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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.96 Million 0.08% of portfolio
67,305
Q1 2025 Reduced 5.92%
$0
$4.84 Million 0.08% of portfolio
58,589
Q1 2025 Added 23.76%
$0
$4.65 Million 0.08% of portfolio
24,979
Q1 2025 Reduced 8.53%
$124B
$4.98 Million 0.08% of portfolio
196,472
Q1 2025 Reduced 7.11%
$47.7B
$4.63 Million 0.08% of portfolio
37,506
Q1 2025 Added 1.55%
$185B
$4.81 Million 0.08% of portfolio
105,944
Q1 2025 Added 6.83%
$58.3B
$4.23 Million 0.07% of portfolio
14,358
Q1 2025 Reduced 3.96%
$43.3B
$4.07 Million 0.07% of portfolio
28,432
Q1 2025 Added 1.17%
$155B
$4.31 Million 0.07% of portfolio
43,667
Q1 2025 Reduced 9.1%
$77.8B
$4.13 Million 0.07% of portfolio
8,864
Q1 2025 Added 293.43%
$38.2B
$4.4 Million 0.07% of portfolio
17,306
Q1 2025 Reduced 64.76%
$151B
$4.05 Million 0.07% of portfolio
7,970
Q1 2025 Added 1.74%
$0
$3.99 Million 0.07% of portfolio
43,134
Q1 2025 Reduced 2.09%
$96B
$4.38 Million 0.07% of portfolio
44,786
Q1 2025 Reduced 12.97%
$56.8B
$4.11 Million 0.07% of portfolio
97,388
Q1 2025 Reduced 11.15%
$0
$3.93 Million 0.07% of portfolio
43,804
Q1 2025 Reduced 17.42%
$67.9B
$3.76 Million 0.06% of portfolio
33,815
Q1 2025 Added 0.88%
$55.3B
$3.34 Million 0.06% of portfolio
30,545
Q1 2025 Reduced 22.45%
$39B
$3.64 Million 0.06% of portfolio
82,920
Q1 2025 Reduced 0.36%
$96.5B
$3.34 Million 0.06% of portfolio
19,565
Q1 2025 Added 2.09%
$182B
$3.8 Million 0.06% of portfolio
825
Q1 2025 Reduced 13.34%
$8.36B
$3.37 Million 0.06% of portfolio
15,245
Q1 2025 Added 0.04%
$808M
$3.27 Million 0.06% of portfolio
518,584
Q1 2025 New
$14.6B
$3.3 Million 0.06% of portfolio
58,366
Q1 2025 Added 6,472.75%
$36.5B
$3.63 Million 0.06% of portfolio
16,715
Q1 2025 Added 364.56%
$174B
$3.35 Million 0.06% of portfolio
6,132
Q1 2025 Reduced 8.01%
$0
$3.41 Million 0.06% of portfolio
41,032
Q4 2024 Reduced 12.04%
$0
$3.81 Million 0.06% of portfolio
72,633
Q1 2025 Reduced 7.42%
$0
$3.61 Million 0.06% of portfolio
29,825
Q1 2025 Added 34.0%
$3.1B
$3.28 Million 0.06% of portfolio
51,345
Q1 2025 Added 0.08%
$136B
$3.64 Million 0.06% of portfolio
15,604
Q1 2025 Reduced 2.58%
$63.7B
$3.35 Million 0.06% of portfolio
22,960
Q1 2025 Reduced 4.41%
$70.5B
$3.56 Million 0.06% of portfolio
54,494
Q1 2025 Reduced 0.04%
$15.6B
$3.4 Million 0.06% of portfolio
24,797
Q1 2025 Added 3.22%
$0
$3.61 Million 0.06% of portfolio
49,204
Q1 2025 Reduced 11.44%
$0
$3.28 Million 0.06% of portfolio
17,684
Q1 2025 Reduced 2.42%
$0
$3.32 Million 0.06% of portfolio
21,926
Q1 2025 Reduced 16.31%
$72B
$2.78 Million 0.05% of portfolio
18,929
Q1 2025 Reduced 2.9%
$52.6B
$3.26 Million 0.05% of portfolio
15,725
Q1 2025 Reduced 12.17%
$119B
$3.13 Million 0.05% of portfolio
10,361
Q1 2025 Reduced 71.35%
$54B
$2.75 Million 0.05% of portfolio
11,265
Q1 2025 Reduced 10.55%
$69.2B
$3.19 Million 0.05% of portfolio
9,249
Q1 2025 Added 1.3%
$0
$2.75 Million 0.05% of portfolio
25,333
Q1 2025 Added 74.41%
$0
$2.92 Million 0.05% of portfolio
30,088
Q1 2025 Reduced 2.55%
$0
$2.98 Million 0.05% of portfolio
28,269
Q4 2024 Added 818.72%
$100B
$2.86 Million 0.05% of portfolio
4,250
Q1 2025 Reduced 23.64%
$92.3B
$3.2 Million 0.05% of portfolio
47,137
Q1 2025 Reduced 6.7%
$131B
$2.83 Million 0.05% of portfolio
40,820
Q1 2025 Reduced 1.47%
$0
$3.05 Million 0.05% of portfolio
94,744
Q1 2025 Reduced 13.88%

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
Track This Portfolio

Track Umb Bank, N.A. Portfolio

Follow Umb Bank, N.A. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Umb Bank, N.A., based on Form 13F filings with the SEC.

News

Stay updated on Umb Bank, N.A. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email