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 Market Cap. of $200 Billions or more

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%
$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%
$218B
$2.79 Billion 0.85% of portfolio
7,072
Q2 2025 Reduced 1.81%
$222B
$2.67 Billion 0.81% of portfolio
9,166
Q2 2025 Added 1.47%
$202B
$2.47 Billion 0.75% of portfolio
18,279
Q2 2025 Added 6.13%
$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%
$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%
$229B
$1.87 Billion 0.57% of portfolio
14,038
Q2 2025 Added 14.4%
$207B
$1.69 Billion 0.51% of portfolio
13,857
Q2 2025 Reduced 5.96%
$621B
$1.44 Billion 0.44% of portfolio
3,011
Q2 2025 Reduced 22.34%
$203B
$1.25 Billion 0.38% of portfolio
15,311
Q2 2025 Reduced 3.32%
$442B
$1.11 Billion 0.34% of portfolio
9,698
Q2 2025 Reduced 2.9%
$281B
$1.01 Billion 0.31% of portfolio
10,406
Q2 2025 Added 15.39%
$210B
$915 Million 0.28% of portfolio
3,149
Q2 2025 Added 17.15%
$227B
$830 Million 0.25% of portfolio
2,619
Q2 2025 Added 12.94%
$684B
$800 Million 0.24% of portfolio
3,412
Q2 2025 Added 13.06%
$282B
$773 Million 0.24% of portfolio
5,606
Q2 2025 Added 42.97%
$293B
$674 Million 0.21% of portfolio
9,822
Q2 2025 Added 7.18%
$548B
$638 Million 0.19% of portfolio
1,135
Q2 2025 Added 21.91%
$1.24T
$490 Million 0.15% of portfolio
2,797
Q1 2025 Added 12.92%
$351B
$480 Million 0.15% of portfolio
2,530
Q2 2025 Added 3.14%
$217B
$434 Million 0.13% of portfolio
76
Q2 2025 Reduced 1.3%
$254B
$354 Million 0.11% of portfolio
508
Q2 2025 Added 35.83%
$245B
$309 Million 0.09% of portfolio
1,005
Q2 2025 Reduced 84.24%
$1.08T
$249 Million 0.08% of portfolio
836
Q2 2025 New
$229B
$232 Million 0.07% of portfolio
1,601
Q2 2025 Reduced 7.35%

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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