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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
+9.78%
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
$22B
AUM Growth
+$5.11B
(+30%)
Cap. Flow
+$3.66B
Cap. Flow
% of AUM
16.65%
Top 10 Holdings %
Top 10 Hldgs %
47.55%
Holding
530
New
7
Increased
35
Reduced
55
Closed
4
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.87B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$644M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$643M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$359M |
| 5 |
Amazon
AMZN
|
+$260M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Accenture
ACN
|
+$166M |
| 2 |
iShares MSCI Taiwan ETF
EWT
|
+$51.3M |
| 3 |
Yum! Brands
YUM
|
+$51.2M |
| 4 |
Marriott International
MAR
|
+$47.5M |
| 5 |
Otis Worldwide
OTIS
|
+$25.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.58% |
| 2 | Financials | 10.1% |
| 3 | Consumer Discretionary | 8.85% |
| 4 | Industrials | 6.62% |
| 5 | Healthcare | 6.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
United Airlines
UAL
$41.2B
| $5.01M | 0.02% |
51,892
-137
| -0.3% | -$13.2K |
|
352
Union Pacific
UNP
$174B
| $5M | 0.02% |
21,137
+6,359
| +43% | +$1.43M |
|
353
Northern Trust
NTRS
$34.6B
| $4.86M | 0.02% |
36,139
| – | – |
|
354
M&T Bank
MTB
$36.6B
| $4.86M | 0.02% |
24,591
| – | – |
|
355
General Mills
GIS
$20.1B
| $4.85M | 0.02% |
96,202
| – | – |
|
356
Pultegroup
PHM
$25.2B
| $4.82M | 0.02% |
36,498
| – | – |
|
357
Estee Lauder
EL
$31.5B
| $4.82M | 0.02% |
54,655
| – | – |
|
358
Broadridge
BR
$19.8B
| $4.79M | 0.02% |
20,105
| – | – |
|
359
Synchrony
SYF
$25.7B
| $4.78M | 0.02% |
67,317
| – | – |
|
360
Wabtec
WAB
$49.9B
| $4.76M | 0.02% |
23,748
| – | – |
|
361
HP
HPQ
$26.5B
| $4.75M | 0.02% |
174,541
| – | – |
|
362
Dollar General
DG
$26.7B
| $4.71M | 0.02% |
45,628
| – | – |
|
363
Aptiv
APTV
$10.4B
| $4.7M | 0.02% |
54,565
+25,703
| +89% | +$1.94M |
|
364
MongoDB
MDB
$34.9B
| $4.67M | 0.02% |
15,060
| – | – |
|
365
Zimmer Biomet
ZBH
$18.6B
| $4.63M | 0.02% |
46,992
| – | – |
|
|
K
366
DELISTED
Kellanova
K
| $4.62M | 0.02% |
56,333
| – | – |
|
367
WEC Energy
WEC
$34.7B
| $4.6M | 0.02% |
40,180
| – | – |
|
368
RenaissanceRe
RNR
$13.3B
| $4.6M | 0.02% |
18,107
+448
| +3% | +$109K |
|
369
Expedia Group
EXPE
$38.9B
| $4.6M | 0.02% |
21,530
| – | – |
|
370
DTE Energy
DTE
$28.5B
| $4.58M | 0.02% |
32,394
| – | – |
|
371
VeriSign
VRSN
$26.5B
| $4.56M | 0.02% |
16,303
| – | – |
|
372
Atlassian
TEAM
$39.2B
| $4.54M | 0.02% |
28,402
| – | – |
|
373
Tractor Supply
TSCO
$18.6B
| $4.51M | 0.02% |
79,391
| – | – |
|
374
Ford
F
$56.3B
| $4.51M | 0.02% |
377,347
| – | – |
|
375
Pembina Pipeline
PBA
$28.3B
| $4.47M | 0.02% |
110,640
| – | – |
|
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USS Investment Management's Q3 2025 Portfolio in Review
As of Q3 2025, USS Investment Management held 530 positions worth $22B, up 30% from $16.9B the previous quarter. Its ten largest holdings account for 48% of the portfolio.
USS Investment Management deployed $3.66B of net new capital in Q3 2025, opening 7 new positions and adding to 35 existing holdings. Its largest new stake was Vanguard S&P 500 ETF: 1,092,167 shares worth $669M.
By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 27% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Accenture, an estimated $166M trimmed.
- USS Investment Management's largest Q3 2025 buy was Vanguard S&P 500 ETF: 1,092,167 shares worth $669M.
- USS Investment Management added most to State Street SPDR Portfolio S&P 500 ETF in Q3 2025, an estimated $1.87B increase.
- USS Investment Management's biggest Q3 2025 reduction was Accenture, cutting an estimated $166M.
- USS Investment Management fully exited iShares MSCI Taiwan ETF in Q3 2025, selling an estimated $51.3M.
- USS Investment Management's ten largest holdings make up 48% of its $22B portfolio in Q3 2025.
- USS Investment Management opened 7 new positions and closed 4 in Q3 2025.
- USS Investment Management's portfolio value rose 30% quarter-over-quarter to $22B.
Based on USS Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.