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UIM

USS Investment Management Portfolio holdings

AUM $25.6B
1-Year Est. Return 30.22%
This Fund
S&P 500
This Quarter Est. Return
+13.85%
1 Year Est. Return
+30.22%
3 Year Est. Return
+85.33%
5 Year Est. Return
+111.9%
10 Year Est. Return
+432.34%
AUM
$16.9B
AUM Growth
+$3.18B
Cap. Flow
+$1.47B
Cap. Flow %
8.72%
Top 10 Hldgs %
40.41%
Holding
549
New
16
Increased
237
Reduced
95
Closed
26

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.37B
2
APH icon
Amphenol
APH
+$49.8M
3
CDNS icon
Cadence Design Systems
CDNS
+$39.3M
4
CL icon
Colgate-Palmolive
CL
+$33.3M
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$24.2M

Top Sells

Rank Stock Value
1
OTIS icon
Otis Worldwide
OTIS
+$42.8M
2
YUM icon
Yum! Brands
YUM
+$28.9M
3
MAR icon
Marriott International
MAR
+$24.5M
4
GEV icon
GE Vernova
GEV
+$19M
5
V icon
Visa
V
+$18M

Sector Composition

Rank Sector Weight
1 Technology 26.68%
2 Financials 12.84%
3 Consumer Discretionary 9.28%
4 Industrials 8.63%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EQR icon
326
Equity Residential
EQR
$24.7B
$5.59M 0.03%
82,871
+2,051
+3% +$141K
DD icon
327
DuPont de Nemours
DD
$19.1B
$5.58M 0.03%
64,822
+8,118
+14% +$675K
STE icon
328
Steris
STE
$23.3B
$5.52M 0.03%
22,998
– –
TTD icon
329
Trade Desk
TTD
$6.29B
$5.5M 0.03%
76,472
+917
+1% +$58.6K
HIG icon
330
Hartford Financial Services
HIG
$38.7B
$5.49M 0.03%
43,299
+1,282
+3% +$159K
IT icon
331
Gartner
IT
$12.2B
$5.49M 0.03%
13,580
– –
LULU icon
332
lululemon athletica
LULU
$14.5B
$5.48M 0.03%
23,092
– –
XYL icon
333
Xylem
XYL
$28.3B
$5.44M 0.03%
42,077
+13,942
+50% +$1.69M
EFX icon
334
Equifax
EFX
$21.3B
$5.35M 0.03%
20,616
+80
+0.4% +$20.3K
ACGL icon
335
Arch Capital
ACGL
$33.5B
$5.3M 0.03%
58,204
– –
SBAC icon
336
SBA Communications
SBAC
$19.2B
$5.27M 0.03%
22,446
-898
-4% -$206K
JCI icon
337
Johnson Controls International
JCI
$91.3B
$5.25M 0.03%
49,738
+13,806
+38% +$1.27M
DG icon
338
Dollar General
DG
$27B
$5.22M 0.03%
45,628
-3,353
-7% -$333K
HSY icon
339
Hershey
HSY
$36.7B
$5.05M 0.03%
30,405
– –
PCG icon
340
PG&E
PCG
$37.5B
$5.03M 0.03%
361,111
– –
HPE icon
341
Hewlett Packard
HPE
$72.4B
$5.02M 0.03%
245,351
– –
NTAP icon
342
NetApp
NTAP
$39B
$5M 0.03%
46,921
+504
+1% +$47.8K
ULTA icon
343
Ulta Beauty
ULTA
$23.6B
$4.99M 0.03%
10,667
-485
-4% -$201K
GIS icon
344
General Mills
GIS
$19.9B
$4.98M 0.03%
96,202
– –
WAB icon
345
Wabtec
WAB
$49.7B
$4.97M 0.03%
23,748
+3,826
+19% +$736K
WTW icon
346
Willis Towers Watson
WTW
$31.9B
$4.94M 0.03%
16,125
– –
RJF icon
347
Raymond James Financial
RJF
$34.5B
$4.92M 0.03%
32,115
– –
SLF icon
348
Sun Life Financial
SLF
$45.8B
$4.92M 0.03%
74,027
– –
STZ icon
349
Constellation Brands
STZ
$22.8B
$4.91M 0.03%
30,218
+188
+0.6% +$33.7K
CHD icon
350
Church & Dwight Co
CHD
$24.5B
$4.9M 0.03%
50,995
– –
12 13
14
15 16

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USS Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, USS Investment Management held 549 positions worth $16.9B, up 23% from $13.7B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

USS Investment Management deployed $1.47B of net new capital in Q2 2025, opening 16 new positions and adding to 237 existing holdings. Its largest new stake was Strategy Inc: 40,953 shares worth $16.6M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 25% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Otis Worldwide, an estimated $42.8M trimmed.

  • USS Investment Management's largest Q2 2025 buy was Strategy Inc: 40,953 shares worth $16.6M.
  • USS Investment Management added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2025, an estimated $1.37B increase.
  • USS Investment Management's biggest Q2 2025 reduction was Otis Worldwide, cutting an estimated $42.8M.
  • USS Investment Management fully exited Alibaba in Q2 2025, selling an estimated $11.6M.
  • USS Investment Management's ten largest holdings make up 40% of its $16.9B portfolio in Q2 2025.
  • USS Investment Management opened 16 new positions and closed 26 in Q2 2025.
  • USS Investment Management's portfolio value rose 23% quarter-over-quarter to $16.9B.

Based on USS Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.