DOSSIER · 13F-HR · Q2 2026

TIAA TRUST, NATIONAL ASSOCIATION

$1.7B in tracked AUM across 347 positions as of Q2 2026.

TT
CIK 0001997405 · last filed Jun 30, 2026
Total AUM
$1.7B
as of Q2 2026
Holdings
347
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

TIAA Trust, National Association, manages a substantial and highly diversified portfolio valued at approximately $41.23 billion as of September 30, 2025. This represents a growth of 7.4% from the previous quarter's value of $38.40 billion. The portfolio is characterized by a "core-satellite" approach heavily reliant on institutional-grade exchange-traded funds (ETFs). With 916 total holdings, the fund demonstrates a high degree of diversification, mitigating i...

Key Holdings

The portfolio's top 10 holdings account for roughly 39.4% of the total assets, indicating a concentrated core strategy surrounded by a long tail of smaller positions.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IEFA
ISHARES CORE MSCI EAFE ETF
$147M1.5M8.7%
02
VOO
VANGUARD S&P 500 ETF
$88M129K5.2%
03
VUG
VANGUARD MRNGSTAR GR ETF-SUI
$70M811K4.1%
04
IEMG
ISHARES CORE MSCI EMERGING
$66M797K3.9%
05
VTV
VANGUARD MRNGSTR VAL ETF-AUI
$65M299K3.9%
06
VEA
VANGUARD FTSE DEVELOPED ETF
$60M847K3.6%
07
VONV
VANGUARD RUSSELL 1000 VALUE
$60M561K3.5%
08
IWY
ISHARES RUSSELL TOP 200 GROW
$57M195K3.3%
09
VONG
VANGUARD RUSSELL 1000 GROWTH
$49M382K2.9%
10
SPDW
STE STR SPDR PT DW EU ETF
$48M952K2.8%

Filing history

2026Q2Jun 30
$1.7B 2.8%
347 positionsView →
2026Q1Mar 31
$1.6B 96.1%
390 positionsView →
2025Q4Dec 31
$41.7B 1.2%
914 positionsView →
2025Q3Sep 30
$41.2B 7.4%
916 positionsView →
2025Q2Jun 30
$38.4B 19.7%
959 positionsLocked
2025Q1Mar 31
$32.1B 2.6%
972 positionsLocked
2024Q4Dec 31
$32.9B 1.8%
1,003 positionsLocked
2024Q3Sep 30
$33.5B 3.5%
892 positionsLocked
2024Q2Jun 30
$32.4B 0.9%
898 positionsLocked
2024Q1Mar 31
$32.7B 9.1%
880 positionsLocked
2023Q4Dec 31
$30.0B 8.0%
854 positionsLocked
2023Q3Sep 30
$27.7B
810 positionsLocked