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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$423B
$23 Billion 10.58% of portfolio
32
Q2 2023 New
$3.95T
$8.77 Billion 4.03% of portfolio
16,434
Q2 2025 Reduced 1.62%
$3.69T
$4.47 Billion 2.05% of portfolio
21,520
Q2 2025 Reduced 1.9%
$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%
$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%
$439B
$2.28 Billion 1.05% of portfolio
2,425
Q2 2025 Reduced 1.26%
$54.3B
$2.14 Billion 0.98% of portfolio
4,000
Q4 2023 Reduced 9.83%
$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%
$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%
$155B
$1.41 Billion 0.65% of portfolio
11,285
Q2 2025 Added 1.31%
$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%
$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%
$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%
$95.8B
$972 Million 0.45% of portfolio
21,462
Q2 2025 Added 2.58%
$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%
$452B
$854 Million 0.39% of portfolio
5,182
Q2 2025 Reduced 3.0%
$22.8B
$830 Million 0.38% of portfolio
12,564
Q2 2025 Reduced 10.98%
$146B
$826 Million 0.38% of portfolio
3,716
Q2 2025 Reduced 5.2%
$306B
$823 Million 0.38% of portfolio
3,038
Q2 2025 Reduced 1.94%
$113B
$758 Million 0.35% of portfolio
1,801
Q2 2025 Reduced 1.42%
$227B
$762 Million 0.35% of portfolio
2,545
Q2 2025 Reduced 7.59%
$218B
$686 Million 0.32% of portfolio
1,566
Q2 2025 Reduced 5.49%
$187B
$653 Million 0.3% of portfolio
1,396
Q2 2025 Added 0.36%
$102B
$642 Million 0.29% of portfolio
6,796
Q3 2024 Reduced 2.72%
$84.1B
$639 Million 0.29% of portfolio
9,882
Q2 2025 Added 8.45%
$293B
$600 Million 0.28% of portfolio
8,814
Q2 2025 Added 6.73%
$150B
$585 Million 0.27% of portfolio
2,966
Q2 2025 Reduced 34.76%
$621B
$587 Million 0.27% of portfolio
1,243
Q3 2024 Added 1.06%
$19.4B
$558 Million 0.26% of portfolio
1,072
Q2 2025 Reduced 1.65%
$210B
$538 Million 0.25% of portfolio
2,124
Q2 2025 Added 1.34%
$95.3B
$545 Million 0.25% of portfolio
2,613
Q2 2025 Reduced 0.95%
$201B
$554 Million 0.25% of portfolio
705
Q2 2023 New
$381B
$533 Million 0.24% of portfolio
11,269
Q2 2025 Reduced 3.15%
$152B
$470 Million 0.22% of portfolio
2,101
Q2 2025 Reduced 19.84%

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
Track This Portfolio

Track Union Savings Bank Portfolio

Follow Union Savings Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Union Savings Bank, based on Form 13F filings with the SEC.

News

Stay updated on Union Savings Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email