TIAA TRUST, NATIONAL ASSOCIATION

CIK: 0001997405Latest portfolio: $41.7B · Q4 2025

Holdings

680

Total Value

$41.7B

New Positions

28

Closed Positions

34

#StockSharesValue% PortfolioChangeType
1
AQLTISHARES TR CORE MSCI EAFE ETF
25,818,128$2.3B5.56%+4.4M
2
AQLTISHARES CORE MSCI EAFE ETF
20,815,461$1.9B4.46%-602,065
3
VUGVANGUARD GROWTH ETF
3,600,015$1.8B4.21%+3.6M
4
IWYISHARES RUSSELL TOP 200 GROW
5,878,296$1.6B3.90%-64,962
5
VTVVANGUARD VALUE ETF
7,128,076$1.4B3.26%+7.1M
6
MBBISHARES TR MBS ETF
13,703,159$1.3B3.13%+1.6M
7
IEMGISHARES INC CORE MSCI EMERGING MKTS
18,990,300$1.3B3.07%+6.0M
8
VEAVANGUARD FTSE DEVELOPED ETF
20,419,771$1.3B3.06%+20.4M
9
MBBISHARES MBS ETF
12,307,627$1.2B2.81%+246K
10
IWXISHARES RUSSELL TOP 200 VALU
12,344,150$1.1B2.72%+198K
11
IEMGISHARES CORE MSCI EMERGING
13,497,488$907.0M2.17%+502K
12
SCZISHARES TR MSCI EAFE SMALL CAP ETF
11,015,318$857.0M2.05%+6.8M
13
USIGISHARES TR BROAD USD INBD ETFVT GRADE
15,311,079$795.0M1.91%+5.5M
14
ESGUISHARES TR ESG AWARE MSCI USA ETF
4,765,635$715.0M1.71%+3.6M
15
VTEBVANGUARD TAX-EXEMPT BOND ETF
13,817,286$694.0M1.66%+13.8M
16
AGGISHARES CORE U.S. AGGREGATE
6,693,871$668.0M1.60%+4.7M
17
MUBISHARES NATIONAL MUNI BOND E
5,719,727$612.0M1.47%+5.7M
18
SPDWSTATE STREET SPDR PORTFOLIO
13,594,292$603.0M1.45%+13.6M
19
VONGVANGUARD RUSSELL 1000 GROWTH
4,783,326$582.0M1.40%+4.8M
20
AQLTISHARES TR U S TREAS BD ETF
23,379,857$539.0M1.29%+11.6M
21
USIGISHARES BROAD USD INVESTMENT
10,282,013$532.0M1.28%+475K
22
IWFISHARES TR RUSSELL 1000 GROWTH ETF
1,085,930$517.0M1.24%+310K
23
AAPLAPPLE INC
1,845,588$501.0M1.20%+1.8M
24
IWSISHARES RUSSELL MID-CAP VALU
3,351,138$472.0M1.13%+3.3M
25
VOOVANGUARD S&P 500 ETF
740,511$464.0M1.11%+740K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
AQLT23.4M+11.6M
VWO8.4M+8.4M
VTV7.1M+7.1M
IEMG19.0M+6.0M
MUB5.7M+5.7M
AGG6.7M+4.7M
SPEM4.6M+4.6M
AQLT25.8M+4.4M
SCHC4.2M+4.2M
ESGU4.8M+3.6M

Decreased Positions

NameSharesChange
VONV1K-4544175
FLRN288K-679786
AQLT20.8M-602065
JMUB578K-399568
CMG15K-312973
SPYG1.7M-306716
IQLT4.6M-286950
TEVA419K-237843
BND2.3M-190415
SLYG16-181199

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($5.010003660002721e+227T)
Industrials0.0% ($4.400041000370002e+207T)
Healthcare0.0% ($8.600080000700006e+153T)
Unknown0.0% ($2.3200001862000538e+135T)
Consumer Cyclical0.0% ($1.960005200032e+89T)
Utilities0.0% ($2.5000190001600014e+75T)
Consumer Defensive0.0% ($6.300044000400002e+67T)
Energy0.0% ($5.400032000170001e+53T)
Communication Services0.0% ($3.0300012200090996e+42T)
Basic Materials0.0% ($1.5000300030002e+42T)
Real Estate0.0% ($1700010000100009984.0T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 11, 2026$41.7B914
Q3 2025Nov 12, 2025$41.2T916
Q2 2025Aug 5, 2025$38.4T959
Q1 2025May 8, 2025$32.1T972
Q4 2024Feb 11, 2025$32.9T1,003
Q3 2024Nov 13, 2024$33548.1T892
Q2 2024Aug 1, 2024$32399.9T898
Q1 2024May 10, 2024$32684.9T880
Q4 2023Jan 23, 2024$29962.2T854
Q3 2023Oct 27, 2023$27738.5T810

Fund Information

CIK0001997405
Most Recent FilingFeb 11, 2026
Number of Filings10

TIAA TRUST, NATIONAL ASSOCIATION is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $41.7B across 680 holdings. The largest position is ISHARES TR CORE MSCI EAFE ETF (AQLT), representing 5.6% of the portfolio. Compared to the previous quarter, the fund opened 31 new positions and closed 38 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.