13F-HR: Associated Banc-Corp Discloses $3.28 Billion in Holdings in Latest 13F Filing

Associated Banc-Corp's latest 13F filing reveals a diverse portfolio of holdings valued at approximately $3.28 billion as of March 31, 2025.

Summary

• Associated Banc-Corp has filed its Form 13F for the quarter ended March 31, 2025.
• The filing discloses the firm's holdings, which total $3,279,757,210 across 320 positions.
• The largest holdings include significant positions in well-known companies such as Apple, Microsoft, and JPMorgan Chase & Co.
• The filing also lists one other included manager, Associated Trust Company, National Association.
• The report confirms that all holdings of the reporting manager are included in this report.

Sentiment

Score: 7

Explanation: The document is a routine regulatory filing, indicating a neutral sentiment. The large portfolio size and diversification suggest stability and competence.

Positives

• The filing provides a comprehensive overview of Associated Banc-Corp's investment portfolio.
• The portfolio is well-diversified across various sectors and asset classes.
• The inclusion of ETFs allows for broad market exposure and diversification.

Industry Context

13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their investment holdings.

Comparison to Industry Standards

• Comparing Associated Banc-Corp's holdings to those of similar-sized financial institutions would provide a benchmark for portfolio allocation and performance.
• For example, comparing the allocation to technology stocks like Apple and Microsoft to other regional banks could reveal insights into their investment strategies.
• Analyzing the ETF holdings against industry averages can indicate whether Associated Banc-Corp is taking a more passive or active approach to investment management.

Stakeholder Impact

• The investment decisions reflected in the 13F filing can impact shareholders through portfolio performance.
• The holdings in various companies can indirectly affect employees and customers of those companies.

Key Dates

Keywords

Form 13F, Holdings, Investments, Portfolio, Associated Banc-Corp