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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
AMD icon
76
Advanced Micro Devices
AMD
$776B
$31.2M 0.22%
258,536
-5,375
-2% -$773K
ISRG icon
77
Intuitive Surgical
ISRG
$138B
$31M 0.22%
59,475
-3,437
-5% -$1.79M
BX icon
78
Blackstone
BX
$112B
$30.6M 0.21%
177,472
-2,754
-2% -$480K
NU icon
79
Nu Holdings
NU
$67.5B
$30.5M 0.21%
2,942,311
-109,925
-4% -$1.46M
GE icon
80
GE Aerospace
GE
$379B
$30.1M 0.21%
180,613
-7,167
-4% -$1.28M
COP icon
81
ConocoPhillips
COP
$147B
$29.5M 0.21%
297,851
+219,951
+282% +$23.4M
TJX icon
82
TJX Companies
TJX
$176B
$29.4M 0.21%
243,204
+193,104
+385% +$23M
GS icon
83
Goldman Sachs
GS
$300B
$29.1M 0.2%
50,803
-1,963
-4% -$1.09M
DHR icon
84
Danaher
DHR
$145B
$29M 0.2%
126,149
-9,405
-7% -$2.31M
CAT icon
85
Caterpillar
CAT
$386B
$28.9M 0.2%
79,708
-9,626
-11% -$3.73M
AMAT icon
86
Applied Materials
AMAT
$419B
$28.9M 0.2%
177,684
-1,316
-0.7% -$239K
LOW icon
87
Lowe's Companies
LOW
$122B
$28.2M 0.2%
114,130
-9,366
-8% -$2.5M
UPS icon
88
United Parcel Service
UPS
$88.7B
$27.9M 0.19%
220,971
-7,743
-3% -$1.02M
ADP icon
89
Automatic Data Processing
ADP
$108B
$27.2M 0.19%
92,830
-3,067
-3% -$906K
RY icon
90
Royal Bank of Canada
RY
$294B
$26.9M 0.19%
223,082
– –
BKNG icon
91
Booking.com
BKNG
$159B
$26.8M 0.19%
134,475
-5,900
-4% -$1.13M
GFI icon
92
Gold Fields
GFI
$36.7B
$26.7M 0.19%
2,022,029
-821,660
-29% -$12.5M
PDD icon
93
Pinduoduo
PDD
$132B
$25.9M 0.18%
267,153
-219,622
-45% -$25.6M
T icon
94
AT&T
T
$165B
$25.8M 0.18%
1,134,130
-31,934
-3% -$719K
MS icon
95
Morgan Stanley
MS
$338B
$25.4M 0.18%
202,126
-7,931
-4% -$977K
ETN icon
96
Eaton
ETN
$173B
$24.9M 0.17%
74,863
+57,663
+335% +$20.2M
PGR icon
97
Progressive
PGR
$124B
$24.8M 0.17%
103,446
+10,073
+11% +$2.54M
GLOB icon
98
Globant
GLOB
$1.67B
$24.6M 0.17%
114,931
-26,800
-19% -$5.85M
PLTR icon
99
Palantir
PLTR
$422B
$24M 0.17%
317,380
-27,976
-8% -$1.63M
CME icon
100
CME Group
CME
$95.2B
$24M 0.17%
103,120
-2,474
-2% -$569K
2 3
4
5 6

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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.