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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
-1.59%
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
$13.7B
AUM Growth
-$642M
Cap. Flow
-$209M
Cap. Flow %
-1.53%
Top 10 Hldgs %
33.86%
Holding
559
New
5
Increased
62
Reduced
254
Closed
26

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.47B
2
BABA icon
Alibaba
BABA
+$10.1M
3
EWY icon
iShares MSCI South Korea ETF
EWY
+$8.64M
4
MMYT icon
MakeMyTrip
MMYT
+$6.39M
5
MRVL icon
Marvell Technology
MRVL
+$3.35M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$97.1M
2
MSFT icon
Microsoft
MSFT
+$83.3M
3
NVDA icon
NVIDIA
NVDA
+$80M
4
CVX icon
Chevron
CVX
+$39.3M
5
META icon
Meta Platforms (Facebook)
META
+$38.8M

Sector Composition

Rank Sector Weight
1 Technology 24.65%
2 Financials 15%
3 Consumer Discretionary 11.14%
4 Healthcare 10.92%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
51
Abbott
ABT
$188B
$38.2M 0.28%
287,834
-82,052
-22% -$10.4M
CVX icon
52
Chevron
CVX
$382B
$37.9M 0.28%
226,515
-251,200
-53% -$39.3M
MRK icon
53
Merck
MRK
$323B
$37.5M 0.27%
417,722
-192,358
-32% -$18M
IBM icon
54
IBM
IBM
$223B
$36.3M 0.27%
146,053
-90,500
-38% -$22.1M
ORCL icon
55
Oracle
ORCL
$435B
$36.2M 0.26%
259,160
-61,334
-19% -$9.99M
MCD icon
56
McDonald's
MCD
$194B
$35.5M 0.26%
113,553
-45,927
-29% -$13.7M
MELI icon
57
Mercado Libre
MELI
$92.5B
$34.3M 0.25%
17,581
-5,374
-23% -$10.7M
PEP icon
58
PepsiCo
PEP
$188B
$33.2M 0.24%
221,421
-161,900
-42% -$24.1M
T icon
59
AT&T
T
$165B
$32.1M 0.23%
1,134,130
– –
PDD icon
60
Pinduoduo
PDD
$132B
$31.6M 0.23%
267,153
– –
TMO icon
61
Thermo Fisher Scientific
TMO
$222B
$31.5M 0.23%
63,252
-10,154
-14% -$5.5M
VZ icon
62
Verizon
VZ
$195B
$30.7M 0.22%
676,346
-867,200
-56% -$36.1M
TXN icon
63
Texas Instruments
TXN
$256B
$30.3M 0.22%
168,415
-59,482
-26% -$11.1M
GE icon
64
GE Aerospace
GE
$380B
$29.7M 0.22%
148,113
-32,500
-18% -$6.39M
ISRG icon
65
Intuitive Surgical
ISRG
$139B
$29.4M 0.22%
59,467
-8
-0% -$4.42K
DIS icon
66
Walt Disney
DIS
$178B
$28.8M 0.21%
291,574
-74
-0% -$7.95K
QCOM icon
67
Qualcomm
QCOM
$170B
$28.5M 0.21%
185,807
-43,117
-19% -$7.03M
AMGN icon
68
Amgen
AMGN
$226B
$27.9M 0.2%
89,577
-44,026
-33% -$13M
GS icon
69
Goldman Sachs
GS
$301B
$27.7M 0.2%
50,799
-4
-0% -$2.41K
INTU icon
70
Intuit
INTU
$91.5B
$27M 0.2%
44,056
-8,780
-17% -$5.27M
ADBE icon
71
Adobe
ADBE
$109B
$27M 0.2%
70,435
– –
VWOB icon
72
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.22B
$27M 0.2%
420,000
-410,000
-49% -$26.3M
FMX icon
73
Fomento Económico Mexicano
FMX
$40.9B
$26.8M 0.2%
275,210
– –
PLTR icon
74
Palantir
PLTR
$421B
$26.8M 0.2%
317,380
– –
AMD icon
75
Advanced Micro Devices
AMD
$767B
$26.7M 0.2%
259,872
+1,336
+0.5% +$149K
1 2
3
4 5

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USS Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, USS Investment Management held 559 positions worth $13.7B, down 4.5% from $14.3B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

USS Investment Management's Q1 2025 filing shows 5 new, 62 increased, 254 reduced and 26 closed positions. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 21,200,000 shares worth $1.39B. The largest sale was Apple, an estimated $97.1M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 30% a quarter earlier, followed by Financials and Consumer Discretionary.

  • USS Investment Management's largest Q1 2025 buy was State Street SPDR Portfolio S&P 500 ETF: 21,200,000 shares worth $1.39B.
  • USS Investment Management added most to iShares MSCI South Korea ETF in Q1 2025, an estimated $8.64M increase.
  • USS Investment Management's biggest Q1 2025 reduction was Apple, cutting an estimated $97.1M.
  • USS Investment Management fully exited Stellantis in Q1 2025, selling an estimated $6.95M.
  • USS Investment Management's ten largest holdings make up 34% of its $13.7B portfolio in Q1 2025.
  • USS Investment Management opened 5 new positions and closed 26 in Q1 2025.
  • USS Investment Management's portfolio value fell 4.5% quarter-over-quarter to $13.7B.

Based on USS Investment Management's 13F filing for Q1 2025, filed 15 May 2025.