Umb Bank, N.A. Portfolio Holdings
Umb Bank, N.A.
- $5.92 Billion
- Q1 2025
Umb Bank, N.A. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.92 Billion distributed in 2921 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Umb Financial Corp with a value of $441M, Ishares Core S&P 500 ETF with a value of $342M, Apple Inc. with a value of $293M, Microsoft Corp with a value of $192M, and Berkshire Hathaway Inc with a value of $169M.
Examining the 13F form we can see an decrease of $302M in the current position value, from $6.22B to 5.92B.
Below you can find more details about Umb Bank, N.A. portfolio as well as his latest detailed transactions.
Portfolio value
$5.92 Billion
ETFs: $1.45 Billion
Financial Services: $1.3 Billion
Technology: $998 Million
Consumer Cyclical: $459 Million
Healthcare: $418 Million
Industrials: $315 Million
Consumer Defensive: $301 Million
Communication Services: $295 Million
Other: $382 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 2,921
- Current Value $5.92 Billion
- Prior Value $6.22 Billion
- Filing
- Period Q1 2025
- Filing Date April 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 134 stocks
- Additional Purchases 1,146 stocks
- Sold out of 0 stocks
- Reduced holdings in 563 stocks