Data as of Q4 2025 (Dec 31, 2025)

UNITED SERVICES AUTOMOBILE ASSOCIATION

•CIK: 1021249•Filing: Q4 2025

**UNITED SERVICES AUTOMOBILE ASSOCIATION** manages $1.6B across a diversified portfolio of 20 positions. The fund exhibits a significant allocation to fixed income and broad market exposure, led by an $871.6M holding in AGG. Further concentration is visible in equity indices, notably VOO ($155.1M) and VEU ($124.3M). The top ten holdings account for substantial exposure across US and international fixed income and equities.

Total AUM
$1.6B
QoQ Performance
+10.4%
Positions
20
Top 10 Concentration
95.5%
Latest Filing
Q4 2025

Top Holdings Allocation

AGG
VOO
VEU
UITB
SPAB
AGG55.2%
VOO9.8%
VEU7.9%
UITB7.3%
SPAB5.8%
VYM3.1%
VXF3.0%
NEAR1.6%

📈 Biggest Buys

SPAB
State Street SPDR Portfolio Ag
NEW
5.8% of portfolio
VEU
Vanguard FTSE All-World ex-US
+53.6%
7.9% of portfolio
VOO
Vanguard S&P 500 ETF
+27.9%
9.8% of portfolio
VYM
Vanguard High Dividend Yield E
+57.9%
3.1% of portfolio
VXF
Vanguard Extended Market ETF
+44.7%
3.0% of portfolio

📉 Biggest Sells

AGG
iShares Core U.S. Aggregate Bo
-4.4%
55.2% of portfolio
VTI
Vanguard Total Stock Market ET
-9.1%
0.3% of portfolio
IVW
iShares S&P 500 Growth ETF
-4.9%
0.5% of portfolio
VCIT
Vanguard Intermediate-Term Cor
-1.3%
0.9% of portfolio
VIG
Vanguard Dividend Appreciation
-8.2%
0.1% of portfolio

Sector Breakdown

Other90.2%
ETF9.8%

🚪 Exited Positionssold since Q3 2025

5TC
TrueCar Inc
SOLD
$14.7M

Changes from Q3 2025

NEW1 new position
↑8 increased
↓7 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

AGG55.2%
iShares Core U.S. Aggregate Bo
$871.6M
VOO9.8%
Vanguard S&P 500 ETF
$155.1M
VEU7.9%
Vanguard FTSE All-World ex-US
$124.3M
UITB7.3%
VictoryShares Core Intermediat
$114.7M
SPAB5.8%
State Street SPDR Portfolio Ag
$91.6M

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