Johnson Financial Group, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.05 Billion distributed in 1138 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 $599M, Ishares Russell 1000 Gr ETF with a value of $175M, Ishares Tr with a value of $106M, Invesco Exchange Traded Fd Tr with a value of $83.1M, and Ishares Barclays 3 7 Yr Treas with a value of $70M.
Examining the 13F form we can see an decrease of $136M in the current position value, from $2.19B to 2.05B.
Also it can be appreciated an additional of 111 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
$2.05 Billion
ETFs: $1.43 Billion
Technology: $178 Million
Consumer Cyclical: $106 Million
Financial Services: $92.4 Million
Healthcare: $56.6 Million
Communication Services: $52.2 Million
Industrials: $44 Million
Consumer Defensive: $43.3 Million
Other: $51 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
