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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$77.3B
$320 Million 0.16% of portfolio
2,922
Q1 2024 Reduced 4.1%
$70.7B
$336 Million 0.16% of portfolio
2,623
Q1 2025 Added 132.74%
$575B
$306 Million 0.15% of portfolio
873
Q3 2024 Added 1.04%
$155B
$313 Million 0.15% of portfolio
2,157
Q3 2024 Added 4.86%
$136B
$307 Million 0.15% of portfolio
12,124
Q1 2025 Added 5.94%
$0
$283 Million 0.14% of portfolio
3,329
Q2 2024 Added 49.95%
$5.6B
$276 Million 0.14% of portfolio
193
Q3 2024 Added 1.58%
$0
$284 Million 0.14% of portfolio
3,602
Q4 2024 Reduced 4.76%
$44.9B
$277 Million 0.14% of portfolio
2,653
Q1 2025 Reduced 10.49%
$0
$259 Million 0.13% of portfolio
2,060
Q4 2024 Reduced 1.9%
$569B
$273 Million 0.13% of portfolio
293
Q2 2024 Added 10.57%
$0
$269 Million 0.13% of portfolio
1,303
Q2 2024 Reduced 3.62%
$104B
$258 Million 0.13% of portfolio
383
Q3 2024 Added 2.13%
Ishares Short Term California Muni Active ETF
-
$246 Million 0.12% of portfolio
-
Q1 2025 New
$155B
$243 Million 0.12% of portfolio
518
Q3 2024 Reduced 3.36%
$101B
$230 Million 0.11% of portfolio
1,336
Q1 2025 Reduced 8.81%
$1.75B
$231 Million 0.11% of portfolio
5,383
Q1 2025 Reduced 7.6%
$0
$227 Million 0.11% of portfolio
1,501
Q4 2023 Reduced 1.51%
$216B
$224 Million 0.11% of portfolio
2,271
Q4 2024 Reduced 18.98%
$0
$216 Million 0.11% of portfolio
4,942
Q2 2024 Reduced 4.39%
$107B
$218 Million 0.11% of portfolio
3,637
Q4 2024 Reduced 1.44%
$45.7B
$202 Million 0.1% of portfolio
646
Q1 2024 Reduced 3.29%
$256B
$212 Million 0.1% of portfolio
1,906
Q2 2024 Reduced 4.37%
$65.8B
$211 Million 0.1% of portfolio
1,899
Q3 2024 Added 11.77%
$63.5B
$185 Million 0.09% of portfolio
2,299
Q1 2025 Reduced 2.87%
$286B
$177 Million 0.09% of portfolio
1,113
Q4 2024 Reduced 2.37%
$114B
$175 Million 0.09% of portfolio
1,668
Q4 2024 Reduced 12.67%
$201B
$179 Million 0.09% of portfolio
225
Q2 2023 New
$0
$184 Million 0.09% of portfolio
578
Q2 2024 Reduced 25.99%
$54.9B
$185 Million 0.09% of portfolio
1,201
Q3 2024 Added 19.98%
$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
$88.7B
$165 Million 0.08% of portfolio
2,438
Q1 2025 Reduced 10.89%
$105B
$166 Million 0.08% of portfolio
1,690
Q4 2024 Reduced 4.25%
$1.08T
$164 Million 0.08% of portfolio
634
Q1 2025 Added 28.08%
$0
$153 Million 0.08% of portfolio
1,200
Q2 2023 New
$23.3B
$154 Million 0.08% of portfolio
1,400
Q2 2023 New
$86.7B
$170 Million 0.08% of portfolio
280
Q2 2023 New
$19.4B
$146 Million 0.07% of portfolio
4,174
Q1 2025 Reduced 15.63%
$32.9B
$141 Million 0.07% of portfolio
1,168
Q3 2024 Reduced 6.41%
$31.7B
$140 Million 0.07% of portfolio
2,335
Q2 2024 Reduced 5.08%
$177B
$134 Million 0.07% of portfolio
745
Q1 2025 Reduced 5.22%
$119B
$133 Million 0.07% of portfolio
441
Q1 2025 Reduced 6.37%
$62.3B
$136 Million 0.07% of portfolio
462
Q4 2024 Reduced 10.29%
$179B
$139 Million 0.07% of portfolio
3,060
Q1 2025 Added 3.27%
$37.3B
$150 Million 0.07% of portfolio
620
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%

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
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