Latest UNITED SERVICES AUTOMOBILE ASSOCIATION Stock Portfolio
UNITED SERVICES AUTOMOBILE ASSOCIATION Performance:
2025 Q3: 0.39%YTD: -0.77%2024: 11.14%
Performance for 2025 Q3 is 0.39%, and YTD is -0.77%, and 2024 is 11.14%.
About UNITED SERVICES AUTOMOBILE ASSOCIATION and 13F Hedge Fund Stock Holdings
UNITED SERVICES AUTOMOBILE ASSOCIATION is a hedge fund based in SAN ANTONIO, TX. In it's latest 13F Holdings report, UNITED SERVICES AUTOMOBILE ASSOCIATION reported an equity portfolio of $1.4 Billions as of 30 Sep, 2025.
The top stock holdings of UNITED SERVICES AUTOMOBILE ASSOCIATION are IJR, VB, CDC. The fund has invested 64% of it's portfolio in ISHARES CORE U.S. AGGREGATE BO and 8.3% of portfolio in VANGUARD S&P 500 ETF.
They significantly reduced their stock positions in VANGUARD TOTAL STOCK MARKET ET (VB), VANGUARD SHORT-TERM CORPORATE (BNDW) and VANGUARD DIVIDEND APPRECIATION (VIG). UNITED SERVICES AUTOMOBILE ASSOCIATION opened new stock positions in ISHARES SHORT DURATION BOND AC (CCRV). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SHORT-TERM BOND ETF (BIV), ISHARES CORE U.S. AGGREGATE BO (IJR) and VANGUARD TOTAL INTERNATIONAL S (VXUS).
The top stock holdings of UNITED SERVICES AUTOMOBILE ASSOCIATION are IJR, VB, CDC. The fund has invested 64% of it's portfolio in ISHARES CORE U.S. AGGREGATE BO and 8.3% of portfolio in VANGUARD S&P 500 ETF.
They significantly reduced their stock positions in VANGUARD TOTAL STOCK MARKET ET (VB), VANGUARD SHORT-TERM CORPORATE (BNDW) and VANGUARD DIVIDEND APPRECIATION (VIG). UNITED SERVICES AUTOMOBILE ASSOCIATION opened new stock positions in ISHARES SHORT DURATION BOND AC (CCRV). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SHORT-TERM BOND ETF (BIV), ISHARES CORE U.S. AGGREGATE BO (IJR) and VANGUARD TOTAL INTERNATIONAL S (VXUS).
UNITED SERVICES AUTOMOBILE ASSOCIATION Annual Return Estimates Vs S&P 500
Our best estimate is that UNITED SERVICES AUTOMOBILE ASSOCIATION made a return of 0.39% in the last quarter. In trailing 12 months, it's portfolio return was -1.08%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares short duration bond ac | 25,147,700 |
New stocks bought by UNITED SERVICES AUTOMOBILE ASSOCIATION
Additions
| Ticker | % Inc. |
|---|---|
| vanguard short-term bond etf | 758 |
| ishares core u.s. aggregate bo | 81.7 |
| vanguard total bond market etf | 41.74 |
| ishares s&p 500 growth etf | 33.14 |
| ishares tips bond etf | 11.25 |
| vanguard total international s | 10.06 |
| vanguard extended market etf | 3.85 |
| vanguard long-term corporate b | 1.84 |
Additions to existing portfolio by UNITED SERVICES AUTOMOBILE ASSOCIATION
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard total stock market et | -17.26 |
| vanguard short-term corporate | -17.05 |
| vanguard dividend appreciation | -15.55 |
| vanguard ftse all-world ex-us | -6.09 |
| vanguard s&p 500 etf | -3.13 |
| vanguard high dividend yield e | -1.26 |
| vanguard intermediate-term cor | -1.23 |
UNITED SERVICES AUTOMOBILE ASSOCIATION reduced stake in above stock
Sold off
Sector Distribution
UNITED SERVICES AUTOMOBILE ASSOCIATION has about 99% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 99 |
Market Cap. Distribution
UNITED SERVICES AUTOMOBILE ASSOCIATION has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 99 |
Stocks belong to which Index?
About 0% of the stocks held by UNITED SERVICES AUTOMOBILE ASSOCIATION either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 99 |
UNITED SERVICES AUTOMOBILE ASSOCIATION Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of UNITED SERVICES AUTOMOBILE ASSOCIATION
UNITED SERVICES AUTOMOBILE ASSOCIATION has 20 stocks in it's portfolio. About 95% of the portfolio is in top 10 stocks. TRUE proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for UNITED SERVICES AUTOMOBILE ASSOCIATION last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BIV | vanguard total bond market etf | 0.95 | 183,490 | 13,646,200 | added | 41.74 | ||
| BIV | vanguard short-term bond etf | 0.79 | 143,018 | 11,285,600 | added | 758 | ||
| BNDW | vanguard long-term corporate b | 1.05 | 192,843 | 14,974,300 | added | 1.84 | ||
| BNDW | vanguard intermediate-term cor | 1.04 | 176,225 | 14,822,300 | reduced | -1.23 | ||
| BNDW | vanguard short-term corporate | 1.03 | 183,685 | 14,681,900 | reduced | -17.05 | ||
| CCRV | ishares short duration bond ac | 1.76 | 490,400 | 25,147,700 | new | |||
| CDC | victoryshares core intermediat | 8.04 | 2,421,190 | 115,055,000 | unchanged | 0.00 | ||
| IJR | ishares core u.s. aggregate bo | 63.95 | 9,126,960 | 914,978,000 | added | 81.7 | ||
| IJR | ishares s&p 500 growth etf | 0.53 | 62,798 | 7,580,980 | added | 33.14 | ||
| IJR | ishares tips bond etf | 0.21 | 26,955 | 2,997,940 | added | 11.25 | ||
| IJR | ishares s&p 500 value etf | 0.00 | 133 | 27,466 | unchanged | 0.00 | ||
| RANI | rani therapeutics holdings inc | 0.01 | 302,743 | 151,311 | unchanged | 0.00 | ||
| TRUE | truecar inc | 1.02 | 7,962,240 | 14,650,500 | unchanged | 0.00 | ||
| VB | vanguard s&p 500 etf | 8.28 | 193,459 | 118,470,000 | reduced | -3.13 | ||
| VB | vanguard extended market etf | 2.27 | 154,921 | 32,431,200 | added | 3.85 | ||
| VB | vanguard total stock market et | 0.33 | 14,323 | 4,700,380 | reduced | -17.26 | ||
| VEU | vanguard ftse all-world ex-us | 5.49 | 1,100,300 | 78,528,300 | reduced | -6.09 | ||
| VIG | vanguard dividend appreciation | 0.14 | 9,177 | 1,980,300 | reduced | -15.55 | ||
| VIGI | vanguard high dividend yield e | 2.10 | 212,854 | 30,001,800 | reduced | -1.26 | ||
| VXUS | vanguard total international s | 1.02 | 198,326 | 14,569,000 | added | 10.06 | ||