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People's United Financial, Inc. Historical SEC 13F Holdings & Archive (Q1 2022)
People's United Financial, Inc.CIK: 0001378946
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$3.5B
Reporting period: 2022-03-31 · Number of holdings: 617
People's United Financial, Inc. disclosed 617 holdings in its latest 13F filing for the period ending 2022-03-31, with total reported value of $3.5B and a quarterly turnover rate of 0.0%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "P"
Personality snowflake
- Concentration
- 4.22
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 52.73
- Diversification
- 100
- Sizing Uniformity
- 76.52
People's United Financial, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.011 — mathematically equivalent to about 95 equally-sized positions, well below its 617 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.35), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 41% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 617 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.72% | — | -11.54% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.50% | — | -7.78% | |
| 3 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.51% | — | +3.77% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.46% | — | -20.49% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.88% | — | -30.84% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.83% | — | -1.00% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.81% | — | -6.64% | |
| 8 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.78% | — | -5.97% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.47% | — | -3.55% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.44% | — | -8.47% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.35% | — | -12.16% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.23% | — | -18.96% | |
| 13 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.22% | — | -4.23% | |
| 14 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.21% | — | -4.80% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | — | -17.75% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | — | -32.00% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.12% | — | -1.59% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.10% | — | +1.66% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.06% | — | -9.96% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | — | -12.06% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.96% | — | -6.48% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | — | -2.40% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | — | +1.37% | |
| 24 | IAU | Ishares Gold Trust | ETF-Commodities | 0.94% | — | -16.09% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.92% | — | -10.75% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.91% | — | -25.81% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | — | +8.40% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.88% | — | -16.09% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.84% | — | -11.73% | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 0.83% | — | -2.89% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.81% | — | -0.11% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.79% | — | -3.21% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.78% | — | -3.22% | |
| 34 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.77% | — | -15.60% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.74% | — | -47.24% | |
| 36 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.74% | — | +129.96% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | — | -24.58% | |
| 38 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.69% | — | -7.83% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | — | -13.95% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.63% | — | -10.39% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | — | -17.96% | |
| 42 | MBB | Ishares Mbs ETF | ETF-Other | 0.63% | — | -15.82% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.61% | — | -11.69% | |
| 44 | ZTS | Zoetis Inc | Stock-Healthcare | 0.61% | — | -0.50% | |
| 45 | COP | Conocophillips | Stock-Energy | 0.61% | — | -5.38% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.58% | — | -13.69% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.58% | — | -8.36% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | — | -2.04% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | — | -21.14% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.56% | — | +0.64% |
1–50 of 200
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2022 Q1 | 617 | $3.5B | 0 | ||
| 2021 Q4 | 670 | $4.2B | 0 | ||
| 2021 Q3 | 722 | $4.5B | 0 | ||
| 2021 Q2 | 720 | $4.5B | 97 | ||
| 2021 Q1 | 689 | $4.2B | 16 | ||
| 2020 Q4 | 657 | $4.0B | 17 | ||
| 2020 Q3 | 628 | $3.6B | 12 | ||
| 2020 Q2 | 627 | $3.4B | 24 | ||
| 2020 Q1 | 602 | $2.9B | 42 | ||
| 2019 Q4 | 724 | $3.7B | 17 | ||
| 2019 Q3 | 716 | $3.5B | 13 | ||
| 2019 Q2 | 753 | $3.7B | 33 | ||
| 2019 Q1 | 2112 | $3.2B | 18 | ||
| 2018 Q4 | 2011 | $2.9B | 26 | ||
| 2018 Q3 | 1985 | $3.2B | 35 | ||
| 2018 Q2 | 1786 | $3.9B | 32 | ||
| 2018 Q1 | 1642 | $3.2B | 15 | ||
| 2017 Q4 | 1605 | $3.2B | 15 | ||
| 2017 Q3 | 1254 | $3.0B | 13 | ||
| 2017 Q2 | 1917 | $2.9B | 11 | ||
| 2017 Q1 | 1941 | $2.9B | 15 | ||
| 2016 Q4 | 1814 | $2.7B | 40 | ||
| 2016 Q3 | 1404 | $1.9B | 10 | ||
| 2016 Q2 | 1417 | $1.9B | 14 | ||
| 2016 Q1 | 1417 | $1.9B | 16 | ||
| 2015 Q4 | 1444 | $1.9B | 22 | ||
| 2015 Q3 | 1434 | $1.8B | 15 | ||
| 2015 Q2 | 1374 | $1.9B | 13 | ||
| 2015 Q1 | 1358 | $2.0B | 12 | ||
| 2014 Q4 | 1348 | $2.0B | 12 | ||
| 2014 Q3 | 1324 | $1.9B | 9 | ||
| 2014 Q2 | 1353 | $1.9B | 16 | ||
| 2014 Q1 | 1287 | $1.7B | 12 | ||
| 2013 Q4 | 1285 | $1.7B | 16 | ||
| 2013 Q3 | 1309 | $1.6B | 16 | ||
| 2013 Q2 | 1237 | $1.5B | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is People's United Financial, Inc. and what type of investor is it?
People's United Financial, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2022-03-31), the firm manages a tracked equity portfolio valued at approximately $3.5B, spread across 617 disclosed positions.
What are People's United Financial, Inc.'s largest equity positions?
Based on the latest 13F filing, People's United Financial, Inc.'s top holdings by market value are:
1. Apple Inc (AAPL) — $165.9M (4.7%)
2. Microsoft CORP (MSFT) — $123.0M (3.5%)
3. Ishares S&p Mid-cap 400 Valu (IJJ) — $88.2M (2.5%)
4. Ss Spdr S&p 500 ETF Trust-us (SPY) — $86.3M (2.5%)
5. Ishr Ibx Usd Invgd Cb Etf-ui (LQD) — $66.0M (1.9%)
What changes did People's United Financial, Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for People's United Financial, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does People's United Financial, Inc. focus on?
People's United Financial, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 30.8%
• Health Care: 16.6%
• Consumer Discretionary: 13.6%
• Financials: 13.1%
• Communication Services: 9.6%
• Consumer Staples: 6.8%
Investment Profile
People's United Financial, Inc.'s portfolio is broadly diversified and long-term-holding, with 30.8% of the portfolio concentrated in Information Technology.
Its turnover score has fallen from 16 to 0 over the past 4 quarters — a shift toward longer holding periods.
It has added to its WFC position over the past two quarters (+$9.5M, now $10.4M), while trimming SPY over the same stretch (-$67.0M, still holding $86.3M).
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Developer Access
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