UNITED SERVICES AUTOMOBILE ASSOCIATION

Q1 2026 13F-HR Holdings

Location
San Antonio, TX
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$850,558
Net value change ($000)
-729,366 (-46.2%)
New positions
0
Sold out positions
6
Turnover %
45.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VXUS 2,709 16.9%
TIP 732 24.7%
Top Reduces (Value $000, Stocks/ETFs)
AGG -203,956 -23.4%
VEU -124,343 -100.0%
UITB -114,655 -100.0%
VOO -98,790 -63.7%
SPAB -91,644 -100.0%
VYM -48,242 -100.0%
VXF -36,385 -77.6%
VTI -4,363 -100.0%
IVW -2,923 -39.7%
VIG -1,852 -100.0%
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