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UNITED SERVICES AUTOMOBILE ASSOCIATION

Q1 2026 · Filed 2026-05-13
Market Value
$851M
-46.2%
Holdings
20
-1
New Purchases
0
Added To
2
Closed
6
Reduced
8
Top 10 Concentration
99.0%
Turnover
30.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AGG 78.50% 55.17% +23.33% $668M
NEAR 2.93% 1.59% +1.34% $25M
VXUS 2.20% 1.01% +1.19% $19M
VCSH 1.57% 0.92% +0.65% $13M
VCIT 1.56% 0.92% +0.64% $13M
VCLT 1.55% 0.92% +0.64% $13M
BSV 1.32% 0.71% +0.61% $11M
BND 1.51% 0.91% +0.60% $13M
TIP 0.43% 0.19% +0.25% $4M
IVW 0.52% 0.47% +0.06% $4M
IVE 0.02% 0.01% +0.01% $160K
RANI 0.03% 0.03% +0.00% $222K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VEU 0.00% 7.87% -7.87% $0
UITB 0.00% 7.26% -7.26% $0
SPAB 0.00% 5.80% -5.80% $0
VOO 6.62% 9.82% -3.19% $56M
VYM 0.00% 3.05% -3.05% $0
VXF 1.23% 2.97% -1.73% $10M
VTI 0.00% 0.28% -0.28% $0
VIG 0.00% 0.12% -0.12% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $88M 10.3%
Large Cap 11 $724M 85.2%
Mid Cap 4 $38M 4.5%
Micro Cap 1 $222K 0.0%

Portfolio Analytics

Avg Market Cap
$207.8B
Median Market Cap
$72.1B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.90
# Stocks
1
# ETFs / Funds
19

Top Holdings (20 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AGG 78.50% 6,726,030 $668M $99.27 -$204M -2,000,933 -22.9%
2 VOO 6.62% 94,300 $56M $597.55 -$99M -153,079 -61.9%
3 NEAR 2.93% 490,400 $25M $50.84 -$130K
4 VXUS 2.20% 242,510 $19M $77.11 $3M +30,546 +14.4%
5 VCSH 1.57% 168,364 $13M $79.27 -$1M -14,189 -7.8%
6 VCIT 1.56% 160,545 $13M $82.75 -$1M -13,416 -7.7%
7 VCLT 1.55% 176,839 $13M $74.72 -$1M -13,860 -7.3%
8 BND 1.51% 174,088 $13M $73.64 -$2M -19,762 -10.2%
9 BSV 1.32% 143,018 $11M $78.41 -$57K
10 VXF 1.23% 50,963 $10M $205.80 -$36M -173,180 -77.3%
11 IVW 0.52% 39,275 $4M $113.11 -$3M -20,474 -34.3%
12 TIP 0.43% 33,485 $4M $110.36 $733K +6,529 +24.2%
13 RANI 0.03% 302,743 $222K $0.73 -$186K
14 IVE 0.02% 757 $160K $211.15 -$696
15 VYM —% -$48M -336,132 -100.0% SOLD
16 VTI —% -$4M -13,014 -100.0% SOLD
17 VIG —% -$2M -8,426 -100.0% SOLD
18 SPAB —% -$92M -3,559,006 -100.0% SOLD
19 VEU —% -$124M -1,690,359 -100.0% SOLD
20 UITB —% -$115M -2,421,191 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
VTI —%
VEU —%
VIG —%
SPAB —%
UITB —%
VYM —%
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