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UNITED SERVICES AUTOMOBILE ASSOCIATION

Q4 2025 · Filed 2026-02-04
Market Value
$1.6B
+10.4%
Holdings
21
+1
New Purchases
1
Added To
8
Closed
1
Reduced
7
Top 10 Concentration
95.5%
Turnover
9.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPAB 5.80% 0.00% +5.80% $92M
VEU 7.87% 5.49% +2.38% $124M
VOO 9.82% 8.28% +1.54% $155M
VYM 3.05% 2.10% +0.96% $48M
VXF 2.97% 2.27% +0.70% $47M
RANI 0.03% 0.01% +0.02% $409K
IVE 0.01% 0.00% +0.01% $161K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AGG 55.17% 63.95% -8.78% $872M
TRUE 0.00% 1.02% -1.02% $0
UITB 7.26% 8.04% -0.78% $115M
NEAR 1.59% 1.76% -0.17% $25M
VCLT 0.92% 1.05% -0.13% $14M
VCIT 0.92% 1.04% -0.11% $15M
VCSH 0.92% 1.03% -0.10% $15M
BSV 0.71% 0.79% -0.08% $11M
IVW 0.47% 0.53% -0.06% $7M
VTI 0.28% 0.33% -0.05% $4M
BND 0.91% 0.95% -0.05% $14M
TIP 0.19% 0.21% -0.02% $3M
VIG 0.12% 0.14% -0.02% $2M
VXUS 1.01% 1.02% -0.01% $16M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $190M 12.0%
Large Cap 11 $1.1B 72.4%
Mid Cap 4 $246M 15.6%
Micro Cap 2 $409K 0.0%

Portfolio Analytics

Avg Market Cap
$197.9B
Median Market Cap
$69.9B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.97
# Stocks
2
# ETFs / Funds
19

Top Holdings (21 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AGG 55.17% 8,726,963 $872M $99.88 -$43M -400,000 -4.4%
2 VOO 9.82% 247,379 $155M $627.13 $37M +53,920 +27.9%
3 VEU 7.87% 1,690,359 $124M $73.56 $46M +590,060 +53.6%
4 UITB 7.26% 2,421,191 $115M $47.35 -$400K
5 SPAB 5.80% 3,559,006 $92M $25.75 +3,559,006 NEW
6 VYM 3.05% 336,132 $48M $143.52 $18M +123,278 +57.9%
7 VXF 2.97% 224,143 $47M $209.12 $14M +69,222 +44.7%
8 NEAR 1.59% 490,400 $25M $51.10 -$88K
9 VXUS 1.01% 211,964 $16M $75.44 $1M +13,638 +6.9%
10 VCIT 0.92% 173,961 $15M $83.75 -$253K -2,264 -1.3%
11 VCSH 0.92% 182,553 $15M $79.73 -$127K -1,132 -0.6%
12 VCLT 0.92% 190,699 $14M $75.85 -$510K -2,144 -1.1%
13 BND 0.91% 193,850 $14M $74.07 $712K +10,360 +5.7%
14 BSV 0.71% 143,018 $11M $78.81 -$14K
15 IVW 0.47% 59,749 $7M $123.26 -$216K -3,049 -4.9%
16 VTI 0.28% 13,014 $4M $335.27 -$337K -1,309 -9.1%
17 TIP 0.19% 26,956 $3M $109.91 -$35K +1
18 VIG 0.12% 8,426 $2M $219.78 -$128K -751 -8.2%
19 RANI 0.03% 302,743 $409K $1.35 $257K
20 IVE 0.01% 757 $161K $212.07 $133K +624 +469.2%
21 TRUE —% -$15M -7,962,245 -100.0% SOLD

New Positions

SymbolValue% Port
SPAB $92M 5.80%

Sold Out Positions

SymbolValue% Port
TRUE —%
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