Umpqua Bank has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $273 Billion distributed in 276 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.2B, Apple Inc. with a value of $14.1B, Ishares Core S&P 500 ETF with a value of $11.8B, Ishares Inc Msci Emerging Mkts with a value of $10.4B, and Ishares Inc with a value of $10.1B.

Examining the 13F form we can see an increase of $14.9B in the current position value, from $258B to 273B.

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 $273 Billion
ETFs: $80 Billion
Technology: $61.9 Billion
Healthcare: $24.6 Billion
Financial Services: $24.4 Billion
Industrials: $21.7 Billion
Consumer Defensive: $14.9 Billion
Consumer Cyclical: $14.1 Billion
Communication Services: $13.4 Billion
Other: $17.3 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 276
  • Current Value $273 Billion
  • Prior Value $258 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
Track This Portfolio

Track Umpqua Bank Portfolio

Follow Umpqua Bank 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 Umpqua Bank, based on Form 13F filings with the SEC.

News

Stay updated on Umpqua Bank with notifications on news.