UEUnisphere Establishment
Institutional investor · Portfolio as of Q3 2024
Top Holdings60 positions
JPMORGAN CHASE & CO | 5.4M | $1.1B | 10.7% | $160.80 | +25.84% | 4 qtrssince 2023-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 1.6M | $989.7M | 9.4% | $534.54 | +14.91% | 4 qtrssince 2023-Q4 | Increased 66 |
S&P GLOBAL INC | 1.7M | $878.3M | 8.3% | $407.69 | +17.98% | 4 qtrssince 2023-Q4 | Unchanged 0 |
ZOETIS INC | 4.5M | $874.3M | 8.3% | $185.64 | +2.02% | 4 qtrssince 2023-Q4 | Unchanged 0 |
HONEYWELL INTL INC | 3.7M | $764.8M | 7.2% | $196.02 | +0.16% | 4 qtrssince 2023-Q4 | Increased 71 |
BLACKROCK INC | 750,000 | $712.1M | 6.7% | $776.94 | +44.26% | 4 qtrssince 2023-Q4 | Unchanged 0 |
Intuit Inc | 1M | $621M | 5.9% | $612.83 | -0.44% | 4 qtrssince 2023-Q4 | Unchanged 0 |
MICROSOFT CORP | 1.3M | $546.5M | 5.2% | $387.21 | +9.40% | 4 qtrssince 2023-Q4 | Decreased 0 |
VISA INC | 1.5M | $413.8M | 3.9% | $255.14 | +6.16% | 4 qtrssince 2023-Q4 | Decreased 0 |
PFIZER INC | 12.7M | $366.1M | 3.5% | $24.01 | +5.24% | 4 qtrssince 2023-Q4 | Unchanged 0 |
ALPHABET INC | 2M | $338.6M | 3.2% | $153.06 | +7.60% | 3 qtrssince 2024-Q1 | Increased 62 |
UNITEDHEALTH GROUP INC | 400,000 | $233.9M | 2.2% | $496.09 | +12.36% | 4 qtrssince 2023-Q4 | Unchanged 0 |
DISNEY WALT CO | 2.4M | $226M | 2.1% | $89.23 | +5.95% | 4 qtrssince 2023-Q4 | Decreased 0 |
MORGAN STANLEY | 2M | $203.3M | 1.9% | $87.04 | +14.81% | 4 qtrssince 2023-Q4 | Unchanged 0 |
LINDE PLC | 425,500 | $202.9M | 1.9% | $405.75 | +16.26% | 4 qtrssince 2023-Q4 | Decreased 0 |
AMAZON COM INC | 1M | $192M | 1.8% | $179.05 | +4.98% | 4 qtrssince 2023-Q4 | Increased 48 |
NVIDIA CORPORATION | 1.5M | $184.8M | 1.8% | $120.26 | +0.71% | 3 qtrssince 2024-Q1 | Increased 55 |
BOSTON SCIENTIFIC CORP | 2.2M | $181.5M | 1.7% | $58.69 | +42.79% | 4 qtrssince 2023-Q4 | Decreased 0 |
SELECT SECTOR SPDR TR | 700,000 | $158M | 1.5% | $111.60 | 0.00% | 1 qtr | New 69 |
INTERNATIONAL BUSINESS MACHS | 700,000 | $154.8M | 1.5% | $150.80 | +38.97% | 4 qtrssince 2023-Q4 | Decreased 0 |
Unisphere Establishment manages $10.6B across 60 positions as of Q3 2024. Top holdings: JPM (10.7%), TMO (9.4%), SPGI (8.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 5 new positions, 8 exits, 15 increased. Top move: HON (INCREASED, conviction 71). Portfolio: $10.6B across 60 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
Verify source filings on SEC EDGAR