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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 20 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ITRI ITRON INC Technology 31,375.0 $2.8M 0.02% $89.63 -9.8%
382 SYF SYNCHRONY FINANCIAL Financial Services 41,266.0 $2.8M 0.02% +3K +7.7% $68.02 +10.6%
383 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 69,483.0 $2.8M 0.02% $40.26 -31.8%
384 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 13,280.0 $2.8M 0.02% +82.0 +0.6% $209.08 +12.9%
385 CNQ CANADIAN NAT RES LTD Energy 40,700.0 $2.8M 0.02% $67.86 -39.5%
386 DXCM DEXCOM INC Healthcare 43,777.0 $2.7M 0.02% -1K -2.4% $62.80 +15.4%
387 ARES ARES MANAGEMENT CORPORATION Financial Services 25,166.0 $2.7M 0.02% +4K +18.8% $109.10 +18.6%
388 PPG PPG INDS INC Basic Materials 25,651.0 $2.7M 0.02% -1K -4.9% $106.88 +10.6%
389 DG DOLLAR GEN CORP NEW Consumer Defensive 22,986.0 $2.7M 0.02% -2K -7.4% $118.73 -4.4%
390 OMC OMNICOM GROUP INC Communication Services 36,202.0 $2.7M 0.02% -1K -3.5% $75.31 -5.3%
391 UAL UNITED AIRLS HLDGS INC Industrials 29,515.0 $2.7M 0.02% +1K +5.0% $92.07 +28.5%
392 GLPI GAMING & LEISURE PPTYS INC Real Estate 61,234.0 $2.7M 0.02% +400.0 +0.7% $44.37 +0.5%
393 FIS FIDELITY NATL INFORMATION SV Technology 57,711.0 $2.7M 0.02% +4K +7.9% $46.91 -18.5%
394 LYV LIVE NATION ENTERTAINMENT IN Communication Services 17,728.0 $2.7M 0.02% -2K -9.7% $152.51 +12.3%
395 OHI OMEGA HEALTHCARE INVS INC Real Estate 61,500.0 $2.7M 0.02% +400.0 +0.7% $43.82 +1.6%
396 CINF CINCINNATI FINL CORP Financial Services 17,106.0 $2.7M 0.02% -914.0 -5.1% $157.35 +8.2%
397 TSCO TRACTOR SUPPLY CO Consumer Cyclical 59,019.0 $2.7M 0.02% $45.30 -33.2%
398 GEN GEN DIGITAL INC Technology 141,486.0 $2.7M 0.02% +3K +2.1% $18.83 +28.4%
399 LH LABCORP HOLDINGS INC Healthcare 9,922.0 $2.6M 0.02% -506.0 -4.8% $266.81 -4.1%
400 SMCI SUPER MICRO COMPUTER INC Technology 115,313.0 $2.6M 0.02% -6K -4.9% $22.77 +34.7%
Page 20 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%