0 $54.4M 0.36% -7K -2.0% $155.29 -8.5%
30 ABT ABBOTT LABS Healthcare 516,548.0 $53.0M 0.35% -65K -11.2% $102.67 -13.9%
31 EQIX EQUINIX INC Real Estate 52,848.0 $51.8M 0.34% -2K -4.5% $980.24 +11.4%
32 BSX BOSTON SCIENTIFIC CORP Healthcare 719,670.0 $45.2M 0.29% -41K -5.4% $62.75 -27.8%
33 LRCX LAM RESEARCH CORP Technology 209,727.0 $44.8M 0.29% -14K -6.4% $213.66 +82.1%
34 UBER UBER TECHNOLOGIES INC Technology 613,082.0 $44.1M 0.29% -131K -17.6% $71.93 -0.4%
35 CDNS CADENCE DESIGN SYSTEM INC Technology 156,600.0 $43.5M 0.28% -3K -1.7% $277.87 +39.4%
36 GILD GILEAD SCIENCES INC Healthcare 308,138.0 $42.9M 0.28% -130K -29.6% $139.37 -11.2%
37 AMT AMERICAN TOWER CORP NEW Real Estate 244,990.0 $42.3M 0.28% -68K -21.6% $172.58 +2.0%
38 NOW SERVICENOW INC Technology 381,439.0 $39.9M 0.26% -31K -7.6% $104.55 -9.1%
39 PPL PPL CORP Utilities 979,936.0 $37.4M 0.24% -473K -32.5% $38.20 -7.4%
40 DLR DIGITAL RLTY TR INC Real Estate 202,214.0 $36.4M 0.24% -19K -8.7% $180.21 +4.4%
Page 2 of 15  ·  283 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.3%
Financial Services 13.4%
Communication Services 10.1%
Consumer Cyclical 8.2%
Industrials 8.0%
Healthcare 6.8%
Utilities 4.7%
Real Estate 3.7%
Consumer Defensive 3.5%
Energy 3.1%