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
$96.3B
$4.57 Million 0.0% of portfolio
76
Q1 2025 New
$21.1B
$2.46 Million 0.0% of portfolio
28
Q1 2025 New
$15.7B
$4.79 Million 0.0% of portfolio
140
Q1 2025 New
America Movil S.A.B. De C.V.
-
$9.95 Million 0.0% of portfolio
-
Q1 2024 New
Amentum Holdings Inc
-
$2.27 Million 0.0% of portfolio
-
Q4 2024 New
$50.3B
$3.39 Million 0.0% of portfolio
7
Q3 2024 New
$0
$7.08 Million 0.0% of portfolio
73
Q1 2025 Added 82.5%

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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