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UIM

USS Investment Management Portfolio holdings

AUM $27.8B
1-Year Est. Return 39.42%
This Fund
S&P 500
This Quarter Est. Return
+9.78%
1 Year Est. Return
+39.42%
3 Year Est. Return
+108.96%
5 Year Est. Return
+136.28%
10 Year Est. Return
+521.6%
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
CHTR icon
401
Charter Communications
CHTR
$18.8B
$4.01M 0.02%
14,578
– –
CYBR
402
DELISTED
CyberArk
CYBR
$4.01M 0.02%
8,295
– –
TROW icon
403
T. Rowe Price
TROW
$24.3B
$3.98M 0.02%
38,828
– –
MAA icon
404
Mid-America Apartment Communities
MAA
$15.3B
$3.98M 0.02%
28,462
– –
GRAB icon
405
Grab
GRAB
$15.3B
$3.97M 0.02%
659,368
– –
LDOS icon
406
Leidos
LDOS
$17.7B
$3.95M 0.02%
20,877
– –
ES icon
407
Eversource Energy
ES
$26.8B
$3.94M 0.02%
55,447
– –
ON icon
408
ON Semiconductor
ON
$31.6B
$3.94M 0.02%
79,966
– –
LYV icon
409
Live Nation Entertainment
LYV
$42.7B
$3.94M 0.02%
24,117
-249
-1% -$39.4K
HOLX
410
DELISTED
Hologic
HOLX
$3.93M 0.02%
58,249
– –
SNA icon
411
Snap-on
SNA
$21.3B
$3.89M 0.02%
11,233
– –
PKG icon
412
Packaging Corp of America
PKG
$22.9B
$3.88M 0.02%
17,803
– –
EXPD icon
413
Expeditors International
EXPD
$23B
$3.88M 0.02%
31,657
– –
ZM icon
414
Zoom
ZM
$31.1B
$3.88M 0.02%
47,015
– –
MKC icon
415
McCormick & Company Non-Voting
MKC
$14.2B
$3.86M 0.02%
57,729
– –
LH icon
416
Labcorp
LH
$26.1B
$3.86M 0.02%
13,440
– –
MKL icon
417
Markel Group
MKL
$22.8B
$3.84M 0.02%
2,009
– –
GPN icon
418
Global Payments
GPN
$22.7B
$3.81M 0.02%
45,835
– –
CINF icon
419
Cincinnati Financial
CINF
$26.6B
$3.8M 0.02%
24,067
– –
TU icon
420
Telus
TU
$15.2B
$3.8M 0.02%
240,928
+4,597
+2% +$74.6K
AMRZ
421
Amrize Ltd
AMRZ
$26.3B
$3.77M 0.02%
78,106
– –
TRMB icon
422
Trimble
TRMB
$13.5B
$3.76M 0.02%
46,075
– –
TTD icon
423
Trade Desk
TTD
$6.37B
$3.75M 0.02%
76,472
– –
PPL
424
PPL Corp
PPL
$26.5B
$3.73M 0.02%
100,332
– –
TRI icon
425
Thomson Reuters
TRI
$45.4B
$3.68M 0.02%
23,270
– –
15 16
17
18 19

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PCH
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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.