Union Savings Bank Portfolio Holdings

Union Savings Bank

  • $205 Billion
  • Q1 2025

Union Savings Bank has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $205 Billion distributed in 404 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $29B, Berkshire Hathaway Inc with a value of $25.6B, Spdr S&P 500 ETF Trust with a value of $11.1B, Ishares Core S&P Mid Cap ETF with a value of $9.26B, and Microsoft Corp with a value of $6.27B.

Examining the 13F form we can see an increase of $1.24B in the current position value, from $203B to 205B.

Union Savings Bank is based out at Litchfield, CT

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

Portfolio value $205 Billion
ETFs: $92 Billion
Financial Services: $37 Billion
Technology: $19.8 Billion
Healthcare: $12.9 Billion
Industrials: $9.52 Billion
Consumer Defensive: $8.4 Billion
Consumer Cyclical: $8.34 Billion
Communication Services: $5.25 Billion
Other: $9.35 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29 Billion 14.17% of portfolio
437,167
Q1 2025 Added 12.64%
$0
$11.1 Billion 5.42% of portfolio
19,837
Q1 2025 Added 2.31%
$0
$9.26 Billion 4.53% of portfolio
158,738
Q1 2025 Reduced 5.89%
$0
$5.58 Billion 2.73% of portfolio
43,258
Q1 2025 Reduced 1.19%
$0
$4.29 Billion 2.1% of portfolio
21,490
Q1 2025 Added 0.89%
$0
$3.63 Billion 1.77% of portfolio
6,799
Q1 2025 Reduced 0.18%
$0
$3.6 Billion 1.76% of portfolio
33,930
Q1 2025 Added 19.99%
$0
$2.74 Billion 1.34% of portfolio
26,203
Q1 2025 Reduced 7.47%
$0
$1.99 Billion 0.97% of portfolio
14,648
Q1 2025 Reduced 2.78%
$0
$1.78 Billion 0.87% of portfolio
13,248
Q1 2025 Reduced 0.56%
$0
$1.4 Billion 0.68% of portfolio
2,580
Q4 2024 Reduced 1.83%
$0
$1.17 Billion 0.57% of portfolio
22,874
Q1 2025 Reduced 17.51%
$0
$1.13 Billion 0.55% of portfolio
12,135
Q1 2025 Reduced 0.4%
$0
$1.01 Billion 0.5% of portfolio
5,228
Q1 2025 Reduced 7.5%
$0
$998 Million 0.49% of portfolio
20,028
Q4 2024 Reduced 3.98%
$0
$893 Million 0.44% of portfolio
2,472
Q4 2024 Added 1.98%
$0
$856 Million 0.42% of portfolio
3,115
Q1 2025 Reduced 4.15%
$0
$822 Million 0.4% of portfolio
8,307
Q1 2025 Reduced 0.62%
$0
$586 Million 0.29% of portfolio
5,562
Q4 2024 Added 41.24%
$0
$555 Million 0.27% of portfolio
1,184
Q1 2025 Added 6.86%
$0
$549 Million 0.27% of portfolio
4,229
Q3 2024 Reduced 1.56%
$0
$489 Million 0.24% of portfolio
871
Q3 2024 Reduced 0.8%
$0
$469 Million 0.23% of portfolio
2,327
Q2 2023 New
$0
$443 Million 0.22% of portfolio
7,301
Q4 2024 Reduced 21.06%
$0
$427 Million 0.21% of portfolio
2,243
Q4 2023 Reduced 17.57%
$106B
$412 Million 0.2% of portfolio
1,430
Q2 2023 New
$0
$387 Million 0.19% of portfolio
1,263
Q3 2024 Reduced 6.03%
$0
$339 Million 0.17% of portfolio
6,031
Q1 2025 New
$0
$283 Million 0.14% of portfolio
3,329
Q2 2024 Added 49.95%
$0
$284 Million 0.14% of portfolio
3,602
Q4 2024 Reduced 4.76%
$0
$259 Million 0.13% of portfolio
2,060
Q4 2024 Reduced 1.9%
$0
$269 Million 0.13% of portfolio
1,303
Q2 2024 Reduced 3.62%
$0
$227 Million 0.11% of portfolio
1,501
Q4 2023 Reduced 1.51%
$0
$216 Million 0.11% of portfolio
4,942
Q2 2024 Reduced 4.39%
$0
$184 Million 0.09% of portfolio
578
Q2 2024 Reduced 25.99%
$0
$170 Million 0.08% of portfolio
989
Q1 2025 Reduced 4.81%
$0
$173 Million 0.08% of portfolio
336
Q1 2025 Reduced 22.04%
$0
$160 Million 0.08% of portfolio
3,154
Q2 2023 New
$0
$153 Million 0.08% of portfolio
1,200
Q2 2023 New
$0
$139 Million 0.07% of portfolio
1,886
Q4 2024 Reduced 66.38%
$0
$133 Million 0.07% of portfolio
708
Q3 2024 Added 16.07%
$0
$125 Million 0.06% of portfolio
3,583
Q1 2025 Reduced 15.34%
$0
$133 Million 0.06% of portfolio
1,357
Q1 2025 Reduced 29.73%
$0
$117 Million 0.06% of portfolio
316
Q2 2023 New
$0
$132 Million 0.06% of portfolio
902
Q1 2025 Added 50.33%
$0
$130 Million 0.06% of portfolio
1,642
Q1 2025 Reduced 5.41%
$0
$114 Million 0.06% of portfolio
971
Q1 2025 Reduced 1.32%
$0
$115 Million 0.06% of portfolio
1,407
Q2 2024 Reduced 36.25%
$0
$99.1 Million 0.05% of portfolio
236
Q1 2025 Reduced 12.59%

Summary

  • Portfolio
  • No. of Stocks 404
  • Current Value $205 Billion
  • Prior Value $203 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
Track This Portfolio

Track Union Savings Bank Portfolio

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

News

Stay updated on Union Savings Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email