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
$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%
$0
$818 Million 0.38% of portfolio
8,295
Q2 2025 Reduced 0.14%
$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%
$0
$591 Million 0.27% of portfolio
931
Q2 2025 Added 6.89%
$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
$0
$518 Million 0.24% of portfolio
4,229
Q3 2024 Reduced 1.56%
$381B
$533 Million 0.24% of portfolio
11,269
Q2 2025 Reduced 3.15%
Linde PLC Npv
-
$530 Million 0.24% of portfolio
-
Q2 2025 Reduced 11.11%
$0
$506 Million 0.23% of portfolio
7,604
Q2 2025 Added 4.15%
$152B
$470 Million 0.22% of portfolio
2,101
Q2 2025 Reduced 19.84%
$135B
$489 Million 0.22% of portfolio
2,205
Q2 2025 Reduced 0.99%
$306B
$482 Million 0.22% of portfolio
7,104
Q2 2025 Reduced 1.11%
$45.1B
$449 Million 0.21% of portfolio
3,599
Q1 2025 Reduced 0.83%
$25.8B
$451 Million 0.21% of portfolio
3,213
Q2 2025 Reduced 0.43%
Blackrock Inc New Npv
-
$458 Million 0.21% of portfolio
-
Q2 2025 Reduced 13.75%
Ge Vernova Inc.
-
$436 Million 0.2% of portfolio
-
Q2 2025 Added 113.59%
$203B
$427 Million 0.2% of portfolio
15,572
Q2 2025 Reduced 0.74%
$1.24T
$435 Million 0.2% of portfolio
2,258
Q2 2025 Reduced 1.05%
$0
$439 Million 0.2% of portfolio
1,263
Q3 2024 Reduced 6.03%
$106B
$433 Million 0.2% of portfolio
1,430
Q2 2023 New
$99B
$424 Million 0.19% of portfolio
9,797
Q2 2025 Reduced 3.35%
$203B
$415 Million 0.19% of portfolio
5,313
Q2 2025 Reduced 0.56%
$0
$423 Million 0.19% of portfolio
2,145
Q2 2025 Reduced 4.37%
$87.3B
$387 Million 0.18% of portfolio
2,592
Q2 2024 Reduced 14.46%
$0
$384 Million 0.18% of portfolio
3,695
Q2 2025 Reduced 33.57%
Blackrock International Dividend ETF
-
$385 Million 0.18% of portfolio
-
Q4 2024 New
$99.2B
$391 Million 0.18% of portfolio
1,404
Q2 2025 Reduced 3.04%
$141B
$395 Million 0.18% of portfolio
5,555
Q3 2024 Reduced 2.44%
$95.8B
$374 Million 0.17% of portfolio
3,073
Q3 2024 Added 18.69%
$1.84B
$377 Million 0.17% of portfolio
9,105
Q2 2025 Added 69.14%
$69.2B
$379 Million 0.17% of portfolio
3,155
Q2 2025 Added 20.28%
$162B
$370 Million 0.17% of portfolio
2,057
Q2 2025 Reduced 4.64%
$152B
$369 Million 0.17% of portfolio
1,251
Q1 2025 Reduced 4.87%
$545B
$340 Million 0.16% of portfolio
293
Q2 2024 Added 10.57%
$112B
$350 Million 0.16% of portfolio
7,446
Q2 2025 Reduced 2.22%

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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