People's United Financial, Inc.
BankReports for
People's United Advisors, Inc.
People's United Bank, N.A.
Filing Date
Global Rank
#805
/ 6,901
▼ 41
· as of Mar 2022
Top Industry
Consumer Electronics
7.7%
Period ended 4 years ago
Filed May 10, 2022 · 4y
9 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Bank
SEC filer profile, Oct 17, 2026
SIC code
6035
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2022, never from the firm's own description.
Style
Diversified active
Top 10 weight 45.5%, 16.4 effective positions, active share 53.5% against the S&P 500 as of 2022-03-31; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
11.6% over the last four quarters (under 30%)
Horizon
Horizon unknown
The value-weighted holding period is at least 8.6 quarters, but 90.8% of the book was already held when coverage starts
Closest benchmark: the S&P 500 as of 2022-03-31, active share 53.5%; sector active share 16.4% against the combined 13F book's sector weights.
Over time 9 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
604 tracked positions · as of Mar 31, 2022 · Δ vs Dec 31, 2021Top Position
22.7%
−0.9 pts
Top 5
36.3%
−0.9 pts
Top 10
45.5%
−1.5 pts
HHI
608
Diversified−43
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 37.5% | $1,294,673,714 |
| Technology | 14.9% | $515,637,894 |
| Financial Services | 9.4% | $323,622,686 |
| Healthcare | 9.2% | $316,814,850 |
| Consumer Cyclical | 8.0% | $275,916,892 |
| Industrials | 5.8% | $201,084,754 |
| Consumer Defensive | 4.8% | $166,709,159 |
| Communication Services | 4.3% | $147,140,873 |
| Energy | 2.6% | $88,489,912 |
| Basic Materials | 1.6% | $54,892,637 |
| Utilities | 1.3% | $46,242,125 |
| Real Estate | 0.7% | $24,478,115 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| USIG | iShares Broad USD Investment Grade Corporate Bond ETF | +265,147 | 469,169 | $25,823,061 | |
| WFC | Wells Fargo & Company | +194,695 | 213,730 | $10,357,355 | |
| FCX | Freeport-Mcmoran Inc | +189,802 | 204,745 | $10,184,016 | |
| ADM | Archer-Daniels-Midland Co | +104,517 | 110,129 | $9,940,243 | |
| HPE | Hewlett Packard Enterprise Co | +59,480 | 72,857 | $1,217,440 | |
| MAR | Marriott International Inc | +59,309 | 63,071 | $11,084,728 | |
| SLYG | State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF | +53,808 | 88,753 | $7,440,163 | |
| SPEM | State Street(R) SPDR(R) Portfolio Emerging Markets ETF | +48,617 | 70,195 | $2,712,334 | |
| PNC | Pnc Financial Services Group, Inc. | +39,327 | 80,919 | $14,925,509 | |
| SNA | Snap-on Inc | +36,668 | 43,760 | $8,991,804 | |
| CFG | Citizens Financial Group Inc | +29,861 | 34,543 | $1,565,834 | |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | +29,224 | 804,383 | $88,192,552 | |
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | +24,315 | 32,295 | $2,011,332 | |
| TLT | iShares 20+ Year Treasury Bond ETF | +16,750 | 32,560 | $4,300,524 | |
| TAP | Molson Coors Beverage Co | +15,062 | 19,957 | $1,065,304 | |
| BCS | Barclays PLC | +12,205 | 75,212 | $594,174 | |
| F | Ford Motor Co | +11,524 | 28,204 | $476,929 | |
| C | Citigroup Inc | +9,924 | 138,596 | $7,401,026 | |
| SNDR | Schneider National, Inc. | +8,251 | 30,458 | $776,679 | |
| AMAT | Applied Materials Inc | +8,148 | 56,192 | $7,406,105 | |
| PAYX | Paychex Inc | +7,944 | 16,051 | $2,190,479 | |
| — | +7,329 | 54,931 | $8,865,863 | ||
| BRK-B | Berkshire Hathaway Inc | +6,966 | 89,899 | $31,726,256 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | +6,565 | 21,492 | $1,678,310 | |
| EOG | Eog Resources Inc | +6,402 | 18,560 | $2,212,908 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | −243,127 | 545,318 | $65,950,758 | |
| IAU | Ishares Gold Trust | −172,763 | 900,723 | $33,173,628 | |
| SPIB | State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF | −147,008 | 795,376 | $27,162,090 | |
| MTUM | iShares MSCI USA Momentum Factor ETF | −138,378 | 154,547 | $26,005,623 | |
| SHY | iShares 1-3 Year Treasury Bond ETF | −133,359 | 383,433 | $31,959,140 | |
| EEM | iShares MSCI Emerging Markets ETF | −131,335 | 684,925 | $30,924,363 | |
| AAPL | Apple Inc. | −123,921 | 950,223 | $165,918,438 | |
| BWA | Borgwarner Inc | −109,014 | 22,800 | $886,921 | |
| REET | iShares Global REIT ETF | −105,091 | 288,252 | $8,419,840 | |
| VTRS | Viatris Inc | −94,876 | 36,701 | $399,306 | |
| IWR | iShares Russell Mid-Cap ETF | −90,982 | 70,375 | $5,492,065 | |
| OKE | Oneok Inc | −86,882 | 128,578 | $9,081,464 | |
| PDBC | Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | −86,510 | 536,454 | $9,463,048 | |
| — | −78,589 | 188,778 | $8,934,862 | ||
| JPM | Jpmorgan Chase & Co | −66,467 | 308,012 | $41,988,195 | |
| INTC | Intel Corp | −64,855 | 252,963 | $12,536,846 | |
| — | −64,386 | 20,705 | $2,569,490 | ||
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | −61,755 | 512,808 | $32,260,751 | |
| INGR | Ingredion Inc | −60,461 | 33,964 | $2,959,962 | |
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | −54,868 | 338,559 | $22,415,991 | |
| T | At&T Inc. | −52,828 | 204,434 | $4,830,766 | |
| CSX | Csx Corp | −51,231 | 58,440 | $2,188,578 | |
| HON | Honeywell International Inc | −49,742 | 89,939 | $17,500,332 | |
| IWM | iShares Russell 2000 ETF | −49,372 | 211,059 | $43,324,080 | |
| SPY | Spdr S&P 500 ETF Trust | −49,233 | 190,988 | $86,257,820 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| USMV | iShares MSCI USA Min Vol Factor ETF | 183,886 | $14,264,037 | |
| HAL | Halliburton Co | 348,901 | $13,212,880 | |
| CDW | CDW Corp | 43,116 | $7,713,021 | |
| — | 23,853 | $2,234,310 | ||
| BF-B | Brown Forman Corp | 15,067 | $1,009,790 | |
| VV | VANGUARD LARGE-CAP INDEX FUND | 3,989 | $831,666 | |
| FWONK | Liberty Media Corp | 11,556 | $807,000 | |
| DOX | Amdocs Ltd | 8,776 | $721,474 | |
| CNI | Canadian National Railway Co | 5,346 | $717,112 | |
| AEM | Agnico Eagle Mines Ltd | 10,375 | $635,365 | |
| SLB | Slb Limited | 15,117 | $624,483 | |
| FDS | Factset Research Systems Inc | 1,338 | $580,892 | |
| DLTR | Dollar Tree, Inc. | 3,362 | $538,424 | |
| CNXC | Concentrix Corp | 2,605 | $433,888 | |
| — | 5,360 | $412,000 | ||
| APO | Apollo Global Management, Inc. | 6,611 | $409,815 | |
| U | Unity Software Inc. | 3,751 | $372,136 | |
| SHEL | Shell plc | 6,728 | $369,569 | |
| FLBR | Franklin FTSE Brazil ETF | 13,068 | $307,620 | |
| — | 1,808 | $304,000 | ||
| — | 6,183 | $301,000 | ||
| AXS | Axis Capital Holdings Ltd | 4,894 | $295,940 | |
| PCAR | Paccar Inc | 2,866 | $252,408 | |
| RNR | Renaissancere Holdings Ltd | 1,485 | $235,387 | |
| ON | On Semiconductor Corp | 3,742 | $234,286 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AGO | Assured Guaranty Ltd | 20,982 | $1,053,296 | |
| IEF | iShares 7-10 Year Treasury Bond ETF | 7,909 | $909,535 | |
| YUMC | Yum China Holdings, Inc. | 16,720 | $833,324 | |
| IVZ | Invesco Ltd. | 35,285 | $812,260 | |
| PHG | Koninklijke Philips NV | 20,437 | $753,103 | |
| IGM | iShares Expanded Tech Sector ETF | 1,662 | $729,651 | |
| NAVI | Navient Holdings, Inc. | 34,277 | $727,357 | |
| ATH | Athene Holding Ltd. | 8,657 | $721,000 | |
| OSK | Oshkosh Corp | 6,346 | $715,257 | |
| GGG | Graco Inc | 7,765 | $626,014 | |
| SNN | Smith & Nephew PLC | 17,499 | $605,815 | |
| CACI | Caci International Inc | 2,248 | $605,184 | |
| — | 10,395 | $575,000 | ||
| EPAM | EPAM Systems, Inc. | 854 | $570,856 | |
| DOCU | Docusign, Inc. | 3,647 | $555,474 | |
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 12,725 | $513,072 | |
| MCO | Moodys Corp | 1,188 | $464,009 | |
| SAM | Boston Beer Co Inc | 918 | $463,681 | |
| ACI | Albertsons Companies, Inc. | 15,249 | $460,367 | |
| KMPR | KEMPER Corp | 7,730 | $454,446 | |
| MFA | Mfa Financial, Inc. | 95,048 | $433,418 | |
| TWLO | Twilio Inc | 1,538 | $405,016 | |
| TOL | Toll Brothers, Inc. | 4,893 | $354,204 | |
| PHM | Pultegroup Inc | 6,134 | $350,619 | |
| BBWI | Bath & Body Works, Inc. | 5,013 | $349,857 | |
| No positions match the current search. | ||||
604 tracked positions ·
$3,455,703,611 total
· filing declares
617 positions · $3,511,571,000
· as of Mar 31, 2022
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 604 positions by value
· page 1 of 13
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 950,223 | $165,918,438 | 4.80% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 398,868 | $122,974,993 | 3.56% | |
| IJJ |
iShares S&P Mid-Cap 400 Value ETF
|
Added | 804,383 | $88,192,552 | 2.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 190,988 | $86,257,820 | 2.50% | |
| LQD |
iShares iBoxx $ Investment Grade Corporate Bond ETF
|
Reduced | 545,318 | $65,950,758 | 1.91% | |
| IVW |
iShares S&P 500 Growth ETF
|
Reduced | 842,298 | $64,334,721 | 1.86% | |
| EFG |
iShares MSCI EAFE Growth ETF
|
Reduced | 658,746 | $63,417,477 | 1.84% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 252,778 | $62,506,943 | 1.81% | |
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 702,745 | $51,722,032 | 1.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 18,149 | $50,478,721 | 1.46% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 158,072 | $47,315,691 | 1.37% | |
| IWM |
iShares Russell 2000 ETF
|
Reduced | 211,059 | $43,324,080 | 1.25% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 72,334 | $42,724,077 | 1.24% | |
| VONG |
VANGUARD RUSSELL 1000 GROWTH INDEX FUND
|
Reduced | 594,925 | $42,453,848 | 1.23% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 308,012 | $41,988,195 | 1.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 12,290 | $40,064,785 | 1.16% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 68,431 | $39,405,991 | 1.14% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 75,672 | $38,590,449 | 1.12% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 13,315 | $37,188,000 | 1.08% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 195,633 | $34,672,036 | 1.00% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 150,791 | $33,440,920 | 0.97% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 121,712 | $33,210,336 | 0.96% | |
| IAU |
Ishares Gold Trust
|
Reduced | 900,723 | $33,173,628 | 0.96% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Reduced | 512,808 | $32,260,751 | 0.93% | |
| SHY |
iShares 1-3 Year Treasury Bond ETF
|
Reduced | 383,433 | $31,959,140 | 0.92% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 89,899 | $31,726,256 | 0.92% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
Reduced | 684,925 | $30,924,363 | 0.89% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 110,508 | $29,653,716 | 0.86% | |
| DHR |
Danaher Corp
Healthcare
|
Reduced | 99,944 | $29,316,570 | 0.85% | |
| BAC |
Bank Of America Corp
Financial Services
|
Reduced | 692,112 | $28,528,856 | 0.83% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 325,790 | $27,597,670 | 0.80% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 100,590 | $27,482,193 | 0.80% | |
| SPIB |
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF
|
Reduced | 795,376 | $27,162,090 | 0.79% | |
| MTUM |
iShares MSCI USA Momentum Factor ETF
|
Reduced | 154,547 | $26,005,623 | 0.75% | |
| USIG |
iShares Broad USD Investment Grade Corporate Bond ETF
|
Added | 469,169 | $25,823,061 | 0.75% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 55,170 | $25,030,077 | 0.72% | |
| IUSG |
iShares Core S&P U.S. Growth ETF
|
Reduced | 228,001 | $24,090,585 | 0.70% | |
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
Reduced | 338,559 | $22,415,991 | 0.65% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 120,866 | $22,176,493 | 0.64% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Reduced | 206,791 | $22,147,316 | 0.64% | |
| MBB |
iShares MBS ETF
|
Reduced | 217,312 | $22,137,573 | 0.64% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 132,614 | $21,593,537 | 0.62% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Reduced | 114,304 | $21,556,591 | 0.62% | |
| COP |
Conocophillips
Energy
|
Reduced | 213,704 | $21,370,400 | 0.62% | |
| ACN |
Accenture plc
Technology
|
Reduced | 60,364 | $20,356,551 | 0.59% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 438,667 | $20,235,708 | 0.59% | |
| SPYV |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
|
Reduced | 481,951 | $20,121,454 | 0.58% | |
| IVE |
iShares S&P 500 Value ETF
|
Reduced | 128,642 | $20,032,132 | 0.58% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 43,087 | $19,631,298 | 0.57% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 127,440 | $19,472,832 | 0.56% |
Showing the top 50 of 604 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.