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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
AXP icon
76
American Express
AXP
$230B
$29.6M 0.18%
92,871
+1,178
+1% +$332K
PEP icon
77
PepsiCo
PEP
$190B
$29.5M 0.17%
223,064
+1,643
+0.7% +$221K
VZ icon
78
Verizon
VZ
$196B
$29.4M 0.17%
679,642
+3,296
+0.5% +$143K
AMAT icon
79
Applied Materials
AMAT
$428B
$28.9M 0.17%
157,612
+1,331
+0.9% +$211K
MS icon
80
Morgan Stanley
MS
$340B
$28.6M 0.17%
203,469
+1,389
+0.7% +$171K
BSX icon
81
Boston Scientific
BSX
$71.5B
$27.6M 0.16%
256,881
+2,383
+0.9% +$241K
VWOB icon
82
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.25B
$27.4M 0.16%
420,000
– –
ADBE icon
83
Adobe
ADBE
$105B
$26.9M 0.16%
69,680
-755
-1% -$291K
TMO icon
84
Thermo Fisher Scientific
TMO
$220B
$25.8M 0.15%
63,593
+341
+0.5% +$143K
C icon
85
Citigroup
C
$226B
$25.7M 0.15%
301,902
+4,394
+1% +$318K
BLK icon
86
Blackrock
BLK
$176B
$25.5M 0.15%
24,279
+329
+1% +$311K
HON icon
87
Honeywell
HON
$78B
$25.4M 0.15%
115,867
+969
+0.8% +$196K
AMGN icon
88
Amgen
AMGN
$222B
$25.2M 0.15%
90,429
+852
+1% +$241K
PGR icon
89
Progressive
PGR
$125B
$25.2M 0.15%
94,504
+2,358
+3% +$646K
SCHW
90
Charles Schwab
SCHW
$187B
$25.1M 0.15%
275,021
+32,178
+13% +$2.69M
TJX icon
91
TJX Companies
TJX
$178B
$24.1M 0.14%
195,301
-64
-0% -$8.12K
MU icon
92
Micron Technology
MU
$991B
$24M 0.14%
194,662
+4,520
+2% +$422K
GILD icon
93
Gilead Sciences
GILD
$165B
$23.6M 0.14%
212,812
-3,172
-1% -$338K
MMYT icon
94
MakeMyTrip
MMYT
$5.64B
$23.4M 0.14%
239,258
-32,524
-12% -$3.28M
NEE icon
95
NextEra Energy
NEE
$177B
$23.3M 0.14%
334,914
– –
PFE icon
96
Pfizer
PFE
$153B
$23M 0.14%
948,506
+14,392
+2% +$336K
CAT icon
97
Caterpillar
CAT
$387B
$22.6M 0.13%
58,354
+546
+0.9% +$182K
SYK icon
98
Stryker
SYK
$130B
$22.6M 0.13%
57,174
+1,692
+3% +$633K
LRCX icon
99
Lam Research
LRCX
$390B
$22.3M 0.13%
228,909
+2,273
+1% +$180K
PDD icon
100
Pinduoduo
PDD
$131B
$22.2M 0.13%
211,845
-55,308
-21% -$5.8M
2 3
4
5 6

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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.