13F-HR: Associated Banc-Corp's Q1 2024 13F Filing Reveals $3.15 Billion in Managed Assets

Associated Banc-Corp's latest 13F filing discloses its holdings as of March 31, 2024, reporting a total managed asset value of approximately $3.15 billion across 314 positions.

Summary

• Associated Banc-Corp filed its Form 13F for the quarter ended March 31, 2024.
• The filing reports $3,154,818,304 in total value across 314 holdings.
• The filing includes holdings managed by Associated Trust Company, National Association.
• The report indicates sole, shared, and no voting authority for various holdings.

Sentiment

Score: 5

Explanation: The document is a factual report of holdings, so the sentiment is neutral.

Management Comments

• The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Industry Context

This filing provides insight into the investment strategies and portfolio composition of a regional bank holding company, reflecting broader trends in institutional investment management.

Comparison to Industry Standards

• Comparing the portfolio composition to similar regional banks and asset managers would provide insights into Associated Banc-Corp's investment strategy.
• Analyzing the holdings against benchmarks like the S&P 500 or Russell 2000 can reveal the fund's investment style (growth, value, or blend).
• Comparing the turnover rate (frequency of buying/selling) to industry averages can indicate the activeness of the fund management.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of Associated Banc-Corp.
• The holdings reflect the bank's investment decisions, which can impact its financial performance.

Key Dates