Fifth Third Securities, Inc.
Fifth Third Securities, Inc. is a full-service brokerage and investment advisory firm headquartered in Cincinnati, Ohio. It operates as a subsidiary of Fifth Third Bank, N.A., providing investment guidance and services, including retirement planning, stocks and bonds, mutual funds, options, annuities, IRAs, and business retirement plans. Serving individuals, businesses, and institutional clients, the firm leverages the resources of its parent bank within a broad wealth management platform. Fifth Third Securities traces its roots to 1858 and employs between 5,000 and 10,000 professionals focused on helping clients reach their financial goals.
Investment Strategy
Fifth Third Securities delivers bespoke investment strategies for high net worth individuals, families, businesses, and institutional investors. Its approach combines personalized financial advice with access to a broad suite of services—wealth planning, trust and estate planning, corporate finance, mergers & acquisitions advisory, and capital markets expertise. The firm's philosophy emphasizes ongoing, adaptive planning to support clients through market cycles and life changes, employing actively managed portfolios, diversified asset allocation, and risk management strategies informed by the bank's institutional resources.
Research Analysts
Top Holdings
Equity Positions (311)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FUNDS S&P 500 ETF USD | 4.66% | $68.3M | 111,471 | $404.28 | $612.38 | +$5.6M |
Q QQQ | INVESCO QQQ TR UNIT SER 1 | 4.50% | $66.0M | 109,863 | $372.22 | $600.37 | +$6.9M |
I IVV | ISHARES CORE S&P 500 ETF | 3.90% | $57.2M | 85,408 | $437.58 | $669.30 | +$6.7M |
S SPY | SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | 3.50% | $51.2M | 76,873 | $464.05 | $666.18 | +$4.8M |
V VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 2.79% | $40.8M | 124,393 | $225.89 | $328.17 | +$6.1M |