USS Investment Management Ltd
Institutional investor · Portfolio as of Q4 2022
Top Holdings599 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.1M | $405.8M | 5.7% | $100.70 | +26.77% | 16 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 1.5M | $353.7M | 5.0% | $126.31 | +85.44% | 16 qtrssince 2019-Q1 | Decreased 0 |
BLACKSTONE SECURED LENDING F | 6.4M | $143M | 2.0% | $18.85 | +28.44% | 4 qtrssince 2022-Q1 | Decreased 0 |
ICL GROUP LTD | 192,148 | $138.8M | 1.9% | $9.89 | -34.18% | 4 qtrssince 2022-Q1 | Unchanged 0 |
JOHNSON & JOHNSON | 666,221 | $117.7M | 1.6% | $127.16 | +26.81% | 13 qtrssince 2019-Q4 | Increased 51 |
UNITEDHEALTH GROUP INC | 183,103 | $97.1M | 1.4% | $249.31 | +101.31% | 16 qtrssince 2019-Q1 | Increased 51 |
PROCTER & GAMBLE CO/THE | 580,798 | $88M | 1.2% | $112.07 | +22.65% | 13 qtrssince 2019-Q4 | Increased 52 |
ALPHABET INC-CL A | 951,532 | $84M | 1.2% | $94.33 | -7.17% | 16 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL C | 900,157 | $79.9M | 1.1% | $94.46 | -6.77% | 16 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 473,066 | $76.5M | 1.1% | $72.08 | +96.24% | 13 qtrssince 2019-Q4 | Decreased 0 |
PFIZER INC | 1.4M | $72.9M | 1.0% | $25.04 | +63.58% | 16 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 223,829 | $70.7M | 1.0% | $215.34 | +35.90% | 13 qtrssince 2019-Q4 | Increased 44 |
VANGUARD EMERG MKTS GOV BND | 1.1M | $69.7M | 1.0% | $49.77 | -0.93% | 4 qtrssince 2022-Q1 | Unchanged 0 |
MERCK & CO. INC. | 611,563 | $67.8M | 1.0% | $71.38 | +41.86% | 16 qtrssince 2019-Q1 | Increased 49 |
VISA INC-CLASS A SHARES | 326,356 | $67.8M | 0.9% | $201.16 | +0.37% | 13 qtrssince 2019-Q4 | Increased 43 |
NVIDIA CORP | 444,123 | $64.9M | 0.9% | $15.47 | -5.64% | 16 qtrssince 2019-Q1 | Increased 43 |
PEPSICO INC | 350,250 | $63.3M | 0.9% | $118.43 | +38.16% | 14 qtrssince 2019-Q3 | Increased 46 |
ELI LILLY & CO | 172,236 | $63M | 0.9% | $161.13 | +120.65% | 15 qtrssince 2019-Q2 | Decreased 0 |
COCA-COLA CO/THE | 976,216 | $62.1M | 0.9% | $45.18 | +28.63% | 13 qtrssince 2019-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 458,731 | $61.5M | 0.9% | $131.60 | -5.79% | 12 qtrssince 2020-Q1 | Decreased 0 |
USS Investment Management Ltd manages $7.1B across 599 positions as of Q4 2022. Top holdings: AAPL (5.7%), MSFT (5.0%), BXSL (2.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 27 new positions, 15 exits, 289 increased. Top move: AAPL (INCREASED, conviction 61). Portfolio: $7.1B across 599 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer