Umpqua Bank Portfolio Holdings

Umpqua Bank

  • $289 Billion
  • Q1 2025

Umpqua Bank has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $289 Billion distributed in 278 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.8B, Ishares Barclays 3 7 Yr Treas with a value of $14.4B, Apple Inc. with a value of $14B, Ishares Core S&P 500 ETF with a value of $13.6B, and Ishares Inc Msci Emerging Mkts with a value of $11.1B.

Examining the 13F form we can see an increase of $92.2M in the current position value, from $289B to 289B.

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 $289 Billion
ETFs: $87.2 Billion
Technology: $56.1 Billion
Healthcare: $27 Billion
Financial Services: $25.7 Billion
Industrials: $20.9 Billion
Consumer Cyclical: $15.9 Billion
Communication Services: $15.9 Billion
Consumer Defensive: $15.2 Billion
Other: $17.8 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89T
$14.8 Billion 5.11% of portfolio
39,340
Q1 2025 Added 2.39%
$3.69T
$14 Billion 4.82% of portfolio
62,808
Q1 2025 Reduced 0.61%
$455B
$8.35 Billion 2.89% of portfolio
77,051
Q1 2025 Reduced 1.11%
$1.17T
$7.35 Billion 2.54% of portfolio
47,529
Q1 2025 Added 1.25%
$2.27T
$6.91 Billion 2.39% of portfolio
36,309
Q1 2025 Reduced 0.66%
$847B
$5.94 Billion 2.05% of portfolio
24,219
Q1 2025 Reduced 2.7%
$434B
$4.07 Billion 1.41% of portfolio
4,305
Q1 2025 Reduced 4.48%
$594B
$3.87 Billion 1.34% of portfolio
4,686
Q1 2025 Added 7.04%
$303B
$3.64 Billion 1.26% of portfolio
21,788
Q1 2025 Added 0.55%
$453B
$3.61 Billion 1.25% of portfolio
21,751
Q1 2025 Added 5.82%
$551B
$3.46 Billion 1.2% of portfolio
9,872
Q1 2025 Reduced 0.33%
$235B
$3.34 Billion 1.15% of portfolio
6,376
Q1 2025 Added 8.03%
$369B
$3.27 Billion 1.13% of portfolio
78,359
Q1 2025 Added 5.92%
$364B
$3.18 Billion 1.1% of portfolio
18,678
Q1 2025 Reduced 1.7%
$225B
$2.82 Billion 0.98% of portfolio
9,033
Q1 2025 Added 2.93%
$200B
$2.58 Billion 0.89% of portfolio
17,224
Q1 2025 Added 8.14%
$397B
$2.32 Billion 0.8% of portfolio
6,323
Q1 2025 Added 2.43%
$1.71T
$2.17 Billion 0.75% of portfolio
3,765
Q1 2025 Added 15.31%
$241B
$2.07 Billion 0.71% of portfolio
7,697
Q1 2025 Added 3.97%
$606B
$2.06 Billion 0.71% of portfolio
3,877
Q1 2025 Added 3.66%
$287B
$2.02 Billion 0.7% of portfolio
3,044
Q1 2025 Added 13.41%
$539B
$1.61 Billion 0.56% of portfolio
1,726
Q1 2025 Reduced 2.6%
$235B
$1.63 Billion 0.56% of portfolio
12,271
Q1 2025 Added 12.36%
$243B
$1.62 Billion 0.56% of portfolio
13,853
Q1 2025 Added 1.42%
$205B
$1.45 Billion 0.5% of portfolio
14,735
Q1 2025 Added 0.19%
$204B
$1.42 Billion 0.49% of portfolio
15,837
Q1 2025 Reduced 8.44%
$445B
$1.19 Billion 0.41% of portfolio
9,988
Q1 2025 Reduced 2.92%
$282B
$792 Million 0.27% of portfolio
9,018
Q1 2025 Reduced 1.26%
$217B
$668 Million 0.23% of portfolio
2,688
Q1 2025 Added 7.87%
$222B
$624 Million 0.22% of portfolio
2,319
Q1 2025 Added 1.53%
$295B
$566 Million 0.2% of portfolio
9,164
Q1 2025 Added 0.35%
$548B
$510 Million 0.18% of portfolio
931
Q1 2025 Added 0.87%
$350B
$514 Million 0.18% of portfolio
2,453
Q1 2025 Reduced 5.87%
$674B
$422 Million 0.15% of portfolio
3,018
Q1 2025 Reduced 2.93%
$1.23T
$437 Million 0.15% of portfolio
2,797
Q1 2025 Added 12.92%
$279B
$403 Million 0.14% of portfolio
3,921
Q1 2025 Added 45.28%
$215B
$355 Million 0.12% of portfolio
77
Q4 2024 Reduced 23.0%
$228B
$229 Million 0.08% of portfolio
1,728
Q1 2025 Reduced 14.2%
$246B
$204 Million 0.07% of portfolio
374
Q1 2025 Added 3.03%

Summary

  • Portfolio
  • No. of Stocks 278
  • Current Value $289 Billion
  • Prior Value $289 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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