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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 4 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KEYS KEYSIGHT TECHNOLOGIES INC Technology 200,439.0 $56.6M 0.37% -75K -27.3% $282.37 +28.8%
62 IBM INTERNATIONAL BUSINESS MACHS Technology 231,773.0 $56.2M 0.37% $242.39 +2.8%
63 DE DEERE & CO Industrials 97,254.0 $54.8M 0.36% -12K -10.9% $563.30 +4.6%
64 PEP PEPSICO INC Consumer Defensive 350,440.0 $54.4M 0.36% -7K -2.0% $155.29 -8.5%
65 KO COCA COLA CO Consumer Defensive 715,176.0 $54.4M 0.36% +24K +3.5% $76.05 +4.4%
66 PLTR PALANTIR TECHNOLOGIES INC Technology 366,202.0 $53.6M 0.35% +208K +131.1% $146.28 -12.2%
67 ABT ABBOTT LABS Healthcare 516,548.0 $53.0M 0.35% -65K -11.2% $102.67 -13.9%
68 PLD PROLOGIS INC. Real Estate 397,400.0 $52.5M 0.34% $132.18 +6.3%
69 EQIX EQUINIX INC Real Estate 52,848.0 $51.8M 0.34% -2K -4.5% $980.24 +11.4%
70 XOM EXXON MOBIL CORP Energy 294,145.0 $49.9M 0.33% $169.66 -18.8%
71 BSX BOSTON SCIENTIFIC CORP Healthcare 719,670.0 $45.2M 0.29% -41K -5.4% $62.75 -27.8%
72 LRCX LAM RESEARCH CORP Technology 209,727.0 $44.8M 0.29% -14K -6.4% $213.66 +82.1%
73 PCG PG&E CORP Utilities 2,549,640.0 $44.8M 0.29% $17.57 -6.2%
74 UBER UBER TECHNOLOGIES INC Technology 613,082.0 $44.1M 0.29% -131K -17.6% $71.93 -0.4%
75 CDNS CADENCE DESIGN SYSTEM INC Technology 156,600.0 $43.5M 0.28% -3K -1.7% $277.87 +39.4%
76 GILD GILEAD SCIENCES INC Healthcare 308,138.0 $42.9M 0.28% -130K -29.6% $139.37 -11.2%
77 CCI CROWN CASTLE INC Real Estate 522,462.0 $42.5M 0.28% +5K +1.0% $81.31 +0.9%
78 AMT AMERICAN TOWER CORP NEW Real Estate 244,990.0 $42.3M 0.28% -68K -21.6% $172.58 +2.0%
79 VRT VERTIV HOLDINGS CO Industrials 167,166.0 $41.9M 0.27% +69K +70.3% $250.58 +32.9%
80 NOW SERVICENOW INC Technology 381,439.0 $39.9M 0.26% -31K -7.6% $104.55 -9.1%
Page 4 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%