Top 15 United Services Automobile Association Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | iShares Core U.S. Aggregate Bo | 82% | 10.27M | $1.02B | +52.71%(+3.55M) | $98.97(-1.57%) | 2026-06-30 | |
| VOO | Vanguard S&P 500 ETF | 5.14% | 92.7K | $63.7M | -1.71%(-1.61K) | $391.64(+81.55%) | 2026-06-30 | |
| NEAR | iShares Short Duration Bond Ac | 2% | 490.4K | $24.8M | +0.00%(+0) | $51.19(-1.40%) | 2026-06-30 | |
| IVV | iShares Core S&P 500 ETF | 1.65% | 27.3K | $20.5M | new | $691.91(+12.35%) | 2026-06-30 | |
| VXUS | Vanguard Total International S | 1.53% | 221.7K | $18.9M | -8.60%(-20.85K) | $61.76(+41.32%) | 2026-06-30 | |
| BSV | Vanguard Short-Term Bond ETF | 1.37% | 217.8K | $17.0M | +52.29%(+74.78K) | $78.61(-1.40%) | 2026-06-30 | |
| BND | Vanguard Total Bond Market ETF | 1.1% | 185.9K | $13.6M | +6.76%(+11.77K) | $75.31(-4.01%) | 2026-06-30 | |
| VCLT | Vanguard Long-Term Corporate B | 1.1% | 180.7K | $13.6M | +2.16%(+3.81K) | $81.32(-11.54%) | 2026-06-30 | |
| VCIT | Vanguard Intermediate-Term Cor | 1.08% | 162.7K | $13.4M | +1.32%(+2.11K) | $84.54(-3.91%) | 2026-06-30 | |
| VCSH | Vanguard Short-Term Corporate | 1.08% | 170.0K | $13.4M | +0.99%(+1.66K) | $77.92(+0.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.59% | +24.55% | +2.65% | +13.98% |
| Top 20 Holdings Unweighted | +13.59% | +46.54% | +7.43% | +43.10% |
United Services Automobile Association reports $1.24B in US-listed equity holdings across 15 positions in its most recent 13F filing. Its largest disclosed positions are AGG (82.0%), VOO (5.1%) and NEAR (2.0%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +24.55% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from United Services Automobile Associationโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1021249). View United Services Automobile Associationโs 13F filings on SEC