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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$233B
$1.63 Billion 0.56% of portfolio
12,271
Q1 2025 Added 12.36%
$225B
$1.62 Billion 0.56% of portfolio
13,853
Q1 2025 Added 1.42%
$0
$1.61 Billion 0.56% of portfolio
15,534
Q1 2025 Reduced 33.7%
$0
$1.57 Billion 0.54% of portfolio
13,074
Q1 2025 Reduced 6.16%
$102B
$1.54 Billion 0.53% of portfolio
4,370
Q1 2025 Reduced 7.1%
$44.3B
$1.5 Billion 0.52% of portfolio
4,780
Q1 2025 Added 3.37%
$214B
$1.45 Billion 0.5% of portfolio
14,735
Q1 2025 Added 0.19%
$200B
$1.42 Billion 0.49% of portfolio
15,837
Q1 2025 Reduced 8.44%
$31.6B
$1.41 Billion 0.49% of portfolio
14,475
Q1 2024 New
$180B
$1.4 Billion 0.48% of portfolio
2,822
Q1 2025 Reduced 2.25%
$53.1B
$1.35 Billion 0.47% of portfolio
5,146
Q1 2025 Added 2.63%
$60B
$1.36 Billion 0.47% of portfolio
10,975
Q1 2025 Added 3.45%
$180B
$1.33 Billion 0.46% of portfolio
4,278
Q1 2025 Added 4.44%
$175B
$1.33 Billion 0.46% of portfolio
3,455
Q1 2025 Added 7.36%
$58.6B
$1.31 Billion 0.45% of portfolio
5,516
Q1 2025 Added 7.11%
$0
$1.2 Billion 0.41% of portfolio
11,456
Q1 2025 Reduced 2.82%
$141B
$1.18 Billion 0.41% of portfolio
16,697
Q1 2025 Added 8.68%
$54.6B
$1.16 Billion 0.4% of portfolio
1,831
Q1 2025 Added 19.36%
$118B
$1.15 Billion 0.4% of portfolio
3,819
Q1 2025 Added 18.2%
$0
$1.14 Billion 0.39% of portfolio
3,154
Q1 2025 Added 27.85%
$25.5B
$1.12 Billion 0.39% of portfolio
10,245
Q1 2025 Added 7.89%
$127B
$1.13 Billion 0.39% of portfolio
3,693
Q1 2025 Added 5.97%
$75.3B
$1.14 Billion 0.39% of portfolio
17,948
Q1 2025 Added 13.52%
$0
$1.08 Billion 0.38% of portfolio
11,127
Q1 2025 Reduced 5.62%
$37.1B
$1.04 Billion 0.36% of portfolio
10,491
Q1 2025 Added 5.64%
$0
$1.05 Billion 0.36% of portfolio
8,427
Q1 2025 Added 1.85%
$0
$1.01 Billion 0.35% of portfolio
20,430
Q2 2024 Reduced 19.07%
$39.4B
$990 Million 0.34% of portfolio
4,274
Q1 2025 Added 10.75%
$0
$915 Million 0.32% of portfolio
4,864
Q1 2025 Added 19.42%
$137B
$870 Million 0.3% of portfolio
3,683
Q1 2025 Added 3.02%
$47.8B
$869 Million 0.3% of portfolio
4,153
Q1 2025 Added 17.58%
$19.5B
$803 Million 0.28% of portfolio
22,990
Q1 2025 Added 16.36%
$152B
$799 Million 0.28% of portfolio
11,253
Q1 2025 Reduced 6.65%
$261B
$792 Million 0.27% of portfolio
9,018
Q1 2025 Reduced 1.26%
$121B
$783 Million 0.27% of portfolio
7,454
Q1 2025 Added 0.92%
$43.4B
$731 Million 0.25% of portfolio
7,014
Q1 2025 Added 12.62%
$93.6B
$732 Million 0.25% of portfolio
10,787
Q1 2025 Added 15.49%
$123B
$727 Million 0.25% of portfolio
1,628
Q1 2025 Added 2.78%
$0
$721 Million 0.25% of portfolio
12,365
Q1 2025 Added 0.57%
$0
$722 Million 0.25% of portfolio
3,619
Q1 2025 Added 4.99%
$155B
$684 Million 0.24% of portfolio
2,194
Q1 2025 Reduced 1.04%
$252B
$668 Million 0.23% of portfolio
2,688
Q1 2025 Added 7.87%
$97.6B
$643 Million 0.22% of portfolio
5,750
Q1 2025 Added 3.07%
$41B
$636 Million 0.22% of portfolio
7,726
Q1 2025 Added 4.65%
$4.87B
$628 Million 0.22% of portfolio
10,114
Q1 2025 Added 18.79%
$223B
$624 Million 0.22% of portfolio
2,319
Q1 2025 Added 1.53%
$27.8B
$599 Million 0.21% of portfolio
2,115
Q1 2025 Added 6.82%
$58.8B
$620 Million 0.21% of portfolio
2,542
Q1 2025 Added 11.39%
$272B
$566 Million 0.2% of portfolio
9,164
Q1 2025 Added 0.35%

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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