StockDriftsStockDriftsTop 50 Johnson Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 31.21% | 1.27M | $949.1M | -0.81%(-10.38K) | $398.21(+95.61%) | 2026-06-30 | |
| IEFA | ISHARES TR | 7.94% | 2.50M | $241.5M | +29.27%(+566.23K) | $77.87(+30.12%) | 2026-06-30 | |
| IUSB | ISHARES TR | 7.77% | 5.12M | $236.3M | +1.32%(+66.92K) | $46.36(-1.96%) | 2026-06-30 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 4.54% | 2.26M | $138.1M | +8.87%(+183.83K) | $45.38(+38.70%) | 2026-06-30 | |
| IWF | ISHARES TR | 3.75% | 919.4K | $114.2M | -44.32%(-731.97K) | $65.99(+86.97%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.22% | 814.4K | $67.5M | +81.67%(+366.12K) | $61.53(+34.30%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.99% | 208.8K | $60.4M | -1.76%(-3.74K) | $123.49(+147.28%) | 2026-06-30 | |
| ACWX | ISHARES TR | 1.69% | 675.7K | $51.4M | -2.74%(-19.06K) | $52.60(+48.93%) | 2026-06-30 | |
| IXUS | ISHARES TR | 1.47% | 469.9K | $44.8M | -0.01%(-46) | $64.85(+51.81%) | 2026-06-30 | |
| JOUT | JOHNSON OUTDOORS INC | 1.44% | 950.5K | $43.8M | -0.01%(-113) | $12.33(+290.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.01% | +44.32% | +4.60% | +25.23% |
| Top 20 Holdings Unweighted | +11.58% | +38.91% | +4.22% | +22.96% |
Johnson Financial Group, Inc. reports $3.04B in US-listed equity holdings across 818 positions in its most recent 13F filing. Its largest disclosed positions are IVV (31.2%), IEFA (7.9%) and IUSB (7.8%). The top 20 holdings account for 74.41% of reported assets. Its disclosed equity book has returned +44.32% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Johnson Financial Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1477024). View Johnson Financial Group, Inc.’s 13F filings on SEC