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Latest Utah Retirement Systems Stock Portfolio

$9.78Billion– No. of Holdings #974

Utah Retirement Systems Performance:
2026 Q1: -4.31%YTD: -4.31%2025: 15.88%
Performance for 2026 Q1 is -4.31%, and YTD is -4.31%, and 2025 is 15.88%.

About Utah Retirement Systems and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Utah Retirement Systems reported an equity portfolio of $9.8 Billions as of 31 Mar, 2026.

The top stock holdings of Utah Retirement Systems are NVDA, AAPL, MSFT. The fund has invested 6.8% of it's portfolio in NVIDIA CORPORATION and 6.1% of portfolio in APPLE INC.

The fund managers got completely rid off DEUTSCHE BANK A G (DB), EXACT SCIENCES CORP (EXAS) and CYBERARK SOFTWARE LTD (CYBR) stocks. They significantly reduced their stock positions in AVALONBAY CMNTYS INC (AVB), MID-AMER APT CMNTYS INC (MAA) and ESSEX PPTY TR INC (ESS). Utah Retirement Systems opened new stock positions in RHYTHM PHARMACEUTICALS INC (RYTM), BLOOM ENERGY CORP (BE) and AMCOR PLC (AMCR). The fund showed a lot of confidence in some stocks as they added substantially to ROCKET LAB CORP, COHERENT CORP (COHR) and WOODWARD INC (WWD).
Utah Retirement Systems Equity Portfolio Value
Last Reported on: 15 May, 2026

Utah Retirement Systems Annual Return Estimates Vs S&P 500

Our best estimate is that Utah Retirement Systems made a return of -4.31% in the last quarter. In trailing 12 months, it's portfolio return was 16.06%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
rhythm pharmaceuticals inc3,668,130
bloom energy corp3,209,620
amcor plc2,974,020
sunbelt rentals holdings inc2,840,390
New stocks bought by Utah Retirement Systems

Additions

Ticker% Inc.
rocket lab corp265
coherent corp244
sandisk corp225
woodward inc209
ftai aviation ltd207
technipfmc plc206
lumentum hldgs inc206
xpo inc205
Additions to existing portfolio by Utah Retirement Systems

Reductions

Ticker% Reduced
avalonbay cmntys inc-92.11
diamondback energy inc-45.43
extra space storage inc-26.01
johnson controls internation-8.5
flutter entmt plc-8.44
first ctzns bancshares inc d-7.89
lennar corp-7.37
charter communications inc-7.2
Utah Retirement Systems reduced stake in above stock

Sold off

None of the stocks were completely sold off by Utah Retirement Systems

Sector Distribution

Utah Retirement Systems has about 31.2% of it's holdings in Technology sector.

  • Technology
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Industrials
  • Others
  • Consumer Defensive
  • Energy
  • Utilities
  • Real Estate
  • Basic Materials
Sector%
Technology31.2
Financial Services9.9
Consumer Cyclical9.6
Communication Services9.6
Healthcare9.1
Industrials8.4
Others6.5
Consumer Defensive4.9
Energy4.4
Utilities2.4
Real Estate2.1
Basic Materials1.8

Market Cap. Distribution

Utah Retirement Systems has about 91.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP54.9
LARGE-CAP37
UNALLOCATED6.5

Stocks belong to which Index?

About 86% of the stocks held by Utah Retirement Systems either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50086
Others13.1
Top 5 Winners (%)%
LYB
lyondellbasell industries nv
85.0 %
DOW
dow hldgs inc
77.8 %
APA
apa corporation
73.5 %
MRNA
moderna inc
72.1 %
DAR
darling ingredients inc
71.8 %
Top 5 Winners ($)$
XOM
exxon mobil corp
34.5 M
CVX
chevron corporation
16.9 M
JNJ
johnson & johnson
14.8 M
AMAT
applied matls inc
11.1 M
CAT
caterpillar inc
10.3 M
Top 5 Losers (%)%
TEAM
atlassian corporation
-57.9 %
ZIP
ziprecruiter inc
-52.8 %
KD
kyndryl hldgs inc
-50.6 %
flutter entmt plc
-50.4 %
U
unity software inc
-50.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-137.9 M
NVDA
nvidia corporation
-46.4 M
AAPL
apple inc
-42.9 M
TSLA
tesla inc
-36.0 M
AMZN
amazon com inc
-35.5 M

Utah Retirement Systems Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Utah Retirement Systems

Utah Retirement Systems has 974 stocks in it's portfolio. About 33.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Utah Retirement Systems last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions