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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 12 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EMR EMERSON ELEC CO Industrials 46,513.0 $6.1M 0.04% -316.0 -0.7% $131.02 +15.0%
222 UPS UNITED PARCEL SERVICE INC Industrials 61,726.0 $6.1M 0.04% $98.38 +6.6%
223 CI THE CIGNA GROUP Healthcare 22,609.0 $6.0M 0.04% $266.75 +4.7%
224 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 19,780.0 $6.0M 0.04% -601.0 -3.0% $304.08 +14.7%
225 ROST ROSS STORES INC Consumer Cyclical 27,634.0 $6.0M 0.04% -1K -4.5% $216.63 +7.5%
226 AEP AMERICAN ELEC PWR CO INC Utilities 45,221.0 $5.9M 0.04% -2K -4.0% $131.08 -2.6%
227 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 95,581.0 $5.9M 0.04% -4K -3.9% $61.35 -28.8%
228 ITW ILLINOIS TOOL WKS INC Industrials 22,480.0 $5.9M 0.04% -572.0 -2.5% $260.29 +1.5%
229 OLED UNIVERSAL DISPLAY CORP Technology 63,819.0 $5.8M 0.04% $91.66 -3.0%
230 GM GENERAL MTRS CO Consumer Cyclical 77,697.0 $5.8M 0.04% -993.0 -1.3% $74.50 +6.4%
231 YUM YUM BRANDS INC Consumer Cyclical 36,820.0 $5.7M 0.04% +9K +34.4% $155.48 -2.2%
232 WBD WARNER BROS DISCOVERY INC Communication Services 208,210.0 $5.7M 0.04% +12K +6.2% $27.46 -4.6%
233 FIX COMFORT SYS USA INC Industrials 4,123.0 $5.7M 0.04% +533.0 +14.8% $1378.99 +42.7%
234 KMI KINDER MORGAN INC DEL Energy 169,054.0 $5.7M 0.04% -9K -5.0% $33.53 -5.8%
235 JBL JABIL INC Technology 21,271.0 $5.7M 0.04% -3K -10.6% $265.63 +40.0%
236 ELV ELEVANCE HEALTH INC Healthcare 19,192.0 $5.6M 0.04% +363.0 +1.9% $292.75 +32.7%
237 APD AIR PRODS & CHEMS INC Basic Materials 19,278.0 $5.6M 0.04% -923.0 -4.6% $290.49 -3.5%
238 BXP BXP INC Real Estate 107,563.0 $5.6M 0.04% +2K +1.5% $51.90 +24.7%
239 SRE SEMPRA Utilities 57,054.0 $5.5M 0.04% -788.0 -1.4% $97.17 -6.7%
240 WDAY WORKDAY INC Technology 42,601.0 $5.5M 0.04% -50K -54.1% $129.92 -10.0%
Page 12 of 34  ·  664 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%