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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$236B
$1.87 Billion 0.57% of portfolio
14,038
Q2 2025 Added 14.4%
$0
$1.85 Billion 0.56% of portfolio
17,900
Q2 2025 Added 60.87%
$57B
$1.79 Billion 0.55% of portfolio
9,277
Q2 2025 Added 3.53%
$44.2B
$1.69 Billion 0.51% of portfolio
11,571
Q2 2025 Added 10.29%
$205B
$1.69 Billion 0.51% of portfolio
13,857
Q2 2025 Reduced 5.96%
$0
$1.62 Billion 0.49% of portfolio
17,489
Q2 2025 Reduced 16.14%
$61B
$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%
$161B
$1.51 Billion 0.46% of portfolio
3,959
Q2 2025 Added 14.59%
$160B
$1.49 Billion 0.45% of portfolio
2,818
Q2 2025 Reduced 0.14%
$0
$1.44 Billion 0.44% of portfolio
10,680
Q2 2025 Added 26.74%
$64B
$1.45 Billion 0.44% of portfolio
11,177
Q2 2025 Added 1.84%
$649B
$1.44 Billion 0.44% of portfolio
3,011
Q2 2025 Reduced 22.34%
$69.5B
$1.44 Billion 0.44% of portfolio
5,520
Q2 2025 Added 0.07%
$34.1B
$1.43 Billion 0.44% of portfolio
14,475
Q1 2024 New
$155B
$1.34 Billion 0.41% of portfolio
4,403
Q2 2025 Added 2.92%
$0
$1.26 Billion 0.39% of portfolio
11,287
Q2 2025 Reduced 1.48%
$24.5B
$1.27 Billion 0.39% of portfolio
10,845
Q2 2025 Added 5.86%
$226B
$1.25 Billion 0.38% of portfolio
15,311
Q2 2025 Reduced 3.32%
$137B
$1.25 Billion 0.38% of portfolio
4,617
Q2 2025 Added 150.38%
$41.6B
$1.25 Billion 0.38% of portfolio
4,466
Q2 2025 Added 4.49%
$118B
$1.23 Billion 0.37% of portfolio
4,382
Q2 2025 Added 14.74%
$157B
$1.19 Billion 0.36% of portfolio
16,433
Q2 2025 Reduced 1.58%
$64.3B
$1.17 Billion 0.36% of portfolio
2,145
Q2 2025 Added 17.15%
$472B
$1.11 Billion 0.34% of portfolio
9,698
Q2 2025 Reduced 2.9%
$121B
$1.12 Billion 0.34% of portfolio
3,649
Q2 2025 Reduced 1.19%
$56.9B
$1.08 Billion 0.33% of portfolio
4,217
Q2 2025 Added 1.54%
$90.8B
$1.09 Billion 0.33% of portfolio
5,996
Q2 2025 New
$277B
$1.01 Billion 0.31% of portfolio
10,406
Q2 2025 Added 15.39%
$0
$999 Million 0.3% of portfolio
20,430
Q2 2024 Reduced 19.07%
$0
$923 Million 0.28% of portfolio
4,718
Q2 2025 Reduced 3.0%
$146B
$917 Million 0.28% of portfolio
3,876
Q2 2025 Added 5.24%
$258B
$915 Million 0.28% of portfolio
3,149
Q2 2025 Added 17.15%
$247B
$830 Million 0.25% of portfolio
2,619
Q2 2025 Added 12.94%
$85.9B
$815 Million 0.25% of portfolio
11,958
Q2 2025 Added 10.86%
$771B
$800 Million 0.24% of portfolio
3,412
Q2 2025 Added 13.06%
$50.7B
$780 Million 0.24% of portfolio
4,565
Q2 2025 Added 226.54%
$132B
$801 Million 0.24% of portfolio
1,731
Q2 2025 Added 6.33%
$189B
$782 Million 0.24% of portfolio
9,135
Q2 2025 Reduced 18.82%
$266B
$773 Million 0.24% of portfolio
5,606
Q2 2025 Added 42.97%
$0
$788 Million 0.24% of portfolio
3,561
Q2 2025 Reduced 1.6%
$40.9B
$770 Million 0.23% of portfolio
9,437
Q2 2025 Added 22.15%
$108B
$724 Million 0.22% of portfolio
6,776
Q2 2025 Added 17.84%
$0
$713 Million 0.22% of portfolio
11,240
Q2 2025 Reduced 9.1%
$279B
$674 Million 0.21% of portfolio
9,822
Q2 2025 Added 7.18%
$84.1B
$705 Million 0.21% of portfolio
3,706
Q2 2025 Added 12.64%
$149B
$653 Million 0.2% of portfolio
1,828
Q2 2025 Reduced 13.69%
$120B
$607 Million 0.19% of portfolio
6,340
Q2 2025 Reduced 14.94%
$159B
$626 Million 0.19% of portfolio
2,109
Q2 2025 Reduced 3.87%

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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