SEC Filing Summary: Associated Banc-Corp (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Associated Banc-Corp, an institutional investment manager based in Green Bay, WI. The report covers the quarter ended March 31, 2026, and was signed on May 1, 2026, by Jayne C. Hladio, EVP, President of Private Wealth. The report includes holdings for one other included manager: Associated Trust Company, National Association.
Key Financial Metrics
As a Form 13F filing, this document discloses equity holdings rather than the company's own operating financials (revenue, profit, cash flow, or debt). The key metrics provided relate to the investment portfolio managed by the firm:
- Total Portfolio Value: $3,776,924,834
- Total Number of Holdings: 332 entries
- Number of Included Managers: 1 (Associated Trust Company, National Association)
The filing text does not provide data on Associated Banc-Corp's own revenue, profit margins, liquidity, or debt levels.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., December 31, 2025) to determine material changes in portfolio value or composition. No specific additions or deletions of holdings are detailed in the summary text provided.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, or risk factors regarding the company's operations. The document includes a standard SEC disclaimer stating that the Commission has not reviewed the information for accuracy or completeness.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $3.78 billion against the firm's total assets under management (AUM) to understand the scope of this specific report.
- Confirm the identity of the "Other Included Manager" (Associated Trust Company, National Association) to ensure consolidated reporting is accurate.
- Note that this filing reflects investment positions held by the bank's wealth management arm, not the bank's core lending or deposit activities.
- Check subsequent filings for the specific list of 332 holdings, as the summary text does not list individual securities.