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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 5 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CEG CONSTELLATION ENERGY CORP Utilities 136,412.0 $38.1M 0.25% +2K +1.4% $279.25 -1.9%
82 PPL PPL CORP Utilities 979,936.0 $37.4M 0.24% -473K -32.5% $38.20 -7.4%
83 DLR DIGITAL RLTY TR INC Real Estate 202,214.0 $36.4M 0.24% -19K -8.7% $180.21 +4.4%
84 NEM NEWMONT CORP Basic Materials 334,741.0 $36.2M 0.24% -98K -22.7% $108.25 -4.1%
85 BKNG BOOKING HOLDINGS INC Consumer Cyclical 8,523.0 $35.9M 0.23% -1K -12.4% $4210.32 -95.9%
86 LNT ALLIANT ENERGY CORP Utilities 497,228.0 $35.7M 0.23% +462K +1312.9% $71.76 +1.7%
87 ZTS ZOETIS INC Healthcare 296,244.0 $35.0M 0.23% +160K +118.0% $118.21 -33.4%
88 INTC INTEL CORP Technology 775,313.0 $34.2M 0.22% -22K -2.8% $44.13 +203.6%
89 KLAC KLA CORP Technology 22,864.0 $33.7M 0.22% -830.0 -3.5% $1472.41 -82.4%
90 AMGN AMGEN INC Healthcare 89,268.0 $31.4M 0.20% -7K -6.9% $351.85 -4.1%
91 COST COSTCO WHSL CORP NEW Consumer Defensive 31,500.0 $31.4M 0.20% +481.0 +1.6% $996.43 -4.5%
92 AXP AMERICAN EXPRESS CO Financial Services 101,828.0 $30.8M 0.20% -13K -11.4% $302.48 +11.7%
93 PWR QUANTA SVCS INC Industrials 55,973.0 $30.7M 0.20% +2K +3.5% $549.02 +27.9%
94 DHR DANAHER CORPORATION Healthcare 161,852.0 $30.7M 0.20% +1K +0.7% $189.60 -6.6%
95 WM WASTE MGMT INC DEL Industrials 131,002.0 $30.1M 0.20% $229.79 -6.6%
96 RSG REPUBLIC SVCS INC Industrials 136,845.0 $30.0M 0.20% -727.0 -0.5% $219.02 -6.4%
97 ANET ARISTA NETWORKS INC Technology 241,926.0 $29.7M 0.19% -12K -4.8% $122.78 +38.2%
98 AEM AGNICO EAGLE MINES LTD Basic Materials 104,933.0 $29.6M 0.19% +95K +981.8% $282.37 -41.0%
99 FCX FREEPORT-MCMORAN INC Basic Materials 504,057.0 $29.6M 0.19% +159K +46.2% $58.78 +16.8%
100 ECL ECOLAB INC Basic Materials 108,819.0 $28.9M 0.19% -26K -19.1% $266.02 +1.2%
Page 5 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%