Umb Bank, N.A. Portfolio Holdings
Umb Bank, N.A.
- $6.22 Billion
- Q4 2024
Umb Bank, N.A. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.22 Billion distributed in 2930 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Umb Financial Corp with a value of $498M, Apple Inc. with a value of $335M, Ishares Core S&P 500 ETF with a value of $329M, Microsoft Corp with a value of $222M, and Nvidia Corp with a value of $189M.
Examining the 13F form we can see an decrease of $71.3M in the current position value, from $6.3B to 6.22B.
Below you can find more details about Umb Bank, N.A. portfolio as well as his latest detailed transactions.
Portfolio value
$6.22 Billion
ETFs: $1.51 Billion
Financial Services: $1.33 Billion
Technology: $1.17 Billion
Consumer Cyclical: $512 Million
Healthcare: $386 Million
Industrials: $360 Million
Communication Services: $319 Million
Consumer Defensive: $292 Million
Other: $346 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 2,930
- Current Value $6.22 Billion
- Prior Value $6.3 Billion
- Filing
- Period Q4 2024
- Filing Date January 16, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 75 stocks
- Additional Purchases 861 stocks
- Sold out of 0 stocks
- Reduced holdings in 647 stocks