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Asset Manager ← All Institutions

TIAA TRUST, NATIONAL ASSOCIATION

Q3 2025 · Filed 2025-11-12
Market Value
$41.2B
+7.3%
Holdings
693
+31
New Purchases
58
Added To
239
Closed
12
Reduced
339
Top 10 Concentration
43.6%
Turnover
10.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IWN 1.86% 1.10% +0.76% $767M
AAPL 1.16% 0.99% +0.17% $477M
IWB 0.65% 0.49% +0.16% $269M
VTEB 1.73% 1.59% +0.14% $714M
GOOGL 0.59% 0.47% +0.12% $244M
APP 0.09% 0.01% +0.08% $38M
UNH 0.22% 0.15% +0.07% $91M
VTES 0.06% 0.00% +0.06% $25M
SPYV 0.58% 0.52% +0.06% $240M
ITM 0.06% 0.00% +0.06% $24M
NVDA 0.67% 0.61% +0.06% $276M
IEMG 5.21% 5.16% +0.06% $2.1B
ORCL 0.18% 0.13% +0.05% $73M
SCZ 2.84% 2.80% +0.05% $1.2B
IWO 1.07% 1.02% +0.04% $439M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SUB 0.37% 0.95% -0.57% $153M
IWX 2.59% 2.77% -0.18% $1.1B
ESGU 2.09% 2.20% -0.10% $863M
IEFA 10.06% 10.16% -0.10% $4.1B
IWP 0.84% 0.92% -0.08% $346M
IWR 0.78% 0.85% -0.07% $322M
VO 1.05% 1.11% -0.07% $430M
VTV 2.95% 3.01% -0.06% $1.2B
CRM 0.02% 0.08% -0.06% $8M
HEFA 0.04% 0.09% -0.05% $16M
PANW 0.02% 0.07% -0.05% $8M
TEAM 0.00% 0.05% -0.05% $461K
XLP 0.01% 0.06% -0.05% $3M
AMZN 0.46% 0.51% -0.05% $191M
INTU 0.05% 0.10% -0.04% $22M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 75 $9.6B 23.2%
Large Cap 480 $28.5B 69.3%
Mid Cap 92 $2.7B 6.5%
Small Cap 39 $371M 0.9%
Micro Cap 7 $24M 0.1%

Portfolio Analytics

Avg Market Cap
$129.5B
Median Market Cap
$36.1B
Avg P/E
32.4
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
438
# ETFs / Funds
255

Top Holdings (693 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IEFA 10.06% 47,576,490 $4.1B $87.08 $242M +786,918 +1.7%
2 MBB 5.86% 25,364,396 $2.4B $95.17 $168M +1,399,487 +5.8%
3 IEMG 5.21% 32,650,052 $2.1B $65.79 $167M -443,682 -1.3%
4 VUG 4.09% 3,511,847 $1.7B $479.61 $97M -107,876 -3.0%
5 IWY 3.95% 5,943,258 $1.6B $273.65 $122M -159,042 -2.6%
6 USIG 3.12% 24,591,007 $1.3B $52.22 $95M +1,413,057 +6.1%
7 VEA 2.96% 20,315,240 $1.2B $59.92 $85M +455,359 +2.3%
8 VTV 2.95% 6,514,642 $1.2B $186.49 $59M -26,676 -0.4%
9 SCZ 2.84% 15,303,736 $1.2B $76.57 $99M +495,854 +3.4%
10 IWX 2.59% 12,145,832 $1.1B $87.88 $4M -485,461 -3.8%
11 IWF 2.15% 1,895,364 $886M $467.32 $48M -85,527 -4.3%
12 ESGU 2.09% 5,938,745 $863M $145.27 $19M -335,927 -5.3%
13 AGG 2.07% 8,520,453 $854M $100.25 $46M +367,272 +4.5%
14 IWN 1.86% 4,343,822 $767M $176.63 $346M +1,671,191 +62.5%
15 GOVT 1.84% 32,786,823 $758M $23.12 $53M +2,035,736 +6.6%
16 VTEB 1.73% 14,255,500 $714M $50.07 $103M +1,799,750 +14.4%
17 MUB 1.43% 5,529,245 $589M $106.49 $39M +264,111 +5.0%
18 SPDW 1.42% 13,631,083 $583M $42.79 $33M +50,916 +0.4%
19 VONG 1.40% 4,787,990 $577M $120.50 $54M -812 -0.0%
20 VWO 1.21% 9,173,140 $497M $54.18 $26M -357,104 -3.8%
21 IWS 1.16% 3,427,479 $479M $139.67 $30M +34,466 +1.0%
22 AAPL 1.16% 1,872,138 $477M $254.63 $98M +25,899 +1.4%
23 VOO 1.14% 765,177 $469M $612.38 $29M -8,400 -1.1%
24 IWO 1.07% 1,371,062 $439M $319.95 $46M -4,615 -0.3%
25 VO 1.05% 1,465,568 $430M $293.74 $4M -58,230 -3.8%
26 IVV 1.03% 635,696 $425M $669.30 $24M -11,232 -1.7%
27 VONV 0.99% 4,545,391 $406M $89.37 $31M +144,549 +3.3%
28 MSFT 0.95% 753,764 $390M $517.95 $30M +29,366 +4.0%
29 ESGD 0.92% 4,091,655 $379M $92.73 $26M +127,473 +3.2%
30 USHY 0.86% 9,364,978 $354M $37.79 $22M +496,842 +5.6%
31 VV 0.84% 1,126,221 $347M $307.86 $26M +3,182 +0.3%
32 IWP 0.84% 2,428,897 $346M $142.43 -$6M -111,900 -4.4%
33 IWR 0.78% 3,336,167 $322M $96.55 -$6M -231,701 -6.5%
34 QDF 0.75% 3,918,546 $310M $79.10 $15M -129,506 -3.2%
35 VOE 0.68% 1,598,204 $279M $174.58 $4M -76,133 -4.5%
36 NVDA 0.67% 1,477,299 $276M $186.58 $40M -14,451 -1.0%
37 IWB 0.65% 736,306 $269M $365.14 $80M +177,359 +31.7%
38 VTI 0.63% 795,814 $261M $328.17 $13M -22,303 -2.7%
39 NULG 0.63% 2,601,117 $259M $99.45 $23M +88,331 +3.5%
40 GOOGL 0.59% 1,002,938 $244M $243.10 $64M -17,614 -1.7%
41 SPYV 0.58% 4,330,027 $240M $55.33 $39M +506,795 +13.3%
42 VB 0.58% 933,992 $237M $254.28 $14M -8,239 -0.9%
43 IWD 0.57% 1,150,526 $234M $203.37 $7M -22,332 -1.9%
44 SPEM 0.54% 4,707,901 $220M $46.81 $9M -246,672 -5.0%
45 IQLT 0.53% 4,905,852 $217M $44.19 -$996K -133,141 -2.6%
46 SPYG 0.52% 2,038,786 $213M $104.51 $19M +7,890 +0.4%
47 NULV 0.50% 4,673,595 $205M $43.83 $25M +380,829 +8.9%
48 BIV 0.47% 2,503,793 $196M $78.09 $12M +131,308 +5.5%
49 AMZN 0.46% 870,219 $191M $219.57 -$5M -21,960 -2.5%
50 ESGE 0.46% 4,368,788 $189M $43.29 $16M -65,710 -1.5%
51 BND 0.45% 2,505,957 $186M $74.37 $4M +35,900 +1.4%
52 VOT 0.45% 624,932 $184M $293.79 -$2M -28,703 -4.4%
53 SPY 0.44% 271,872 $181M $666.18 $3M -16,179 -5.6%
54 VBR 0.43% 855,498 $179M $208.71 $26M +72,992 +9.3%
55 SCHC 0.40% 3,626,527 $165M $45.51 $19M +205,346 +6.0%
56 EFV 0.38% 2,336,764 $159M $67.83 $14M +67,163 +3.0%
57 SUB 0.37% 1,429,055 $153M $106.78 -$210M -1,983,222 -58.1%
58 JPM 0.36% 472,928 $149M $315.43 $9M -9,008 -1.9%
59 IWM 0.35% 589,883 $143M $241.96 $17M +7,208 +1.2%
60 META 0.34% 191,743 $141M $734.39 -$3M -3,270 -1.7%
61 VBK 0.34% 468,752 $140M $297.62 $3M -24,441 -5.0%
62 EMB 0.32% 1,365,357 $130M $95.19 $5M +16,341 +1.2%
63 BNDX 0.28% 2,348,120 $116M $49.46 $17M +341,059 +17.0%
64 BRK-B 0.28% 229,351 $115M $502.73 $3M -1,051 -0.5%
65 AVGO 0.27% 338,341 $112M $329.91 $17M -6,479 -1.9%
66 ESML 0.24% 2,225,333 $100M $45.02 $9M +25,258 +1.1%
67 UNH 0.22% 262,244 $91M $345.30 $32M +73,030 +38.6%
68 NUDM 0.19% 2,110,509 $79M $37.62 $3M -35,508 -1.6%
69 GOOG 0.18% 301,615 $73M $243.55 $18M -11,984 -3.8%
70 QUAL 0.18% 377,472 $73M $194.50 -$6M -57,240 -13.2%
71 ORCL 0.18% 260,609 $73M $281.24 $25M +37,922 +17.0%
72 IJH 0.18% 1,107,457 $72M $65.26 $66K -56,790 -4.9%
73 EFG 0.17% 623,576 $71M $113.88 -$4M -44,686 -6.7%
74 V 0.16% 193,851 $66M $341.38 -$3M +223 +0.1%
75 NUSC 0.16% 1,495,268 $66M $44.10 $6M +27,673 +1.9%
76 TMO 0.15% 131,012 $64M $485.02 $13M +7,064 +5.7%
77 JNJ 0.15% 340,134 $63M $185.41 $11M -2,102 -0.6%
78 BRK-A 0.15% 81 $61M $754,200.00 $2M
79 WMT 0.14% 568,734 $59M $103.06 $5M +19,112 +3.5%
80 LLY 0.14% 75,970 $58M $762.93 -$6M -6,331 -7.7%
81 IJR 0.14% 487,341 $58M $118.83 $2M -28,690 -5.6%
82 NYF 0.13% 1,040,875 $56M $53.35 $11M +182,200 +21.2%
83 XOM 0.13% 459,140 $52M $112.76 -$3M -50,549 -9.9%
84 JMUB 0.12% 977,385 $49M $50.47 $4M +67,123 +7.4%
85 HD 0.12% 120,475 $49M $405.20 $13M +23,089 +23.7%
86 IAU 0.12% 667,556 $49M $72.77 $9M +40,142 +6.4%
87 MA 0.11% 82,755 $47M $568.81 $567K -3
88 AMLP 0.11% 988,877 $46M $46.96 -$2M +6,192 +0.6%
89 MDYV 0.11% 533,069 $44M $83.41 $313K -22,771 -4.1%
90 XLU 0.10% 490,283 $43M $87.21 $2M -4,358 -0.9%
91 EMXC 0.10% 615,628 $42M $67.51 -$5M -114,565 -15.7%
92 NUEM 0.10% 1,153,183 $41M $35.69 $2M -27,531 -2.3%
93 TSLA 0.10% 90,006 $40M $444.72 $11M -2,307 -2.5%
94 CMF 0.10% 699,571 $40M $57.04 -$900K -32,457 -4.4%
95 SPSB 0.10% 1,310,457 $40M $30.27 -$581K -23,904 -1.8%
96 PEP 0.10% 282,184 $40M $140.44 $2M +54 +0.0%
97 RTX 0.09% 231,111 $39M $167.32 $5M +3,432 +1.5%
98 NOW 0.09% 41,745 $38M $920.28 -$4M +30 +0.1%
99 APP 0.09% 52,749 $38M $718.54 $34M +42,829 +431.7%
100 WFC 0.09% 444,801 $37M $83.82 -$4M -70,552 -13.7%

New Positions

SymbolValue% Port
VTES $25M 0.06%
ITM $24M 0.06%
HUBS $15M 0.04%
MNDY $14M 0.03%
TEVA $13M 0.03%
MCHI $2M —%
ONC $840K —%
VIGI $648K —%
AVUS $608K —%
ESGV $596K —%
NVG $430K —%
FDL $403K —%
NZF $384K —%
VYMI $377K —%
IUSB $375K —%

Sold Out Positions

SymbolValue% Port
BROS —%
HLT —%
KD —%
CNC —%
SSB —%
UDR —%
IMCV —%
CGDV —%
SWKS —%
RBBN —%
TTD —%
HES —%
View SEC EDGAR Filings for TIAA TRUST, NATIONAL ASSOCIATION →

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