UEUnisphere Establishment
Institutional investor · Portfolio as of Q4 2025
Top Holdings59 positions
JPMorgan Chase & Co | 4.8M | $1.5B | 11.6% | $160.80 | +97.58% | 9 qtrssince 2023-Q4 | Unchanged 0 |
Thermo Fisher Scientific Inc | 2M | $1.1B | 8.5% | $521.89 | +10.72% | 9 qtrssince 2023-Q4 | Decreased 0 |
Intuit Inc | 1.7M | $1.1B | 8.4% | $621.87 | +5.53% | 9 qtrssince 2023-Q4 | Unchanged 0 |
S&P Global Inc | 2M | $1B | 7.8% | $421.39 | +16.52% | 9 qtrssince 2023-Q4 | Increased 69 |
Microsoft Corp | 1.9M | $912.8M | 6.8% | $400.19 | +20.09% | 9 qtrssince 2023-Q4 | Increased 65 |
BLACKROCK INC | 825,000 | $883M | 6.6% | $977.29 | +8.30% | 5 qtrssince 2024-Q4 | Unchanged 0 |
Honeywell International Inc | 4.1M | $804.7M | 6.0% | $198.47 | +1.72% | 9 qtrssince 2023-Q4 | Decreased 0 |
Zoetis Inc | 4.8M | $603.9M | 4.5% | $183.79 | -32.60% | 9 qtrssince 2023-Q4 | Unchanged 0 |
Alphabet Inc | 1.8M | $559.8M | 4.2% | $160.37 | +94.80% | 8 qtrssince 2024-Q1 | Decreased 0 |
Pfizer Inc | 14.7M | $364.8M | 2.7% | $23.98 | -1.27% | 9 qtrssince 2023-Q4 | Increased 54 |
NVIDIA Corp | 2M | $364M | 2.7% | $154.15 | +20.71% | 8 qtrssince 2024-Q1 | Increased 66 |
Visa Inc | 1M | $353.7M | 2.6% | $255.97 | +36.20% | 9 qtrssince 2023-Q4 | Unchanged 0 |
Bank of America Corp | 5.6M | $310.1M | 2.3% | $43.63 | +24.06% | 6 qtrssince 2024-Q3 | Increased 64 |
Broadcom Inc | 883,200 | $305.7M | 2.3% | $194.67 | +76.81% | 7 qtrssince 2024-Q2 | Increased 62 |
Amazon.com Inc | 1.1M | $250.1M | 1.9% | $184.02 | +26.36% | 9 qtrssince 2023-Q4 | Decreased 0 |
Linde PLC | 571,600 | $243.7M | 1.8% | $418.21 | +2.43% | 9 qtrssince 2023-Q4 | Increased 58 |
TJX Cos Inc/The | 1.4M | $214.2M | 1.6% | $102.25 | +48.85% | 9 qtrssince 2023-Q4 | Unchanged 0 |
Boston Scientific Corp | 2.2M | $207.5M | 1.6% | $64.98 | +46.73% | 9 qtrssince 2023-Q4 | Increased 50 |
KKR & Co Inc | 1.6M | $198.7M | 1.5% | $116.80 | +8.52% | 9 qtrssince 2023-Q4 | Increased 55 |
Wal-Mart Stores Inc | 1.6M | $174.6M | 1.3% | $85.76 | +29.09% | 9 qtrssince 2023-Q4 | Decreased 0 |
Unisphere Establishment manages $13.4B across 59 positions as of Q4 2025. Top holdings: JPM (11.6%), TMO (8.5%), INTU (8.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 7 new positions, 9 exits, 24 increased. Top move: SPGI (INCREASED, conviction 69). Portfolio: $13.4B across 59 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
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