Union Savings Bank Portfolio Holdings

Union Savings Bank

  • $205 Billion
  • Q1 2025

Union Savings Bank has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $205 Billion distributed in 404 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 $29B, Berkshire Hathaway Inc with a value of $25.6B, Spdr S&P 500 ETF Trust with a value of $11.1B, Ishares Core S&P Mid Cap ETF with a value of $9.26B, and Microsoft Corp with a value of $6.27B.

Examining the 13F form we can see an increase of $1.24B in the current position value, from $203B to 205B.

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 $205 Billion
ETFs: $92 Billion
Financial Services: $37 Billion
Technology: $19.8 Billion
Healthcare: $12.9 Billion
Industrials: $9.52 Billion
Consumer Defensive: $8.4 Billion
Consumer Cyclical: $8.34 Billion
Communication Services: $5.25 Billion
Other: $9.35 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$109B
$125 Million 0.06% of portfolio
512
Q3 2024 Added 2.2%
$0
$125 Million 0.06% of portfolio
3,583
Q1 2025 Reduced 15.34%
$0
$133 Million 0.06% of portfolio
1,357
Q1 2025 Reduced 29.73%
$47.1M
$124 Million 0.06% of portfolio
25,863
Q1 2024 Reduced 50.0%
$0
$117 Million 0.06% of portfolio
316
Q2 2023 New
$0
$132 Million 0.06% of portfolio
902
Q1 2025 Added 50.33%
$0
$130 Million 0.06% of portfolio
1,642
Q1 2025 Reduced 5.41%
$44.5B
$118 Million 0.06% of portfolio
902
Q1 2025 New
$0
$114 Million 0.06% of portfolio
971
Q1 2025 Reduced 1.32%
$15.1B
$121 Million 0.06% of portfolio
824
Q2 2023 New
$152B
$124 Million 0.06% of portfolio
3,368
Q1 2025 Reduced 8.0%
$0
$115 Million 0.06% of portfolio
1,407
Q2 2024 Reduced 36.25%
$37.9B
$117 Million 0.06% of portfolio
2,422
Q1 2025 Added 14.52%
$77.5B
$118 Million 0.06% of portfolio
434
Q4 2023 Added 40.45%
$55.4B
$123 Million 0.06% of portfolio
645
Q3 2024 Reduced 9.54%
$79.8B
$104 Million 0.05% of portfolio
75
Q2 2023 New
$1.13B
$104 Million 0.05% of portfolio
5,000
Q1 2025 Reduced 50.0%
$53.2B
$95.8 Million 0.05% of portfolio
2,475
Q2 2023 New
$35.9B
$100 Million 0.05% of portfolio
907
Q2 2023 New
$41.6B
$101 Million 0.05% of portfolio
1,230
Q3 2024 Added 173.33%
$154B
$105 Million 0.05% of portfolio
1,475
Q3 2024 Reduced 7.23%
$0
$99.1 Million 0.05% of portfolio
236
Q1 2025 Reduced 12.59%
$46.5B
$109 Million 0.05% of portfolio
1,945
Q3 2024 Added 9.89%
$0
$109 Million 0.05% of portfolio
3,539
Q1 2025 Reduced 5.35%
$292B
$92.8 Million 0.05% of portfolio
1,293
Q1 2024 Reduced 7.84%
$14B
$110 Million 0.05% of portfolio
505
Q2 2023 New
$133B
$100 Million 0.05% of portfolio
368
Q2 2023 New
$0
$99.6 Million 0.05% of portfolio
583
Q2 2023 New
Ge Vernova Inc.
-
$94.3 Million 0.05% of portfolio
-
Q1 2025 Added 67.03%
$59.7B
$103 Million 0.05% of portfolio
422
Q1 2024 Reduced 8.66%
Glaxo Smithkline PLC Adr New
-
$102 Million 0.05% of portfolio
-
Q1 2025 Added 5.01%
$33.6B
$84.4 Million 0.04% of portfolio
1,130
Q1 2025 Reduced 3.67%
$81.1B
$75.8 Million 0.04% of portfolio
93
Q2 2023 New
$258B
$91.5 Million 0.04% of portfolio
1,249
Q3 2024 Reduced 12.6%
$266B
$85.4 Million 0.04% of portfolio
973
Q3 2024 Added 11.45%
$0
$85.4 Million 0.04% of portfolio
1,114
Q2 2023 New
$263B
$74.3 Million 0.04% of portfolio
277
Q1 2025 Added 78.71%
$0
$75.3 Million 0.04% of portfolio
293
Q4 2024 Added 19.11%
$0
$86.8 Million 0.04% of portfolio
1,479
Q1 2024 Added 136.64%
$0
$92 Million 0.04% of portfolio
620
Q3 2024 Reduced 26.45%
$0
$85.6 Million 0.04% of portfolio
256
Q4 2024 Added 34.74%
$73.2B
$82.9 Million 0.04% of portfolio
754
Q1 2025 Added 3.71%
$1.49B
$74.7 Million 0.04% of portfolio
1,488
Q1 2025 Added 86.0%
$48.4B
$90.2 Million 0.04% of portfolio
394
Q2 2023 New
$0
$82.7 Million 0.04% of portfolio
419
Q2 2023 New
$0
$86 Million 0.04% of portfolio
1,000
Q2 2024 Reduced 10.87%
$19.7B
$89.9 Million 0.04% of portfolio
3,070
Q4 2024 Reduced 7.28%
$76.6B
$81.2 Million 0.04% of portfolio
1,279
Q4 2024 Reduced 7.25%
$227B
$75.7 Million 0.04% of portfolio
649
Q3 2024 Added 30.06%

Summary

  • Portfolio
  • No. of Stocks 404
  • Current Value $205 Billion
  • Prior Value $203 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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