IFM Investors Pty Ltd
Filing Date
Global Rank
#388
/ 8,586
▲ 5
Top Industry
Semiconductors
12.5%
3Y Alpha vs SPY
-3.3%
Period ended 3 months ago
Filed Apr 24, 2026 · 53d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+63.9%
SPY
+78.1%
Annualised alpha
-3.3%
Max drawdown
−18.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
679 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.6%
−0.2 pts
Top 5
25.3%
−2.0 pts
Top 10
34.6%
−3.0 pts
HHI
183
Diversified−24
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.2% | $3,821,098,233 |
| Financial Services | 12.4% | $1,428,173,738 |
| Consumer Cyclical | 10.2% | $1,175,005,410 |
| Healthcare | 9.9% | $1,140,995,267 |
| Industrials | 8.3% | $959,994,202 |
| Communication Services | 8.2% | $948,359,192 |
| Consumer Defensive | 4.9% | $567,525,327 |
| Energy | 4.2% | $487,550,952 |
| Real Estate | 3.8% | $434,332,155 |
| Utilities | 3.2% | $373,536,333 |
| Basic Materials | 1.6% | $180,188,642 |
| Unclassified | 0.1% | $6,226,666 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ALLE | Allegion plc | +338,425 | 355,233 | $51,611,802 | |
| NVDA | Nvidia Corp | +178,699 | 5,005,906 | $873,030,006 | |
| HBAN | Huntington Bancshares Inc /Md/ | +130,465 | 411,736 | $6,443,668 | |
| AAPL | Apple Inc. | +98,016 | 3,022,506 | $767,081,797 | |
| AER | AerCap Holdings N.V. | +89,651 | 124,143 | $17,029,936 | |
| T | At&T Inc. | +74,684 | 1,488,172 | $43,142,106 | |
| AMZN | Amazon Com Inc | +61,205 | 1,916,368 | $399,121,963 | |
| NLY | Annaly Capital Management Inc | +55,802 | 260,032 | $5,499,676 | |
| GOOGL | Alphabet Inc. | +54,947 | 1,174,761 | $337,814,273 | |
| PFE | Pfizer Inc | +54,721 | 1,229,480 | $34,523,798 | |
| MSFT | Microsoft Corp | +53,379 | 1,452,610 | $537,712,643 | |
| VICI | Vici Properties Inc. | +51,909 | 523,362 | $14,298,249 | |
| FITB | Fifth Third Bancorp | +50,028 | 176,117 | $8,182,395 | |
| USB | US Bancorp De | +43,496 | 357,395 | $18,588,113 | |
| GRAB | Grab Holdings Ltd | +43,277 | 489,409 | $1,791,236 | |
| INTC | Intel Corp | +42,447 | 923,532 | $40,755,467 | |
| CSX | Csx Corp | +40,036 | 522,528 | $21,449,774 | |
| NFLX | Netflix Inc | +37,281 | 863,717 | $83,046,389 | |
| DUK | Duke Energy CORP | +37,036 | 224,461 | $29,390,923 | |
| AVGO | Broadcom Inc. | +36,920 | 928,103 | $287,257,159 | |
| SO | Southern Co | +36,754 | 298,876 | $28,847,511 | |
| VZ | Verizon Communications Inc | +34,808 | 949,066 | $47,643,113 | |
| WEC | Wec Energy Group, Inc. | +34,458 | 105,276 | $12,187,802 | |
| XOM | Exxon Mobil Corp | +33,726 | 832,489 | $141,240,083 | |
| KDP | Keurig Dr Pepper Inc. | +32,606 | 341,885 | $9,001,832 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMH | American Homes 4 Rent | −84,056 | 56,185 | $1,568,685 | |
| WTRG | Essential Utilities, Inc. | −53,437 | 20,049 | $807,373 | |
| ELS | Equity Lifestyle Properties Inc | −35,714 | 31,477 | $1,964,794 | |
| BXP | BXP, Inc. | −31,076 | 26,053 | $1,352,150 | |
| SLB | Slb Limited/Nv | −27,504 | 346,004 | $17,781,145 | |
| ARE | Alexandria Real Estate Equities, Inc. | −25,010 | 28,219 | $1,309,925 | |
| PCG | PG&E Corp | −21,396 | 567,486 | $9,970,729 | |
| BKR | Baker Hughes Co | −18,096 | 202,742 | $12,377,399 | |
| OKE | Oneok Inc /New/ | −17,557 | 189,346 | $17,114,984 | |
| SRE | Sempra | −16,364 | 164,392 | $15,973,970 | |
| ED | Consolidated Edison Inc | −15,939 | 93,207 | $10,549,168 | |
| EXC | Exelon Corp | −15,173 | 338,020 | $16,569,740 | |
| ES | Eversource Energy | −14,418 | 109,855 | $7,610,754 | |
| UDR | UDR, Inc. | −12,779 | 104,168 | $3,518,795 | |
| CTSH | Cognizant Technology Solutions Corp | −12,355 | 80,791 | $4,956,527 | |
| BVN | Buenaventura Mining Co Inc | −11,271 | 25,899 | $933,399 | |
| HPQ | Hp Inc | −9,975 | 207,584 | $3,987,688 | |
| BALL | BALL Corp | −9,604 | 45,238 | $2,674,018 | |
| PPG | Ppg Industries Inc | −7,911 | 50,130 | $5,357,894 | |
| EIX | Edison International | −7,267 | 112,394 | $8,224,992 | |
| KMI | Kinder Morgan, Inc. | −6,899 | 506,250 | $16,974,562 | |
| NEE | Nextera Energy Inc | −6,552 | 524,530 | $48,718,346 | |
| AWK | American Water Works Company, Inc. | −6,548 | 63,312 | $8,616,130 | |
| SYY | Sysco Corp | −6,482 | 74,455 | $5,310,875 | |
| HAL | Halliburton Co | −6,308 | 183,799 | $7,166,323 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BKNG | Booking Holdings Inc. | 6,742 | $28,385,976 | |
| MELI | Mercadolibre Inc | 9,479 | $16,389,380 | |
| AZO | Autozone Inc | 3,380 | $11,416,896 | |
| MPWR | Monolithic Power Systems Inc | 9,569 | $10,462,266 | |
| LITE | Lumentum Holdings Inc. | 14,669 | $10,308,786 | |
| FIX | Comfort Systems USA Inc | 7,387 | $10,186,599 | |
| GWW | W.W. Grainger, Inc. | 9,052 | $9,874,013 | |
| COHR | Coherent Corp. | 30,713 | $7,316,143 | |
| EME | EMCOR Group, Inc. | 8,639 | $6,378,260 | |
| TDG | TransDigm Group INC | 4,980 | $5,771,620 | |
| TDY | Teledyne Technologies Inc | 9,209 | $5,571,537 | |
| CASY | Caseys General Stores Inc | 7,654 | $5,571,040 | |
| UTHR | UNITED THERAPEUTICS Corp | 8,878 | $5,264,476 | |
| FICO | Fair Isaac Corp | 4,838 | $5,164,758 | |
| FTAI | FTAI Aviation Ltd. | 19,928 | $4,882,360 | |
| MTD | Mettler Toledo International Inc/ | 3,854 | $4,860,664 | |
| MKL | Markel Group Inc. | 2,525 | $4,833,026 | |
| ASTS | AST SpaceMobile, Inc. | 57,975 | $4,804,388 | |
| ULTA | Ulta Beauty, Inc. | 8,644 | $4,518,305 | |
| AMCR | Amcor plc | 109,197 | $4,340,580 | |
| CDE | Coeur Mining, Inc. | 214,129 | $4,019,201 | |
| NVR | Nvr Inc | 586 | $3,861,640 | |
| FCNCA | First Citizens Bancshares Inc /De/ | 1,669 | $3,145,497 | |
| LII | Lennox International Inc | 6,439 | $2,988,533 | |
| RVMD | Revolution Medicines, Inc. | 28,809 | $2,801,675 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 324,259 | $69,443,307 | |
| LIN | Linde PLC | 93,538 | $39,883,667 | |
| ADBE | Adobe Inc. | 88,262 | $30,890,817 | |
| NTNX | Nutanix, Inc. | 50,090 | $2,589,152 | |
| DT | Dynatrace, Inc. | 59,587 | $2,582,500 | |
| DOCU | Docusign, Inc. | 37,102 | $2,537,776 | |
| SJM | J M SMUCKER Co | 21,970 | $2,148,885 | |
| BAX | Baxter International Inc | 99,229 | $1,896,266 | |
| AFG | American Financial Group Inc | 12,256 | $1,675,150 | |
| PAYC | Paycom Software, Inc. | 10,258 | $1,634,714 | |
| ACM | Aecom | 15,565 | $1,483,811 | |
| BSY | Bentley Systems Inc | 28,825 | $1,100,106 | |
| BAH | Booz Allen Hamilton Holding Corp | 11,415 | $962,969 | |
| ELME | Elme Communities | 14,133 | $245,914 | |
| AIV | Apartment Investment & Management Co | 21,170 | $125,749 | |
| No positions match the current search. | ||||
84 positions ·
$1,428,173,738 total
· Financial Services only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 84 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BPOP |
Popular, Inc.
Financial Services
|
NEW | 16 | $2,146 | 0.00% | |
| XP |
XP Inc.
Financial Services
|
Added | 35,523 | $676,357 | 0.05% | |
| ERIE |
Erie Indemnity Co
Financial Services
|
NEW | 5,282 | $1,327,419 | 0.09% | |
| CRBG |
Corebridge Financial, Inc.
Financial Services
|
Held | 57,939 | $1,382,424 | 0.10% | |
| FUTU |
Futu Holdings Ltd
Financial Services
|
Held | 11,172 | $1,527,882 | 0.11% | |
| FNF |
Fidelity National Financial, Inc.
Financial Services
|
Reduced | 45,547 | $2,112,469 | 0.15% | |
| IREN |
IREN Ltd
Financial Services
|
NEW | 68,583 | $2,351,025 | 0.16% | |
| CG |
Carlyle Group Inc.
Financial Services
|
Added | 49,608 | $2,400,531 | 0.17% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
Added | 54,089 | $2,478,357 | 0.17% | |
| BAP |
Credicorp Ltd
Financial Services
|
NEW | 7,439 | $2,523,160 | 0.18% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
Added | 179,165 | $2,553,101 | 0.18% | |
| TW |
Tradeweb Markets Inc.
Financial Services
|
Added | 22,306 | $2,624,523 | 0.18% | |
| PNFP |
Pinnacle Financial Partners, Inc.
Financial Services
|
NEW | 31,950 | $2,752,173 | 0.19% | |
| L |
Loews Corp
Financial Services
|
Reduced | 27,134 | $2,896,283 | 0.20% | |
| TRU |
TransUnion
Financial Services
|
Added | 44,022 | $3,045,882 | 0.21% | |
| EQH |
Equitable Holdings, Inc.
Financial Services
|
Reduced | 83,925 | $3,114,456 | 0.22% | |
| FCNCA |
First Citizens Bancshares Inc /De/
Financial Services
|
NEW | 1,669 | $3,145,497 | 0.22% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
Reduced | 49,398 | $3,221,243 | 0.23% | |
| WRB |
Berkley W R Corp
Financial Services
|
Reduced | 52,277 | $3,464,919 | 0.24% | |
| EG |
Everest Group, Ltd.
Financial Services
|
Added | 11,592 | $3,788,845 | 0.27% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
Added | 246,093 | $3,907,956 | 0.27% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Added | 44,561 | $4,016,728 | 0.28% | |
| PFG |
Principal Financial Group Inc
Financial Services
|
Reduced | 46,371 | $4,178,490 | 0.29% | |
| KEY |
Keycorp /New/
Financial Services
|
Added | 213,357 | $4,277,807 | 0.30% | |
| MKL |
Markel Group Inc.
Financial Services
|
NEW | 2,525 | $4,833,026 | 0.34% | |
| RF |
Regions Financial Corp
Financial Services
|
Added | 187,988 | $4,910,246 | 0.34% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Added | 351,137 | $5,045,838 | 0.35% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Added | 32,204 | $5,067,299 | 0.35% | |
| NTRS |
Northern Trust Corp
Financial Services
|
Added | 36,793 | $5,135,199 | 0.36% | |
| ARES |
Ares Management Corp
Financial Services
|
Added | 48,329 | $5,272,693 | 0.37% | |
| WTW |
Willis Towers Watson PLC
Financial Services
|
Added | 19,366 | $5,629,696 | 0.39% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
Added | 39,423 | $5,708,056 | 0.40% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
Added | 19,251 | $5,791,278 | 0.41% | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
Added | 21,506 | $6,044,691 | 0.42% | |
| CFG |
Citizens Financial Group Inc/Ri
Financial Services
|
Added | 101,893 | $6,110,523 | 0.43% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
Added | 94,196 | $6,317,725 | 0.44% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
Added | 411,736 | $6,443,668 | 0.45% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Added | 42,269 | $7,380,590 | 0.52% | |
| SYF |
Synchrony Financial
Financial Services
|
Added | 109,072 | $7,419,077 | 0.52% | |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
Added | 77,513 | $7,440,472 | 0.52% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Added | 77,613 | $7,582,013 | 0.53% | |
| MTB |
M&T Bank Corp
Financial Services
|
Added | 37,672 | $7,787,555 | 0.55% | |
| MSCI |
MSCI Inc.
Financial Services
|
Added | 14,657 | $7,900,269 | 0.55% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
Added | 176,117 | $8,182,395 | 0.57% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Added | 183,236 | $8,287,764 | 0.58% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
Added | 103,347 | $8,773,126 | 0.61% | |
| AIG |
American International Group, Inc.
Financial Services
|
Added | 116,757 | $8,785,964 | 0.62% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
Added | 20,815 | $9,250,186 | 0.65% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Added | 148,989 | $10,324,937 | 0.72% | |
| ALL |
Allstate Corp
Financial Services
|
Reduced | 50,957 | $10,565,424 | 0.74% |