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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
CRWD icon
176
CrowdStrike
CRWD
$230B
$13M 0.09%
151,848
-2,260
-1% -$188K
REGN icon
177
Regeneron Pharmaceuticals
REGN
$82.8B
$13M 0.09%
18,202
-1,440
-7% -$1.21M
WMB icon
178
Williams Companies
WMB
$87.1B
$13M 0.09%
239,494
+5,686
+2% +$306K
AFL icon
179
Aflac
AFL
$61.4B
$12.9M 0.09%
124,773
-10,779
-8% -$1.18M
ECL icon
180
Ecolab
ECL
$79.6B
$12.7M 0.09%
54,337
-7,049
-11% -$1.75M
EPAM icon
181
EPAM Systems
EPAM
$5.09B
$12.7M 0.09%
+54,266
New +$12.1M
ORLY icon
182
O'Reilly Automotive
ORLY
$75.2B
$12.6M 0.09%
159,705
-28,800
-15% -$2.32M
APP icon
183
Applovin
APP
$114B
$12.6M 0.09%
+38,895
New +$9.84M
SRE icon
184
Sempra
SRE
$55.5B
$12.6M 0.09%
143,638
-21,325
-13% -$1.87M
MCK icon
185
McKesson
MCK
$103B
$12.6M 0.09%
22,083
-3,098
-12% -$1.73M
ITUB icon
186
Itaú Unibanco
ITUB
$86.9B
$12.5M 0.09%
2,861,919
– –
HLT icon
187
Hilton Worldwide
HLT
$70.1B
$12.5M 0.09%
50,605
-3,284
-6% -$804K
BN icon
188
Brookfield
BN
$108B
$12.3M 0.09%
322,055
+271,655
+539% +$10.2M
TDG icon
189
TransDigm Group
TDG
$67.3B
$12.2M 0.09%
+9,643
New +$12.7M
KMB icon
190
Kimberly-Clark
KMB
$36.2B
$12.1M 0.08%
92,019
-17,206
-16% -$2.35M
KDP icon
191
Keurig Dr Pepper
KDP
$40B
$12M 0.08%
372,189
-9,021
-2% -$305K
NSC icon
192
Norfolk Southern
NSC
$75.5B
$11.9M 0.08%
50,503
-7,410
-13% -$1.88M
AEP icon
193
American Electric Power
AEP
$66.8B
$11.8M 0.08%
127,816
-22,536
-15% -$2.18M
RACE icon
194
Ferrari
RACE
$71.6B
$11.6M 0.08%
27,121
+584
+2% +$264K
MET icon
195
MetLife
MET
$61.7B
$11.5M 0.08%
140,929
-25,764
-15% -$2.14M
ROST icon
196
Ross Stores
ROST
$82.1B
$11.5M 0.08%
76,070
+62,470
+459% +$9.18M
PBR icon
197
Petrobras
PBR
$118B
$11.5M 0.08%
894,094
– –
COF icon
198
Capital One
COF
$133B
$11.5M 0.08%
64,212
-18,416
-22% -$3.19M
SU icon
199
Suncor Energy
SU
$73.5B
$11.3M 0.08%
317,603
+130,003
+69% +$5M
KVUE icon
200
Kenvue
KVUE
$36.7B
$11.2M 0.08%
526,129
+332,929
+172% +$7.55M
6 7
8
9 10

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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.