UEUnisphere Establishment
Institutional investor · Portfolio as of Q1 2025
Top Holdings62 positions
JPMorgan Chase & Co | 4.8M | $1.2B | 10.3% | $160.80 | +48.05% | 6 qtrssince 2023-Q4 | Decreased 0 |
Thermo Fisher Scientific Inc | 2M | $970.3M | 8.5% | $528.56 | -6.37% | 6 qtrssince 2023-Q4 | Increased 71 |
Intuit Inc | 1.5M | $921M | 8.0% | $614.74 | -1.54% | 6 qtrssince 2023-Q4 | Unchanged 0 |
S&P Global Inc | 1.7M | $863.8M | 7.5% | $408.95 | +16.09% | 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 International Inc | 3.7M | $783.5M | 6.8% | $196.02 | +3.66% | 6 qtrssince 2023-Q4 | Unchanged 0 |
Microsoft Corp | 1.8M | $659.8M | 5.8% | $387.16 | -4.17% | 6 qtrssince 2023-Q4 | Increased 74 |
Visa Inc | 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 | 1.9M | $298.3M | 2.6% | $155.15 | -0.80% | 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% | $496.90 | +1.31% | 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 |
International Business Machine | 850,000 | $211.4M | 1.8% | $168.56 | +41.87% | 6 qtrssince 2023-Q4 | Decreased 0 |
NVIDIA Corp | 1.8M | $194.6M | 1.7% | $121.23 | -10.82% | 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% | $277.29 | +22.88% | 6 qtrssince 2023-Q4 | Unchanged 0 |
Bank of America Corp | 4.2M | $175.1M | 1.5% | $40.31 | +0.22% | 3 qtrssince 2024-Q3 | Increased 77 |
TJX Cos Inc/The | 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 Score: 3/5.0.
Active quarter - 11 new positions, 11 exits, 19 increased. Top move: BLK (INCREASED, conviction 77). Portfolio: $11.5B across 62 positions.
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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
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