Johnson Financial Group, Inc.
Johnson Financial Group, Inc. is a privately held, family-owned financial services company headquartered in Racine, Wisconsin. Founded in 1970, it is the largest privately held financial services firm in Wisconsin, providing comprehensive banking, wealth management, fiduciary, and trust services primarily through its subsidiaries, Johnson Bank and Johnson Wealth. With over 1,000 employees, Johnson Financial Group serves personal, business, and institutional clients, with a strong community and philanthropic focus. The firm is primarily owned by the Samuel C. Johnson family and operates more than 30 locations throughout Wisconsin and Minnesota.
Investment Strategy
Johnson Financial Group focuses on offering comprehensive banking and wealth management solutions, including commercial and consumer banking, trust and estate services, and fiduciary management. The firm emphasizes a client-centric approach, deepening relationships with existing clients, prioritizing retention, and providing customized solutions. Through its various platforms, Johnson Financial Group aims to deliver robust financial planning, personalized advisory, and enhanced digital experiences, while remaining financially strong and well-capitalized. The firm invests in both talent and technology to ensure adaptability and competitiveness in a rapidly changing financial landscape, serving individuals, families, businesses, and institutions in its Midwestern footprint.
Top Holdings
Equity Positions (706)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 30.09% | $668.7M | 1,076,986 | $410.37 | $620.90 | +$78.8M |
I IWF | ISHARES TR | 7.49% | $166.5M | 392,067 | $258.62 | $424.58 | +$32.1M |
I IEFA | ISHARES TR | 5.52% | $122.7M | 1,469,951 | $70.90 | $83.48 | +$10.9M |
X XLG | INVESCO EXCHANGE TRADED FD T | 4.08% | $90.7M | 1,740,907 | $44.13 | $52.10 | +$11.9M |
I IEI | ISHARES TR | 2.96% | $65.7M | 551,610 | $114.97 | $119.09 | -$377.0K |