DOSSIER · 13F-HR · Q1 2026

TIAA Wealth Investment Management LLC

TIAA Wealth Investment's pension fund based in Chicago, IL — $13.1B in tracked AUM across 864 positions as of Q1 2026.

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TIAA Wealth Investment·Chicago, IL·Pension Fund

CIK 0002124867 · last filed Mar 31, 2026

Total AUM

$13.1B

▼ 10.1%

vs prior

Holdings

864

—

positions

Whale Score

71

71

strong

Activity

—

no data

changes this Q

Top sector

Tech

14% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

TIAA Wealth Investment Management LLC reported $13.1B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in IEFA, MBB, IEMG. Notable moves this quarter: portfolio largely steady. 50 new positions initiated, 0 closed out, reflecting 50 total changes from the prior quarter.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

ISHARES TR CORE MSCI EAFE ETF

$2.2B25.3M17.0%

02

ISHARES TR MBS ETF

$1.3B14.1M10.2%

03

ISHARES INC CORE MSCI EMERGING MKTS

$1.2B17.9M9.2%

04

ISHARES TR MSCI EAFE SMALL CAP ETF

$721M9.5M5.5%

05

ISHARES TR ESG AWARE MSCI USA ETF

$673M4.9M5.1%

06

ISHARES TR U S TREAS BD ETF

$586M25.6M4.5%

07

ISHARES TR BROAD USD INBD ETFVT GRADE

$579M11.4M4.4%

08

ISHARES TR RUSSELL 1000 GROWTH ETF

$438M1.1M3.3%

09

ISHARES TR BROAD USD HIGH YIELD CORPORATE

$412M11.3M3.1%

10

ISHARES TR CORE INTL AGGREGATE BD ETF

$320M6.4M2.4%

Filing history

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