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United Services Automobile Association
United Services Automobile Association (USAA) is a San Antonio, Texas-based mutual financial services company founded in 1922 by U.S. Army officers as a mechanism for mutual self-insurance. USAA now serves over 13 million current and former U.S. military members and their families, offering insurance, banking, and investment products. As of 2025, USAA employs approximately 39,000 people globally and is one of the largest insurance and financial services groups in America, known for industry innovation and focusing exclusively on the military community.
Investment Strategy
USAA's investment strategy centers on providing high-quality insurance, banking, and investment products exclusively to current and former U.S. military members and their families. For investment products, USAA refers members to strategic partners such as Charles Schwab and Victory Capital, focusing on diversified mutual funds, ETFs, and financial planning solutions tailored specifically for the stability and long-term needs of the military community, emphasizing risk moderation and member service.
Latest 13F Filing Activity
United Services Automobile Association filed their most recent 13F report on Jun 30, 2025 disclosing 19 equity positions with a total 13F market value of $963M. The fund increased holdings in Ishares Core U.s. Aggregate Bo, Vanguard Ftse All-world Ex-us, Truecar Inc. among other positions. United Services Automobile Association reduced exposure to Ishares Msci Emr MRK Ex Chna, Apple Inc., Johnson & Johnson among others.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | iShares Core U.S. Aggregate Bo | 51.76% | $498.3M | 5,022,980 | $98.98 | $99.20 | +$206.7M |
U UITB | VictoryShares Core Intermediat | 11.84% | $114.0M | 2,421,191 | $50.15 | $47.07 | +$314.8K |
V VOO | Vanguard S&P 500 ETF | 11.78% | $113.4M | 199,703 | $328.62 | $568.03 | -$41.4M |
V VEU | Vanguard FTSE All-World ex-US | 8.18% | $78.8M | 1,171,715 | $47.34 | $67.22 | +$6.7M |
V VXF | Vanguard Extended Market ETF | 2.99% | $28.7M | 149,179 | $109.38 | $192.71 | -$5.1M |
Industry Allocation
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