UNITED SERVICES AUTOMOBILE ASSOCIATION

Q3 2025 13F-HR Holdings

Location
San Antonio, TX
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
20
Total value ($000)
$1,430,681
Net value change ($000)
+468,033 (48.6%)
New positions
1
Sold out positions
0
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/15/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AGG 416,698 83.6%
NEAR 25,148 NEW
BSV 9,975 760.9%
VOO 5,033 4.4%
BND 4,114 43.2%
VXF 3,683 12.8%
IVW 2,388 46.0%
VXUS 2,119 17.0%
VYM 1,265 4.4%
UITB 1,090 1.0%
Top Reduces (Value $000, Stocks/ETFs)
VCSH -2,922 -16.6%
VTI -561 -10.7%
TRUE -477 -3.2%
VIG -244 -11.0%
VEU -235 -0.3%
RANI -5 -3.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type