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Associated Banc-Corp

SEC CIK
0000007789
Latest filing
Jul 31, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 10, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
327
+2 vs. Q3 2021
Portfolio value
$2.73B
+$196.9M (+7.8%) vs. Q3 2021
Filed
Feb 10, 2022
SEC
Holdings of Associated Banc-Corp in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF10,972$568.0K<0.1%+2,049+23.0%Added–
iShares Ibonds Dec 2029 Term Corporate ETF46436E205ETF21,955$578.0K<0.1%−520−2.3%Reduced–
ACNAccenture plcStock1,411$585.0K<0.1%−181−11.4%ReducedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF7,545$586.0K<0.1%−193−2.5%Reduced–
WELLWelltower Inc.REIT6,931$595.0K<0.1%+750+12.1%AddedHistory
CRMSalesforce, Inc.Stock2,370$602.0K<0.1%−320−11.9%ReducedHistory
DEDeere & CoStock1,772$608.0K<0.1%+32+1.8%AddedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF5,296$610.0K<0.1%00.0%Unchanged–
WBAWalgreens Boots Alliance, Inc.COM12,288$641.0K<0.1%+690+5.9%AddedHistory
EPDEnterprise Products Partners L.P.Stock29,864$656.0K<0.1%00.0%UnchangedHistory
HSTHost Hotels & Resorts, Inc.COM38,122$663.0K<0.1%−68,229−64.2%ReducedHistory
iShares Tr464288281JPMORGAN USD EMG6,131$669.0K<0.1%−975−13.7%Reduced–
ICEIntercontinental Exchange, Inc.Stock4,923$673.0K<0.1%−385−7.3%ReducedHistory
ELEstee Lauder Companies IncCL A1,828$677.0K<0.1%−414−18.5%ReducedHistory
iShares Tr464288885EAFE GRWTH ETF6,163$680.0K<0.1%+1,568+34.1%Added–
iShares Tr464288513IBOXX HI YD ETF8,028$699.0K<0.1%+863+12.0%Added–
SGENSeagen Inc.COM4,667$722.0K<0.1%00.0%UnchangedHistory
JCIJohnson Controls International plcStock9,079$738.0K<0.1%+76+0.8%AddedHistory
ORCLOracle CorpStock8,539$745.0K<0.1%−591−6.5%ReducedHistory
BENFranklin Templeton IncCOM22,456$752.0K<0.1%+1,763+8.5%AddedHistory
IDXXIDEXX Laboratories IncCOM1,158$762.0K<0.1%−15−1.3%ReducedHistory
ORealty Income CorpREIT10,675$764.0K<0.1%00.0%UnchangedHistory
BF.BBrown Forman CorpStock10,684$778.0K<0.1%00.0%UnchangedHistory
iShares Tr464288877EAFE VALUE ETF15,647$788.0K<0.1%00.0%Unchanged–
NICNicolet Bankshares IncCOM9,828$843.0K<0.1%+5,108+108.2%AddedHistory
BPBP PLCADR33,137$883.0K<0.1%−600−1.8%ReducedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF4,987$892.0K<0.1%+15+0.3%Added–
NVSNovartis AGADR10,218$894.0K<0.1%−125−1.2%ReducedHistory
GEGeneral Electric CoStock9,462$894.0K<0.1%−37−0.4%ReducedHistory
iShares Tr464287622RUS 1000 ETF3,379$894.0K<0.1%−33−1.0%Reduced–
HUBBHubbell IncCOM4,380$912.0K<0.1%00.0%UnchangedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF10,239$928.0K<0.1%−109−1.1%Reduced–
TREXTrex Co IncCOM6,919$934.0K<0.1%+582+9.2%AddedHistory
COSTCostco Wholesale CorpStock1,673$950.0K<0.1%−167−9.1%ReducedHistory
iShares Global Clean Energy ETF464288224ETF46,122$976.0K<0.1%−16,637−26.5%Reduced–
iShares Select Dividend ETF464287168ETF8,173$1.00M<0.1%00.0%Unchanged–
DJPBarclays Bank PLCDJUBS CMDT ETN3636,580$1.05M<0.1%−1,135−3.0%ReducedHistory
Schwab US Tips ETF808524870ETF17,613$1.11M<0.1%+6,511+58.6%Added–
GLWCorning IncCOM30,175$1.12M<0.1%−1,700−5.3%ReducedHistory
EDConsolidated Edison IncStock13,215$1.13M<0.1%+180+1.4%AddedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF4,129$1.16M<0.1%+326+8.6%Added–
NVDANVIDIA CorpStock4,176$1.23M<0.1%−842−16.8%ReducedHistory
PLXSPlexus CorpCOM12,978$1.24M<0.1%+4,200+47.8%AddedHistory
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF44,015$1.25M<0.1%+1,780+4.2%Added–
RRXRegal Rexnord CorpCOM7,355$1.25M<0.1%00.0%UnchangedHistory
OKEONEOK IncCOM21,700$1.27M<0.1%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF5,070$1.29M<0.1%+55+1.1%Added–
BRK.ABerkshire Hathaway IncCL A3$1.35M<0.1%00.0%UnchangedHistory
Nestle SA ADR641069406COM9,824$1.37M0.1%−264−2.6%Reduced–
AXPAmerican Express CoStock8,402$1.38M0.1%+55+0.7%AddedHistory
DRIDarden Restaurants IncCOM10,078$1.52M0.1%+65+0.6%AddedHistory
iShares Tr46434VBA7IBONDS DEC22 ETF60,364$1.52M0.1%+1,233+2.1%Added–
TSLATesla, Inc.Stock1,450$1.53M0.1%+141+10.8%AddedHistory
GSGoldman Sachs Group IncStock4,020$1.54M0.1%−385−8.7%ReducedHistory
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF58,993$1.57M0.1%+7,418+14.4%Added–
FTVFortive CorpStock20,547$1.57M0.1%−1,471−6.7%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF31,765$1.57M0.1%−3,857−10.8%Reduced–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF11,555$1.74M0.1%−116−1.0%Reduced–
iShares S&P Small-Cap 600 Value ETF464287879ETF16,705$1.75M0.1%+23+0.1%Added–
SLBSLB LimitedStock62,202$1.86M0.1%+111+0.2%AddedHistory
COPConocoPhillipsStock26,449$1.91M0.1%+775+3.0%AddedHistory
CSXCSX CorpStock50,946$1.92M0.1%00.0%UnchangedHistory
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF73,858$1.93M0.1%+9,652+15.0%Added–
iShares Tr46434VBG4IBONDS DEC24 ETF75,419$1.96M0.1%+9,879+15.1%Added–
WBTWelbilt, Inc.COM83,095$1.98M0.1%00.0%UnchangedHistory
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF75,353$1.99M0.1%+10,407+16.0%Added–
BMOBank of MontrealCOM18,626$2.01M0.1%00.0%UnchangedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF33,004$2.02M0.1%+2,499+8.2%Added–
WPCW. P. Carey Inc.COM24,800$2.04M0.1%00.0%UnchangedHistory
ADBEAdobe Inc.Stock3,597$2.04M0.1%+25+0.7%AddedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF19,427$2.06M0.1%−36−0.2%Reduced–
iShares Tr46434VAX8IBONDS DEC23 ETF80,885$2.08M0.1%+5,062+6.7%Added–
COFCapital One Financial CorpStock14,552$2.11M0.1%−10.0%ReducedHistory
iShares MSCI Eafe ETF464287465ETF27,798$2.19M0.1%−3,139−10.1%Reduced–
SCHWSchwab Charles CorpStock26,217$2.21M0.1%+702+2.8%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF39,871$2.21M0.1%+67+0.2%Added–
ADPAutomatic Data Processing IncStock9,171$2.26M0.1%−25−0.3%ReducedHistory
IBMInternational Business Machines CorpStock17,197$2.30M0.1%−380−2.2%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock10,851$2.31M0.1%−1,143−9.5%ReducedHistory
ZBHZimmer Biomet Holdings, Inc.Stock18,750$2.38M0.1%−753−3.9%ReducedHistory
iShares Russell 2000 ETF464287655ETF10,746$2.39M0.1%−485−4.3%Reduced–
Vanguard Intermediate-Term Bond ETF921937819ETF27,750$2.43M0.1%−601−2.1%Reduced–
iShares S&P Small-Cap 600 Growth ETF464287887ETF17,540$2.44M0.1%+157+0.9%Added–
GISGeneral Mills IncStock36,601$2.47M0.1%+554+1.5%AddedHistory
STTState Street CorpCOM27,091$2.52M0.1%−250−0.9%ReducedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF35,499$2.54M0.1%−784−2.2%Reduced–
Roche Hldg Ltd ADR771195104COM49,524$2.58M0.1%−1,540−3.0%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF68,784$2.69M0.1%+4,948+7.8%Added–
AQUAEvoqua Water Technologies Corp.COM59,251$2.77M0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock58,284$2.80M0.1%−20,121−25.7%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF25,477$2.86M0.1%+4,512+21.5%Added–
WECWec Energy Group, Inc.Stock29,420$2.86M0.1%00.0%UnchangedHistory
DOWDow Inc.Stock50,402$2.86M0.1%+158+0.3%AddedHistory
BHPBHP Group LtdADR49,905$3.01M0.1%−7,860−13.6%ReducedHistory
VVisa Inc.Stock14,602$3.17M0.1%+152+1.1%AddedHistory
MOAltria Group, Inc.Stock67,997$3.22M0.1%+1,539+2.3%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF10,696$3.27M0.1%+1,380+14.8%Added–
iShares Tr464287556ISHARES BIOTECH21,892$3.34M0.1%+1,978+9.9%Added–
NTRSNorthern Trust CorpCOM27,986$3.35M0.1%−1,336−4.6%ReducedHistory
GLDSPDR Gold TrustETF19,944$3.41M0.1%−1,128−5.4%ReducedHistory

Sold out since Q3 2021 (13)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Associated Banc-Corp sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
iShares Tr46434VBK5IBONDS DEC21 ETF32,752$810.0K<0.1%–
ICBKCounty Bancorp, Inc.COM20,000$721.0K<0.1%History
Listed FD Tr53656F847CORE ALT FD11,160$331.0K<0.1%–
ECLEcolab Inc.Stock1,529$319.0K<0.1%History
Flexshares Tr33939L795STOXX GLOBR INF5,614$313.0K<0.1%–
ISRGIntuitive Surgical IncCOM NEW284$282.0K<0.1%History
Schwab Strategic Tr808524862SHT TM US TRES5,184$265.0K<0.1%–
AMTAmerican Tower CorpREIT984$261.0K<0.1%History
Vanguard Star FDS921909768VG TL INTL STK F4,114$260.0K<0.1%–
HIIHuntington Ingalls Industries, Inc.COM1,335$258.0K<0.1%History
YUMYum Brands IncStock1,865$228.0K<0.1%History
Neenah Inc640079109COM4,617$215.0K<0.1%–
iShares Tr4642874571 3 YR TREAS BD2,438$210.0K<0.1%–