Johnson Financial Group, LLC has disclosed its investment holdings in a recent filing, showing a total value of approximately $1.995 billion as of September 30, 2026. This significant report is crucial for understanding the company's investment strategies and positioning in the asset management sector.

Background

Johnson Financial Group, LLC, based in Denver, Colorado, is categorized under the SEC filings as an asset management firm. The company's Central Index Key (CIK) is 0001706327. In its recent filings, the firm has submitted multiple 13F-HR forms, indicating its investment activities and holdings in various securities.

What the Filing Says

The latest filing, accession number 0001172661-26-004822, reveals that Johnson Financial Group holds investments in a diverse array of companies, with a total of 143 entries reported. The overall value of these holdings is approximately $1,995,323,408. Notable investments include major firms such as Alphabet Inc., Amazon.com Inc., and Apple Inc., showcasing a strong focus on technology and healthcare sectors.

Impact

This filing may have implications for various stakeholders, including investors, analysts, and competitors in the asset management industry. The detailed report provides insights into Johnson Financial Group's investment strategies, which could influence market trends and competitor strategies.

What's Next

The filing does not specify what happens next for Johnson Financial Group, but it is expected that the company will continue to monitor and adjust its investment portfolio in response to market conditions.