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Latest Utah Retirement Systems Stock Portfolio

Utah Retirement Systems Performance:
2025 Q4: 2%YTD: 15.88%2024: 26.66%
Performance for 2025 Q4 is 2%, and YTD is 15.88%, and 2024 is 26.66%.

About Utah Retirement Systems and 13F Hedge Fund Stock Holdings

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Utah Retirement Systems reported an equity portfolio of $10.5 Billions as of 31 Dec, 2025.

The top stock holdings of Utah Retirement Systems are NVDA, AAPL, MSFT. The fund has invested 6.9% of it's portfolio in NVIDIA CORPORATION and 6.2% of portfolio in APPLE INC.

The fund managers got completely rid off KELLANOVA (K), INTERPUBLIC GROUP COS INC (IPG) and MR COOPER GROUP INC (COOP) stocks. They significantly reduced their stock positions in UDR INC (UDR), STAG INDL INC (STAG) and DUPONT DE NEMOURS INC (DD). Utah Retirement Systems opened new stock positions in ISHARES TR (IJR), QNITY ELECTRONICS INC and TERRENO RLTY CORP (TRNO). The fund showed a lot of confidence in some stocks as they added substantially to CIRCLE INTERNET GROUP INC, MID-AMER APT CMNTYS INC (MAA) and ROCKET COS INC (RKT).

Utah Retirement Systems Annual Return Estimates Vs S&P 500

Our best estimate is that Utah Retirement Systems made a return of 2% in the last quarter. In trailing 12 months, it's portfolio return was 15.88%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr6,229,730
qnity electronics inc2,812,030
New stocks bought by Utah Retirement Systems

Additions

Ticker% Inc.
circle internet group inc1,384
mid-amer apt cmntys inc460
texas pacific land corporati200
sun cmntys inc110
omnicom group inc66.58
brookfield corp50.00
extra space storage inc32.93
avalonbay cmntys inc29.13
Additions to existing portfolio by Utah Retirement Systems

Reductions

Ticker% Reduced
dupont de nemours inc-58.16
diamondback energy inc-24.57
honeywell intl inc-5.78
flutter entmt plc-3.19
lennar corp-2.67
first ctzns bancshares inc d-2.58
fortive corp-1.99
snowflake inc-1.83
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 32.7% of it's holdings in Technology sector.

Sector%
Technology32.7
Financial Services10.6
Consumer Cyclical10
Communication Services9.8
Healthcare9.2
Industrials7.5
Others6.2
Consumer Defensive4.3
Energy3.1
Real Estate2.9
Utilities2.1
Basic Materials1.5

Market Cap. Distribution

Utah Retirement Systems has about 92.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP55.7
LARGE-CAP36.6
UNALLOCATED6.1
MID-CAP1.2

Stocks belong to which Index?

About 86.4% of the stocks held by Utah Retirement Systems either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50086.4
Others12.9
Top 5 Winners (%)%
DIBS
1stdibs com inc
131.3 %
LITE
lumentum hldgs inc
121.5 %
sandisk corp
111.6 %
EXAS
exact sciences corp
85.6 %
ALB
albemarle corp
74.4 %
Top 5 Winners ($)$
GOOG
alphabet inc
67.1 M
GOOG
alphabet inc
54.9 M
AAPL
apple inc
41.5 M
LLY
eli lilly & co
41.3 M
MU
micron technology inc
21.8 M
Top 5 Losers (%)%
TPL
texas pacific land corporati
-60.0 %
MSTR
strategy inc
-52.8 %
fiserv inc
-47.8 %
DUOL
duolingo inc
-45.5 %
ELF
e l f beauty inc
-42.6 %
Top 5 Losers ($)$
MSFT
microsoft corp
-42.1 M
META
meta platforms inc
-26.8 M
ORCL
oracle corp
-23.7 M
NFLX
netflix inc
-18.3 M
HD
home depot inc
-10.1 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 983 stocks in it's portfolio. About 35.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Utah Retirement Systems last quarter.

Last Reported on: 17 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions