Johnson Financial Group, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.64 Billion distributed in 1634 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 $834M, Ishares Russell 1000 Gr ETF with a value of $201M, Ishares Tr with a value of $141M, Invesco Exchange Traded Fd Tr with a value of $118M, and Ishares Barclays 3 7 Yr Treas with a value of $70.9M.
Examining the 13F form we can see an increase of $435M in the current position value, from $2.2B to 2.64B.
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
$2.64 Billion
ETFs: $1.84 Billion
Technology: $231 Million
Consumer Cyclical: $125 Million
Financial Services: $121 Million
Communication Services: $68.9 Million
Healthcare: $68 Million
Industrials: $63.3 Million
Consumer Defensive: $48.3 Million
Other: $65.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more