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KEYBANK NATIONAL ASSOCIATION/OH

KEY TOWER 127 PUBLIC SQUARE, CLEVELAND, OH 44114 • 2168135888

Q4 2025 · Filed 2026-01-30
Market Value
$27.9B
-2.1%
Holdings
1,230
+20
New Purchases
81
Added To
548
Closed
66
Reduced
467
Top 10 Concentration
36.2%
Turnover
12.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 3.43% 2.61% +0.82% $956M
FNDX 0.81% 0.00% +0.81% $226M
IVV 7.75% 7.33% +0.42% $2.2B
AAPL 4.73% 4.35% +0.39% $1.3B
IEFA 3.01% 2.66% +0.35% $838M
JNJ 1.01% 0.76% +0.24% $280M
JPM 2.08% 1.85% +0.23% $580M
PH 1.28% 1.11% +0.17% $358M
AMZN 2.55% 2.39% +0.17% $711M
IAU 1.08% 0.94% +0.14% $301M
GOOG 0.82% 0.68% +0.14% $229M
NEE 0.51% 0.38% +0.13% $143M
EMR 0.47% 0.34% +0.13% $131M
IEMG 0.85% 0.73% +0.12% $238M
GLW 0.22% 0.10% +0.12% $62M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
K 0.00% 5.68% -5.68% $0
RSP 1.60% 2.41% -0.82% $445M
ORCL 0.89% 1.26% -0.38% $247M
KVUE 0.10% 0.26% -0.16% $28M
FI 0.02% 0.18% -0.16% $6M
ZS 0.14% 0.26% -0.12% $38M
PSN 0.02% 0.10% -0.08% $6M
HD 0.51% 0.58% -0.07% $142M
QUAL 1.90% 1.96% -0.06% $528M
TMUS 0.30% 0.36% -0.05% $84M
COST 1.04% 1.09% -0.05% $289M
ETN 0.27% 0.31% -0.05% $74M
UNH 0.17% 0.20% -0.03% $46M
DT 0.09% 0.12% -0.03% $25M
ABT 0.59% 0.62% -0.03% $164M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 45.8%
Technology 18.0%
Industrials 7.5%
Healthcare 6.5%
Communication Services 5.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $14.5B 52.0%
Large Cap 726 $12.2B 44.0%
Mid Cap 324 $836M 3.0%
Small Cap 97 $298M 1.1%
Micro Cap 4 $3M 0.0%

Portfolio Analytics

Avg Market Cap
$81.3B
Median Market Cap
$19.6B
Avg P/E
34.0
Median P/E
22.9
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
945
# ETFs / Funds
285

Top Holdings (1,230 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 7.75% 3,151,754 $2.2B $684.94 $73M +34,964 +1.1%
2 MSFT 4.82% 2,775,813 $1.3B $483.62 -$17M +151,314 +5.8%
3 AAPL 4.73% 4,849,893 $1.3B $271.86 $82M -4,765 -0.1%
4 NVDA 3.57% 5,331,643 $994M $186.50 -$18M -91,817 -1.7%
5 GOOGL 3.43% 3,053,967 $956M $313.00 $212M -6,204 -0.2%
6 IEFA 3.01% 9,364,809 $838M $89.46 $81M +696,674 +8.0%
7 AMZN 2.55% 3,079,223 $711M $230.82 $32M -11,336 -0.4%
8 IJH 2.15% 9,057,211 $598M $66.00 -$9M -244,833 -2.6%
9 AVGO 2.13% 1,713,996 $593M $346.10 $14M -40,302 -2.3%
10 JPM 2.08% 1,799,357 $580M $322.22 $53M +128,613 +7.7%
11 QUAL 1.90% 2,660,811 $528M $198.62 -$30M -208,071 -7.2%
12 IJR 1.64% 3,813,247 $458M $120.18 $9M +35,491 +0.9%
13 CCJ 1.61% 4,912,457 $449M $91.49 $25M -144,582 -2.9%
14 RSP 1.60% 2,320,620 $445M $191.56 -$242M -1,295,945 -35.8%
15 VEA 1.41% 6,283,595 $393M $62.47 -$2M -299,308 -4.5%
16 PH 1.28% 407,149 $358M $878.96 $42M -9,829 -2.4%
17 VOO 1.28% 569,337 $357M $627.13 $15M +11,149 +2.0%
18 IAU 1.08% 3,708,150 $301M $81.17 $35M +47,951 +1.3%
19 COST 1.04% 335,004 $289M $862.34 -$21M +394 +0.1%
20 JNJ 1.01% 1,354,595 $280M $206.95 $63M +183,181 +15.6%
21 ORCL 0.89% 1,267,055 $247M $194.91 -$112M -8,910 -0.7%
22 ABBV 0.86% 1,053,057 $241M $228.49 -$1M +8,229 +0.8%
23 MA 0.86% 418,519 $239M $570.88 $321K -958 -0.2%
24 IEMG 0.85% 3,540,233 $238M $67.22 $30M +392,427 +12.5%
25 GOOG 0.82% 730,817 $229M $313.80 $35M -65,524 -8.2%
26 JAAA 0.82% 4,503,887 $228M $50.58 -$6M -104,881 -2.3%
27 FNDX 0.81% 8,291,741 $226M $27.21 $225M +8,266,612 +32896.7%
28 CVX 0.81% 1,474,710 $225M $152.41 $7M +72,145 +5.1%
29 BAC 0.77% 3,905,829 $215M $55.00 $16M +59,027 +1.5%
30 PG 0.75% 1,455,947 $209M $143.31 $22M +243,412 +20.1%
31 SPY 0.71% 289,098 $197M $681.92 -$345K -7,348 -2.5%
32 IWM 0.70% 792,488 $195M $246.16 $2M -6,804 -0.8%
33 WFC 0.64% 1,920,748 $179M $93.20 $22M +41,799 +2.2%
34 XOM 0.61% 1,420,276 $171M $120.34 $29M +164,008 +13.1%
35 TMO 0.61% 292,395 $169M $579.45 $28M +1,701 +0.6%
36 ABT 0.59% 1,306,493 $164M $125.29 -$12M -3,179 -0.2%
37 EFA 0.55% 1,585,269 $152M $96.03 $3M -7,991 -0.5%
38 IWR 0.54% 1,569,761 $151M $96.27 -$1M -9,038 -0.6%
39 PEP 0.53% 1,037,841 $149M $143.52 $18M +108,702 +11.7%
40 NEE 0.51% 1,776,791 $143M $80.28 $35M +352,661 +24.8%
41 HD 0.51% 412,495 $142M $344.10 -$23M +6,382 +1.6%
42 LECO 0.50% 586,109 $140M $239.64 -$2M -16,187 -2.7%
43 VWO 0.50% 2,581,041 $139M $53.76 $91K +21,686 +0.8%
44 CAT 0.49% 237,373 $136M $572.87 $31M +16,498 +7.5%
45 AXP 0.48% 359,261 $133M $369.95 $17M +10,495 +3.0%
46 EMR 0.47% 985,640 $131M $132.72 $35M +255,999 +35.1%
47 CSCO 0.47% 1,695,359 $131M $77.03 $14M -11,124 -0.7%
48 BRK-B 0.43% 240,269 $121M $502.65 $1M +2,768 +1.2%
49 FCX 0.43% 2,349,630 $119M $50.79 $28M +27,697 +1.2%
50 APH 0.43% 876,440 $118M $135.14 $6M -29,137 -3.2%
51 LLY 0.41% 107,485 $116M $1,074.68 $30M -4,443 -4.0%
52 RTX 0.41% 627,396 $115M $183.40 $9M -9,365 -1.5%
53 MCD 0.41% 370,150 $113M $305.63 -$1M -6,245 -1.7%
54 AGG 0.39% 1,089,035 $109M $99.88 $7M +71,767 +7.0%
55 GVI 0.39% 1,005,322 $108M $107.35 $971K +9,850 +1.0%
56 VMBS 0.38% 2,274,493 $107M $47.08 $2M +28,032 +1.2%
57 HON 0.37% 526,556 $103M $195.09 -$8M +420 +0.1%
58 WMT 0.36% 900,983 $100M $111.41 $7M -2,878 -0.3%
59 NEM 0.36% 998,601 $100M $99.85 $17M +21,868 +2.2%
60 IWF 0.36% 210,655 $100M $473.30 $61K -2,068 -1.0%
61 SHW 0.36% 305,877 $99M $324.03 -$8M -2,625 -0.8%
62 SCHD 0.35% 3,556,662 $98M $27.43 -$3M -112,097 -3.1%
63 IGSB 0.34% 1,807,194 $96M $52.88 $4M +71,512 +4.1%
64 RSG 0.33% 433,885 $92M $211.93 -$9M -6,568 -1.5%
65 IVW 0.33% 736,360 $91M $123.26 -$1M -25,298 -3.3%
66 VCSH 0.32% 1,127,354 $90M $79.73 $3M +37,794 +3.5%
67 META 0.32% 133,798 $88M $660.09 $3M +18,169 +15.7%
68 MRK 0.31% 830,095 $87M $105.26 $17M -6,845 -0.8%
69 IQDF 0.31% 2,860,205 $87M $30.40 $11M +198,353 +7.5%
70 TMUS 0.30% 415,417 $84M $203.04 -$17M -7,629 -1.8%
71 ULTA 0.30% 138,408 $84M $605.01 $11M +4,519 +3.4%
72 AMGN 0.29% 247,506 $81M $327.31 $30M +65,950 +36.3%
73 DHR 0.29% 350,172 $80M $228.92 $9M -7,606 -2.1%
74 SPGI 0.29% 152,180 $80M $522.59 $4M -3,710 -2.4%
75 KO 0.28% 1,101,983 $77M $69.91 $3M -21,919 -1.9%
76 MINT 0.27% 756,026 $76M $100.34 $1M +14,701 +2.0%
77 ETN 0.27% 233,479 $74M $318.51 -$15M -5,447 -2.3%
78 DIS 0.27% 653,061 $74M $113.77 -$3M -18,627 -2.8%
79 V 0.27% 211,466 $74M $350.71 $3M +3,684 +1.8%
80 TKR 0.26% 857,235 $72M $84.13 $17M +129,458 +17.8%
81 ACN 0.26% 267,074 $72M $268.30 $3M -11,867 -4.2%
82 ASML 0.25% 65,354 $70M $1,069.86 $18M +11,459 +21.3%
83 TIP 0.25% 635,191 $70M $109.91 $1M +18,437 +3.0%
84 IBM 0.25% 233,369 $69M $296.21 $4M +1,638 +0.7%
85 GEHC 0.24% 810,475 $66M $82.02 -$2M -95,043 -10.5%
86 CMI 0.23% 127,235 $65M $510.45 $13M +4,988 +4.1%
87 VCIT 0.23% 774,720 $65M $83.75 $2M +24,548 +3.3%
88 UNP 0.23% 278,419 $64M $231.32 -$2M -1,465 -0.5%
89 GLW 0.22% 713,730 $62M $87.56 $34M +361,507 +102.6%
90 IGIB 0.22% 1,156,847 $62M $53.88 $3M +54,467 +4.9%
91 MMM 0.22% 379,108 $61M $160.10 $18M +102,029 +36.8%
92 BKNG 0.21% 10,783 $58M $5,355.33 -$1M -138 -1.3%
93 ICE 0.20% 351,824 $57M $161.96 -$3M -4,235 -1.2%
94 LOW 0.20% 236,064 $57M $241.16 -$2M +2,583 +1.1%
95 INTC 0.20% 1,510,540 $56M $36.90 $4M -29,581 -1.9%
96 ILMN 0.20% 417,988 $55M $131.16 $17M +18,367 +4.6%
97 IJK 0.20% 563,270 $55M $96.88 $416K -1,482 -0.3%
98 GTLS 0.20% 264,473 $55M $206.23 -$8M -48,731 -15.6%
99 EEM 0.19% 975,221 $53M $54.71 $3M +26,036 +2.7%
100 RIG 0.18% 12,251,077 $51M $4.13 $15M +977,623 +8.7%

New Positions

SymbolValue% Port
WOR $11M 0.04%
WS $7M 0.03%
Q $7M 0.02%
BSCT $4M 0.02%
SOLS $3M 0.01%
BSCQ $2M 0.01%
DCOR $2M 0.01%
CRL $990K —%
DFAX $853K —%
TOTB.DE $824K —%
FAF $736K —%
APG $657K —%
AEIS $644K —%
ONTO $627K —%
BASG $619K —%

Sold Out Positions

SymbolValue% Port
AUB —%
WD —%
EVTC —%
AVNT —%
ETSY —%
EVH —%
NOV —%
KEY —%
MTH —%
VVV —%
UNF —%
LTC —%
ARI —%
ASIX —%
UL —%
View SEC EDGAR Filings for KEYBANK NATIONAL ASSOCIATION/OH →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms