CIK: 0001378946
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%.
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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.
No holding changes 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% |
Not enough priced holdings yet to compute performance
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2022-03-31 | 617 | $3.5B | 0 | |
| 2021-12-31 | 670 | $4.2B | 0 | |
| 2021-09-30 | 722 | $4.5B | 0 | |
| 2021-06-30 | 720 | $4.5B | 97 | |
| 2021-03-31 | 689 | $4.2B | 16 | |
| 2020-12-31 | 657 | $4.0B | 17 | |
| 2020-09-30 | 628 | $3.6B | 12 | |
| 2020-06-30 | 627 | $3.4B | 24 | |
| 2020-03-31 | 602 | $2.9B | 42 | |
| 2019-12-31 | 724 | $3.7B | 17 | |
| 2019-09-30 | 716 | $3.5B | 13 | |
| 2019-06-30 | 753 | $3.7B | 33 | |
| 2019-03-31 | 2112 | $3.2B | 18 | |
| 2018-12-31 | 2011 | $2.9B | 26 | |
| 2018-09-30 | 1985 | $3.2B | 35 | |
| 2018-06-30 | 1786 | $3.9B | 32 | |
| 2018-03-31 | 1642 | $3.2B | 15 | |
| 2017-12-31 | 1605 | $3.2B | 15 | |
| 2017-09-30 | 1254 | $3.0B | 13 | |
| 2017-06-30 | 1917 | $2.9B | 11 | |
| 2017-03-31 | 1941 | $2.9B | 15 | |
| 2016-12-31 | 1814 | $2.7B | 40 | |
| 2016-09-30 | 1404 | $1.9B | 10 | |
| 2016-06-30 | 1417 | $1.9B | 14 | |
| 2016-03-31 | 1417 | $1.9B | 16 | |
| 2015-12-31 | 1444 | $1.9B | 22 | |
| 2015-09-30 | 1434 | $1.8B | 15 | |
| 2015-06-30 | 1374 | $1.9B | 13 | |
| 2015-03-31 | 1358 | $2.0B | 12 | |
| 2014-12-31 | 1348 | $2.0B | 12 | |
| 2014-09-30 | 1324 | $1.9B | 9 | |
| 2014-06-30 | 1353 | $1.9B | 16 | |
| 2014-03-31 | 1287 | $1.7B | 12 | |
| 2013-12-31 | 1285 | $1.7B | 16 | |
| 2013-09-30 | 1309 | $1.6B | 16 | |
| 2013-06-30 | 1237 | $1.5B | 0 |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2022-03-31 | 2022-05-10 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-11 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-10 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-12 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-12 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-08 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-13 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-13 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-09 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-10 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-11 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-13 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-10 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-06 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-13 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-12 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-14 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-14 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-13 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
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