Johnson Financial Group, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.01 Billion distributed in 1191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $590M, Ishares Russell 1000 Gr ETF with a value of $134M, Ishares Tr with a value of $112M, Invesco Exchange Traded Fd Tr with a value of $78.8M, and Ishares Barclays 3 7 Yr Treas with a value of $66.1M.

Examining the 13F form we can see an decrease of $36.3M in the current position value, from $2.05B to 2.01B. Also it can be appreciated an additional of 142 stocks purchases and 1 closed positions.

Johnson Financial Group, Inc. is based out at Racine, WI

Below you can find more details about Johnson Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.01 Billion
ETFs: $1.36 Billion
Technology: $168 Million
Financial Services: $106 Million
Consumer Cyclical: $97.2 Million
Healthcare: $68 Million
Communication Services: $50.3 Million
Industrials: $49.7 Million
Consumer Defensive: $49.1 Million
Other: $64.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,191
  • Current Value $2.01 Billion
  • Prior Value $2.05 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 142 stocks
  • Additional Purchases 303 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 205 stocks
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