Umpqua Bank Portfolio Holdings
Umpqua Bank
- $289 Billion
- Q4 2024
Umpqua Bank has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $289 Billion distributed in 277 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16B, Apple Inc. with a value of $14.7B, Ishares Core S&P 500 ETF with a value of $13.4B, Ishares Barclays 3 7 Yr Treas with a value of $12.1B, and Nvidia Corp with a value of $10.3B.
Examining the 13F form we can see an increase of $15.8B in the current position value, from $273B to 289B.
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
$289 Billion
ETFs: $83.8 Billion
Technology: $61.7 Billion
Healthcare: $24.6 Billion
Financial Services: $24.3 Billion
Industrials: $22.1 Billion
Consumer Cyclical: $16.7 Billion
Communication Services: $16.6 Billion
Consumer Defensive: $14.6 Billion
Other: $17.1 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 277
- Current Value $289 Billion
- Prior Value $273 Billion
- Filing
- Period Q4 2024
- Filing Date February 11, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 11 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 30 stocks