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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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