— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

TIAA TRUST, NATIONAL ASSOCIATION

Q4 2025 · Filed 2026-02-11
Market Value
$41.7B
+1.2%
Holdings
709
+16
New Purchases
28
Added To
230
Closed
36
Reduced
351
Top 10 Concentration
44.5%
Turnover
9.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTV 3.27% 2.95% +0.32% $1.4B
DBMF 0.21% 0.00% +0.21% $88M
EMB 0.52% 0.32% +0.21% $219M
EFA 0.21% 0.07% +0.14% $86M
GOOGL 0.73% 0.59% +0.14% $304M
GOVT 1.97% 1.84% +0.13% $821M
IWX 2.72% 2.59% +0.13% $1.1B
VUG 4.22% 4.09% +0.13% $1.8B
VEA 3.06% 2.96% +0.11% $1.3B
MBB 5.95% 5.86% +0.09% $2.5B
USIG 3.19% 3.12% +0.07% $1.3B
VOE 0.74% 0.68% +0.06% $308M
VONV 1.05% 0.99% +0.06% $436M
ESGU 2.15% 2.09% +0.06% $897M
APH 0.06% 0.00% +0.06% $25M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IWN 1.20% 1.86% -0.66% $500M
VV 0.45% 0.84% -0.39% $188M
VWO 1.08% 1.21% -0.13% $450M
XLU 0.01% 0.10% -0.10% $2M
ORCL 0.10% 0.18% -0.08% $42M
SPYG 0.44% 0.52% -0.07% $185M
MSFT 0.88% 0.95% -0.07% $367M
SPYV 0.51% 0.58% -0.07% $214M
IWP 0.78% 0.84% -0.06% $325M
IVV 0.98% 1.03% -0.06% $407M
VBR 0.38% 0.43% -0.06% $157M
KKR 0.02% 0.07% -0.05% $6M
FLRN 0.02% 0.07% -0.05% $9M
JMUB 0.07% 0.12% -0.05% $29M
META 0.29% 0.34% -0.05% $123M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 75 $10.0B 23.9%
Large Cap 493 $28.4B 68.2%
Mid Cap 93 $2.8B 6.7%
Small Cap 40 $449M 1.1%
Micro Cap 8 $24M 0.1%

Portfolio Analytics

Avg Market Cap
$127.4B
Median Market Cap
$34.8B
Avg P/E
32.5
Median P/E
24.0
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
445
# ETFs / Funds
264

Top Holdings (709 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IEFA 10.04% 46,633,589 $4.2B $89.69 $39M -942,901 -2.0%
2 MBB 5.95% 26,010,786 $2.5B $95.34 $66M +646,390 +2.5%
3 IEMG 5.25% 32,487,788 $2.2B $67.32 $39M -162,264 -0.5%
4 VUG 4.22% 3,601,607 $1.8B $487.86 $73M +89,760 +2.6%
5 IWY 3.91% 5,878,296 $1.6B $276.94 $2M -64,962 -1.1%
6 VTV 3.27% 7,131,797 $1.4B $190.99 $147M +617,155 +9.5%
7 USIG 3.19% 25,593,092 $1.3B $51.87 $43M +1,002,085 +4.1%
8 VEA 3.06% 20,427,521 $1.3B $62.47 $59M +112,281 +0.6%
9 SCZ 2.90% 15,520,503 $1.2B $77.78 $35M +216,767 +1.4%
10 IWX 2.72% 12,344,150 $1.1B $91.86 $67M +198,318 +1.6%
11 ESGU 2.15% 5,986,011 $897M $149.90 $35M +47,266 +0.8%
12 IWF 2.11% 1,852,198 $881M $475.44 -$5M -43,166 -2.3%
13 AGG 2.05% 8,562,744 $856M $99.93 $2M +42,291 +0.5%
14 GOVT 1.97% 35,617,520 $821M $23.06 $63M +2,830,697 +8.6%
15 VTEB 1.69% 13,972,314 $703M $50.29 -$11M -283,186 -2.0%
16 MUB 1.47% 5,733,941 $614M $107.11 $25M +204,696 +3.7%
17 SPDW 1.45% 13,595,368 $604M $44.41 $20M -35,715 -0.3%
18 VONG 1.40% 4,783,889 $582M $121.75 $5M -4,101 -0.1%
19 AAPL 1.21% 1,847,781 $502M $271.86 $26M -24,357 -1.3%
20 IWN 1.20% 2,748,355 $500M $182.03 -$267M -1,595,467 -36.7%
21 IWS 1.14% 3,371,310 $476M $141.06 -$3M -56,169 -1.6%
22 VOO 1.11% 740,611 $464M $627.13 -$4M -24,566 -3.2%
23 VWO 1.08% 8,368,112 $450M $53.76 -$47M -805,028 -8.8%
24 IWO 1.06% 1,359,871 $441M $324.44 $3M -11,191 -0.8%
25 VONV 1.05% 4,726,716 $436M $92.30 $30M +181,325 +4.0%
26 VO 1.04% 1,493,829 $434M $290.22 $3M +28,261 +1.9%
27 IVV 0.98% 593,551 $407M $684.94 -$19M -42,145 -6.6%
28 ESGD 0.92% 4,003,911 $382M $95.41 $3M -87,744 -2.1%
29 MSFT 0.88% 758,346 $367M $483.62 -$24M +4,582 +0.6%
30 USHY 0.88% 9,768,912 $366M $37.42 $12M +403,934 +4.3%
31 QDF 0.79% 4,075,676 $331M $81.19 $21M +157,130 +4.0%
32 IWP 0.78% 2,369,283 $325M $136.97 -$21M -59,614 -2.5%
33 IWR 0.74% 3,218,434 $310M $96.27 -$12M -117,733 -3.5%
34 VOE 0.74% 1,735,188 $308M $177.37 $29M +136,984 +8.6%
35 GOOGL 0.73% 970,600 $304M $313.00 $60M -32,338 -3.2%
36 NVDA 0.65% 1,459,896 $272M $186.50 -$3M -17,403 -1.2%
37 NULG 0.62% 2,644,281 $259M $97.80 -$70K +43,164 +1.7%
38 IWB 0.61% 684,338 $256M $374.44 -$13M -51,968 -7.1%
39 VTI 0.61% 752,040 $252M $335.27 -$9M -43,774 -5.5%
40 IWD 0.58% 1,135,610 $240M $211.27 $6M -14,916 -1.3%
41 VB 0.55% 896,364 $231M $257.95 -$6M -37,628 -4.0%
42 NULV 0.53% 4,868,104 $219M $45.05 $14M +194,509 +4.2%
43 EMB 0.52% 2,269,776 $219M $96.28 $89M +904,419 +66.2%
44 SPEM 0.52% 4,598,359 $215M $46.81 -$5M -109,542 -2.3%
45 SPYV 0.51% 3,774,074 $214M $56.81 -$25M -555,953 -12.8%
46 IQLT 0.50% 4,618,902 $210M $45.45 -$7M -286,950 -5.8%
47 BIV 0.47% 2,531,865 $197M $77.88 $2M +28,072 +1.1%
48 AMZN 0.47% 851,916 $197M $230.82 $6M -18,303 -2.1%
49 SCHC 0.46% 4,177,112 $190M $45.53 $25M +550,585 +15.2%
50 VV 0.45% 596,692 $188M $314.81 -$159M -529,529 -47.0%
51 ESGE 0.45% 4,216,469 $187M $44.30 -$2M -152,319 -3.5%
52 SPYG 0.44% 1,732,133 $185M $106.70 -$28M -306,653 -15.0%
53 SPY 0.44% 268,241 $183M $681.93 $2M -3,631 -1.3%
54 BND 0.41% 2,318,306 $172M $74.07 -$15M -187,651 -7.5%
55 VOT 0.41% 612,630 $171M $279.14 -$13M -12,302 -2.0%
56 EFV 0.41% 2,381,960 $170M $71.41 $12M +45,196 +1.9%
57 VBR 0.38% 741,951 $157M $211.79 -$21M -113,547 -13.3%
58 JPM 0.38% 486,114 $157M $322.22 $7M +13,186 +2.8%
59 IWM 0.33% 564,725 $139M $246.16 -$4M -25,158 -4.3%
60 SUB 0.33% 1,287,347 $137M $106.70 -$15M -141,708 -9.9%
61 AVGO 0.32% 379,953 $132M $346.10 $20M +41,612 +12.3%
62 VBK 0.31% 430,614 $130M $302.11 -$9M -38,138 -8.1%
63 META 0.29% 185,750 $123M $660.10 -$18M -5,993 -3.1%
64 BNDX 0.29% 2,464,692 $119M $48.32 $3M +116,572 +5.0%
65 BRK-B 0.27% 225,793 $113M $502.65 -$2M -3,558 -1.6%
66 ESML 0.24% 2,150,087 $99M $46.23 -$786K -75,246 -3.4%
67 GOOG 0.22% 291,763 $92M $313.80 $18M -9,852 -3.3%
68 DBMF 0.21% 3,121,070 $88M $28.14 +3,121,070 NEW
69 UNH 0.21% 263,116 $87M $330.11 -$4M +872 +0.3%
70 EFA 0.21% 899,276 $86M $96.03 $57M +590,047 +190.8%
71 LLY 0.19% 74,852 $80M $1,074.69 $22M -1,118 -1.5%
72 NUDM 0.18% 2,075,285 $75M $36.21 -$4M -35,224 -1.7%
73 IJH 0.18% 1,116,193 $74M $66.00 $1M +8,736 +0.8%
74 EFG 0.18% 640,754 $73M $113.92 $2M +17,178 +2.8%
75 V 0.17% 205,089 $72M $350.71 $6M +11,238 +5.8%
76 TMO 0.17% 121,724 $71M $579.45 $7M -9,288 -7.1%
77 JNJ 0.17% 336,834 $70M $206.95 $7M -3,300 -1.0%
78 WMT 0.15% 569,470 $63M $111.41 $5M +736 +0.1%
79 QUAL 0.15% 317,375 $63M $198.62 -$10M -60,097 -15.9%
80 NUSC 0.15% 1,382,602 $62M $44.65 -$4M -112,666 -7.5%
81 BRK-A 0.15% 81 $61M $754,800.00 $49K
82 NYF 0.14% 1,097,570 $59M $53.51 $3M +56,695 +5.5%
83 IAU 0.14% 707,627 $57M $81.17 $9M +40,071 +6.0%
84 XOM 0.13% 458,403 $55M $120.34 $3M -737 -0.2%
85 IJR 0.13% 452,018 $54M $120.18 -$4M -35,323 -7.2%
86 TSLA 0.13% 117,812 $53M $449.72 $13M +27,806 +30.9%
87 MA 0.12% 88,755 $51M $570.88 $4M +6,000 +7.2%
88 EMLC 0.12% 1,953,251 $50M $25.82 $24M +911,546 +87.5%
89 AMLP 0.11% 983,759 $46M $47.14 -$65K -5,118 -0.5%
90 MDYV 0.11% 531,704 $45M $84.65 $545K -1,365 -0.3%
91 BA 0.11% 204,265 $44M $217.12 $12M +52,735 +34.8%
92 PG 0.11% 308,286 $44M $143.31 $11M +91,923 +42.5%
93 RTX 0.10% 229,385 $42M $183.40 $3M -1,726 -0.8%
94 ORCL 0.10% 215,422 $42M $194.91 -$31M -45,187 -17.3%
95 WFC 0.10% 444,357 $41M $93.20 $4M -444 -0.1%
96 ITM 0.10% 862,097 $41M $47.16 $17M +357,608 +70.9%
97 PEP 0.10% 280,681 $40M $143.52 $654K -1,503 -0.5%
98 SPSB 0.10% 1,324,108 $40M $30.21 $334K +13,651 +1.0%
99 NUEM 0.10% 1,115,032 $40M $35.58 -$1M -38,151 -3.3%
100 CMF 0.09% 681,191 $39M $57.46 -$762K -18,380 -2.6%

New Positions

SymbolValue% Port
DBMF $88M 0.21%
ALAB $20M 0.05%
ILOW $1M —%
AKRE $694K —%
SOLS $568K —%
Q $565K —%
VSGX $315K —%
RDVY $296K —%
SLV $285K —%
EXPE $282K —%
GSLC $265K —%
COKE $262K —%
SMH $255K —%
DLTR $245K —%
FSLR $242K —%

Sold Out Positions

SymbolValue% Port
SHV —%
SGOV —%
AWR —%
HUBS —%
BAX —%
APO —%
NVG —%
CBRE —%
SAN —%
PNR —%
UL —%
DAL —%
WRB —%
ORC —%
NJR —%
View SEC EDGAR Filings for TIAA TRUST, NATIONAL ASSOCIATION →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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