Union Savings Bank Portfolio Holdings

Union Savings Bank

  • $218 Billion
  • Q2 2025

Union Savings Bank has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $218 Billion distributed in 378 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 $33.5B, Berkshire Hathaway Inc with a value of $23B, Spdr S&P 500 ETF Trust with a value of $12.1B, Ishares Core S&P Mid Cap ETF with a value of $9.82B, and Microsoft Corp with a value of $8.77B.

Examining the 13F form we can see an increase of $13.1B in the current position value, from $205B to 218B.

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 $218 Billion
ETFs: $101 Billion
Financial Services: $35.1 Billion
Technology: $24.5 Billion
Healthcare: $11.4 Billion
Industrials: $10.3 Billion
Consumer Cyclical: $8.72 Billion
Consumer Defensive: $7.7 Billion
Energy: $6.36 Billion
Other: $10.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$355 Million 0.16% of portfolio
6,411
Q2 2025 Added 6.3%
$6.01B
$330 Million 0.15% of portfolio
5,801
Q2 2025 Reduced 8.57%
$82.5B
$331 Million 0.15% of portfolio
2,272
Q2 2025 Reduced 22.25%
Ishares Short Term California Muni Active ETF
-
$331 Million 0.15% of portfolio
-
Q2 2025 Added 33.97%
$557B
$298 Million 0.14% of portfolio
864
Q2 2025 Reduced 1.03%
$0
$312 Million 0.14% of portfolio
3,329
Q2 2024 Added 49.95%
$0
$309 Million 0.14% of portfolio
3,602
Q4 2024 Reduced 4.76%
$138B
$282 Million 0.13% of portfolio
12,124
Q1 2025 Added 5.94%
$0
$277 Million 0.13% of portfolio
2,060
Q4 2024 Reduced 1.9%
$5.93B
$285 Million 0.13% of portfolio
2,895
Q2 2025 Added 1,400.0%
$158B
$284 Million 0.13% of portfolio
794
Q2 2025 Reduced 11.19%
$117B
$266 Million 0.12% of portfolio
383
Q3 2024 Added 2.13%
$139B
$272 Million 0.12% of portfolio
518
Q3 2024 Reduced 3.36%
$0
$241 Million 0.11% of portfolio
1,501
Q4 2023 Reduced 1.51%
$79.5B
$236 Million 0.11% of portfolio
1,700
Q2 2023 New
$0
$240 Million 0.11% of portfolio
4,942
Q2 2024 Reduced 4.39%
$205B
$247 Million 0.11% of portfolio
2,071
Q2 2025 Reduced 8.81%
$81.7B
$232 Million 0.11% of portfolio
1,256
Q2 2025 Reduced 5.99%
$0
$207 Million 0.1% of portfolio
578
Q2 2024 Reduced 25.99%
$65.9B
$210 Million 0.1% of portfolio
1,207
Q2 2025 New
$224B
$209 Million 0.1% of portfolio
1,271
Q2 2025 Added 14.2%
$186B
$212 Million 0.1% of portfolio
225
Q2 2023 New
$1.44T
$227 Million 0.1% of portfolio
735
Q2 2025 Added 15.93%
$101B
$225 Million 0.1% of portfolio
3,637
Q4 2024 Reduced 1.44%
$266B
$217 Million 0.1% of portfolio
1,906
Q2 2024 Reduced 4.37%
$99.3B
$205 Million 0.09% of portfolio
280
Q2 2023 New
$67.7B
$201 Million 0.09% of portfolio
2,025
Q2 2025 Added 6.64%
$167B
$190 Million 0.09% of portfolio
4,443
Q2 2025 Added 45.2%
$0
$195 Million 0.09% of portfolio
336
Q1 2025 Reduced 22.04%
$0
$196 Million 0.09% of portfolio
989
Q1 2025 Reduced 4.81%
$0
$177 Million 0.08% of portfolio
3,154
Q2 2023 New
$63.7B
$175 Million 0.08% of portfolio
2,299
Q1 2025 Reduced 2.87%
$34.5B
$164 Million 0.08% of portfolio
2,422
Q1 2025 Added 14.52%
$196B
$181 Million 0.08% of portfolio
1,928
Q2 2025 Added 30.71%
$42.2B
$173 Million 0.08% of portfolio
1,201
Q3 2024 Added 19.98%
$38.6B
$142 Million 0.07% of portfolio
995
Q2 2025 Reduced 14.81%
$34B
$153 Million 0.07% of portfolio
620
Q2 2023 New
$92.8B
$151 Million 0.07% of portfolio
1,690
Q4 2024 Reduced 4.25%
$113B
$153 Million 0.07% of portfolio
1,610
Q2 2025 Reduced 3.48%
$0
$152 Million 0.07% of portfolio
1,357
Q1 2025 Reduced 29.73%
$42.7B
$148 Million 0.07% of portfolio
1,476
Q2 2025 Reduced 44.36%
$103B
$151 Million 0.07% of portfolio
2,438
Q1 2025 Reduced 10.89%
$0
$159 Million 0.07% of portfolio
1,200
Q2 2023 New
$152B
$142 Million 0.07% of portfolio
368
Q2 2023 New
$0
$144 Million 0.07% of portfolio
316
Q2 2023 New
$177B
$135 Million 0.06% of portfolio
745
Q1 2025 Reduced 5.22%
$54.9B
$138 Million 0.06% of portfolio
645
Q3 2024 Reduced 9.54%
$49B
$135 Million 0.06% of portfolio
868
Q2 2025 Reduced 3.77%
$94.7B
$135 Million 0.06% of portfolio
434
Q4 2023 Added 40.45%

Summary

  • Portfolio
  • No. of Stocks 378
  • Current Value $218 Billion
  • Prior Value $205 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 91 stocks
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