UNITED SERVICES AUTOMOBILE ASSOCIATION

Q2 2026 13F-HR Holdings

Location
San Antonio, TX
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
15
Total value ($000)
$1,239,758
Net value change ($000)
+389,200 (45.8%)
New positions
1
Sold out positions
0
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 348,964 52.3%
IVV 20,470 NEW
VOO 7,313 13.0%
BSV 5,755 51.3%
IVW 2,792 62.9%
VXF 1,517 14.5%
BND 824 6.4%
TIP 385 10.4%
VCLT 381 2.9%
IVE 379 236.9%
Top Reduces (Value $000, Stocks/ETFs)
NEAR -85 -0.3%
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