UEUnisphere Establishment
Institutional investor · Portfolio as of Q4 2024
Top Holdings62 positions
JPMorgan Chase & Co | 5.3M | $1.3B | 11.1% | $160.80 | +43.94% | 5 qtrssince 2023-Q4 | Decreased 0 |
Intuit Inc | 1.5M | $942.8M | 8.2% | $614.74 | +0.62% | 5 qtrssince 2023-Q4 | Increased 86 |
Thermo Fisher Scientific Inc | 1.7M | $884.4M | 7.7% | $533.51 | -3.10% | 5 qtrssince 2023-Q4 | Increased 66 |
S&P Global Inc | 1.7M | $865.8M | 7.5% | $408.95 | +13.58% | 5 qtrssince 2023-Q4 | Increased 63 |
Honeywell International Inc | 3.7M | $835.8M | 7.3% | $196.02 | +9.99% | 5 qtrssince 2023-Q4 | Unchanged 0 |
Zoetis Inc | 4.8M | $782.1M | 6.8% | $183.79 | -13.86% | 5 qtrssince 2023-Q4 | Increased 66 |
BLACKROCK INC | 650,000 | $666.3M | 5.8% | $993.36 | 0.00% | 1 qtr | New 97 |
Microsoft Corp | 1.4M | $608.9M | 5.3% | $390.66 | +6.43% | 5 qtrssince 2023-Q4 | Increased 69 |
Visa Inc | 1.5M | $482.7M | 4.2% | $255.97 | +21.87% | 5 qtrssince 2023-Q4 | Increased 58 |
Alphabet Inc | 2.2M | $411M | 3.6% | $155.15 | +21.30% | 4 qtrssince 2024-Q1 | Increased 61 |
Pfizer Inc | 12.7M | $335.6M | 2.9% | $24.01 | -2.03% | 5 qtrssince 2023-Q4 | Unchanged 0 |
Amazon.com Inc | 1.1M | $248.2M | 2.2% | $182.80 | +21.06% | 5 qtrssince 2023-Q4 | Increased 58 |
NVIDIA Corp | 1.7M | $230.7M | 2.0% | $121.82 | +9.95% | 4 qtrssince 2024-Q1 | Increased 59 |
International Business Machine | 1M | $219.8M | 1.9% | $168.56 | +24.59% | 5 qtrssince 2023-Q4 | Increased 65 |
Boston Scientific Corp | 2.4M | $213.6M | 1.9% | $61.57 | +45.07% | 5 qtrssince 2023-Q4 | Increased 53 |
UnitedHealth Group Inc | 400,000 | $202.3M | 1.8% | $496.09 | -2.41% | 5 qtrssince 2023-Q4 | Unchanged 0 |
Broadcom Inc | 841,200 | $195M | 1.7% | $168.48 | +35.63% | 3 qtrssince 2024-Q2 | Decreased 0 |
Linde PLC | 415,000 | $173.7M | 1.5% | $405.75 | +1.57% | 5 qtrssince 2023-Q4 | Decreased 0 |
TJX Cos Inc/The | 1.4M | $171.9M | 1.5% | $100.89 | +17.19% | 5 qtrssince 2023-Q4 | Increased 54 |
Technology Select Sector SPDR Fund | 700,000 | $162.8M | 1.4% | $111.67 | +78.01% | 2 qtrssince 2024-Q3 | Unchanged 0 |
Unisphere Establishment manages $11.5B across 62 positions as of Q4 2024. Top holdings: JPM (11.1%), INTU (8.2%), TMO (7.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 11 new positions, 9 exits, 23 increased. Top move: BLK (NEW, conviction 97). 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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