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Regents of the University of California
The Regents of the University of California are responsible for managing UC Investments, which is the investment office that oversees the University of California's retirement, endowment, and cash assets. Headquartered in Oakland, CA, UC Investments currently manages approximately $190 billion in assets and serves the university's employees, retirees, and programs through its fiduciary oversight of these funds. Founded in 1978, UC Investments functions as a hybrid foundation/endowment and asset manager and employs investment professionals to steward these diverse assets.
Investment Strategy
UC Investments strives to maximize long-term returns while maintaining appropriate liquidity. Its investment philosophy emphasizes diversification across asset classes—such as global equities, fixed income, private equity, absolute return, private credit, and real estate—and combines active and passive management. The portfolio is designed to support the long-term financial stability of the University of California, balancing risk and return, and reflecting an institutional approach focused on prudent stewardship and sustainability.
Latest 13F Filing Activity
Regents of the University of California filed their most recent 13F report on Jun 30, 2025 disclosing 5 equity positions with a total 13F market value of $515M. The fund increased holdings in Brookfield Corp., Ishares Nasdaq Top 30 Stocks E, Surrozen Inc. among other positions. Regents of the University of California reduced exposure to Nu Holdings Ltd/cayman Isl A, Blue Owl Capital Inc., Centessa Pharmaceuticals Adr among others.
Top Holdings
Equity Positions (5)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BN | BROOKFIELD CORP | 71.90% | $370.2M | 5,986,137 | $54.67 | $61.85 | +$56.5M |
O OWL | BLUE OWL CAPITAL INC | 22.35% | $115.1M | 5,991,575 | $9.23 | $19.21 | -$5.0M |
Q QTOP | ISHARES NASDAQ TOP 30 STOCKS E | 5.52% | $28.4M | 1,005,773 | $26.27 | $28.25 | +$4.5M |
S SRZN | SURROZEN INC | 0.23% | $1.2M | 133,207 | $14.35 | $8.94 | -$362.3K |
| SURROZEN INC | 0.00% | $1.3K | 83,333 | $0.03 | $0.02 | -$750 |
Industry Allocation
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