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Associated Banc-Corp

SEC CIK
0000007789
Latest filing
Jul 31, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
321
+1 vs. Q1 2025
Portfolio value
$3.53B
+$248.4M (+7.6%) vs. Q1 2025
Filed
Aug 12, 2025
SEC
Holdings of Associated Banc-Corp in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
IBMInternational Business Machines CorpStock16,251$4.79M0.1%+244+1.5%AddedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF8,534$4.83M0.1%−735−7.9%ReducedHistory
VVisa Inc.Stock14,065$4.99M0.1%+477+3.5%AddedHistory
EMREmerson Electric CoStock37,644$5.02M0.1%−39−0.1%ReducedHistory
PRUPrudential Financial IncStock47,191$5.07M0.1%−1,254−2.6%ReducedHistory
EOGEOG Resources IncStock43,447$5.20M0.1%−663−1.5%ReducedHistory
VZVerizon Communications IncStock123,575$5.35M0.2%−5,067−3.9%ReducedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF20,157$5.58M0.2%+328+1.7%Added–
ADIAnalog Devices IncStock23,640$5.63M0.2%−798−3.3%ReducedHistory
TFCTruist Financial CorpCOM132,457$5.69M0.2%−5,708−4.1%ReducedHistory
Schwab Strategic Tr808524862SHT TM US TRES247,536$6.03M0.2%+5,247+2.2%Added–
iShares Russell 1000 Growth ETF464287614ETF14,298$6.07M0.2%+2,749+23.8%Added–
TMUST-Mobile US, Inc.Stock25,903$6.17M0.2%+8,700+50.6%AddedHistory
CLColgate Palmolive CoStock69,499$6.32M0.2%+91+0.1%AddedHistory
iShares S&P Mid-Cap 400 Value ETF464287705ETF51,342$6.34M0.2%−9,413−15.5%Reduced–
ABBVAbbVie Inc.Stock34,643$6.43M0.2%+600+1.8%AddedHistory
AMGNAmgen IncStock23,811$6.65M0.2%−525−2.2%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF61,772$6.75M0.2%−1,591−2.5%Reduced–
ODFLOld Dominion Freight Line, Inc.COM41,775$6.78M0.2%+31,105+291.5%AddedHistory
USBUS Bancorp DECOM NEW152,462$6.90M0.2%−9,392−5.8%ReducedHistory
TXNTexas Instruments IncStock33,511$6.96M0.2%+463+1.4%AddedHistory
ZTSZoetis Inc.Stock44,896$7.00M0.2%−923−2.0%ReducedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF43,957$7.23M0.2%+10,704+32.2%Added–
DISWalt Disney CoStock59,409$7.37M0.2%+448+0.8%AddedHistory
iShares Russell 1000 Value ETF464287598ETF38,902$7.56M0.2%−953−2.4%Reduced–
SBUXStarbucks CorpStock82,827$7.59M0.2%−925−1.1%ReducedHistory
HONHoneywell International IncCOM32,715$7.62M0.2%−2,023−5.8%ReducedHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF27,980$7.96M0.2%+6,016+27.4%Added–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF88,948$8.09M0.2%−3,799−4.1%Reduced–
Vanguard Real Estate ETF922908553ETF91,002$8.10M0.2%−33,844−27.1%Reduced–
MRKMerck & Co., Inc.Stock105,451$8.35M0.2%−14,361−12.0%ReducedHistory
GLDSPDR Gold TrustETF28,590$8.72M0.2%+4,532+18.8%AddedHistory
SOSouthern CoStock96,450$8.86M0.3%−1,526−1.6%ReducedHistory
HDHome Depot, Inc.Stock24,593$9.02M0.3%−327−1.3%ReducedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF175,307$9.13M0.3%−15,726−8.2%Reduced–
SYKStryker CorpStock23,088$9.13M0.3%+826+3.7%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF160,273$9.14M0.3%+20,721+14.8%Added–
Invesco QQQ Trust Series I46090E103ETF17,088$9.43M0.3%+1,666+10.8%Added–
NFLXNetflix IncStock7,155$9.58M0.3%+121+1.7%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF157,452$9.77M0.3%+494+0.3%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF211,172$10.4M0.3%+106,146+101.1%Added–
Vanguard High Dividend Yield Index ETF921946406ETF80,026$10.7M0.3%+3,246+4.2%Added–
iShares S&P 500 Growth ETF464287309ETF97,209$10.7M0.3%+8,911+10.1%Added–
WMTWalmart Inc.Stock115,344$11.3M0.3%−4,127−3.5%ReducedHistory
PSXPhillips 66Stock98,193$11.7M0.3%−4,150−4.1%ReducedHistory
Vanguard Total Bond Market ETF921937835ETF171,262$12.6M0.4%+875+0.5%Added–
NEENextera Energy IncStock188,289$13.1M0.4%−4,628−2.4%ReducedHistory
SYYSysco CorpStock173,430$13.1M0.4%−1,210−0.7%ReducedHistory
DHRDanaher CorpStock67,310$13.3M0.4%−2,326−3.3%ReducedHistory
iShares Tr464288877EAFE VALUE ETF210,614$13.4M0.4%+30,254+16.8%Added–
CMCSAComcast CorpStock376,273$13.4M0.4%−488−0.1%ReducedHistory
iShares S&P 500 Value ETF464287408ETF71,122$13.9M0.4%+6,474+10.0%Added–
Vanguard Intermediate-Term Bond ETF921937819ETF180,468$14.0M0.4%+8,104+4.7%Added–
WMWaste Management IncStock61,765$14.1M0.4%−1,774−2.8%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF237,947$14.3M0.4%+1,634+0.7%Added–
SPDR Series Trust78464A763ST STR SP DIV107,361$14.6M0.4%−598−0.6%Reduced–
WWDWoodward, Inc.COM61,894$15.2M0.4%−180−0.3%ReducedHistory
iShares Core S&P 500 ETF464287200ETF24,446$15.2M0.4%+481+2.0%Added–
MDTMedtronic plcStock179,132$15.6M0.4%−1,050−0.6%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF52,259$15.9M0.5%−4,091−7.3%Reduced–
CMICummins IncStock49,287$16.1M0.5%−161−0.3%ReducedHistory
CATCaterpillar IncStock41,848$16.2M0.5%−10,593−20.2%ReducedHistory
ABTAbbott LaboratoriesStock124,091$16.9M0.5%−4,317−3.4%ReducedHistory
UNHUnitedHealth Group IncStock54,264$16.9M0.5%−1,999−3.6%ReducedHistory
Vanguard Morningstar Value ETF922908744ETF95,956$17.0M0.5%+113+0.1%Added–
BACBank of America CorpStock360,130$17.0M0.5%−10,053−2.7%ReducedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF258,561$17.4M0.5%+36,739+16.6%Added–
TMOThermo Fisher Scientific Inc.Stock44,415$18.0M0.5%−862−1.9%ReducedHistory
GOOGAlphabet Inc.Stock103,380$18.3M0.5%−2,258−2.1%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF224,499$18.7M0.5%+15,398+7.4%Added–
KOCoca Cola CoStock266,241$18.8M0.5%−5,544−2.0%ReducedHistory
PEPPepsiCo IncStock144,260$19.0M0.5%−7,091−4.7%ReducedHistory
XELXcel Energy IncStock288,176$19.6M0.6%−3,017−1.0%ReducedHistory
UNPUnion Pacific CorpStock85,836$19.7M0.6%−3,667−4.1%ReducedHistory
NOCNorthrop Grumman CorpStock39,700$19.8M0.6%−818−2.0%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF98,546$20.2M0.6%−3,984−3.9%Reduced–
PAYCPaycom Software, Inc.Stock90,712$21.0M0.6%−61,220−40.3%ReducedHistory
CSCOCisco Systems, Inc.Stock309,247$21.5M0.6%+7,286+2.4%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF84,830$21.5M0.6%−7,602−8.2%Reduced–
ALLAllstate CorpStock109,524$22.0M0.6%−2,770−2.5%ReducedHistory
JNJJohnson & JohnsonStock145,603$22.2M0.6%−3,508−2.4%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF94,028$22.3M0.6%+12,999+16.0%Added–
CVXChevron CorpStock164,689$23.6M0.7%+3,997+2.5%AddedHistory
CRMSalesforce, Inc.Stock90,803$24.8M0.7%+90,803NewHistory
Vanguard Morningstar Growth ETF922908736ETF56,891$24.9M0.7%+120+0.2%Added–
AMPAmeriprise Financial IncCOM47,779$25.5M0.7%−440−0.9%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF340,227$26.8M0.8%+11,239+3.4%Added–
IQVIQVIA Holdings Inc.Stock170,778$26.9M0.8%+356+0.2%AddedHistory
APDAir Products & Chemicals, Inc.Stock97,345$27.5M0.8%−932−0.9%ReducedHistory
MCDMcDonalds CorpStock99,368$29.0M0.8%−1,665−1.6%ReducedHistory
BLKBlackRock, Inc.Stock29,019$30.4M0.9%−324−1.1%ReducedHistory
ETNEaton Corp plcStock87,203$31.1M0.9%−7,504−7.9%ReducedHistory
MAMastercard IncStock57,170$32.1M0.9%−1,802−3.1%ReducedHistory
LOWLowes Companies IncStock150,851$33.5M0.9%+831+0.6%AddedHistory
PGProcter & Gamble CoStock233,706$37.2M1.1%−6,204−2.6%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF61,042$37.7M1.1%−280.0%ReducedHistory
CICigna GroupStock116,837$38.6M1.1%+396+0.3%AddedHistory
MDLZMondelez International, Inc.Stock583,406$39.3M1.1%−5,885−1.0%ReducedHistory
Vanguard S&P 500 ETF922908363ETF69,706$39.6M1.1%+2,436+3.6%Added–
BSXBoston Scientific CorpStock372,060$40.0M1.1%−2,821−0.8%ReducedHistory

Sold out since Q1 2025 (15)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Associated Banc-Corp sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
DFSDiscover Financial ServicesCOM230,159$39.3M1.2%History
Vanguard Mun BD FDS922907746TAX EXEMPT BD9,233$458.1K<0.1%–
iShares MSCI USA Quality Factor ETF46432F339ETF2,256$385.5K<0.1%–
Vanguard Consumer Discretionary ETF92204A108ETF1,071$348.6K<0.1%–
TDGTransDigm Group INCCOM175$242.1K<0.1%History
MORNMorningstar, Inc.COM782$234.5K<0.1%History
PCTYPaylocity Holding CorpCOM1,207$226.1K<0.1%History
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF2,761$221.9K<0.1%–
MRSHMarsh & McLennan Companies, Inc.Stock896$218.7K<0.1%History
LINLinde PLCStock464$216.1K<0.1%History
PGRProgressive CorpStock755$213.7K<0.1%History
POOLPool CorpCOM669$213.0K<0.1%History
Vanguard Morningstar Large-Cap ETF922908637ETF813$209.0K<0.1%–
BF.BBrown Forman CorpStock6,065$205.8K<0.1%History
Schwab International Equity ETF808524805ETF10,024$198.3K<0.1%–