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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
+13.85%
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
$16.9B
AUM Growth
+$3.18B
Cap. Flow
+$1.47B
Cap. Flow %
8.72%
Top 10 Hldgs %
40.41%
Holding
549
New
16
Increased
237
Reduced
95
Closed
26

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.37B
2
APH icon
Amphenol
APH
+$49.8M
3
CDNS icon
Cadence Design Systems
CDNS
+$39.3M
4
CL icon
Colgate-Palmolive
CL
+$33.3M
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$24.2M

Top Sells

Rank Stock Value
1
OTIS icon
Otis Worldwide
OTIS
+$42.8M
2
YUM icon
Yum! Brands
YUM
+$28.9M
3
MAR icon
Marriott International
MAR
+$24.5M
4
GEV icon
GE Vernova
GEV
+$19M
5
V icon
Visa
V
+$18M

Sector Composition

Rank Sector Weight
1 Technology 26.68%
2 Financials 12.84%
3 Consumer Discretionary 9.28%
4 Industrials 8.63%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
51
Coca-Cola
KO
$375B
$44.8M 0.27%
632,914
– –
LIN icon
52
Linde
LIN
$226B
$44.1M 0.26%
94,049
+2,030
+2% +$927K
IBM icon
53
IBM
IBM
$224B
$43.4M 0.26%
147,222
+1,169
+0.8% +$301K
WFC icon
54
Wells Fargo
WFC
$264B
$42.2M 0.25%
526,853
-7,026
-1% -$507K
EWM icon
55
iShares MSCI Malaysia ETF
EWM
$332M
$41.4M 0.25%
1,703,203
– –
CRM icon
56
Salesforce
CRM
$158B
$41.1M 0.24%
150,754
+2,268
+2% +$606K
ABT icon
57
Abbott
ABT
$187B
$39.3M 0.23%
288,725
+891
+0.3% +$117K
AMD icon
58
Advanced Micro Devices
AMD
$789B
$38M 0.23%
268,012
+8,140
+3% +$886K
DIS icon
59
Walt Disney
DIS
$181B
$36.4M 0.22%
293,967
+2,393
+0.8% +$249K
GS icon
60
Goldman Sachs
GS
$303B
$36.4M 0.22%
51,445
+646
+1% +$374K
GFI icon
61
Gold Fields
GFI
$36.5B
$35.7M 0.21%
1,510,266
-314,080
-17% -$7.22M
NU icon
62
Nu Holdings
NU
$66.9B
$35.7M 0.21%
2,601,185
– –
TXN icon
63
Texas Instruments
TXN
$261B
$35.3M 0.21%
170,150
+1,735
+1% +$308K
INTU icon
64
Intuit
INTU
$89B
$35.1M 0.21%
44,515
+459
+1% +$311K
NOW icon
65
ServiceNow
NOW
$129B
$34.3M 0.2%
166,835
+1,285
+0.8% +$242K
MCD icon
66
McDonald's
MCD
$195B
$34M 0.2%
116,252
+2,699
+2% +$832K
MRK icon
67
Merck
MRK
$318B
$33.4M 0.2%
422,758
+5,036
+1% +$400K
CVX icon
68
Chevron
CVX
$366B
$32.9M 0.2%
230,018
+3,503
+2% +$494K
FMX icon
69
Fomento Económico Mexicano
FMX
$41.7B
$32.9M 0.19%
319,194
+43,984
+16% +$4.54M
T icon
70
AT&T
T
$163B
$32.8M 0.19%
1,134,130
– –
ISRG icon
71
Intuitive Surgical
ISRG
$134B
$32.7M 0.19%
60,084
+617
+1% +$323K
UBER icon
72
Uber
UBER
$153B
$31.5M 0.19%
337,577
-1,069
-0.3% -$88K
BKNG icon
73
Booking.com
BKNG
$161B
$31M 0.18%
134,025
-350
-0.3% -$71.7K
QCOM icon
74
Qualcomm
QCOM
$176B
$30M 0.18%
188,247
+2,440
+1% +$359K
RY icon
75
Royal Bank of Canada
RY
$293B
$29.8M 0.18%
226,144
+2,938
+1% +$359K
1 2
3
4 5

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USS Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, USS Investment Management held 549 positions worth $16.9B, up 23% from $13.7B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

USS Investment Management deployed $1.47B of net new capital in Q2 2025, opening 16 new positions and adding to 237 existing holdings. Its largest new stake was Strategy Inc: 40,953 shares worth $16.6M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 25% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Otis Worldwide, an estimated $42.8M trimmed.

  • USS Investment Management's largest Q2 2025 buy was Strategy Inc: 40,953 shares worth $16.6M.
  • USS Investment Management added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2025, an estimated $1.37B increase.
  • USS Investment Management's biggest Q2 2025 reduction was Otis Worldwide, cutting an estimated $42.8M.
  • USS Investment Management fully exited Alibaba in Q2 2025, selling an estimated $11.6M.
  • USS Investment Management's ten largest holdings make up 40% of its $16.9B portfolio in Q2 2025.
  • USS Investment Management opened 16 new positions and closed 26 in Q2 2025.
  • USS Investment Management's portfolio value rose 23% quarter-over-quarter to $16.9B.

Based on USS Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.