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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 7 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DELL DELL TECHNOLOGIES INC Technology 112,509.0 $18.5M 0.12% -5K -4.1% $164.13 +149.5%
122 KMB KIMBERLY-CLARK CORP Consumer Defensive 190,961.0 $18.4M 0.12% +16K +9.4% $96.47 +6.3%
123 B BARRICK MNG CORP Basic Materials 323,515.0 $18.4M 0.12% -144K -30.8% $56.85 -29.0%
124 GLW CORNING INC Technology 135,100.0 $18.4M 0.12% -12K -8.5% $135.97 +43.4%
125 APP APPLOVIN CORP Technology 45,244.0 $18.0M 0.12% -2K -4.8% $398.00 +18.0%
126 SPG SIMON PPTY GROUP INC NEW Real Estate 96,015.0 $17.9M 0.12% +1K +1.2% $186.53 +13.3%
127 UNH UNITEDHEALTH GROUP INC Healthcare 65,884.0 $17.8M 0.12% +2K +2.4% $270.59 +48.2%
128 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 87,779.0 $17.3M 0.11% -19K -17.5% $197.50 +21.2%
129 MET METLIFE INC Financial Services 243,755.0 $17.2M 0.11% $70.72 +21.0%
130 HPE HEWLETT PACKARD ENTERPRISE C Technology 721,875.0 $17.2M 0.11% -10K -1.3% $23.81 +99.1%
131 ADBE ADOBE INC Technology 70,289.0 $17.1M 0.11% -5K -7.2% $243.08 -19.7%
132 CRWD CROWDSTRIKE HLDGS INC Technology 43,030.0 $16.8M 0.11% -2K -5.1% $390.41 +75.4%
133 O REALTY INCOME CORP Real Estate 271,164.0 $16.6M 0.11% $61.18 -1.5%
134 WDC WESTERN DIGITAL CORP Technology 59,251.0 $16.0M 0.10% -8K -11.3% $270.49 +175.9%
135 TJX TJX COS INC NEW Consumer Cyclical 99,390.0 $15.9M 0.10% +16K +19.6% $159.70 +2.6%
136 ADP AUTOMATIC DATA PROCESSING IN Industrials 77,085.0 $15.7M 0.10% -11K -12.5% $203.18 +7.5%
137 VZ VERIZON COMMUNICATIONS INC Communication Services 310,673.0 $15.6M 0.10% -4K -1.3% $50.20 -9.6%
138 FFIV F5 INC Technology 51,942.0 $15.0M 0.10% +6K +12.8% $289.33 +33.2%
139 SANDISK CORP 22,656.0 $14.4M 0.09% -4K -14.2% $635.34
140 RMD RESMED INC Healthcare 62,329.0 $14.0M 0.09% -5K -7.2% $224.48 -16.0%
Page 7 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%