Umb Bank, N.A. Portfolio Holdings
Umb Bank, N.A.
- $6.26 Billion
- Q2 2025
Umb Bank, N.A. has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.26 Billion distributed in 2950 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Umb Financial Corp with a value of $458M, Ishares Core S&P 500 ETF with a value of $411M, Microsoft Corp with a value of $250M, Apple Inc. with a value of $247M, and Nvidia Corp with a value of $218M.
Examining the 13F form we can see an decrease of $45.7M in the current position value, from $6.31B to 6.26B.
Below you can find more details about Umb Bank, N.A. portfolio as well as his latest detailed transactions.
Portfolio value
$6.26 Billion
ETFs: $1.57 Billion
Financial Services: $1.33 Billion
Technology: $1.19 Billion
Consumer Cyclical: $484 Million
Industrials: $347 Million
Healthcare: $344 Million
Communication Services: $330 Million
Consumer Defensive: $313 Million
Other: $351 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 2,950
- Current Value $6.26 Billion
- Prior Value $6.31 Billion
- Filing
- Period Q2 2025
- Filing Date July 11, 2025
- Form Type 13F-HR/A
- Activity in Q2 2025
- New Purchases 94 stocks
- Additional Purchases 957 stocks
- Sold out of 0 stocks
- Reduced holdings in 833 stocks