Umpqua Bank Portfolio Holdings

Umpqua Bank

  • $289 Billion
  • Q1 2025

Umpqua Bank has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $289 Billion distributed in 278 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.8B, Ishares Barclays 3 7 Yr Treas with a value of $14.4B, Apple Inc. with a value of $14B, Ishares Core S&P 500 ETF with a value of $13.6B, and Ishares Inc Msci Emerging Mkts with a value of $11.1B.

Examining the 13F form we can see an increase of $92.2M in the current position value, from $289B to 289B.

Umpqua Bank is based out at Lake Oswego, OR

Below you can find more details about Umpqua Bank portfolio as well as his latest detailed transactions.

Portfolio value $289 Billion
ETFs: $87.2 Billion
Technology: $56.1 Billion
Healthcare: $27 Billion
Financial Services: $25.7 Billion
Industrials: $20.9 Billion
Consumer Cyclical: $15.9 Billion
Communication Services: $15.9 Billion
Consumer Defensive: $15.2 Billion
Other: $17.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$432B
$1.19 Billion 0.41% of portfolio
9,988
Q1 2025 Reduced 2.92%
$141B
$1.18 Billion 0.41% of portfolio
16,697
Q1 2025 Added 8.68%
$64.8B
$1.16 Billion 0.4% of portfolio
1,831
Q1 2025 Added 19.36%
$121B
$1.15 Billion 0.4% of portfolio
3,819
Q1 2025 Added 18.2%
$26.1B
$1.12 Billion 0.39% of portfolio
10,245
Q1 2025 Added 7.89%
$134B
$1.13 Billion 0.39% of portfolio
3,693
Q1 2025 Added 5.97%
$75.6B
$1.14 Billion 0.39% of portfolio
17,948
Q1 2025 Added 13.52%
$33.1B
$1.04 Billion 0.36% of portfolio
10,491
Q1 2025 Added 5.64%
$33B
$990 Million 0.34% of portfolio
4,274
Q1 2025 Added 10.75%
$137B
$870 Million 0.3% of portfolio
3,683
Q1 2025 Added 3.02%
$44.5B
$869 Million 0.3% of portfolio
4,153
Q1 2025 Added 17.58%
$20.2B
$803 Million 0.28% of portfolio
22,990
Q1 2025 Added 16.36%
$142B
$799 Million 0.28% of portfolio
11,253
Q1 2025 Reduced 6.65%
$262B
$792 Million 0.27% of portfolio
9,018
Q1 2025 Reduced 1.26%
$111B
$783 Million 0.27% of portfolio
7,454
Q1 2025 Added 0.92%
$44B
$731 Million 0.25% of portfolio
7,014
Q1 2025 Added 12.62%
$123B
$727 Million 0.25% of portfolio
1,628
Q1 2025 Added 2.78%
$145B
$684 Million 0.24% of portfolio
2,194
Q1 2025 Reduced 1.04%
$234B
$668 Million 0.23% of portfolio
2,688
Q1 2025 Added 7.87%
$96.6B
$643 Million 0.22% of portfolio
5,750
Q1 2025 Added 3.07%
$38.9B
$636 Million 0.22% of portfolio
7,726
Q1 2025 Added 4.65%
$6.43B
$628 Million 0.22% of portfolio
10,114
Q1 2025 Added 18.79%
$214B
$624 Million 0.22% of portfolio
2,319
Q1 2025 Added 1.53%
$38.8B
$599 Million 0.21% of portfolio
2,115
Q1 2025 Added 6.82%
$56.4B
$620 Million 0.21% of portfolio
2,542
Q1 2025 Added 11.39%
$259B
$566 Million 0.2% of portfolio
9,164
Q1 2025 Added 0.35%
$128B
$576 Million 0.2% of portfolio
2,118
Q1 2025 Reduced 3.33%
$7.13B
$541 Million 0.19% of portfolio
2,845
Q4 2024 Reduced 16.5%
$82.6B
$523 Million 0.18% of portfolio
3,560
Q4 2024 Added 22.76%
$543B
$510 Million 0.18% of portfolio
931
Q1 2025 Added 0.87%
$321B
$514 Million 0.18% of portfolio
2,453
Q1 2025 Reduced 5.87%
$79.7B
$466 Million 0.16% of portfolio
1,924
Q1 2025 Added 6.42%
$424B
$422 Million 0.15% of portfolio
3,018
Q1 2025 Reduced 2.93%
$1.03T
$437 Million 0.15% of portfolio
2,797
Q1 2025 Added 12.92%
$67B
$439 Million 0.15% of portfolio
5,476
Q1 2025 Added 2.43%
$1.86B
$393 Million 0.14% of portfolio
15,743
Q1 2025 New
$181B
$403 Million 0.14% of portfolio
3,921
Q1 2025 Added 45.28%
$114B
$368 Million 0.13% of portfolio
1,508
Q1 2025 Added 5.45%
$52.9B
$363 Million 0.13% of portfolio
3,323
Q1 2025 Added 4.79%
$63.3B
$386 Million 0.13% of portfolio
3,290
Q1 2025 Reduced 9.37%
$78.4B
$373 Million 0.13% of portfolio
2,725
Q1 2025 Added 12.28%
$86.1B
$357 Million 0.12% of portfolio
249
Q1 2025 Reduced 0.8%
$210B
$355 Million 0.12% of portfolio
77
Q4 2024 Reduced 23.0%
$47.6B
$351 Million 0.12% of portfolio
2,471
Q1 2025 New
$93B
$309 Million 0.11% of portfolio
1,844
Q1 2025 Added 12.17%
$22.6B
$313 Million 0.11% of portfolio
3,044
Q1 2025 New
$152B
$324 Million 0.11% of portfolio
2,663
Q1 2025 Added 1.76%
$19.3B
$315 Million 0.11% of portfolio
4,472
Q1 2025 Reduced 0.31%
$31.1B
$319 Million 0.11% of portfolio
1,784
Q1 2025 Added 6.32%

Summary

  • Portfolio
  • No. of Stocks 278
  • Current Value $289 Billion
  • Prior Value $289 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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