Union Savings Bank Portfolio Holdings

Union Savings Bank

  • $190 Billion
  • Q2 2024

Union Savings Bank has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $190 Billion distributed in 389 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 $20B, Berkshire Hathaway Inc with a value of $19.6B, Spdr S&P 500 ETF Trust with a value of $10.6B, Ishares Core S&P Mid Cap ETF with a value of $9.98B, and Microsoft Corp with a value of $7.67B.

Examining the 13F form we can see an decrease of $786M in the current position value, from $191B to 190B.

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 $190 Billion
ETFs: $81.8 Billion
Financial Services: $29.9 Billion
Technology: $22.2 Billion
Healthcare: $14.7 Billion
Consumer Defensive: $9.09 Billion
Industrials: $8.86 Billion
Consumer Cyclical: $7.89 Billion
Communication Services: $5.48 Billion
Other: $9.63 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$49.2M
$166 Million 0.09% of portfolio
25,863
Q1 2024 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 389
  • Current Value $190 Billion
  • Prior Value $191 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 01, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 11 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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