Union Savings Bank has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $203 Billion distributed in 384 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 $26B, Berkshire Hathaway Inc with a value of $21.8B, Spdr S&P 500 ETF Trust with a value of $11.4B, Ishares Core S&P Mid Cap ETF with a value of $10.5B, and Microsoft Corp with a value of $6.94B.
Examining the 13F form we can see an decrease of $631M in the current position value, from $204B to 203B.
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
$203 Billion
ETFs: $91.7 Billion
Financial Services: $33.4 Billion
Technology: $22.6 Billion
Healthcare: $12.7 Billion
Industrials: $9.33 Billion
Consumer Cyclical: $8.83 Billion
Consumer Defensive: $8.42 Billion
Communication Services: $5.85 Billion
Other: $8.71 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
