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UNITED SERVICES AUTOMOBILE ASSOCIATION

Q3 2025 · Filed 2025-11-14
Market Value
$1.4B
+48.6%
Holdings
20
-1,032
New Purchases
1
Added To
8
Closed
0
Reduced
7
Top 10 Concentration
95.0%
Turnover
5.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AGG 63.95% 51.76% +12.19% $915M
NEAR 1.76% 0.00% +1.76% $25M
BSV 0.79% 0.14% +0.65% $11M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
UITB 8.04% 11.84% -3.80% $115M
VOO 8.28% 11.78% -3.50% $118M
VEU 5.49% 8.18% -2.69% $79M
VYM 2.10% 2.99% -0.89% $30M
VCSH 1.03% 1.83% -0.80% $15M
VXF 2.27% 2.99% -0.72% $32M
TRUE 1.02% 1.57% -0.55% $15M
VCIT 1.04% 1.54% -0.50% $15M
VCLT 1.05% 1.49% -0.45% $15M
VXUS 1.02% 1.29% -0.27% $15M
VTI 0.33% 0.55% -0.22% $5M
VIG 0.14% 0.23% -0.09% $2M
TIP 0.21% 0.28% -0.07% $3M
BND 0.95% 0.99% -0.04% $14M
IVW 0.53% 0.54% -0.01% $8M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $151M 10.6%
Large Cap 11 $1.1B 77.5%
Mid Cap 3 $155M 10.8%
Micro Cap 2 $15M 1.0%

Portfolio Analytics

Avg Market Cap
$207.4B
Median Market Cap
$72.1B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.97
# Stocks
2
# ETFs / Funds
18

Top Holdings (20 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AGG 63.95% 9,126,963 $915M $100.25 $417M +4,103,983 +81.7%
2 VOO 8.28% 193,459 $118M $612.38 $5M -6,244 -3.1%
3 UITB 8.04% 2,421,191 $115M $47.52 $1M
4 VEU 5.49% 1,100,299 $79M $71.37 -$234K -71,416 -6.1%
5 VXF 2.27% 154,921 $32M $209.34 $4M +5,742 +3.9%
6 VYM 2.10% 212,854 $30M $140.95 $1M -2,709 -1.3%
7 NEAR 1.76% 490,400 $25M $51.28 +490,400 NEW
8 VCLT 1.05% 192,843 $15M $77.65 $603K +3,493 +1.8%
9 VCIT 1.04% 176,225 $15M $84.11 $28K -2,197 -1.2%
10 VCSH 1.03% 183,685 $15M $79.93 -$3M -37,744 -17.1%
11 TRUE 1.02% 7,962,245 $15M $1.84 -$478K
12 VXUS 1.02% 198,326 $15M $73.46 $2M +18,124 +10.1%
13 BND 0.95% 183,490 $14M $74.37 $4M +54,034 +41.7%
14 BSV 0.79% 143,018 $11M $78.91 $10M +126,357 +758.4%
15 IVW 0.53% 62,798 $8M $120.72 $2M +15,632 +33.1%
16 VTI 0.33% 14,323 $5M $328.17 -$561K -2,987 -17.3%
17 TIP 0.21% 26,955 $3M $111.22 $332K +2,725 +11.2%
18 VIG 0.14% 9,177 $2M $215.79 -$244K -1,690 -15.6%
19 RANI 0.01% 302,743 $151K $0.50 -$4K
20 IVE —% 133 $27K $206.51 $1K

New Positions

SymbolValue% Port
NEAR $25M 1.76%
View SEC EDGAR Filings for UNITED SERVICES AUTOMOBILE ASSOCIATION →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms