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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
+9.78%
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
$22B
AUM Growth
+$5.11B
(+30%)
Cap. Flow
+$3.66B
Cap. Flow
% of AUM
16.65%
Top 10 Holdings %
Top 10 Hldgs %
47.55%
Holding
530
New
7
Increased
35
Reduced
55
Closed
4
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.87B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$644M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$643M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$359M |
| 5 |
Amazon
AMZN
|
+$260M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Accenture
ACN
|
+$166M |
| 2 |
iShares MSCI Taiwan ETF
EWT
|
+$51.3M |
| 3 |
Yum! Brands
YUM
|
+$51.2M |
| 4 |
Marriott International
MAR
|
+$47.5M |
| 5 |
Otis Worldwide
OTIS
|
+$25.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.58% |
| 2 | Financials | 10.1% |
| 3 | Consumer Discretionary | 8.85% |
| 4 | Industrials | 6.62% |
| 5 | Healthcare | 6.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Welltower
WELL
$169B
| $19.9M | 0.09% |
111,525
| – | – |
|
127
CrowdStrike
CRWD
$229B
| $19.7M | 0.09% |
160,624
| – | – |
|
128
ConocoPhillips
COP
$148B
| $19.5M | 0.09% |
206,264
| – | – |
|
129
Synopsys
SNPS
$78.8B
| $19.2M | 0.09% |
38,921
+5,855
| +18% | +$3.31M |
|
130
Comcast
CMCSA
$89.4B
| $19M | 0.09% |
605,563
| – | – |
|
131
T-Mobile US
TMUS
$191B
| $18.8M | 0.09% |
78,581
| – | – |
|
132
Deere & Co
DE
$164B
| $18.4M | 0.08% |
40,346
| – | – |
|
133
Prologis
PLD
$132B
| $18.4M | 0.08% |
160,852
| – | – |
|
134
Chubb
CB
$134B
| $18.3M | 0.08% |
64,912
| – | – |
|
135
Yum China
YUMC
$16.5B
| $18M | 0.08% |
+419,079
| New | +$19.1M |
|
136
Robinhood
HOOD
$85B
| $17.9M | 0.08% |
124,993
| – | – |
|
137
Spotify
SPOT
$105B
| $17.8M | 0.08% |
25,424
| – | – |
|
138
Newmont
NEM
$124B
| $17.4M | 0.08% |
206,553
| – | – |
|
139
Vertex Pharmaceuticals
VRTX
$133B
| $17.3M | 0.08% |
44,099
-55
| -0.1% | -$23K |
|
140
Marvell Technology
MRVL
$187B
| $17.2M | 0.08% |
204,805
+9,257
| +5% | +$681K |
|
141
Parker-Hannifin
PH
$134B
| $17.2M | 0.08% |
22,635
| – | – |
|
142
O'Reilly Automotive
ORLY
$75.3B
| $16.9M | 0.08% |
156,975
| – | – |
|
143
McKesson
MCK
$103B
| $16.8M | 0.08% |
21,734
| – | – |
|
144
Trane Technologies
TT
$105B
| $16.7M | 0.08% |
39,477
+87
| +0.2% | +$37.2K |
|
145
Southern Company
SO
$105B
| $16.6M | 0.08% |
175,403
| – | – |
|
146
CVS Health
CVS
$122B
| $16.6M | 0.08% |
219,836
| – | – |
|
147
DoorDash
DASH
$90.9B
| $16.5M | 0.08% |
60,784
| – | – |
|
|
MRSH
148
Marsh
MRSH
$91B
| $16.4M | 0.07% |
81,192
| – | – |
|
149
CME Group
CME
$94.8B
| $16.2M | 0.07% |
59,824
| – | – |
|
150
Bristol-Myers Squibb
BMY
$132B
| $16.1M | 0.07% |
356,252
| – | – |
|
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USS Investment Management's Q3 2025 Portfolio in Review
As of Q3 2025, USS Investment Management held 530 positions worth $22B, up 30% from $16.9B the previous quarter. Its ten largest holdings account for 48% of the portfolio.
USS Investment Management deployed $3.66B of net new capital in Q3 2025, opening 7 new positions and adding to 35 existing holdings. Its largest new stake was Vanguard S&P 500 ETF: 1,092,167 shares worth $669M.
By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 27% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Accenture, an estimated $166M trimmed.
- USS Investment Management's largest Q3 2025 buy was Vanguard S&P 500 ETF: 1,092,167 shares worth $669M.
- USS Investment Management added most to State Street SPDR Portfolio S&P 500 ETF in Q3 2025, an estimated $1.87B increase.
- USS Investment Management's biggest Q3 2025 reduction was Accenture, cutting an estimated $166M.
- USS Investment Management fully exited iShares MSCI Taiwan ETF in Q3 2025, selling an estimated $51.3M.
- USS Investment Management's ten largest holdings make up 48% of its $22B portfolio in Q3 2025.
- USS Investment Management opened 7 new positions and closed 4 in Q3 2025.
- USS Investment Management's portfolio value rose 30% quarter-over-quarter to $22B.
Based on USS Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.