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Uss Investment Management LTD
USS Investment Management Ltd is a UK-based fund management company founded in 1997, headquartered in Liverpool. As the investment arm of the Universities Superannuation Scheme (USS), it manages one of the largest pension funds in the country, primarily serving employees of higher education institutions. The firm manages fund investments, implements risk management, and oversees a diverse, multi-asset portfolio, supporting more than 500,000 pension scheme members and hundreds of employers in the higher education sector. As of 2024, USS Investment Management Ltd employed approximately 242 staff.
Investment Strategy
USS Investment Management Ltd applies a global, multi-asset investment approach dedicated to pension fund management. It allocates capital across equities, fixed income, private markets, and alternatives with a strong focus on diversification and risk control to not only meet current obligations but to ensure sustainable, long-term pension delivery. The investment philosophy is anchored in responsible investing, aiming for net zero emission targets, and directing significant capital toward UK investments and renewable energy. Their hybrid structure combines defined benefit and defined contribution schemes to give members both security and flexibility.
Latest 13F Filing Activity
Uss Investment Management LTD filed their most recent 13F report on Jun 30, 2025 disclosing 521 equity positions with a total 13F market value of $17B. The fund increased holdings in SPDR Series Trust, Microsoft Corp., Nvidia Corporation among other positions. Uss Investment Management LTD reduced exposure to Unitedhealth Group Inc., Otis Worldwide Corp., Yum Brands Inc. among others.
Top Holdings
Equity Positions (521)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 17.91% | $3.02B | 41,572,102 | $69.16 | $72.69 | +$1.63B |
M MSFT | MICROSOFT CORP | 5.41% | $913.2M | 1,836,641 | $182.17 | $497.41 | +$228.2M |
N NVDA | NVIDIA CORPORATION | 3.56% | $601.3M | 3,808,921 | $11.44 | $157.99 | +$191.6M |
A AAPL | APPLE INC | 2.84% | $479.7M | 2,339,220 | $60.89 | $205.17 | -$39.0M |
V V | VISA INC | 2.11% | $356.4M | 1,004,407 | $235.94 | $355.05 | -$13.6M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
B Bhavin Dhanani | Portfolio Manager | United States | |
R Rebecca W. | Global Macro Investment Analyst | United States |
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