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
$71B
$121 Million 0.06% of portfolio
75
Q2 2023 New
$70.3B
$123 Million 0.06% of portfolio
1,427
Q2 2025 Added 89.26%
$0
$128 Million 0.06% of portfolio
1,749
Q2 2025 Reduced 7.26%
$0
$138 Million 0.06% of portfolio
3,493
Q2 2025 Reduced 2.51%
$54.8M
$129 Million 0.06% of portfolio
25,863
Q1 2024 Reduced 50.0%
$75.7B
$135 Million 0.06% of portfolio
3,800
Q2 2023 New
$21.3B
$131 Million 0.06% of portfolio
1,400
Q2 2023 New
$0
$138 Million 0.06% of portfolio
708
Q3 2024 Added 16.07%
$0
$137 Million 0.06% of portfolio
971
Q1 2025 Reduced 1.32%
$0
$132 Million 0.06% of portfolio
1,642
Q1 2025 Reduced 5.41%
$0
$123 Million 0.06% of portfolio
1,407
Q2 2024 Reduced 36.25%
$330B
$104 Million 0.05% of portfolio
1,293
Q1 2024 Reduced 7.84%
$27.7B
$114 Million 0.05% of portfolio
2,335
Q2 2024 Reduced 5.08%
$319B
$117 Million 0.05% of portfolio
467
Q2 2025 Reduced 27.82%
$1.48B
$102 Million 0.05% of portfolio
5,000
Q1 2025 Reduced 50.0%
$0
$105 Million 0.05% of portfolio
600
Q2 2025 Reduced 3.23%
$0
$104 Million 0.05% of portfolio
236
Q1 2025 Reduced 12.59%
$0
$118 Million 0.05% of portfolio
902
Q1 2025 Added 50.33%
$11.2B
$117 Million 0.05% of portfolio
505
Q2 2023 New
$48.9B
$114 Million 0.05% of portfolio
1,945
Q3 2024 Added 9.89%
$13.9B
$103 Million 0.05% of portfolio
824
Q2 2023 New
$0
$111 Million 0.05% of portfolio
3,539
Q1 2025 Reduced 5.35%
Glaxo Smithkline PLC Adr New
-
$98.1 Million 0.05% of portfolio
-
Q1 2025 Added 5.01%
$0
$107 Million 0.05% of portfolio
583
Q2 2023 New
$88.4B
$102 Million 0.05% of portfolio
512
Q3 2024 Added 2.2%
$0
$86.6 Million 0.04% of portfolio
1,479
Q1 2024 Added 136.64%
$275B
$95.3 Million 0.04% of portfolio
973
Q3 2024 Added 11.45%
$269B
$78.9 Million 0.04% of portfolio
109
Q4 2024 Reduced 54.39%
$54.3B
$97.6 Million 0.04% of portfolio
2,475
Q2 2023 New
$34.5B
$93.9 Million 0.04% of portfolio
907
Q2 2023 New
$0
$86.6 Million 0.04% of portfolio
391
Q2 2025 Reduced 6.68%
$0
$87.7 Million 0.04% of portfolio
1,000
Q2 2024 Reduced 10.87%
$6.52B
$94 Million 0.04% of portfolio
750
Q2 2023 New
$49.7B
$77.1 Million 0.04% of portfolio
1,124
Q1 2024 Reduced 4.26%
$0
$91.4 Million 0.04% of portfolio
313
Q2 2025 Added 6.83%
$267B
$90.2 Million 0.04% of portfolio
1,249
Q3 2024 Reduced 12.6%
Lam Resh Corp Usd
-
$93.4 Million 0.04% of portfolio
-
Q2 2025 Reduced 21.2%
$278B
$92.5 Million 0.04% of portfolio
649
Q3 2024 Added 30.06%
$0
$78.1 Million 0.04% of portfolio
190
Q2 2025 Reduced 25.78%
$81.4B
$95.5 Million 0.04% of portfolio
1,279
Q4 2024 Reduced 7.25%
$115B
$89.4 Million 0.04% of portfolio
336
Q2 2025 Reduced 23.81%
$66B
$94.3 Million 0.04% of portfolio
422
Q1 2024 Reduced 8.66%
$59.2B
$84.3 Million 0.04% of portfolio
1,929
Q2 2025 Added 34.99%
$77.1B
$73 Million 0.03% of portfolio
93
Q2 2023 New
$10B
$72.5 Million 0.03% of portfolio
1,258
Q2 2023 New
$123B
$67.4 Million 0.03% of portfolio
2,029
Q2 2025 Reduced 39.76%
$260B
$71.6 Million 0.03% of portfolio
277
Q1 2025 Added 78.71%
$120B
$56.6 Million 0.03% of portfolio
252
Q3 2024 Added 4.13%
$0
$63.7 Million 0.03% of portfolio
419
Q3 2024 Reduced 21.54%

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