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University of Chicago
The University of Chicago is a leading private research university headquartered in Chicago, Illinois. Its Office of Investments oversees the institution's endowment, currently one of the 20 largest among private U.S. universities, with an asset base exceeding $10 billion. The investment office, guided by the Investment Committee of the Board of Trustees, is staffed by experienced professionals dedicated to safeguarding and growing the University's assets in support of its academic mission. The team is solely focused on serving the University and its affiliates, and has a staff that includes investment and operations professionals. The endowment supports long-term financial stability and growth for the University and its affiliated organizations. Founded in 1890, the University employs thousands overall, though the investment office itself is a specialized team likely numbering under 50.
Investment Strategy
The University of Chicago’s Office of Investments employs a diversified investment strategy with active management across key asset classes, including Public Equity, Private Equity, Fixed Income, Real Estate, Hedge Funds, Infrastructure, and Natural Resources. The approach involves seeking superior rates of return while effectively managing risk, guided by a fiduciary responsibility to support the University’s long-term goals. The investment team continually pursues innovative opportunities and regularly enhances its data resources, models, and processes. The University does not actively pursue divestment from specific industries and adheres to a neutral stance on political or social issues in accordance with the Kalven Report, focusing exclusively on portfolio performance and institutional mission support.
Latest 13F Filing Activity
University of Chicago filed their most recent 13F report on Jun 30, 2025 disclosing 11 equity positions with a total 13F market value of $117M. The fund increased holdings in Ishares Core S P 500 Etf, Vanguard Index FDS, Vanguard Intl Equity Index F among other positions. University of Chicago reduced exposure to Unitedhealth Group Inc., Nkgen Biotech Inc., Eagle Matls Inc. among others.
Top Holdings
Equity Positions (11)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S P 500 ETF | 40.64% | $47.7M | 76,903 | $620.90 | $620.90 | +$47.7M |
V VOO | VANGUARD INDEX FDS | 29.53% | $34.7M | 60,891 | $466.40 | $568.03 | +$3.4M |
V VT | VANGUARD INTL EQUITY INDEX F | 27.94% | $32.8M | 255,417 | $107.96 | $128.52 | +$432.8K |
B BKNG | BOOKING HLDGS INC | 0.36% | $422.6K | 73 | $4606.90 | $5789.24 | +$86.3K |
R RACE | FERRARI N V NEW F | 0.31% | $368.1K | 750 | $427.88 | $490.74 | +$47.1K |
Industry Allocation
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