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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
Cap. Flow
+$3.66B
Cap. Flow %
16.65%
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
VOO icon
Vanguard S&P 500 ETF
VOO
+$644M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$643M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$359M
5
AMZN icon
Amazon
AMZN
+$260M

Top Sells

Rank Stock Value
1
ACN icon
Accenture
ACN
+$166M
2
EWT icon
iShares MSCI Taiwan ETF
EWT
+$51.3M
3
YUM icon
Yum! Brands
YUM
+$51.2M
4
MAR icon
Marriott International
MAR
+$47.5M
5
OTIS icon
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
CHD icon
376
Church & Dwight Co
CHD
$24.3B
$4.47M 0.02%
50,995
– –
BIIB icon
377
Biogen
BIIB
$30.4B
$4.46M 0.02%
31,870
– –
CBOE icon
378
Cboe Global Markets
CBOE
$29.7B
$4.46M 0.02%
18,215
– –
SLF icon
379
Sun Life Financial
SLF
$45B
$4.44M 0.02%
74,027
– –
WST icon
380
West Pharmaceutical
WST
$24.6B
$4.43M 0.02%
16,867
– –
SBAC icon
381
SBA Communications
SBAC
$19.3B
$4.34M 0.02%
22,446
– –
ESS icon
382
Essex Property Trust
ESS
$18.2B
$4.31M 0.02%
16,095
-80
-0.5% -$21.6K
ATO icon
383
Atmos Energy
ATO
$28.4B
$4.3M 0.02%
25,164
– –
AEE icon
384
Ameren
AEE
$29.6B
$4.28M 0.02%
40,997
– –
FITB
385
Fifth Third Bancorp
FITB
$51.8B
$4.28M 0.02%
96,042
– –
PPG icon
386
PPG Industries
PPG
$25.8B
$4.27M 0.02%
40,620
– –
INVH icon
387
Invitation Homes
INVH
$17.7B
$4.17M 0.02%
142,166
– –
HBAN icon
388
Huntington Bancshares
HBAN
$35.8B
$4.15M 0.02%
240,226
– –
PAAS icon
389
Pan American Silver
PAAS
$21.9B
$4.15M 0.02%
107,232
-1,113
-1% -$35.8K
CCEP icon
390
Coca-Cola Europacific Partners
CCEP
$46.4B
$4.13M 0.02%
45,723
– –
HUBB icon
391
Hubbell
HUBB
$27.3B
$4.12M 0.02%
9,581
+237
+3% +$102K
LULU icon
392
lululemon athletica
LULU
$14.2B
$4.11M 0.02%
23,092
– –
EIX icon
393
Edison International
EIX
$26.3B
$4.11M 0.02%
74,273
– –
HUBS icon
394
HubSpot
HUBS
$11.1B
$4.1M 0.02%
8,754
– –
CNP icon
395
CenterPoint Energy
CNP
$26.3B
$4.09M 0.02%
105,595
– –
GPC icon
396
Genuine Parts
GPC
$18.7B
$4.09M 0.02%
29,483
– –
STZ icon
397
Constellation Brands
STZ
$22.5B
$4.07M 0.02%
30,218
– –
FANG icon
398
Diamondback Energy
FANG
$56.8B
$4.04M 0.02%
28,190
– –
ARM icon
399
Arm
ARM
$288B
$4.02M 0.02%
28,427
– –
CARR icon
400
Carrier Global
CARR
$52.1B
$4.01M 0.02%
67,207
+14,247
+27% +$968K
14 15
16
17 18

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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.