Teachers Insurance & Annuity Association of America
Teachers Insurance and Annuity Association of America (TIAA) is a Fortune 100 financial services organization, founded in 1918 by Andrew Carnegie, that provides retirement, annuity, and investment solutions chiefly for people in academic, research, medical, cultural, and government fields. TIAA serves nearly 5 million customers at over 15,000 institutions, manages more than $1.3 trillion in assets (as of December 31, 2024), and employs approximately 16,500 people worldwide. TIAA is headquartered in New York City and operates with major offices in multiple US cities. The company is structured as a non-profit with taxable subsidiaries, operating globally with a focus on retirement security.
Investment Strategy
TIAA’s investment strategy is focused on delivering guaranteed lifetime retirement income and outcome-oriented financial security by managing a diversified and resilient portfolio across public and private markets worldwide. Leveraging the global asset management capabilities of Nuveen, TIAA invests rigorously in fixed income, real estate, agriculture, infrastructure, and equity, with particular emphasis on prudent risk management, long-term value creation, and sustainability. The firm is a leading global investor in agriculture, real estate, and fixed annuity products and prioritizes return stability, capital preservation, and continuous income for retirement plan participants. TIAA is recognized for its impact investing efforts, real asset allocation, and strategic asset diversification tailored to the nonprofit academic and institutional markets.
Latest 13F Filing Activity
Teachers Insurance & Annuity Association of America filed their most recent 13F report on Jun 30, 2025 disclosing 71 equity positions with a total 13F market value of $80M. The fund increased holdings in Ishares Core S&P 500 Etf, Ishares S&P Midcap 400 Growth, Ishares S&P Midcap 400 Value I among other positions. Teachers Insurance & Annuity Association of America reduced exposure to Exxon Mobil Corp., Vanguard Total Stock Market Et, Southern Co. among others.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | iShares Core S&P 500 ETF | 31.82% | $25.5M | 41,074 | $576.82 | $620.90 | +$2.2M |
X XOM | Exxon Mobil Corp. | 15.61% | $12.5M | 116,037 | $108.05 | $107.80 | -$1.3M |
V VEA | Vanguard FTSE Developed Market | 7.24% | $5.8M | 101,786 | $52.81 | $57.01 | +$626.5K |
I IWB | iShares Russell 1000 Index ETF | 6.34% | $5.1M | 14,967 | $314.39 | $339.57 | +$491.4K |
A AXP | American Express Co. | 5.10% | $4.1M | 12,811 | $271.20 | $318.98 | +$561.9K |