ASSOCIATED BANC-CORP

data from 30/09/2025

Capitalization

$ 3.800 B 7.69 %

Average holding period

31 ans

Performance

$ 2.694 B 130.09 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ASSOCIATED BANC-CORP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 5.98% 227.192 M $ 438636 2013/06/30 8.919 M $ 4.13 %
2025/09/30 NVDA NVIDIA CORPORATION 4.80% 182.566 M $ 978486 2019/12/31 28.208 M $ 18.10 %
2025/09/30 GOOGL ALPHABET INC 4.47% 169.706 M $ 698092 2015/12/31 49.696 M $ 37.94 %
2025/09/30 AAPL APPLE INC 3.98% 151.182 M $ 593731 2013/06/30 30.006 M $ 24.11 %
2025/09/30 JPM JPMORGAN CHASE & CO. 3.28% 124.636 M $ 395131 2013/06/30 10.097 M $ 8.80 %
2025/09/30 AMZN AMAZON COM INC 3.23% 122.551 M $ 558140 2013/09/30 91.094 K $ 0.08 %
2025/09/30 LRCX LAM RESEARCH CORP 2.95% 111.980 M $ 836296 2024/12/31 35.401 M $ 37.56 %
2025/09/30 PM PHILIP MORRIS INTL INC 2.40% 91.287 M $ 562807 2013/06/30 -10.957 M $ -10.94 %
2025/09/30 NOW SERVICENOW INC 1.90% 72.000 M $ 78237 2017/12/31 -7.879 M $ -10.49 %
2025/09/30 ASB ASSOCIATED BANC CORP 1.66% 62.956 M $ 2448716 2013/06/30 3.253 M $ 5.41 %
2025/09/30 XOM EXXON MOBIL CORP 1.59% 60.271 M $ 534551 2013/06/30 2.587 M $ 4.59 %
2025/09/30 RTX RTX CORPORATION 1.56% 59.115 M $ 353285 2020/06/30 7.424 M $ 14.59 %
2025/09/30 KMB KIMBERLY-CLARK CORP 1.49% 56.659 M $ 455680 2013/06/30 -2.064 M $ -3.55 %
2025/09/30 VO VANGUARD INDEX FDS 1.43% 54.334 M $ 184972 2013/06/30 2.406 M $ 4.97 %
2025/09/30 META META PLATFORMS INC 1.42% 54.004 M $ 73537 2016/12/31 -281.255 K $ -0.50 %
2025/09/30 UBER UBER TECHNOLOGIES INC 1.33% 50.477 M $ 515232 2025/03/31 2.286 M $ 5.01 %
2025/09/30 FI FISERV INC 1.33% 50.416 M $ 391037 2017/09/30 -16.976 M $ -25.22 %
2025/09/30 COF CAPITAL ONE FINL CORP 1.33% 50.354 M $ 236870 2013/06/30 -44.417 K $ -0.08 %
2025/09/30 SCHW SCHWAB CHARLES CORP 1.22% 46.502 M $ 487084 2016/09/30 2.042 M $ 4.64 %
2025/09/30 VOO VANGUARD INDEX FDS 1.22% 46.456 M $ 75861 2013/12/31 3.091 M $ 7.81 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.19% 45.029 M $ 89567 2013/06/30 1.523 M $ 3.49 %
2025/09/30 LLY ELI LILLY & CO 1.14% 43.215 M $ 56638 2013/06/30 -915.199 K $ -2.12 %
2025/09/30 CRM SALESFORCE INC 1.12% 42.573 M $ 179635 2024/12/31 -3.241 M $ -13.09 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.07% 40.468 M $ 60746 2013/06/30 2.950 M $ 7.82 %
2025/09/30 LOW LOWES COS INC 1.00% 38.089 M $ 151562 2013/06/30 4.441 M $ 13.27 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.96% 36.597 M $ 585829 2013/06/30 -2.900 M $ -7.37 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.96% 36.362 M $ 372443 2017/09/30 -3.639 M $ -9.11 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.94% 35.541 M $ 231309 2013/06/30 -1.325 M $ -3.56 %
2025/09/30 CI THE CIGNA GROUP 0.90% 34.376 M $ 119259 2018/12/31 -4.946 M $ -12.80 %
2025/09/30 BLK BLACKROCK INC 0.89% 33.724 M $ 28926 2024/12/31 3.384 M $ 11.11 %
2025/09/30 IQV IQVIA HLDGS INC 0.85% 32.472 M $ 170958 2020/03/31 5.525 M $ 20.53 %
2025/09/30 MA MASTERCARD INCORPORATED 0.84% 31.918 M $ 56114 2013/06/30 392.757 K $ 1.22 %
2025/09/30 ETN EATON CORP PLC 0.83% 31.383 M $ 83857 2013/06/30 1.505 M $ 4.83 %
2025/09/30 MCD MCDONALDS CORP 0.80% 30.288 M $ 99669 2013/06/30 1.165 M $ 4.01 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.73% 27.659 M $ 149170 2013/06/30 4.757 M $ 21.39 %
2025/09/30 BSV VANGUARD BD INDEX FDS 0.73% 27.652 M $ 350421 2013/09/30 71.447 K $ 0.27 %
2025/09/30 VB VANGUARD INDEX FDS 0.71% 26.825 M $ 105493 2013/09/30 1.627 M $ 7.30 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.69% 26.104 M $ 95719 2013/06/30 -909.202 K $ -3.31 %
2025/09/30 CVX CHEVRON CORP NEW 0.67% 25.459 M $ 163947 2013/06/30 1.993 M $ 8.45 %
2025/09/30 VUG VANGUARD INDEX FDS 0.66% 25.110 M $ 52356 2016/09/30 2.344 M $ 9.40 %
2025/09/30 GOOG ALPHABET INC 0.66% 24.921 M $ 102324 2015/12/31 6.840 M $ 37.30 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.64% 24.141 M $ 39619 2013/12/31 4.341 M $ 21.87 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.62% 23.666 M $ 83963 2013/06/30 2.429 M $ 11.31 %
2025/09/30 ALL ALLSTATE CORP 0.62% 23.408 M $ 109054 2013/06/30 1.461 M $ 6.63 %
2025/09/30 XEL XCEL ENERGY INC 0.61% 22.996 M $ 285129 2013/06/30 3.617 M $ 18.43 %
2025/09/30 AMP AMERIPRISE FINL INC 0.60% 22.789 M $ 46389 2018/06/30 -2.030 M $ -7.96 %
2025/09/30 IEFA ISHARES TR 0.56% 21.461 M $ 245806 2017/12/31 859.831 K $ 4.59 %
2025/09/30 CSCO CISCO SYS INC 0.56% 21.268 M $ 310850 2013/06/30 -296.877 K $ -1.38 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.55% 21.073 M $ 43447 2013/06/30 3.534 M $ 19.62 %
2025/09/30 CMI CUMMINS INC 0.55% 20.950 M $ 49602 2013/06/30 4.676 M $ 28.97 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.55% 20.891 M $ 96810 2013/06/30 1.096 M $ 5.43 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 0.55% 20.814 M $ 291640 2017/06/30 1.073 M $ 6.17 %
2025/09/30 UNP UNION PAC CORP 0.53% 20.036 M $ 84766 2013/06/30 539.908 K $ 2.73 %
2025/09/30 CAT CATERPILLAR INC 0.53% 20.011 M $ 41939 2013/06/30 3.722 M $ 22.91 %
2025/09/30 PEP PEPSICO INC 0.52% 19.790 M $ 140915 2013/06/30 1.212 M $ 6.36 %
2025/09/30 BAC BANK AMERICA CORP 0.49% 18.670 M $ 361890 2015/09/30 1.538 M $ 9.02 %
2025/09/30 VTI VANGUARD INDEX FDS 0.48% 18.229 M $ 55546 2013/06/30 1.267 M $ 7.98 %
2025/09/30 KO COCA COLA CO 0.47% 18.027 M $ 271811 2013/06/30 -1.179 M $ -6.26 %
2025/09/30 MDT MEDTRONIC PLC 0.46% 17.600 M $ 184793 2015/03/31 1.446 M $ 9.26 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.46% 17.560 M $ 50855 2013/06/30 1.809 M $ 10.68 %
2025/09/30 ABT ABBOTT LABS 0.45% 17.253 M $ 128811 2013/06/30 -256.868 K $ -1.52 %
2025/09/30 IVV ISHARES TR 0.44% 16.822 M $ 25133 2013/06/30 1.183 M $ 7.80 %
2025/09/30 VTV VANGUARD INDEX FDS 0.44% 16.748 M $ 89805 2013/09/30 935.571 K $ 5.52 %
2025/09/30 PAYC PAYCOM SOFTWARE INC 0.44% 16.644 M $ 79965 2024/06/30 -2.110 M $ -10.05 %
2025/09/30 WWD WOODWARD INC 0.41% 15.613 M $ 61784 2018/09/30 471.632 K $ 3.11 %
2025/09/30 IEMG ISHARES INC 0.41% 15.506 M $ 235231 2019/06/30 1.402 M $ 9.81 %
2025/09/30 SDY SPDR SERIES TRUST 0.39% 14.962 M $ 106833 2013/06/30 463.799 K $ 3.18 %
2025/09/30 EFV ISHARES TR 0.39% 14.887 M $ 219482 2019/12/31 916.170 K $ 6.85 %
2025/09/30 IVE ISHARES TR 0.39% 14.801 M $ 71671 2013/09/30 788.742 K $ 5.68 %
2025/09/30 BIV VANGUARD BD INDEX FDS 0.38% 14.275 M $ 182800 2013/06/30 135.351 K $ 0.97 %
2025/09/30 NEE NEXTERA ENERGY INC 0.37% 14.231 M $ 188518 2013/06/30 1.143 M $ 8.74 %
2025/09/30 SYY SYSCO CORP 0.37% 14.215 M $ 172643 2013/06/30 1.145 M $ 8.71 %
2025/09/30 BND VANGUARD BD INDEX FDS 0.36% 13.596 M $ 182822 2013/09/30 126.733 K $ 1.01 %
2025/09/30 WM WASTE MGMT INC DEL 0.36% 13.565 M $ 61428 2013/06/30 -493.502 K $ -3.49 %
2025/09/30 PSX PHILLIPS 66 0.35% 13.249 M $ 97406 2013/06/30 1.642 M $ 14.02 %
2025/09/30 GDX VANECK ETF TRUST 0.33% 12.361 M $ 161789 2016/09/30 4.267 M $ 46.75 %
2025/09/30 DHR DANAHER CORPORATION 0.32% 12.327 M $ 62176 2013/06/30 48.463 K $ 0.36 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.32% 12.089 M $ 223127 2013/06/30 996.731 K $ 9.54 %
2025/09/30 CMCSA COMCAST CORP NEW 0.31% 11.763 M $ 374380 2013/06/30 -1.607 M $ -11.96 %
2025/09/30 IVW ISHARES TR 0.31% 11.642 M $ 96438 2015/03/31 1.032 M $ 9.65 %
2025/09/30 QQQ INVESCO QQQ TR 0.30% 11.273 M $ 18776 2018/06/30 832.698 K $ 8.83 %
2025/09/30 VOT VANGUARD INDEX FDS 0.30% 11.247 M $ 38284 2014/06/30 263.012 K $ 3.31 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.29% 11.130 M $ 78962 2020/03/31 611.398 K $ 5.73 %
2025/09/30 WMT WALMART INC 0.29% 11.085 M $ 107558 2013/06/30 609.016 K $ 5.40 %
2025/09/30 IWF ISHARES TR 0.29% 10.878 M $ 23223 2013/06/30 626.681 K $ 10.32 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.27% 10.249 M $ 171052 2013/09/30 466.394 K $ 5.10 %
2025/09/30 ABBV ABBVIE INC 0.27% 10.128 M $ 43742 2013/06/30 1.591 M $ 24.74 %
2025/09/30 HD HOME DEPOT INC 0.26% 9.952 M $ 24561 2013/06/30 948.060 K $ 10.51 %
2025/09/30 IJH ISHARES TR 0.26% 9.866 M $ 151185 2013/12/31 510.144 K $ 5.22 %
2025/09/30 GLD SPDR GOLD TR 0.26% 9.695 M $ 27273 2013/06/30 1.448 M $ 16.61 %
2025/09/30 VOE VANGUARD INDEX FDS 0.25% 9.520 M $ 54531 2013/09/30 444.844 K $ 6.15 %
2025/09/30 SO SOUTHERN CO 0.24% 9.067 M $ 95669 2013/06/30 283.562 K $ 3.20 %
2025/09/30 NFLX NETFLIX INC 0.24% 8.942 M $ 7458 2024/06/30 -1.003 M $ -10.47 %
2025/09/30 SYK STRYKER CORPORATION 0.23% 8.700 M $ 23535 2014/12/31 -599.364 K $ -6.56 %
2025/09/30 IJK ISHARES TR 0.22% 8.390 M $ 87498 2014/03/31 436.734 K $ 5.40 %
2025/09/30 MRK MERCK & CO INC 0.22% 8.213 M $ 97859 2013/06/30 503.001 K $ 6.03 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.21% 7.905 M $ 86472 2013/09/30 214.764 K $ 2.65 %
2025/09/30 TMUS T-MOBILE US INC 0.21% 7.809 M $ 32623 2025/03/31 29.011 K $ 0.47 %
2025/09/30 IWD ISHARES TR 0.20% 7.513 M $ 36901 2013/06/30 364.122 K $ 4.82 %
2025/09/30 ODFL OLD DOMINION FREIGHT LINE IN 0.19% 7.346 M $ 52182 2021/09/30 -898.998 K $ -13.26 %