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Associated Banc-Corp

SEC CIK
0000007789
Latest filing
Jul 31, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 6, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
333
−7 vs. Q3 2025
Portfolio value
$3.91B
+$106.8M (+2.8%) vs. Q3 2025
Filed
Feb 6, 2026
SEC
Holdings of Associated Banc-Corp in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF28,841$3.44M0.1%−6,111−17.5%ReducedConverted for a 2-for-1 split–
SLViShares Silver TrustETF59,521$3.83M0.1%+3,040+5.4%AddedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF50,003$3.88M0.1%−1,020−2.0%Reduced–
State Street Energy Select Sector SPDR ETF81369Y506ETF88,333$3.95M0.1%−3,721−4.0%ReducedConverted for a 2-for-1 split–
BABoeing CoStock18,365$3.99M0.1%−61−0.3%ReducedHistory
PFEPfizer IncStock160,400$3.99M0.1%−4,709−2.9%ReducedHistory
PRUPrudential Financial IncStock36,570$4.13M0.1%−9,973−21.4%ReducedHistory
CVSCVS Health CorpStock52,530$4.17M0.1%+1,016+2.0%AddedHistory
ITWIllinois Tool Works IncStock17,168$4.23M0.1%−114−0.7%ReducedHistory
iShares Tr464287556ISHARES BIOTECH25,683$4.33M0.1%−10,169−28.4%Reduced–
EOGEOG Resources IncStock41,855$4.40M0.1%−524−1.2%ReducedHistory
Vanguard Information Technology ETF92204A702ETF6,133$4.62M0.1%−275−4.3%Reduced–
MDYSPDR S&P Midcap 400 ETF TrustETF7,682$4.63M0.1%−860−10.1%ReducedHistory
Vanguard Real Estate ETF922908553ETF55,234$4.89M0.1%−31,238−36.1%Reduced–
VVisa Inc.Stock14,041$4.92M0.1%−106−0.7%ReducedHistory
WFCWells Fargo & CompanyStock53,269$4.96M0.1%+233+0.4%AddedHistory
EMREmerson Electric CoStock37,822$5.02M0.1%−5,052−11.8%ReducedHistory
CLColgate Palmolive CoStock66,889$5.29M0.1%−5,879−8.1%ReducedHistory
IBMInternational Business Machines CorpStock18,057$5.35M0.1%+1,467+8.8%AddedHistory
iShares S&P Mid-Cap 400 Value ETF464287705ETF44,191$5.82M0.1%−5,509−11.1%Reduced–
DISWalt Disney CoStock52,178$5.94M0.2%−1,690−3.1%ReducedHistory
Schwab Strategic Tr808524862SHT TM US TRES247,617$6.03M0.2%+15,743+6.8%Added–
HONHoneywell International IncCOM31,696$6.18M0.2%−371−1.2%ReducedHistory
TFCTruist Financial CorpCOM126,185$6.21M0.2%−668−0.5%ReducedHistory
ADIAnalog Devices IncStock23,024$6.24M0.2%−491−2.1%ReducedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF20,813$6.29M0.2%+501+2.5%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF30,931$6.55M0.2%+5,394+21.1%Added–
TXNTexas Instruments IncStock37,829$6.56M0.2%+2,520+7.1%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF56,015$6.73M0.2%−3,318−5.6%Reduced–
TMUST-Mobile US, Inc.Stock33,865$6.88M0.2%+1,242+3.8%AddedHistory
SBUXStarbucks CorpStock82,214$6.92M0.2%−658−0.8%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF36,301$7.64M0.2%−600−1.6%Reduced–
AMGNAmgen IncStock23,515$7.70M0.2%+223+1.0%AddedHistory
USBUS Bancorp DECOM NEW150,974$8.06M0.2%−620−0.4%ReducedHistory
SOSouthern CoStock92,947$8.10M0.2%−2,722−2.8%ReducedHistory
SYKStryker CorpStock23,496$8.26M0.2%−39−0.2%ReducedHistory
HDHome Depot, Inc.Stock24,019$8.26M0.2%−542−2.2%ReducedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF87,365$8.46M0.2%−133−0.2%Reduced–
ZTSZoetis Inc.Stock69,117$8.70M0.2%+22,493+48.2%AddedHistory
iShares Russell 2000 ETF464287655ETF36,971$9.10M0.2%+10,148+37.8%Added–
ABBVAbbVie Inc.Stock40,775$9.32M0.2%−2,967−6.8%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF143,136$9.45M0.2%−8,049−5.3%Reduced–
NFLXNetflix IncStock101,542$9.52M0.2%+26,962+36.2%AddedConverted for a 10-for-1 splitHistory
Vanguard High Dividend Yield Index ETF921946406ETF72,355$10.4M0.3%−6,607−8.4%Reduced–
FISVFiserv IncStock156,340$10.5M0.3%−234,697−60.0%ReducedHistory
MRKMerck & Co., Inc.Stock101,341$10.7M0.3%+3,482+3.6%AddedHistory
iShares S&P 500 Growth ETF464287309ETF88,264$10.9M0.3%−8,174−8.5%Reduced–
CMCSAComcast CorpStock366,216$10.9M0.3%−8,164−2.2%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF184,397$11.5M0.3%+13,345+7.8%Added–
WMTWalmart Inc.Stock105,531$11.8M0.3%−2,027−1.9%ReducedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF69,230$12.3M0.3%+14,699+27.0%Added–
PSXPhillips 66Stock96,842$12.5M0.3%−564−0.6%ReducedHistory
SYYSysco CorpStock172,561$12.7M0.3%−820.0%ReducedHistory
GLDSPDR Gold TrustETF32,661$12.9M0.3%+5,388+19.8%AddedHistory
PAYCPaycom Software, Inc.Stock82,227$13.1M0.3%+2,262+2.8%AddedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF152,991$13.1M0.3%−8,798−5.4%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF247,223$13.3M0.3%+24,096+10.8%Added–
WMWaste Management IncStock61,026$13.4M0.3%−402−0.7%ReducedHistory
Vanguard Total Bond Market ETF921937835ETF184,844$13.7M0.4%+2,022+1.1%Added–
DHRDanaher CorpStock60,231$13.8M0.4%−1,945−3.1%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF29,373$13.9M0.4%+6,150+26.5%Added–
Invesco QQQ Trust Series I46090E103ETF23,010$14.1M0.4%+4,234+22.6%Added–
Vanguard Intermediate-Term Bond ETF921937819ETF182,035$14.2M0.4%−765−0.4%Reduced–
iShares S&P 500 Value ETF464287408ETF67,226$14.3M0.4%−4,445−6.2%Reduced–
ABTAbbott LaboratoriesStock120,607$15.1M0.4%−8,204−6.4%ReducedHistory
SPDR Series Trust78464A763ST STR SP DIV108,878$15.2M0.4%+2,045+1.9%Added–
NEENextera Energy IncStock190,085$15.3M0.4%+1,567+0.8%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF46,273$15.5M0.4%−9,273−16.7%Reduced–
iShares Tr464288877EAFE VALUE ETF222,026$15.9M0.4%+2,544+1.2%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF244,123$16.4M0.4%+8,892+3.8%Added–
UNHUnitedHealth Group IncStock50,676$16.7M0.4%−179−0.4%ReducedHistory
Vanguard Morningstar Value ETF922908744ETF88,951$17.0M0.4%−854−1.0%Reduced–
MDTMedtronic plcStock182,964$17.6M0.4%−1,829−1.0%ReducedHistory
WWDWoodward, Inc.COM61,379$18.6M0.5%−405−0.7%ReducedHistory
iShares Core S&P 500 ETF464287200ETF27,182$18.6M0.5%+2,049+8.2%Added–
KOCoca Cola CoStock268,282$18.8M0.5%−3,529−1.3%ReducedHistory
ODFLOld Dominion Freight Line, Inc.COM125,788$19.7M0.5%+73,606+141.1%AddedHistory
PEPPepsiCo IncStock138,500$19.9M0.5%−2,415−1.7%ReducedHistory
BACBank of America CorpStock364,438$20.0M0.5%+2,548+0.7%AddedHistory
XELXcel Energy IncStock280,741$20.7M0.5%−4,388−1.5%ReducedHistory
UNPUnion Pacific CorpStock89,738$20.8M0.5%+4,972+5.9%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF97,982$21.5M0.6%+1,172+1.2%Added–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF80,175$22.4M0.6%+41,891+109.4%Added–
ALLAllstate CorpStock107,964$22.5M0.6%−1,090−1.0%ReducedHistory
AMPAmeriprise Financial IncCOM46,369$22.7M0.6%−200.0%ReducedHistory
NOCNorthrop Grumman CorpStock39,990$22.8M0.6%+371+0.9%AddedHistory
APDAir Products & Chemicals, Inc.Stock94,521$23.3M0.6%−1,198−1.3%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF263,556$23.6M0.6%+17,750+7.2%Added–
CATCaterpillar IncStock41,160$23.6M0.6%−779−1.9%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF167,721$24.1M0.6%00.0%UnchangedConverted for a 2-for-1 split–
CVXChevron CorpStock158,736$24.2M0.6%−5,211−3.2%ReducedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF329,094$24.2M0.6%+37,454+12.8%Added–
CSCOCisco Systems, Inc.Stock315,942$24.3M0.6%+5,092+1.6%AddedHistory
CMICummins IncStock48,155$24.6M0.6%−1,447−2.9%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF50,946$24.9M0.6%−1,410−2.7%Reduced–
TMOThermo Fisher Scientific Inc.Stock43,471$25.2M0.6%+24+0.1%AddedHistory
ETNEaton Corp plcStock81,435$25.9M0.7%−2,422−2.9%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF340,916$26.9M0.7%−9,505−2.7%Reduced–
MCDMcDonalds CorpStock98,244$30.0M0.8%−1,425−1.4%ReducedHistory
JNJJohnson & JohnsonStock146,492$30.3M0.8%−2,678−1.8%ReducedHistory

Sold out since Q3 2025 (19)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Associated Banc-Corp sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF114,900$2.89M0.1%–
iShares Tr46436E866IBONDS 25 TRM TS77,140$1.80M<0.1%–
HSYHershey CoCOM3,988$746.0K<0.1%History
EVRGEvergy, Inc.Stock6,738$512.2K<0.1%History
SJMJ M SMUCKER CoStock4,572$496.5K<0.1%History
INGRIngredion IncCOM3,494$426.7K<0.1%History
CSLCarlisle Companies IncCOM1,098$361.2K<0.1%History
ULUnilever PLCSPON ADR NEW5,374$318.6K<0.1%History
SYFSynchrony FinancialCOM4,322$307.1K<0.1%History
DOWDow Inc.Stock12,323$282.6K<0.1%History
MSTRStrategy IncStock805$259.4K<0.1%History
FETHFidelity Ethereum FundSHS6,040$251.0K<0.1%History
OLLIOllie's Bargain Outlet Holdings, Inc.Stock1,754$225.2K<0.1%History
NSCNorfolk Southern CorpStock744$223.5K<0.1%History
MEDPMedpace Holdings, Inc.COM434$223.1K<0.1%History
SHELShell plcADR3,057$218.7K<0.1%History
OZKBank OZKCOM4,234$215.8K<0.1%History
MRSHMarsh & McLennan Companies, Inc.Stock1,011$203.7K<0.1%History
NPOEnpro Inc.COM901$203.6K<0.1%History