UEUnisphere Establishment
Institutional investor · Portfolio as of Q2 2025
Top Holdings58 positions
JPMorgan Chase & Co. | 4.8M | $1.4B | 11.3% | $160.80 | +76.06% | 7 qtrssince 2023-Q4 | Unchanged 0 |
INTUIT | 1.5M | $1.2B | 9.5% | $614.74 | +26.53% | 7 qtrssince 2023-Q4 | Unchanged 0 |
Microsoft Corp. | 1.9M | $956.3M | 7.7% | $396.21 | +24.31% | 7 qtrssince 2023-Q4 | Increased 68 |
S&P Global Inc | 1.8M | $949.1M | 7.6% | $413.65 | +19.33% | 7 qtrssince 2023-Q4 | Increased 66 |
HONEYWELL INTL INC | 4M | $931.5M | 7.5% | $198.16 | +13.34% | 7 qtrssince 2023-Q4 | Increased 67 |
BLACKROCK INC COM | 825,000 | $865.6M | 7.0% | $977.29 | +5.16% | 3 qtrssince 2024-Q4 | Decreased 0 |
Thermo Fisher Scientific Inc | 2.1M | $835.2M | 6.7% | $521.89 | -22.65% | 7 qtrssince 2023-Q4 | Increased 65 |
Zoetis Inc. | 4.8M | $748.6M | 6.0% | $183.79 | -17.02% | 7 qtrssince 2023-Q4 | Unchanged 0 |
Alphabet Inc. | 2.6M | $456.2M | 3.7% | $160.37 | +9.51% | 6 qtrssince 2024-Q1 | Increased 74 |
Visa Inc | 1.1M | $393.4M | 3.2% | $255.97 | +37.37% | 7 qtrssince 2023-Q4 | Decreased 0 |
PFIZER INC | 12.7M | $306.6M | 2.5% | $24.01 | -7.27% | 7 qtrssince 2023-Q4 | Unchanged 0 |
Broadcom Inc | 917,600 | $252.9M | 2.0% | $168.09 | +62.50% | 5 qtrssince 2024-Q2 | Decreased 0 |
Amazon.com, Inc. | 1.1M | $239.4M | 1.9% | $183.93 | +21.40% | 7 qtrssince 2023-Q4 | Decreased 0 |
International Business Machines Corp. | 750,000 | $221.1M | 1.8% | $168.56 | +69.30% | 7 qtrssince 2023-Q4 | Decreased 0 |
Boston Scientific Corporation | 2M | $211.2M | 1.7% | $61.57 | +74.45% | 7 qtrssince 2023-Q4 | Decreased 0 |
SALESFORCE COM INC | 734,600 | $200.3M | 1.6% | $282.63 | -3.58% | 7 qtrssince 2023-Q4 | Increased 64 |
BK OF AMERICA CORP | 4.2M | $196.6M | 1.6% | $40.31 | +14.31% | 4 qtrssince 2024-Q3 | Decreased 0 |
The TJX Companies Inc. | 1.5M | $188M | 1.5% | $102.25 | +18.94% | 7 qtrssince 2023-Q4 | Increased 52 |
Linde PLC | 400,000 | $187.7M | 1.5% | $405.75 | +13.52% | 7 qtrssince 2023-Q4 | Unchanged 0 |
Gallagher Aj &Co | 530,300 | $169.8M | 1.4% | $277.29 | +14.16% | 7 qtrssince 2023-Q4 | Unchanged 0 |
Unisphere Establishment manages $12.4B across 58 positions as of Q2 2025. Top holdings: JPM (11.3%), INTU (9.5%), MSFT (7.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 5 new positions, 9 exits, 18 increased. Top move: GOOGL (INCREASED, conviction 74). Portfolio: $12.4B across 58 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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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