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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 7 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 APD AIR PRODS & CHEMS INC Basic Materials 19,278.0 $5.6M 0.04% -923.0 -4.6% $290.49 -2.5%
122 SRE SEMPRA Utilities 57,054.0 $5.5M 0.04% -788.0 -1.4% $97.17 -5.7%
123 WDAY WORKDAY INC Technology 42,601.0 $5.5M 0.04% -50K -54.1% $129.92 -13.0%
124 NSC NORFOLK SOUTHN CORP Industrials 19,172.0 $5.5M 0.04% -224.0 -1.1% $287.00 +5.9%
125 LHX L3HARRIS TECHNOLOGIES INC Industrials 15,857.0 $5.5M 0.04% -1K -6.4% $345.15 -17.2%
126 TRV TRAVELERS COMPANIES INC Financial Services 18,650.0 $5.4M 0.04% -1K -5.3% $291.68 +6.5%
127 ESS ESSEX PPTY TR INC Real Estate 21,940.0 $5.3M 0.04% -194.0 -0.9% $242.00 +14.2%
128 BKR BAKER HUGHES COMPANY Energy 86,942.0 $5.3M 0.04% -6K -6.0% $61.05 -3.1%
129 PCAR PACCAR INC Industrials 45,759.0 $5.3M 0.04% -567.0 -1.2% $115.50 +4.0%
130 WY WEYERHAEUSER CO MTN BE Real Estate 213,325.0 $5.2M 0.03% -5K -2.4% $24.43 -0.9%
131 KIM KIMCO RLTY CORP Real Estate 231,839.0 $5.2M 0.03% -11K -4.6% $22.47 +9.9%
132 INVH INVITATION HOMES INC Real Estate 208,386.0 $5.2M 0.03% -2K -0.7% $24.85 +14.4%
133 ON ON SEMICONDUCTOR CORP Technology 82,553.0 $5.1M 0.03% -10K -10.6% $61.92 +112.6%
134 IP INTERNATIONAL PAPER CO Consumer Cyclical 142,553.0 $5.1M 0.03% -2K -1.4% $35.70 +3.4%
135 OKE ONEOK INC NEW Energy 56,263.0 $5.1M 0.03% -2K -4.0% $90.39 -4.5%
136 MAA MID-AMER APT CMNTYS INC Real Estate 40,509.0 $4.9M 0.03% -492.0 -1.2% $122.12 +8.2%
137 ALL ALLSTATE CORP Financial Services 23,543.0 $4.9M 0.03% -311.0 -1.3% $207.34 +7.3%
138 AZO AUTOZONE INC Consumer Cyclical 1,444.0 $4.9M 0.03% -8.0 -0.6% $3377.78 -12.6%
139 ABNB AIRBNB INC Consumer Cyclical 37,922.0 $4.8M 0.03% -864.0 -2.2% $126.28 +10.3%
140 FAST FASTENAL CO Industrials 102,886.0 $4.8M 0.03% -219K -68.0% $46.40 -0.6%
Page 7 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%