Umb Bank, N.A. Portfolio Holdings
Umb Bank, N.A.
- $6.61 Billion
- Q3 2025
Umb Bank, N.A. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $6.61 Billion distributed in 2963 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Umb Financial Corp with a value of $511M, Ishares Core S&P 500 ETF with a value of $439M, Apple Inc. with a value of $303M, Microsoft Corp with a value of $257M, and Nvidia Corp with a value of $255M.
Examining the 13F form we can see an increase of $351M in the current position value, from $6.26B to 6.61B.
Below you can find more details about Umb Bank, N.A. portfolio as well as his latest detailed transactions.
Portfolio value
$6.61 Billion
ETFs: $1.64 Billion
Financial Services: $1.36 Billion
Technology: $1.33 Billion
Consumer Cyclical: $515 Million
Communication Services: $382 Million
Industrials: $355 Million
Healthcare: $353 Million
Consumer Defensive: $306 Million
Other: $378 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 2,963
- Current Value $6.61 Billion
- Prior Value $6.26 Billion
- Filing
- Period Q3 2025
- Filing Date November 04, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 83 stocks
- Additional Purchases 1,084 stocks
- Sold out of 0 stocks
- Reduced holdings in 699 stocks