PU

People's United Financial, Inc.

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%.

Personality snowflake

Concentration
4.22
Portfolio Stability
0
Momentum/Contrarian
50
Sector conviction
52.73
Diversification
100
Sizing Uniformity
76.52

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech4.72%—-11.54%
2MSFTMicrosoft CORPStock-Tech3.50%—-7.78%
3IJJIshares S&p Mid-cap 400 ValuETF-Other2.51%—+3.77%
4SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth2.46%—-20.49%
5LQDIshr Ibx Usd Invgd Cb Etf-uiETF-Corp Bonds1.88%—-30.84%
6IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth1.83%—-1.00%
7EFGIshares Msci Eafe Growth ETFETF-Other1.81%—-6.64%
8MCDMcdonald's CORPStock-Consumer Disc1.78%—-5.97%
9EFAIshares Msci Eafe ETFETF-Other1.47%—-3.55%
10GOOGLAlphabet Inc-cl AStock-Comm Services1.44%—-8.47%
11HDHome Depot INCStock-Consumer Disc1.35%—-12.16%
12IWMIshares Russell 2000 ETFETF-Small Cap1.23%—-18.96%
13TMOThermo Fisher Scientific INCStock-Healthcare1.22%—-4.23%
14VONGVanguard Russell 1000 GrowthETF-Other1.21%—-4.80%
15JPMJpmorgan Chase & CoStock-Financials1.20%—-17.75%
16AMZNAmazon.com INCStock-Consumer Disc1.14%—-32.00%
17COSTCostco Wholesale CORPStock-Consumer Staples1.12%—-1.59%
18UNHUnitedhealth Group INCStock-Healthcare1.10%—+1.66%
19GOOGAlphabet Inc-cl CStock-Comm Services1.06%—-9.96%
20JNJJohnson & JohnsonStock-Healthcare0.99%—-12.06%
21IEMGIshares Core Msci EmergingETF-Emerging Markets0.96%—-6.48%
22VVisa Inc-class A SharesStock-Financials0.95%—-2.40%
23NVDANvidia CORPStock-Tech0.95%—+1.37%
24IAUIshares Gold TrustETF-Commodities0.94%—-16.09%
25VGITVanguard Intermediate-term TETF-Other0.92%—-10.75%
26SHYIshares 1-3 Year Treasury BoETF-Gov Bonds0.91%—-25.81%
27BRK-BBerkshire Hathaway Inc-cl BStock-Other0.90%—+8.40%
28EEMIshares Msci Emerging MarketETF-Emerging Markets0.88%—-16.09%
29IJHIshares Core S&p Midcap ETFETF-Other0.84%—-11.73%
30DHRDanaher CORPStock-Healthcare0.83%—-2.89%
31BACBank Of America CORPStock-Financials0.81%—-0.11%
32NEENextera Energy INCStock-Utilities0.79%—-3.21%
33UNPUnion Pacific CORPStock-Industrials0.78%—-3.22%
34SPIBSs Spdr P Int C CORP ETFETF-Other0.77%—-15.60%
35MTUMIshares Msci USA Momentum FaETF-Other0.74%—-47.24%
36USIGIshares Broad Usd InvestmentETF-Other0.74%—+129.96%
37IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.71%—-24.58%
38IUSGIshares Core S&p U.s. GrowthETF-Other0.69%—-7.83%
39SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth0.64%—-13.95%
40TXNTexas Instruments INCStock-Tech0.63%—-10.39%
41AGGIshares Core U.s. AggregateETF-Other0.63%—-17.96%
42MBBIshares Mbs ETFETF-Other0.63%—-15.82%
43CVXChevron CORPStock-Energy0.61%—-11.69%
44ZTSZoetis INCStock-Healthcare0.61%—-0.50%
45COPConocophillipsStock-Energy0.61%—-5.38%
46ACNAccenture plcStock-Tech0.58%—-13.69%
47VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.58%—-8.36%
48SPYVSs Spdr P S&p 500 Value ETFETF-Large Cap & Growth0.57%—-2.04%
49IVEIshares S&p 500 Value ETFETF-Large Cap & Growth0.57%—-21.14%
50ADBEAdobe INCStock-Tech0.56%—+0.64%
1–50 of 617

Holding changes this quarter

Position changes disclosed by People's United Financial, Inc. for the quarter ending 2022-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction

FAQ

What is People's United Financial, Inc. and what type of investor is it?
People's United Financial, Inc. is a 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%