Latest Utah Retirement Systems Stock Portfolio
Utah Retirement Systems Performance:
2025 Q3: 7.18%YTD: 12.36%2024: 20.38%
Performance for 2025 Q3 is 7.18%, and YTD is 12.36%, and 2024 is 20.38%.
About Utah Retirement Systems and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Utah Retirement Systems reported an equity portfolio of $10.3 Billions as of 30 Sep, 2025.
The top stock holdings of Utah Retirement Systems are NVDA, MSFT, AAPL. The fund has invested 7% of it's portfolio in NVIDIA CORPORATION and 6.2% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off ISHARES TR (IJR), HESS CORP (HES) and ANSYS INC (ANSS) stocks. They significantly reduced their stock positions in MORNINGSTAR INC (MORN), GENPACT LIMITED (G) and UNIVERSAL DISPLAY CORP (OLED). Utah Retirement Systems opened new stock positions in PAGAYA TECHNOLOGIES LTD (PGY), KINROSS GOLD CORP and OPEN TEXT CORP (OTEX). The fund showed a lot of confidence in some stocks as they added substantially to FIRST INDL RLTY TR INC (FR), STAG INDL INC (STAG) and INSMED INC (INSM).
The top stock holdings of Utah Retirement Systems are NVDA, MSFT, AAPL. The fund has invested 7% of it's portfolio in NVIDIA CORPORATION and 6.2% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off ISHARES TR (IJR), HESS CORP (HES) and ANSYS INC (ANSS) stocks. They significantly reduced their stock positions in MORNINGSTAR INC (MORN), GENPACT LIMITED (G) and UNIVERSAL DISPLAY CORP (OLED). Utah Retirement Systems opened new stock positions in PAGAYA TECHNOLOGIES LTD (PGY), KINROSS GOLD CORP and OPEN TEXT CORP (OTEX). The fund showed a lot of confidence in some stocks as they added substantially to FIRST INDL RLTY TR INC (FR), STAG INDL INC (STAG) and INSMED INC (INSM).
Utah Retirement Systems Annual Return Estimates Vs S&P 500
Our best estimate is that Utah Retirement Systems made a return of 7.18% in the last quarter. In trailing 12 months, it's portfolio return was 14.55%.
New Buys
| Ticker | $ Bought |
|---|---|
| pagaya technologies ltd | 3,455,710 |
| kinross gold corp | 3,419,150 |
| celestica inc | 3,164,540 |
| cyberark software ltd | 2,671,340 |
New stocks bought by Utah Retirement Systems
Additions
| Ticker | % Inc. |
|---|---|
| insmed inc | 225 |
| reddit inc | 212 |
| comfort sys usa inc | 212 |
| smurfit westrock plc | 209 |
| astera labs inc | 174 |
| synopsys inc | 20.00 |
| chevron corp new | 17.76 |
| carvana co | 15.53 |
Additions to existing portfolio by Utah Retirement Systems
Reductions
| Ticker | % Reduced |
|---|---|
| apollo global mgmt inc | -15.11 |
| first ctzns bancshares inc d | -12.22 |
| aflac inc | -8.05 |
| las vegas sands corp | -8.04 |
| tapestry inc | -7.61 |
| raymond james finl inc | -6.7 |
| aptiv plc | -6.5 |
| lululemon athletica inc | -6.44 |
Utah Retirement Systems reduced stake in above stock
Sold off
Sector Distribution
Utah Retirement Systems has about 33.2% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 33.2 |
| Financial Services | 10.5 |
| Consumer Cyclical | 10.1 |
| Communication Services | 9.4 |
| Healthcare | 8.4 |
| Industrials | 7.6 |
| Others | 6 |
| Consumer Defensive | 4.5 |
| Energy | 3.3 |
| Real Estate | 3 |
| Utilities | 2.2 |
| Basic Materials | 1.7 |
Market Cap. Distribution
Utah Retirement Systems has about 91.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 48.8 |
| LARGE-CAP | 43.1 |
| UNALLOCATED | 6.1 |
| MID-CAP | 1.7 |
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.
| Index | % |
|---|---|
| S&P 500 | 86 |
| Others | 13.2 |
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 987 stocks in it's portfolio. About 35.1% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Utah Retirement Systems last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.06 | 47,165 | 6,053,630 | unchanged | 0.00 | ||
| AAPL | apple inc | 5.96 | 2,409,140 | 613,440,000 | reduced | -0.8 | ||
| ABBV | abbvie inc | 0.66 | 292,661 | 67,762,700 | added | 0.21 | ||
| ABC | cencora inc | 0.09 | 30,258 | 9,456,530 | added | 4.11 | ||
| ABNB | airbnb inc | 0.08 | 70,483 | 8,558,050 | added | 0.13 | ||
| ABT | abbott labs | 0.37 | 286,051 | 38,313,700 | added | 0.33 | ||
| ACGL | arch cap group ltd | 0.05 | 60,227 | 5,464,400 | added | 0.99 | ||
| ACM | aecom | 0.03 | 21,802 | 2,844,510 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.25 | 103,482 | 25,518,700 | added | 0.13 | ||
| ADBE | adobe inc | 0.24 | 70,332 | 24,809,600 | reduced | -1.25 | ||
| ADI | analog devices inc | 0.20 | 81,988 | 20,144,500 | added | 0.44 | ||
| ADM | archer daniels midland co | 0.05 | 78,578 | 4,694,250 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.19 | 67,339 | 19,764,000 | reduced | -0.39 | ||
| ADSK | autodesk inc | 0.11 | 35,207 | 11,184,200 | reduced | -0.48 | ||
| AEE | ameren corp | 0.04 | 44,594 | 4,654,720 | added | 1.48 | ||
| AEP | american elec pwr co inc | 0.10 | 88,411 | 9,946,240 | added | 0.57 | ||
| AFL | aflac inc | 0.09 | 80,497 | 8,991,520 | reduced | -8.05 | ||
| AIG | american intl group inc | 0.07 | 95,108 | 7,469,780 | reduced | -5.49 | ||
| AJG | gallagher arthur j & co | 0.13 | 41,907 | 12,980,300 | added | 2.42 | ||
| ALL | allstate corp | 0.09 | 43,607 | 9,360,240 | added | 0.76 | ||