Umpqua Bank Portfolio Holdings

Umpqua Bank

  • $328 Billion
  • Q2 2025

Umpqua Bank has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $328 Billion distributed in 290 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $20.6B, Ishares Barclays 3 7 Yr Treas with a value of $14.5B, Ishares Inc Msci Emerging Mkts with a value of $13.7B, Apple Inc. with a value of $13.2B, and Ishares Inc with a value of $13.1B.

Examining the 13F form we can see an increase of $39.1B in the current position value, from $289B to 328B.

Umpqua Bank is based out at Lake Oswego, OR

Below you can find more details about Umpqua Bank portfolio as well as his latest detailed transactions.

Portfolio value $328 Billion
ETFs: $101 Billion
Technology: $69.8 Billion
Financial Services: $28.7 Billion
Healthcare: $24.9 Billion
Industrials: $23.7 Billion
Communication Services: $19.1 Billion
Consumer Cyclical: $17.6 Billion
Consumer Defensive: $15.1 Billion
Other: $19.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$20.6 Billion 6.27% of portfolio
41,461
Q2 2025 Added 5.39%
$3.69T
$13.2 Billion 4.03% of portfolio
62,950
Q2 2025 Added 0.23%
$456B
$12.2 Billion 3.71% of portfolio
76,014
Q2 2025 Reduced 1.35%
$2.26T
$9.22 Billion 2.81% of portfolio
42,009
Q2 2025 Added 15.7%
$1.21T
$8.64 Billion 2.63% of portfolio
49,560
Q2 2025 Added 4.27%
$859B
$6.53 Billion 1.99% of portfolio
23,109
Q2 2025 Reduced 4.58%
$439B
$4.07 Billion 1.24% of portfolio
4,129
Q2 2025 Reduced 4.09%
$608B
$3.84 Billion 1.17% of portfolio
4,939
Q2 2025 Added 5.4%
$96.6B
$3.68 Billion 1.12% of portfolio
5,203
Q2 2025 Added 1.19%
$381B
$3.61 Billion 1.1% of portfolio
76,662
Q2 2025 Reduced 2.17%
$1.78T
$3.62 Billion 1.1% of portfolio
5,018
Q2 2025 Added 33.28%
$302B
$3.58 Billion 1.09% of portfolio
23,357
Q2 2025 Added 7.2%
$452B
$3.54 Billion 1.08% of portfolio
22,727
Q2 2025 Added 4.49%
$551B
$3.46 Billion 1.05% of portfolio
9,757
Q2 2025 Reduced 1.16%
$368B
$2.92 Billion 0.89% of portfolio
18,491
Q2 2025 Reduced 1.0%
$112B
$2.87 Billion 0.87% of portfolio
7,602
Q2 2025 Added 4.42%
$63.6B
$2.73 Billion 0.83% of portfolio
3,445
Q2 2025 Added 1.38%
$77.3B
$2.69 Billion 0.82% of portfolio
13,572
Q2 2025 Added 6.28%
$222B
$2.67 Billion 0.81% of portfolio
9,166
Q2 2025 Added 1.47%
$295B
$2.64 Billion 0.8% of portfolio
3,322
Q2 2025 Added 9.13%
$172B
$2.6 Billion 0.79% of portfolio
2,544
Q2 2025 Reduced 7.56%
$187B
$2.55 Billion 0.78% of portfolio
5,979
Q2 2025 Added 12.37%
$153B
$2.53 Billion 0.77% of portfolio
4,965
Q2 2025 Reduced 0.98%
$29.2B
$2.54 Billion 0.77% of portfolio
49,072
Q1 2024 New
$182B
$2.48 Billion 0.75% of portfolio
57,512
Q2 2025 Reduced 9.47%
$202B
$2.47 Billion 0.75% of portfolio
18,279
Q2 2025 Added 6.13%
$52.5B
$2.45 Billion 0.75% of portfolio
12,004
Q2 2025 Reduced 4.11%
$64.2B
$2.37 Billion 0.72% of portfolio
8,114
Q2 2025 Added 3.68%
$142B
$2.33 Billion 0.71% of portfolio
5,987
Q2 2025 Added 3.05%
$405B
$2.29 Billion 0.7% of portfolio
6,236
Q2 2025 Reduced 1.38%
$232B
$2.27 Billion 0.69% of portfolio
8,312
Q2 2025 Added 7.99%
$93.6B
$2.22 Billion 0.68% of portfolio
4,367
Q2 2025 Reduced 0.07%
$545B
$2.18 Billion 0.67% of portfolio
1,712
Q2 2025 Reduced 0.81%
$250B
$2.04 Billion 0.62% of portfolio
14,441
Q2 2025 Added 4.24%
$49.2B
$1.86 Billion 0.57% of portfolio
6,394
Q2 2025 Added 11.41%
$229B
$1.87 Billion 0.57% of portfolio
14,038
Q2 2025 Added 14.4%
$55.9B
$1.79 Billion 0.55% of portfolio
9,277
Q2 2025 Added 3.53%
$37.5B
$1.69 Billion 0.51% of portfolio
11,571
Q2 2025 Added 10.29%
$207B
$1.69 Billion 0.51% of portfolio
13,857
Q2 2025 Reduced 5.96%
$56.3B
$1.62 Billion 0.49% of portfolio
4,886
Q2 2025 Added 2.22%
$53.1B
$1.54 Billion 0.47% of portfolio
4,896
Q2 2025 Reduced 4.86%
$157B
$1.51 Billion 0.46% of portfolio
3,959
Q2 2025 Added 14.59%
$169B
$1.49 Billion 0.45% of portfolio
2,818
Q2 2025 Reduced 0.14%
$57.7B
$1.45 Billion 0.44% of portfolio
11,177
Q2 2025 Added 1.84%
$621B
$1.44 Billion 0.44% of portfolio
3,011
Q2 2025 Reduced 22.34%
$64.4B
$1.44 Billion 0.44% of portfolio
5,520
Q2 2025 Added 0.07%
$34.4B
$1.43 Billion 0.44% of portfolio
14,475
Q1 2024 New
$150B
$1.34 Billion 0.41% of portfolio
4,403
Q2 2025 Added 2.92%
$25.6B
$1.27 Billion 0.39% of portfolio
10,845
Q2 2025 Added 5.86%

Summary

  • Portfolio
  • No. of Stocks 290
  • Current Value $328 Billion
  • Prior Value $289 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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