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UIM

USS Investment Management Portfolio holdings

AUM $27.8B
1-Year Est. Return 39.42%
This Fund
S&P 500
This Quarter Est. Return
-0.19%
1 Year Est. Return
+39.42%
3 Year Est. Return
+108.96%
5 Year Est. Return
+136.28%
10 Year Est. Return
+521.6%
AUM
$25.6B
AUM Growth
+$4.05B
Cap. Flow
+$4.67B
Cap. Flow %
18.26%
Top 10 Hldgs %
52.84%
Holding
523
New
15
Increased
358
Reduced
32
Closed
11

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.93B
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.82B
3
KLAC icon
KLA
KLAC
+$165M
4
AMZN icon
Amazon
AMZN
+$119M
5
NVDA icon
NVIDIA
NVDA
+$88.1M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$89.8M
2
EWY icon
iShares MSCI South Korea ETF
EWY
+$85.2M
3
SPGI icon
S&P Global
SPGI
+$66.2M
4
AON icon
Aon
AON
+$59.6M
5
MAR icon
Marriott International
MAR
+$55.1M

Sector Composition

Rank Sector Weight
1 Technology 21.43%
2 Consumer Discretionary 8.8%
3 Financials 8.37%
4 Industrials 5.61%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LIN icon
76
Linde
LIN
$226B
$38.6M 0.15%
77,875
-17,726
-19% -$8.36M
RY icon
77
Royal Bank of Canada
RY
$292B
$37M 0.14%
228,904
+2,760
+1% +$462K
MCD icon
78
McDonald's
MCD
$194B
$36.8M 0.14%
118,514
+2,138
+2% +$681K
IBM icon
79
IBM
IBM
$225B
$36.8M 0.14%
151,718
+3,794
+3% +$1.03M
INTC icon
80
Intel
INTC
$493B
$36.1M 0.14%
819,261
+44,888
+6% +$2.06M
VZ icon
81
Verizon
VZ
$196B
$35.8M 0.14%
713,156
+31,354
+5% +$1.45M
PEP icon
82
PepsiCo
PEP
$189B
$35.6M 0.14%
229,257
+3,752
+2% +$585K
C icon
83
Citigroup
C
$228B
$34.8M 0.14%
306,651
+4,962
+2% +$565K
MS icon
84
Morgan Stanley
MS
$338B
$34M 0.13%
206,769
+3,300
+2% +$571K
T icon
85
AT&T
T
$168B
$33.8M 0.13%
1,165,850
+31,720
+3% +$847K
AMGN icon
86
Amgen
AMGN
$224B
$33.4M 0.13%
95,031
+3,681
+4% +$1.31M
TMO icon
87
Thermo Fisher Scientific
TMO
$224B
$32.4M 0.13%
65,801
+2,208
+3% +$1.2M
TJX icon
88
TJX Companies
TJX
$172B
$32.2M 0.13%
201,764
+6,471
+3% +$1.01M
NEE icon
89
NextEra Energy
NEE
$179B
$32.1M 0.13%
345,226
+10,312
+3% +$917K
CPNG icon
90
Coupang
CPNG
$29.7B
$31.5M 0.12%
1,670,083
+1,447,542
+650% +$28.3M
ABT icon
91
Abbott
ABT
$190B
$31.2M 0.12%
303,839
+13,263
+5% +$1.5M
GILD icon
92
Gilead Sciences
GILD
$168B
$30.9M 0.12%
221,598
+8,786
+4% +$1.23M
TXN icon
93
Texas Instruments
TXN
$257B
$30.1M 0.12%
154,931
-6,765
-4% -$1.37M
DIS icon
94
Walt Disney
DIS
$179B
$29.4M 0.12%
305,457
+11,314
+4% +$1.2M
SE icon
95
Sea Limited
SE
$80.5B
$29.3M 0.11%
353,736
+131,161
+59% +$14.1M
CRM icon
96
Salesforce
CRM
$162B
$29.2M 0.11%
156,301
+5,177
+3% +$1.07M
AXP icon
97
American Express
AXP
$230B
$28.5M 0.11%
94,257
+1,442
+2% +$483K
IOT icon
98
Samsara
IOT
$23.5B
$28.2M 0.11%
+890,725
New +$27.2M
RKLB icon
99
Rocket Lab Corp
RKLB
$50B
$27.7M 0.11%
+431,074
New +$32.5M
ADI icon
100
Analog Devices
ADI
$188B
$27.4M 0.11%
86,274
+1,542
+2% +$491K
2 3
4
5 6

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USS Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, USS Investment Management held 523 positions worth $25.6B, up 19% from $21.5B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

USS Investment Management deployed $4.67B of net new capital in Q1 2026, opening 15 new positions and adding to 358 existing holdings. Its largest new stake was AstraZeneca: 255,467 shares worth $49.6M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was UnitedHealth, an estimated $89.8M trimmed.

  • USS Investment Management's largest Q1 2026 buy was AstraZeneca: 255,467 shares worth $49.6M.
  • USS Investment Management added most to Vanguard S&P 500 ETF in Q1 2026, an estimated $1.93B increase.
  • USS Investment Management's biggest Q1 2026 reduction was UnitedHealth, cutting an estimated $89.8M.
  • USS Investment Management fully exited RenaissanceRe in Q1 2026, selling an estimated $5.09M.
  • USS Investment Management's ten largest holdings make up 53% of its $25.6B portfolio in Q1 2026.
  • USS Investment Management opened 15 new positions and closed 11 in Q1 2026.
  • USS Investment Management's portfolio value rose 19% quarter-over-quarter to $25.6B.

Based on USS Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.