UEUnisphere Establishment
Institutional investor · Portfolio as of Q1 2025
Top Holdings62 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 4.8M | $1.2B | 10.3% | $162.36 | +46.57% | 6 qtrssince 2023-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2M | $970.3M | 8.5% | $530.06 | -5.89% | 6 qtrssince 2023-Q4 | Increased 71 |
INTUIT INC | 1.5M | $921M | 8.0% | $619.97 | -4.05% | 6 qtrssince 2023-Q4 | Unchanged 0 |
S&P GLOBAL INC | 1.7M | $863.8M | 7.5% | $435.25 | +14.81% | 6 qtrssince 2023-Q4 | Decreased 0 |
BLACKROCK INC | 839,500 | $794.6M | 6.9% | $977.29 | -5.64% | 2 qtrssince 2024-Q4 | Increased 77 |
ZOETIS INC | 4.8M | $790.3M | 6.9% | $183.79 | -12.69% | 6 qtrssince 2023-Q4 | Unchanged 0 |
HONEYWELL INTL INC | 3.7M | $783.5M | 6.8% | $189.55 | +2.90% | 6 qtrssince 2023-Q4 | Unchanged 0 |
MICROSOFT CORP | 1.8M | $659.8M | 5.8% | $390.56 | -3.53% | 6 qtrssince 2023-Q4 | Increased 74 |
VISA INC-CLASS A SHARES | 1.3M | $458.4M | 4.0% | $255.97 | +35.37% | 6 qtrssince 2023-Q4 | Decreased 0 |
PFIZER INC | 12.7M | $320.6M | 2.8% | $24.01 | -4.88% | 6 qtrssince 2023-Q4 | Unchanged 0 |
ALPHABET INC-CL A | 1.9M | $298.3M | 2.6% | $155.43 | -0.98% | 5 qtrssince 2024-Q1 | Decreased 0 |
AMAZON.COM INC | 1.3M | $242.8M | 2.1% | $183.93 | +4.78% | 6 qtrssince 2023-Q4 | Increased 59 |
UNITEDHEALTH GROUP INC | 450,000 | $235.7M | 2.1% | $505.89 | -0.02% | 6 qtrssince 2023-Q4 | Increased 59 |
BOSTON SCIENTIFIC CORP | 2.2M | $218.5M | 1.9% | $61.57 | +63.84% | 6 qtrssince 2023-Q4 | Decreased 0 |
INTL BUSINESS MACHINES CORP | 850,000 | $211.4M | 1.8% | $168.56 | +41.87% | 6 qtrssince 2023-Q4 | Decreased 0 |
NVIDIA CORP | 1.8M | $194.6M | 1.7% | $123.95 | -11.54% | 5 qtrssince 2024-Q1 | Increased 50 |
LINDE PLC | 400,000 | $186.3M | 1.6% | $405.75 | +12.02% | 6 qtrssince 2023-Q4 | Decreased 0 |
ARTHUR J GALLAGHER & CO | 530,300 | $183.1M | 1.6% | $279.64 | +21.03% | 6 qtrssince 2023-Q4 | Unchanged 0 |
BANK OF AMERICA CORP | 4.2M | $175.1M | 1.5% | $40.51 | +0.22% | 3 qtrssince 2024-Q3 | Increased 77 |
TJX COMPANIES INC | 1.4M | $173.3M | 1.5% | $100.89 | +18.51% | 6 qtrssince 2023-Q4 | Unchanged 0 |
Unisphere Establishment manages $11.5B across 62 positions as of Q1 2025. Top holdings: JPM (10.3%), TMO (8.5%), INTU (8.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 10 new positions, 10 exits, 19 increased. Top move: BLK (INCREASED, conviction 77). Portfolio: $11.5B across 62 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer