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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
+1.65%
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
$14.3B
AUM Growth
+$609M
Cap. Flow
+$161M
Cap. Flow %
1.12%
Top 10 Hldgs %
28.43%
Holding
577
New
42
Increased
73
Reduced
418
Closed
23

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$300M
2
TSLA icon
Tesla
TSLA
+$141M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.3M
4
CVX icon
Chevron
CVX
+$41.9M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$34.4M

Top Sells

Rank Stock Value
1
ICL icon
ICL Group
ICL
+$113M
2
PEP icon
PepsiCo
PEP
+$53.3M
3
XOM icon
ExxonMobil
XOM
+$45.1M
4
SMCI icon
Super Micro Computer
SMCI
+$37.2M
5
TME icon
Tencent Music
TME
+$31.3M

Sector Composition

Rank Sector Weight
1 Technology 30.31%
2 Financials 14.86%
3 Consumer Discretionary 12.22%
4 Healthcare 11.46%
5 Industrials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CGNX icon
501
Cognex
CGNX
$10.8B
$2.28M 0.02%
63,594
– –
FE icon
502
FirstEnergy
FE
$27.1B
$2.26M 0.02%
56,853
-55,941
-50% -$2.34M
CFG icon
503
Citizens Financial Group
CFG
$30.6B
$2.24M 0.02%
51,158
-27,407
-35% -$1.21M
WIX icon
504
WIX.com
WIX
$2.61B
$2.23M 0.02%
10,404
+1,157
+13% +$221K
CBRE icon
505
CBRE Group
CBRE
$41.7B
$2.21M 0.02%
16,864
-25,704
-60% -$3.37M
TAP icon
506
Molson Coors Class B
TAP
$7.93B
$2.2M 0.02%
38,300
-5,400
-12% -$315K
OXY icon
507
Occidental Petroleum
OXY
$58.6B
$2.19M 0.02%
+44,404
New +$2.24M
KEY icon
508
KeyCorp
KEY
$24.3B
$2.06M 0.01%
119,889
-70,362
-37% -$1.26M
EMN icon
509
Eastman Chemical
EMN
$8.39B
$2M 0.01%
21,900
– –
DOX icon
510
Amdocs
DOX
$6.22B
$1.9M 0.01%
22,345
-11,301
-34% -$992K
LNT icon
511
Alliant Energy
LNT
$17.7B
$1.86M 0.01%
31,515
-46,198
-59% -$2.79M
EQT icon
512
EQT Corp
EQT
$33.8B
$1.84M 0.01%
39,900
+13,800
+53% +$569K
QSR icon
513
Restaurant Brands International
QSR
$25.4B
$1.84M 0.01%
28,149
-2,778
-9% -$193K
IR icon
514
Ingersoll Rand
IR
$33.6B
$1.82M 0.01%
20,114
-8,134
-29% -$810K
RCI icon
515
Rogers Communications
RCI
$18.7B
$1.77M 0.01%
57,460
-7,925
-12% -$283K
JNPR
516
DELISTED
Juniper Networks
JNPR
$1.74M 0.01%
46,500
– –
MNDY icon
517
monday.com
MNDY
$3.75B
$1.74M 0.01%
+7,371
New +$2.04M
CMI icon
518
Cummins
CMI
$87.4B
$1.65M 0.01%
4,732
-2,965
-39% -$1.04M
DOW icon
519
Dow Inc
DOW
$22.1B
$1.62M 0.01%
40,253
-57,071
-59% -$2.66M
BG icon
520
Bunge Global
BG
$21.6B
$1.59M 0.01%
20,500
+4,800
+31% +$421K
RPM icon
521
RPM International
RPM
$14.8B
$1.48M 0.01%
12,000
– –
IPG
522
DELISTED
Interpublic Group of Companies
IPG
$1.47M 0.01%
52,600
– –
BKR icon
523
Baker Hughes
BKR
$63.6B
$1.45M 0.01%
+35,315
New +$1.42M
STN icon
524
Stantec
STN
$8.35B
$1.42M 0.01%
17,969
+3,827
+27% +$317K
EG icon
525
Everest Group
EG
$14.2B
$1.4M 0.01%
3,853
-3,722
-49% -$1.39M
19 20
21
22 23

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USS Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, USS Investment Management held 577 positions worth $14.3B, up 4.4% from $13.7B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

USS Investment Management's Q4 2024 filing shows 42 new, 73 increased, 418 reduced and 23 closed positions. Its largest new stake was Amazon: 1,468,129 shares worth $322M. The largest sale was ICL Group, an estimated $113M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 27% a quarter earlier, followed by Financials and Consumer Discretionary.

  • USS Investment Management's largest Q4 2024 buy was Amazon: 1,468,129 shares worth $322M.
  • USS Investment Management added most to Chevron in Q4 2024, an estimated $41.9M increase.
  • USS Investment Management's biggest Q4 2024 reduction was PepsiCo, cutting an estimated $53.3M.
  • USS Investment Management fully exited ICL Group in Q4 2024, selling an estimated $113M.
  • USS Investment Management's ten largest holdings make up 28% of its $14.3B portfolio in Q4 2024.
  • USS Investment Management opened 42 new positions and closed 23 in Q4 2024.
  • USS Investment Management's portfolio value rose 4.4% quarter-over-quarter to $14.3B.

Based on USS Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.