13F-HR: Associated Banc-Corp's Q4 2024 13F Filing Reveals $3.3 Billion in Managed Assets

Associated Banc-Corp's latest 13F filing discloses its holdings as of December 31, 2024, reporting a total managed value of approximately $3.3 billion across 317 positions.

Summary

• Associated Banc-Corp filed its Form 13F for the quarter ended December 31, 2024.
• The filing reveals the firm manages approximately $3.32 billion in assets.
• The report includes 317 holdings.
• The filing lists the company's holdings in various stocks and ETFs, detailing the value and number of shares held for each position.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing, so the sentiment is neutral.

Positives

• The filing provides a comprehensive overview of Associated Banc-Corp's investment portfolio.
• The diverse range of holdings suggests a well-diversified investment strategy.
• The significant allocation to large-cap companies indicates a focus on stable, established businesses.

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

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

Comparison to Industry Standards

• Comparing Associated Banc-Corp's portfolio to other regional banks and wealth management firms would provide insights into its investment strategy relative to peers.
• For example, firms like Northern Trust or State Street also file 13Fs, and comparing asset allocation, top holdings, and sector exposures would be informative.
• Benchmarking against industry ETFs like the iShares Core S&P 500 ETF (IVV) or the Vanguard Total Stock Market ETF (VTI) can reveal whether Associated Banc-Corp's portfolio is overweight or underweight specific sectors.

Stakeholder Impact

• The investment decisions reflected in the 13F filing can impact the returns for Associated Banc-Corp's clients and shareholders.
• The holdings in various companies can also indirectly affect the employees and stakeholders of those companies.

Key Dates

Keywords

13F filing, institutional investment manager, holdings report, Associated Banc-Corp, investment portfolio, equity, ETF