Latest UNITED SERVICES AUTOMOBILE ASSOCIATION Stock Portfolio

UNITED SERVICES AUTOMOBILE ASSOCIATION Performance:

2025 Q4: 0.22%YTD: 1.54%2024: 13.09%

Performance for 2025 Q4 is 0.22%, and YTD is 1.54%, and 2024 is 13.09%.

About UNITED SERVICES AUTOMOBILE ASSOCIATION and 13F Hedge Fund Stock Holdings

UNITED SERVICES AUTOMOBILE ASSOCIATION is a hedge fund based in San Antonio, TX. On 2026-02-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, UNITED SERVICES AUTOMOBILE ASSOCIATION reported an equity portfolio of $1.6 Billions as of 31 Dec, 2025.

The top stock holdings of UNITED SERVICES AUTOMOBILE ASSOCIATION are IJR, VB, VEU. The fund has invested 55.2% of it's portfolio in ISHARES CORE U.S. AGGREGATE BO and 9.8% of portfolio in VANGUARD S&P 500 ETF.

The fund managers got completely rid off TRUECAR INC (TRUE) stocks. They significantly reduced their stock positions in VANGUARD TOTAL STOCK MARKET ET (VB), VANGUARD DIVIDEND APPRECIATION (VIG) and ISHARES S&P 500 GROWTH ETF (IJR). UNITED SERVICES AUTOMOBILE ASSOCIATION opened new stock positions in STATE STREET SPDR PORTFOLIO AG (BIL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES S&P 500 VALUE ETF (IJR), VANGUARD HIGH DIVIDEND YIELD E (VIGI) and VANGUARD FTSE ALL-WORLD EX-US (VEU).

UNITED SERVICES AUTOMOBILE ASSOCIATION Annual Return Estimates Vs S&P 500

Our best estimate is that UNITED SERVICES AUTOMOBILE ASSOCIATION made a return of 0.22% in the last quarter. In trailing 12 months, it's portfolio return was 1.54%.

Performance
S&P 500

New Buys

Ticker	$ Bought
state street spdr portfolio ag	91,644,400

New stocks bought by UNITED SERVICES AUTOMOBILE ASSOCIATION

Additions

Ticker	% Inc.
ishares s&p 500 value etf	469
vanguard high dividend yield e	57.92
vanguard ftse all-world ex-us	53.63
vanguard extended market etf	44.68
vanguard s&p 500 etf	27.87
vanguard total international s	6.88
vanguard total bond market etf	5.65
ishares tips bond etf	0.00

Additions to existing portfolio by UNITED SERVICES AUTOMOBILE ASSOCIATION

Reductions

Ticker	% Reduced
vanguard total stock market et	-9.14
vanguard dividend appreciation	-8.18
ishares s&p 500 growth etf	-4.86
ishares core u.s. aggregate bo	-4.38
vanguard intermediate-term cor	-1.28
vanguard long-term corporate b	-1.11
vanguard short-term corporate	-0.62

UNITED SERVICES AUTOMOBILE ASSOCIATION reduced stake in above stock

Sold off

Ticker	$ Sold
truecar inc	-14,650,500

UNITED SERVICES AUTOMOBILE ASSOCIATION got rid off the above stocks

Sector Distribution

UNITED SERVICES AUTOMOBILE ASSOCIATION has about 100% of it's holdings in Others sector.

Sector	%
Others	100

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	100

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	100

Top 5 Winners (%)		%
RANI	rani therapeutics holdings inc	170.1 %
VXUS	vanguard total international s	2.6 %
VEU	vanguard ftse all-world ex-us	2.5 %
VB	vanguard s&p 500 etf	2.1 %
VB	vanguard total stock market et	2.1 %

Top 5 Winners ($)		$
VB	vanguard s&p 500 etf	3.3 M
VEU	vanguard ftse all-world ex-us	3.1 M
VIGI	vanguard high dividend yield e	0.7 M
VXUS	vanguard total international s	0.4 M
RANI	rani therapeutics holdings inc	0.3 M

Top 5 Losers (%)		%
BNDW	vanguard long-term corporate b	-2.3 %
IJR	ishares tips bond etf	-1.2 %
BNDW	vanguard intermediate-term cor	-0.4 %
BIV	vanguard total bond market etf	-0.4 %
IJR	ishares core u.s. aggregate bo	-0.4 %

Top 5 Losers ($)		$
IJR	ishares core u.s. aggregate bo	-3.3 M
CDC	victoryshares core intermediat	-0.4 M
BNDW	vanguard long-term corporate b	-0.3 M
CCRV	ishares short duration bond ac	-0.1 M
BNDW	vanguard intermediate-term cor	-0.1 M

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 95.5% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. VB was the most profitable stock for UNITED SERVICES AUTOMOBILE ASSOCIATION last quarter.

Last Reported on: 04 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
BIL	state street spdr portfolio ag	5.80	3,559,010	91,644,400	new

BIV	vanguard total bond market etf	0.91	193,850	14,358,500	added	5.65

BIV	vanguard short-term bond etf	0.71	143,018	11,271,200	unchanged	0.00

BNDW	vanguard short-term corporate	0.92	182,553	14,555,000	reduced	-0.62

BNDW	vanguard long-term corporate b	0.92	190,699	14,464,500	reduced	-1.11

BNDW	vanguard intermediate-term cor	0.92	173,961	14,569,200	reduced	-1.28

CCRV	ishares short duration bond ac	1.59	490,400	25,059,400	unchanged	0.00

CDC	victoryshares core intermediat	7.26	2,421,190	114,655,000	unchanged	0.00

IJR	ishares core u.s. aggregate bo	55.17	8,726,960	871,649,000	reduced	-4.38

IJR	ishares s&p 500 growth etf	0.47	59,749	7,364,660	reduced	-4.86

IJR	ishares tips bond etf	0.19	26,956	2,962,730	added	0.00

IJR	ishares s&p 500 value etf	0.01	757	160,537	added	469

RANI	rani therapeutics holdings inc	0.03	302,743	408,703	unchanged	0.00

TRUE	truecar inc	0.00	0.00	0.00	sold off	-100

VB	vanguard s&p 500 etf	9.82	247,379	155,139,000	added	27.87

VB	vanguard extended market etf	2.97	224,143	46,872,800	added	44.68

VB	vanguard total stock market et	0.28	13,014	4,363,200	reduced	-9.14

VEU	vanguard ftse all-world ex-us	7.87	1,690,360	124,343,000	added	53.63

VIG	vanguard dividend appreciation	0.12	8,426	1,851,870	reduced	-8.18

VIGI	vanguard high dividend yield e	3.05	336,132	48,241,700	added	57.92