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
$0
$64.9 Million 0.03% of portfolio
764
Q2 2025 Reduced 31.42%
$0
$56.1 Million 0.03% of portfolio
196
Q2 2023 New
$0
$62.1 Million 0.03% of portfolio
569
Q3 2024 Reduced 1.9%
$0
$71.1 Million 0.03% of portfolio
245
Q1 2025 Reduced 2.39%
$0
$55.4 Million 0.03% of portfolio
918
Q3 2024 Added 98.7%
$55.6B
$70.2 Million 0.03% of portfolio
394
Q2 2023 New
$0
$68.9 Million 0.03% of portfolio
841
Q1 2025 Added 67.86%
$78.8B
$54.4 Million 0.03% of portfolio
208
Q1 2025 Reduced 9.57%
Ishares Bitcoin Trust ETF
-
$59.9 Million 0.03% of portfolio
-
Q1 2025 Added 90.91%
$0
$68.5 Million 0.03% of portfolio
740
Q2 2023 New
$0
$48.2 Million 0.02% of portfolio
200
Q2 2023 New
$16.1B
$39.2 Million 0.02% of portfolio
575
Q2 2025 Reduced 40.66%
$0
$53.5 Million 0.02% of portfolio
600
Q1 2025 Reduced 45.45%
$80B
$38.4 Million 0.02% of portfolio
150
Q2 2023 New
$36.7B
$35.2 Million 0.02% of portfolio
411
Q3 2024 Reduced 5.73%
$5.16B
$41.1 Million 0.02% of portfolio
212
Q2 2023 New
$36B
$36.7 Million 0.02% of portfolio
511
Q2 2025 Reduced 54.78%
$64.2B
$36 Million 0.02% of portfolio
125
Q2 2025 Reduced 72.94%
$17.3B
$37.3 Million 0.02% of portfolio
528
Q1 2024 Reduced 36.23%
$0
$43.1 Million 0.02% of portfolio
979
Q2 2023 New
$39.1B
$43.5 Million 0.02% of portfolio
420
Q1 2024 Added 34.62%
Wells Fargo Pfd L
-
$37.9 Million 0.02% of portfolio
-
Q2 2023 New
$6.08B
$52.6 Million 0.02% of portfolio
350
Q2 2023 New
$93.6B
$45.5 Million 0.02% of portfolio
100
Q3 2024 New
$0
$38.2 Million 0.02% of portfolio
158
Q2 2023 New
$0
$44.9 Million 0.02% of portfolio
544
Q2 2025 Reduced 46.61%
$1.19B
$48.8 Million 0.02% of portfolio
1,138
Q2 2025 Reduced 23.52%
Jacobs Solutions Inc
-
$22.7 Million 0.01% of portfolio
-
Q4 2024 Reduced 43.86%
$75.3B
$22.8 Million 0.01% of portfolio
64
Q2 2025 Reduced 7.25%
$70.1B
$10.9 Million 0.01% of portfolio
75
Q2 2025 Reduced 94.39%
$27.1B
$13.8 Million 0.01% of portfolio
100
Q2 2023 New
$73.5B
$15.2 Million 0.01% of portfolio
145
Q4 2024 Reduced 3.33%
$95.6B
$22.9 Million 0.01% of portfolio
100
Q1 2024 New
$15.3B
$13.5 Million 0.01% of portfolio
578
Q2 2025 Reduced 86.15%
$122B
$13.5 Million 0.01% of portfolio
150
Q1 2025 Reduced 18.92%
Arm Holdings PLC
-
$16.3 Million 0.01% of portfolio
-
Q2 2025 New
$86B
$19.8 Million 0.01% of portfolio
75
Q4 2024 Reduced 62.5%
$0
$14.9 Million 0.01% of portfolio
75
Q2 2023 New
$25.1B
$30.3 Million 0.01% of portfolio
150
Q1 2025 Reduced 30.56%
$139B
$28.4 Million 0.01% of portfolio
260
Q2 2025 Reduced 39.53%
$18.5B
$22.6 Million 0.01% of portfolio
250
Q4 2024 Added 100.0%
$68B
$18 Million 0.01% of portfolio
400
Q4 2024 Reduced 30.43%
$27.8B
$18.5 Million 0.01% of portfolio
400
Q2 2025 Added 100.0%
$57.5B
$26 Million 0.01% of portfolio
230
Q4 2024 Reduced 25.81%
$0
$28.4 Million 0.01% of portfolio
108
Q2 2025 Reduced 91.71%
$282B
$17.6 Million 0.01% of portfolio
100
Q2 2023 New
$85.6B
$18.4 Million 0.01% of portfolio
69
Q2 2023 New
$0
$21.9 Million 0.01% of portfolio
176
Q4 2024 Reduced 64.08%
$70.9B
$25.9 Million 0.01% of portfolio
309
Q4 2023 Added 76.57%

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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