Tiaa Trust, National Association
Annual return '25
-6.2%
SPY '25
+17.7%
Alpha
-23.9ptsvs SPY
Invested
$1.6B
Holdings
389
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IEFA
ISHARES CORE MSCI EAFE ETF
Q1 2026: Sold 100.0% (51.64M → 1.8k shares)
8.5%
02
$VOO
VANGUARD S&P 500 ETF
Q1 2026: Sold 99.4% (1.48M → 8.9k shares)
4.8%
03
$VUG
VANGUARD GROWTH ETF
Q1 2026: Sold 84.7% (3.2k → 486 shares)
3.6%
04
$MBB
ISHARES MBS ETF
Q1 2026: Sold 99.9% (27.41M → 26.7k shares)
3.6%
05
$IEMG
ISHARES CORE MSCI EMERGING
Q1 2026: Sold 99.6% (37.98M → 147.1k shares)
3.5%
06
$VTV
VANGUARD VALUE ETF
Q1 2026: Sold 100.0% (14.26M → 674 shares)
3.5%
07
$VEA
VANGUARD FTSE DEVELOPED ETF
Q1 2026: Sold 25.6% (15.5k → 11.5k shares)
3.2%
08
$IWY
ISHARES RUSSELL TOP 200 GROW
Q1 2026: Exited (was 5.88M shares)
3.1%
09
$VONV
VANGUARD RUSSELL 1000 VALUE
Q1 2026: Sold 83.7% (2.4k → 397 shares)
3.1%
10
$SPDW
STE STR SPDR PT DW EU ETF
Q1 2026: Exited (was 27.19M shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:07 UTC.