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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 3 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CNP CENTERPOINT ENERGY INC Utilities 1,909,385.0 $82.4M 0.54% +227K +13.5% $43.16 -0.8%
42 PG PROCTER AND GAMBLE CO Consumer Defensive 563,597.0 $81.4M 0.53% -74K -11.6% $144.44 +4.1%
43 GEV GE VERNOVA INC Utilities 91,148.0 $79.6M 0.52% +750.0 +0.8% $872.90 +27.1%
44 UNP UNION PAC CORP Industrials 305,120.0 $74.0M 0.48% -161K -34.5% $242.62 +5.9%
45 LVS LAS VEGAS SANDS CORP Consumer Cyclical 1,371,114.0 $73.9M 0.48% +169K +14.1% $53.88 -9.6%
46 AMD ADVANCED MICRO DEVICES INC Technology 358,803.0 $73.0M 0.48% -13K -3.5% $203.43 +164.2%
47 CMS CMS ENERGY CORP Utilities 909,073.0 $70.5M 0.46% +8K +0.9% $77.58 -5.4%
48 WELL WELLTOWER INC Real Estate 338,455.0 $66.9M 0.44% -36K -9.6% $197.71 +4.5%
49 TMO THERMO FISHER SCIENTIFIC INC Healthcare 133,427.0 $65.6M 0.43% $491.53 -5.5%
50 LNG CHENIERE ENERGY INC Energy 222,918.0 $63.3M 0.41% +3K +1.1% $283.76 -20.0%
51 SHW SHERWIN WILLIAMS CO Basic Materials 197,260.0 $63.2M 0.41% $320.55 +0.1%
52 TXN TEXAS INSTRS INC Technology 321,680.0 $62.5M 0.41% -11K -3.3% $194.14 +66.3%
53 ORCL ORACLE CORP Technology 423,791.0 $62.3M 0.41% -180K -29.8% $147.11 +25.3%
54 ABBV ABBVIE INC Healthcare 281,144.0 $61.1M 0.40% +28K +11.0% $217.49 -0.5%
55 AEE AMEREN CORP Utilities 548,070.0 $60.2M 0.39% +4K +0.7% $109.92 -1.1%
56 ROK ROCKWELL AUTOMATION INC Industrials 166,605.0 $59.8M 0.39% $358.88 +32.0%
57 FE FIRSTENERGY CORP Utilities 1,169,710.0 $59.3M 0.39% +8K +0.7% $50.66 -8.3%
58 GS GOLDMAN SACHS GROUP INC Financial Services 69,556.0 $58.8M 0.39% $845.99 +29.6%
59 TD TORONTO DOMINION BK ONT Financial Services 451,838.0 $58.7M 0.38% +4K +1.0% $129.92 -8.2%
60 BERKSHIRE HATHAWAY INC DEL 118,757.0 $56.9M 0.37% +2K +2.0% $479.20
Page 3 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%