Union Savings Bank Portfolio Holdings

Union Savings Bank

  • $218 Billion
  • Q2 2025

Union Savings Bank has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $218 Billion distributed in 378 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $33.5B, Berkshire Hathaway Inc with a value of $23B, Spdr S&P 500 ETF Trust with a value of $12.1B, Ishares Core S&P Mid Cap ETF with a value of $9.82B, and Microsoft Corp with a value of $8.77B.

Examining the 13F form we can see an increase of $13.1B in the current position value, from $205B to 218B.

Union Savings Bank is based out at Litchfield, CT

Below you can find more details about Union Savings Bank portfolio as well as his latest detailed transactions.

Portfolio value $218 Billion
ETFs: $101 Billion
Financial Services: $35.1 Billion
Technology: $24.5 Billion
Healthcare: $11.4 Billion
Industrials: $10.3 Billion
Consumer Cyclical: $8.72 Billion
Consumer Defensive: $7.7 Billion
Energy: $6.36 Billion
Other: $10.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.5 Billion 15.4% of portfolio
469,548
Q2 2025 Added 7.41%
$423B
$23 Billion 10.58% of portfolio
32
Q2 2023 New
$0
$12.1 Billion 5.58% of portfolio
19,204
Q2 2025 Reduced 3.19%
$0
$9.82 Billion 4.51% of portfolio
155,863
Q2 2025 Reduced 1.81%
$3.95T
$8.77 Billion 4.03% of portfolio
16,434
Q2 2025 Reduced 1.62%
$0
$5.68 Billion 2.61% of portfolio
42,322
Q2 2025 Reduced 2.16%
$0
$4.72 Billion 2.17% of portfolio
21,522
Q2 2025 Added 0.15%
$3.69T
$4.47 Billion 2.05% of portfolio
21,520
Q2 2025 Reduced 1.9%
$0
$3.79 Billion 1.74% of portfolio
6,582
Q2 2025 Reduced 3.19%
$0
$3.7 Billion 1.7% of portfolio
34,797
Q2 2025 Added 2.56%
$442B
$3.46 Billion 1.59% of portfolio
31,028
Q2 2025 Added 94.79%
$859B
$3.31 Billion 1.52% of portfolio
11,160
Q2 2025 Reduced 13.17%
$1.21T
$3.01 Billion 1.38% of portfolio
15,671
Q2 2025 Reduced 0.09%
$0
$2.97 Billion 1.36% of portfolio
26,892
Q2 2025 Added 2.63%
$456B
$2.93 Billion 1.35% of portfolio
16,493
Q2 2025 Added 0.26%
$2.26T
$2.51 Billion 1.15% of portfolio
10,723
Q2 2025 Added 0.42%
$54.3B
$2.14 Billion 0.98% of portfolio
4,000
Q4 2023 Reduced 9.83%
$0
$2.08 Billion 0.96% of portfolio
3,019
Q2 2025 Added 17.02%
$0
$1.92 Billion 0.88% of portfolio
14,030
Q2 2025 Reduced 4.22%
$548B
$1.89 Billion 0.87% of portfolio
3,345
Q2 2025 Reduced 0.59%
$124B
$1.83 Billion 0.84% of portfolio
5,915
Q2 2025 Reduced 1.89%
$684B
$1.81 Billion 0.83% of portfolio
7,114
Q2 2025 Added 0.14%
$0
$1.78 Billion 0.82% of portfolio
13,209
Q2 2025 Reduced 0.29%
$368B
$1.72 Billion 0.79% of portfolio
11,401
Q2 2025 Reduced 4.22%
$1.78T
$1.58 Billion 0.73% of portfolio
2,042
Q2 2025 Reduced 2.62%
$123B
$1.44 Billion 0.66% of portfolio
8,344
Q2 2025 Added 1.84%
$127B
$1.41 Billion 0.65% of portfolio
4,785
Q2 2025 Reduced 4.2%
$155B
$1.41 Billion 0.65% of portfolio
11,285
Q2 2025 Added 1.31%
$0
$1.32 Billion 0.61% of portfolio
11,568
Q2 2025 Reduced 4.67%
$142B
$1.3 Billion 0.6% of portfolio
3,302
Q2 2025 Reduced 1.2%
$222B
$1.28 Billion 0.59% of portfolio
4,258
Q2 2025 Reduced 1.91%
$64.4B
$1.27 Billion 0.58% of portfolio
4,578
Q3 2024 Reduced 1.74%
$405B
$1.22 Billion 0.56% of portfolio
3,316
Q2 2025 Reduced 1.01%
$0
$1.15 Billion 0.53% of portfolio
2,037
Q2 2025 Added 72.04%
$608B
$1.13 Billion 0.52% of portfolio
1,531
Q2 2025 Reduced 20.38%
$229B
$1.09 Billion 0.5% of portfolio
8,645
Q1 2025 Reduced 3.05%
$0
$1.08 Billion 0.49% of portfolio
5,228
Q1 2025 Reduced 7.5%
$302B
$1.07 Billion 0.49% of portfolio
7,053
Q2 2025 Added 21.88%
$202B
$1.03 Billion 0.47% of portfolio
7,486
Q2 2025 Reduced 0.27%
$229B
$998 Million 0.46% of portfolio
6,333
Q4 2024 Reduced 4.52%
$150B
$1.01 Billion 0.46% of portfolio
3,764
Q2 2025 Reduced 6.32%
$0
$987 Million 0.45% of portfolio
18,856
Q2 2025 Reduced 5.85%
$0
$972 Million 0.45% of portfolio
2,208
Q2 2025 Reduced 10.68%
$95.8B
$972 Million 0.45% of portfolio
21,462
Q2 2025 Added 2.58%
$0
$968 Million 0.44% of portfolio
3,115
Q1 2025 Reduced 4.15%
$351B
$893 Million 0.41% of portfolio
4,724
Q2 2025 Reduced 4.57%
$61.9B
$889 Million 0.41% of portfolio
3,416
Q2 2025 Reduced 3.83%
$0
$844 Million 0.39% of portfolio
16,032
Q2 2025 Reduced 4.53%
$0
$852 Million 0.39% of portfolio
16,690
Q2 2025 Reduced 27.04%

Summary

  • Portfolio
  • No. of Stocks 378
  • Current Value $218 Billion
  • Prior Value $205 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 91 stocks
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