UNITED SERVICES AUTOMOBILE ASSOCIATION

Q4 2025 13F-HR Holdings

Location
San Antonio, TX
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
20
Total value ($000)
$1,579,924
Net value change ($000)
+149,243 (10.4%)
New positions
1
Sold out positions
1
Turnover %
6.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SPAB 91,644 NEW
VEU 45,815 58.3%
VOO 36,669 31.0%
VYM 18,240 60.8%
VXF 14,442 44.5%
VXUS 1,422 9.8%
BND 712 5.2%
RANI 258 170.9%
IVE 134 496.3%
Top Reduces (Value $000, Stocks/ETFs)
AGG -43,329 -4.7%
TRUE -14,651 -100.0%
VCLT -509 -3.4%
UITB -400 -0.3%
VTI -337 -7.2%
VCIT -253 -1.7%
IVW -216 -2.8%
VIG -128 -6.5%
VCSH -127 -0.9%
NEAR -89 -0.4%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type