USS Investment Management Ltd

data from 30/09/2025

Capitalization

$ 21.989 B 30.30 %

Average holding period

19 ans

Performance

$ 13.849 B 178.22 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in USS Investment Management Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SPLG SPDR SERIES TRUST 23.66% 5.202 B $ 66398232 2025/03/31 234.882 M $ 7.77 %
2025/09/30 MSFT MICROSOFT CORP 4.33% 951.861 M $ 1837746 2012/12/31 37.725 M $ 4.13 %
2025/09/30 NVDA NVIDIA CORPORATION 3.22% 709.033 M $ 3800256 2018/09/30 108.897 M $ 18.11 %
2025/09/30 VOO VANGUARD INDEX FDS 3.04% 668.778 M $ 1092167 2025/09/30 0.000 $ 0.00 %
2025/09/30 IVV ISHARES TR 3.04% 668.301 M $ 998515 2025/09/30 0.000 $ 0.00 %
2025/09/30 AAPL APPLE INC 2.71% 595.371 M $ 2338914 2012/12/31 115.698 M $ 24.12 %
2025/09/30 AMZN AMAZON COM INC 2.64% 580.520 M $ 2644254 2024/12/31 269.353 K $ 0.08 %
2025/09/30 NVMI NOVA LTD 1.74% 382.660 M $ 12047 2024/12/31 535.609 K $ 0.16 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 1.71% 376.609 M $ 1523993 2025/09/30 0.000 $ 0.00 %
2025/09/30 V VISA INC 1.46% 320.961 M $ 940642 2019/12/31 -13.730 M $ -3.85 %
2025/09/30 CAMT CAMTEK LTD 1.44% 315.994 M $ 30184 2024/12/31 618.470 K $ 0.24 %
2025/09/30 FAST FASTENAL CO 1.25% 274.835 M $ 5604874 2020/06/30 39.458 M $ 16.76 %
2025/09/30 ENLT ENLIGHT RENEWABLE ENERGY LTD 1.23% 270.650 M $ 87757 2024/12/31 739.791 K $ 0.37 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 1.22% 267.576 M $ 1192059 2024/09/30 8.165 M $ 3.14 %
2025/09/30 META META PLATFORMS INC 1.16% 256.108 M $ 348793 2015/03/31 -1.294 M $ -0.50 %
2025/09/30 AVGO BROADCOM INC 1.11% 244.868 M $ 742676 2018/09/30 40.302 M $ 19.68 %
2025/09/30 HD HOME DEPOT INC 1.09% 240.448 M $ 593427 2019/12/31 24.356 M $ 10.52 %
2025/09/30 SPGI S&P GLOBAL INC 1.09% 238.908 M $ 490939 2016/09/30 -19.922 M $ -7.70 %
2025/09/30 VRSK VERISK ANALYTICS INC 1.04% 229.432 M $ 912508 2020/06/30 -48.305 M $ -19.26 %
2025/09/30 AON AON PLC 1.04% 228.317 M $ 640774 2020/06/30 -115.339 K $ -0.05 %
2025/09/30 TSEM TOWER SEMICONDUCTOR LTD 1.04% 227.780 M $ 31971 2024/12/31 925.560 K $ 0.67 %
2025/09/30 GOOGL ALPHABET INC 1.02% 223.462 M $ 919332 2018/03/31 61.483 M $ 37.95 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.99% 218.508 M $ 1178610 2019/12/31 38.505 M $ 21.40 %
2025/09/30 GOOG ALPHABET INC 0.92% 202.459 M $ 831384 2015/12/31 55.015 M $ 37.31 %
2025/09/30 MDT MEDTRONIC PLC 0.92% 202.276 M $ 2124412 2019/06/30 17.144 M $ 9.26 %
2025/09/30 TSLA TESLA INC 0.90% 198.025 M $ 445435 2024/12/31 56.597 M $ 40.00 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.84% 183.789 M $ 523132 2020/06/30 22.552 M $ 13.99 %
2025/09/30 APH AMPHENOL CORP NEW 0.80% 176.705 M $ 1427865 2018/03/31 21.442 M $ 25.32 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.71% 155.457 M $ 450255 2012/12/31 15.008 M $ 10.69 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.69% 150.958 M $ 982705 2019/12/31 -5.572 M $ -3.56 %
2025/09/30 YUM YUM BRANDS INC 0.65% 143.077 M $ 941511 2020/06/30 4.924 M $ 2.58 %
2025/09/30 MAR MARRIOTT INTL INC NEW 0.65% 142.734 M $ 547902 2019/06/30 -9.256 M $ -4.67 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.64% 141.664 M $ 449171 2020/03/31 11.466 M $ 8.81 %
2025/09/30 OTIS OTIS WORLDWIDE CORP 0.64% 141.294 M $ 1545461 2020/06/30 -13.892 M $ -7.67 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.62% 135.342 M $ 1693152 2018/12/31 -18.557 M $ -12.06 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.49% 106.878 M $ 634514 2020/06/30 -9.511 M $ -8.17 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.48% 105.929 M $ 210755 2024/12/31 3.577 M $ 3.50 %
2025/09/30 LLY ELI LILLY & CO 0.48% 104.749 M $ 137378 2019/06/30 -2.271 M $ -2.12 %
2025/09/30 ICLR ICON PLC 0.45% 99.709 M $ 569635 2024/03/31 16.833 M $ 20.31 %
2025/09/30 ROL ROLLINS INC 0.38% 83.644 M $ 1423841 2021/09/30 137.715 K $ 4.11 %
2025/09/30 NFLX NETFLIX INC 0.37% 80.608 M $ 67253 2020/03/31 -9.430 M $ -10.47 %
2025/09/30 MA MASTERCARD INCORPORATED 0.34% 75.621 M $ 132984 2015/12/31 914.074 K $ 1.22 %
2025/09/30 ORCL ORACLE CORP 0.34% 74.022 M $ 263380 2019/12/31 16.490 M $ 28.65 %
2025/09/30 WMT WALMART INC 0.32% 71.446 M $ 693344 2019/06/30 3.661 M $ 5.40 %
2025/09/30 AU ANGLOGOLD ASHANTI PLC 0.32% 70.587 M $ 1003795 2025/06/30 7.304 M $ 54.34 %
2025/09/30 GFI GOLD FIELDS LTD 0.32% 69.767 M $ 1662120 2022/03/31 27.623 M $ 77.29 %
2025/09/30 EWY ISHARES INC 0.32% 69.478 M $ 867443 2023/12/31 9.551 M $ 11.60 %
2025/09/30 ABBV ABBVIE INC 0.30% 66.934 M $ 289149 2019/12/31 13.282 M $ 24.74 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.30% 65.113 M $ 70349 2020/06/30 -4.524 M $ -6.50 %
2025/09/30 PDD PDD HOLDINGS INC 0.28% 62.370 M $ 472054 2020/12/31 5.828 M $ 26.29 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.28% 60.553 M $ 332008 2021/09/30 15.306 M $ 33.81 %
2025/09/30 BAC BANK AMERICA CORP 0.25% 55.312 M $ 1072658 2019/03/31 4.580 M $ 9.03 %
2025/09/30 NU NU HLDGS LTD 0.24% 52.947 M $ 3308124 2024/03/31 5.957 M $ 16.68 %
2025/09/30 GE GE AEROSPACE 0.24% 52.351 M $ 174088 2021/09/30 7.561 M $ 16.88 %
2025/09/30 CSCO CISCO SYS INC 0.21% 46.035 M $ 672981 2019/12/31 -646.637 K $ -1.38 %
2025/09/30 LIN LINDE PLC 0.20% 44.863 M $ 94459 2023/03/31 547.365 K $ 1.24 %
2025/09/30 WFC WELLS FARGO CO NEW 0.20% 44.163 M $ 526853 2012/12/31 1.949 M $ 4.62 %
2025/09/30 CVX CHEVRON CORP NEW 0.20% 44.157 M $ 284343 2019/12/31 2.783 M $ 8.45 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.20% 43.355 M $ 268012 2020/03/31 5.331 M $ 14.02 %
2025/09/30 KO COCA COLA CO 0.19% 41.978 M $ 632914 2019/12/31 -2.804 M $ -6.26 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.19% 41.544 M $ 147222 2020/03/31 -1.858 M $ -4.28 %
2025/09/30 MELI MERCADOLIBRE INC 0.19% 41.458 M $ 17736 2017/12/31 -5.376 M $ -10.59 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.19% 40.956 M $ 51445 2020/06/30 4.558 M $ 12.52 %
2025/09/30 ABT ABBOTT LABS 0.18% 38.636 M $ 288425 2020/06/30 -597.660 K $ -1.52 %
2025/09/30 CRM SALESFORCE INC 0.16% 35.723 M $ 150754 2020/06/30 -5.380 M $ -13.09 %
2025/09/30 MRK MERCK & CO INC 0.16% 35.476 M $ 422758 2016/09/30 2.017 M $ 6.03 %
2025/09/30 MCD MCDONALDS CORP 0.16% 35.335 M $ 116252 2020/06/30 1.362 M $ 4.01 %
2025/09/30 DIS DISNEY WALT CO 0.15% 33.649 M $ 293967 2017/06/30 -2.796 M $ -7.67 %
2025/09/30 RY ROYAL BK CDA 0.15% 33.293 M $ 226144 2020/06/30 3.566 M $ 11.97 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.15% 33.061 M $ 337577 2020/06/30 1.576 M $ 5.01 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.15% 32.580 M $ 194662 2019/12/31 8.579 M $ 35.77 %
2025/09/30 MS MORGAN STANLEY 0.15% 32.338 M $ 203469 2020/06/30 3.683 M $ 12.86 %
2025/09/30 T AT&T INC 0.15% 32.011 M $ 1134130 2019/12/31 -793.891 K $ -2.42 %
2025/09/30 FMX FOMENTO ECONOMICO MEXICANO S 0.14% 31.487 M $ 319194 2022/12/31 -1.388 M $ -4.23 %
2025/09/30 AMAT APPLIED MATLS INC 0.14% 31.372 M $ 153236 2020/06/30 3.415 M $ 11.84 %
2025/09/30 QCOM QUALCOMM INC 0.14% 31.319 M $ 188247 2020/03/31 1.337 M $ 4.46 %
2025/09/30 PEP PEPSICO INC 0.14% 31.315 M $ 223064 2019/09/30 1.874 M $ 6.36 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.14% 30.848 M $ 92871 2020/06/30 1.224 M $ 4.13 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.14% 30.829 M $ 63593 2020/06/30 5.059 M $ 19.63 %
2025/09/30 NOW SERVICENOW INC 0.14% 30.696 M $ 33367 2020/06/30 -3.597 M $ -10.49 %
2025/09/30 C CITIGROUP INC 0.14% 30.642 M $ 301902 2020/06/30 4.945 M $ 19.25 %
2025/09/30 LRCX LAM RESEARCH CORP 0.14% 30.641 M $ 228909 2024/12/31 8.369 M $ 37.57 %
2025/09/30 EWM ISHARES INC 0.14% 30.584 M $ 1181536 2022/03/31 2.691 M $ 6.49 %
2025/09/30 APP APPLOVIN CORP 0.14% 30.574 M $ 42553 2024/12/31 15.679 M $ 105.30 %
2025/09/30 INTU INTUIT 0.14% 30.379 M $ 44495 2020/06/30 -4.662 M $ -13.30 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.14% 29.860 M $ 679642 2013/06/30 462.156 K $ 1.57 %
2025/09/30 TXN TEXAS INSTRS INC 0.14% 29.704 M $ 161696 2019/09/30 -4.065 M $ -11.51 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.13% 28.926 M $ 5361 2019/03/31 -2.091 M $ -6.74 %
2025/09/30 BSAC BANCO SANTANDER CHILE NEW 0.13% 28.404 M $ 1072868 2025/06/30 120.163 K $ 5.08 %
2025/09/30 SHOP SHOPIFY INC 0.13% 28.302 M $ 190758 2020/06/30 6.345 M $ 28.81 %
2025/09/30 BLK BLACKROCK INC 0.13% 28.294 M $ 24279 2024/12/31 2.831 M $ 11.12 %
2025/09/30 TJX TJX COS INC NEW 0.13% 28.214 M $ 195202 2020/06/30 4.111 M $ 17.05 %
2025/09/30 VWOB VANGUARD WHITEHALL FDS 0.13% 28.096 M $ 420000 2022/03/31 651.000 K $ 2.37 %
2025/09/30 CAT CATERPILLAR INC 0.13% 27.834 M $ 58354 2020/06/30 5.190 M $ 22.92 %
2025/09/30 SE SEA LTD 0.13% 27.743 M $ 155268 2023/03/31 1.383 M $ 11.74 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.12% 26.870 M $ 60084 2020/06/30 -5.779 M $ -17.69 %
2025/09/30 ANET ARISTA NETWORKS INC 0.12% 26.404 M $ 181205 2024/12/31 7.864 M $ 42.41 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.12% 26.245 M $ 275021 2017/03/31 1.163 M $ 4.64 %
2025/09/30 KLAC KLA CORP 0.12% 25.566 M $ 23715 2019/12/31 4.337 M $ 20.42 %
2025/09/30 BAP CREDICORP LTD 0.12% 25.549 M $ 95874 2024/12/31 4.100 M $ 19.10 %