Q2 2026 13F · SEC CIK 1021249
United Services Automobile Association
Investment managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.2B
- Reported positions
- 15
- Top holdings a year, 3 yrs
- +10.4%
- Average holding period
- 3.6 yrs
United Services Automobile Association is an investment manager that reported 15 positions worth $1.2B in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Ishares Tr (AGG, 82.0%), Vanguard S&p 500 ETF (VOO, 5.1%), Ishares Short Duration Bond Active ETF (NEAR, 2.0%). A portfolio copying its top holdings returned 10.4% a year over the last 3 years, against 20.4% for the S&P 500.
United Services Automobile Association holdings all 15 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| AGGIshares Tr | 82.0% | +52.7% | $1.0B |
| VOOVanguard S&p 500 ETF | 5.1% | -1.7% | $63.7M |
| NEARIshares Short Duration Bond Active ETF | 2.0% | +0.0% | $24.8M |
| IVVIshares Core S&p 500 ETF | 1.7% | — | $20.5M |
| VXUSVanguard Star Fds Vanguard Total Intl St | 1.5% | -8.6% | $18.9M |
| BSVVanguard Bd Index Fds Vanguard Short Ter | 1.4% | +52.3% | $17.0M |
| BNDVanguard Total Bond Market ETF | 1.1% | +6.8% | $13.6M |
| VCLTVanguard Scottsdale Fds | 1.1% | +2.2% | $13.6M |
| VCITVanguard Scottsdale Fds | 1.1% | +1.3% | $13.4M |
| VCSHVanguard Scottsdale Fds | 1.1% | +1.0% | $13.4M |
| VXFVanguard Index Fds | 1.0% | -4.3% | $12.0M |
| IVWIshares | 0.6% | +33.9% | $7.2M |
| TIPiShares TIPS Bond ETF | 0.3% | +11.4% | $4.1M |
| IVEIshares S&p 500 Value ETF | 0.0% | +213.5% | $539K |
| RANIRani Therapeutics Holdings Inc | 0.0% | +0.0% | $230K |
What United Services Automobile Association bought and sold in Q2 2026, against Q1 2026.
New positions
- IVV Ishares Core S&p 500 ETF1.7% of 13F
Added to
- IVE Ishares S&p 500 Value ETF+213.5% shares
- AGG Ishares Tr+52.7% shares
- BSV Vanguard Bd Index Fds Vanguard Short Ter+52.3% shares
- IVW Ishares+33.9% shares
- TIP iShares TIPS Bond ETF+11.4% shares
- BND Vanguard Total Bond Market ETF+6.8% shares
Reduced
- VXUS Vanguard Star Fds Vanguard Total Intl St-8.6% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +5.8% /yr
- S&P 500 +20.1%
- 3 years
- +10.4% /yr
- S&P 500 +20.4%
- 5 years
- +3.9% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.2B | 15 |
| Q1 2026 | $850.6M | 14 |
| Q4 2025 | $1.6B | 20 |
| Q3 2025 | $1.4B | 20 |
| Q2 2025 | $962.6M | 19 |
| Q1 2025 | $3.2B | 1,070 |
| Q4 2024 | $3.1B | 390 |
| Q3 2024 | $3.9B | 380 |
| Q2 2024 | $3.9B | 452 |
| Q1 2024 | $4.1B | 446 |
| Q4 2023 | $4.5B | 442 |
| Q3 2023 | $4.0B | 398 |
Questions about United Services Automobile Association's portfolio
What stocks does United Services Automobile Association own?
United Services Automobile Association's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 15 positions worth $1.2B. The largest are Ishares Tr (AGG) at 82.0%, Vanguard S&p 500 ETF (VOO) at 5.1%, Ishares Short Duration Bond Active ETF (NEAR) at 2.0%, Ishares Core S&p 500 ETF (IVV) at 1.7% and Vanguard Star Fds Vanguard Total Intl St (VXUS) at 1.5%.
What did United Services Automobile Association buy last quarter?
In Q2 2026, United Services Automobile Association added a new position in Ishares Core S&p 500 ETF (IVV), Ishares S&p 500 Value ETF (IVE) (+213.5% shares), Ishares Tr (AGG) (+52.7% shares) and Vanguard Bd Index Fds Vanguard Short Ter (BSV) (+52.3% shares), compared with its Q1 2026 filing.
What did United Services Automobile Association sell last quarter?
In Q2 2026, United Services Automobile Association Vanguard Star Fds Vanguard Total Intl St (VXUS) (-8.6% shares), compared with its Q1 2026 filing.
How has United Services Automobile Association's portfolio performed?
A portfolio copying United Services Automobile Association's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +5.8% against +20.1%. Over 5 years: +3.9% a year against +11.6%.
When is United Services Automobile Association's next 13F filing due?
13F filings are due 45 days after each quarter ends. United Services Automobile Association's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.