IFM Investors Pty Ltd

CIK

1698246

Location

MELBOURNE, C3

Portfolio Value

Mid $1,428,173,738

Diversification

Diversified

Filing Date

Global Rank

#278 / 8,232 ▲ 26

Top Industry

Semiconductors 12.5%

3Y Alpha vs SPY

-2.8%

Period ended 2 months ago

Filed Apr 24, 2026 · 51d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.2%

SPY

+76.3%

Annualised alpha

-2.8%

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, 2025

Top 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	Positions
Technology	33.2%	$3,821,098,233	109
Financial Services	12.4%	$1,428,173,738	84
Consumer Cyclical	10.2%	$1,175,005,410	64
Healthcare	9.9%	$1,140,995,267	67
Industrials	8.3%	$959,994,202	81
Communication Services	8.2%	$948,359,192	30
Consumer Defensive	4.9%	$567,525,327	34
Energy	4.2%	$487,550,952	27
Real Estate	3.8%	$434,332,155	105
Utilities	3.2%	$373,536,333	50
Basic Materials	1.6%	$180,188,642	27
Unclassified	0.1%	$6,226,666	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPM	Jpmorgan Chase & Co Financial Services	Added	544,830	+15,948	$160,267,192	−6.0%	11.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	265,397	+8,948	$127,178,242	−1.3%	8.90%
V	Visa Inc. Financial Services	Added	344,496	+10,542	$104,120,471	−11.1%	7.29%
MA	Mastercard Inc Financial Services	Added	168,678	+4,384	$84,281,649	−10.1%	5.90%
BAC	Bank Of America Corp /De/ Financial Services	Added	1,400,285	+18,222	$68,263,893	−10.2%	4.78%
GS	Goldman Sachs Group Inc Financial Services	Added	61,546	+2,883	$52,067,300	+1.0%	3.65%
WFC	Wells Fargo & Company/Mn Financial Services	Added	619,063	+13,167	$49,283,605	−12.7%	3.45%
C	Citigroup Inc Financial Services	Added	363,013	+1,399	$41,169,304	−2.4%	2.88%
MS	Morgan Stanley Financial Services	Added	244,811	+11,206	$40,288,546	−2.9%	2.82%
AXP	American Express Co Financial Services	Added	110,288	+2,620	$33,359,914	−16.2%	2.34%
SCHW	Schwab Charles Corp Financial Services	Added	343,576	+6,841	$32,289,272	−4.0%	2.26%
SPGI	S&P Global Inc. Financial Services	Added	65,715	+3,238	$27,951,218	−14.4%	1.96%
BLK	BlackRock, Inc. Financial Services	Added	28,708	+969	$27,608,770	−7.0%	1.93%
COF	Capital One Financial Corp Financial Services	Added	139,119	+4,667	$25,379,479	−22.1%	1.78%
CB	Chubb Ltd Financial Services	Added	77,444	+1,931	$25,241,322	+7.1%	1.77%
PGR	Progressive Corp/Oh/ Financial Services	Added	116,935	+4,007	$23,181,194	−9.9%	1.62%
CME	Cme Group Inc. Financial Services	Added	73,156	+3,304	$21,606,624	+13.3%	1.51%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	93,371	+9,787	$19,429,571	+11.4%	1.36%
USB	US Bancorp De Financial Services	Added	357,395	+43,496	$18,588,113	+11.0%	1.30%
BNY	Bank of New York Mellon Corp Financial Services	Added	154,472	+5,137	$18,325,013	+5.7%	1.28%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	112,322	+3,508	$17,666,004	+0.2%	1.24%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	97,885	+3,194	$16,978,153	−3.4%	1.19%
BX	Blackstone Inc. Financial Services	Added	143,467	+5,537	$16,497,270	−22.4%	1.16%
MCO	Moodys Corp /De/ Financial Services	Added	31,012	+895	$13,528,985	−12.1%	0.95%
AON	Aon plc Financial Services	Added	40,827	+1,288	$13,178,139	−5.6%	0.92%
TFC	Truist Financial Corp Financial Services	Added	283,318	+14,119	$13,024,128	−1.7%	0.91%
TRV	Travelers Companies, Inc. Financial Services	Added	44,515	+902	$12,984,135	+2.6%	0.91%
AFL	Aflac Inc Financial Services	Added	111,901	+730	$12,276,658	+0.1%	0.86%
HIG	Hartford Insurance Group, Inc. Financial Services	Added	86,277	+3,956	$11,667,238	+2.9%	0.82%
APO	Apollo Global Management, Inc. Financial Services	Added	101,026	+11,202	$11,256,316	−13.4%	0.79%
KKR	KKR & Co. Inc. Financial Services	Added	121,487	+4,634	$11,237,547	−24.6%	0.79%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	50,353	+2,484	$10,905,452	−12.0%	0.76%
STT	State Street Corp Financial Services	Added	84,534	+7,469	$10,698,623	+7.6%	0.75%
MET	Metlife Inc Financial Services	Added	150,382	+10,469	$10,635,015	−3.7%	0.74%
ALL	Allstate Corp Financial Services	Reduced	50,957	-7	$10,565,424	−0.4%	0.74%
HOOD	Robinhood Markets, Inc. Financial Services	Added	148,989	+7,672	$10,324,937	−35.4%	0.72%
AMP	Ameriprise Financial Inc Financial Services	Added	20,815	+1,129	$9,250,186	−4.2%	0.65%
AIG	American International Group, Inc. Financial Services	Added	116,757	+905	$8,785,964	−11.4%	0.62%
NDAQ	Nasdaq, Inc. Financial Services	Added	103,347	+4,486	$8,773,126	−8.6%	0.61%
PYPL	PayPal Holdings, Inc. Financial Services	Added	183,236	+1,292	$8,287,764	−22.0%	0.58%
FITB	Fifth Third Bancorp Financial Services	Added	176,117	+50,028	$8,182,395	+38.6%	0.57%
MSCI	MSCI Inc. Financial Services	Added	14,657	+24	$7,900,269	−5.9%	0.55%
MTB	M&T Bank Corp Financial Services	Added	37,672	+1,140	$7,787,555	+5.8%	0.55%
PRU	Prudential Financial Inc Financial Services	Added	77,613	+1,709	$7,582,013	−11.5%	0.53%
ACGL	Arch Capital Group Ltd. Financial Services	Added	77,513	+2,859	$7,440,472	+3.9%	0.52%
SYF	Synchrony Financial Financial Services	Added	109,072	+1,677	$7,419,077	−17.2%	0.52%
COIN	Coinbase Global, Inc. Financial Services	Added	42,269	+3,332	$7,380,590	−16.2%	0.52%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Added	411,736	+130,465	$6,443,668	+32.0%	0.45%
IBKR	Interactive Brokers Group, Inc. Financial Services	Added	94,196	+5,589	$6,317,725	+10.9%	0.44%
CFG	Citizens Financial Group Inc/Ri Financial Services	Added	101,893	+2,804	$6,110,523	+5.6%	0.43%