Umpqua Bank Portfolio Holdings

Umpqua Bank

  • $328 Billion
  • Q2 2025

Umpqua Bank has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $328 Billion distributed in 290 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $20.6B, Ishares Barclays 3 7 Yr Treas with a value of $14.5B, Ishares Inc Msci Emerging Mkts with a value of $13.7B, Apple Inc. with a value of $13.2B, and Ishares Inc with a value of $13.1B.

Examining the 13F form we can see an increase of $39.1B in the current position value, from $289B to 328B.

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 $328 Billion
ETFs: $101 Billion
Technology: $69.8 Billion
Financial Services: $28.7 Billion
Healthcare: $24.9 Billion
Industrials: $23.7 Billion
Communication Services: $19.1 Billion
Consumer Cyclical: $17.6 Billion
Consumer Defensive: $15.1 Billion
Other: $19.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$548B
$638 Million 0.19% of portfolio
1,135
Q2 2025 Added 21.91%
Canadian Pacific Kansas City
-
$596 Million 0.18% of portfolio
-
Q1 2025 Reduced 1.07%
$5.63B
$593 Million 0.18% of portfolio
2,490
Q2 2025 Reduced 12.48%
$60B
$556 Million 0.17% of portfolio
2,331
Q2 2025 Reduced 8.3%
$0
$560 Million 0.17% of portfolio
3,200
Q1 2024 New
$94.4B
$560 Million 0.17% of portfolio
7,574
Q2 2025 Reduced 57.8%
$73.8B
$563 Million 0.17% of portfolio
2,353
Q2 2025 Added 22.3%
$68.2B
$571 Million 0.17% of portfolio
17,996
Q2 2025 New
$33.9B
$561 Million 0.17% of portfolio
7,802
Q2 2025 Added 35.01%
$87.3B
$547 Million 0.17% of portfolio
3,560
Q4 2024 Added 22.76%
$86.8B
$519 Million 0.16% of portfolio
3,580
Q2 2025 Added 31.38%
$0
$520 Million 0.16% of portfolio
1,525
Q2 2025 Added 52.96%
$1.24T
$490 Million 0.15% of portfolio
2,797
Q1 2025 Added 12.92%
$351B
$480 Million 0.15% of portfolio
2,530
Q2 2025 Added 3.14%
$26.8B
$482 Million 0.15% of portfolio
5,224
Q2 2025 Added 16.82%
$94.7B
$497 Million 0.15% of portfolio
687
Q2 2025 Added 87.7%
$73.5B
$473 Million 0.14% of portfolio
4,484
Q2 2025 Reduced 18.12%
$217B
$434 Million 0.13% of portfolio
76
Q2 2025 Reduced 1.3%
$45.1B
$441 Million 0.13% of portfolio
3,359
Q2 2025 Added 35.94%
$0
$439 Million 0.13% of portfolio
4,416
Q2 2025 Reduced 71.57%
$0
$428 Million 0.13% of portfolio
739
Q2 2025 New
$6.4B
$425 Million 0.13% of portfolio
4,635
Q2 2025 Added 1,761.45%
$57.5B
$425 Million 0.13% of portfolio
4,084
Q2 2025 Added 22.9%
$155B
$390 Million 0.12% of portfolio
3,115
Q2 2025 Added 16.97%
$28.1B
$395 Million 0.12% of portfolio
3,629
Q2 2025 Added 19.22%
$0
$368 Million 0.11% of portfolio
1,304
Q2 2025 Added 31.06%
$0
$364 Million 0.11% of portfolio
6,954
Q2 2025 New
$0
$359 Million 0.11% of portfolio
7,068
Q2 2025 Added 33.74%
$101B
$368 Million 0.11% of portfolio
1,726
Q2 2025 Added 14.46%
$1.99B
$377 Million 0.11% of portfolio
15,000
Q2 2025 Reduced 4.72%
$254B
$354 Million 0.11% of portfolio
508
Q2 2025 Added 35.83%
Kenvue Inc
-
$315 Million 0.1% of portfolio
-
Q2 2025 Added 17.36%
$173B
$332 Million 0.1% of portfolio
2,082
Q2 2025 Added 21.83%
$146B
$335 Million 0.1% of portfolio
1,395
Q2 2025 Added 18.22%
$0
$313 Million 0.1% of portfolio
10,740
Q4 2024 Added 300.0%
$36.3B
$327 Million 0.1% of portfolio
2,341
Q2 2025 Added 1.39%
$0
$325 Million 0.1% of portfolio
1,343
Q2 2025 New
$0
$286 Million 0.09% of portfolio
652
Q1 2025 New
$70.9B
$279 Million 0.09% of portfolio
3,030
Q1 2025 Reduced 11.74%
$245B
$309 Million 0.09% of portfolio
1,005
Q2 2025 Reduced 84.24%
$27.4B
$301 Million 0.09% of portfolio
1,762
Q2 2025 Added 32.58%
$0
$291 Million 0.09% of portfolio
1,136
Q2 2025 Reduced 9.19%
$44.3B
$303 Million 0.09% of portfolio
2,953
Q2 2025 Reduced 57.9%
$69.2B
$281 Million 0.09% of portfolio
2,269
Q2 2025 Added 19.86%
$0
$256 Million 0.08% of portfolio
1,439
Q1 2025 New
$15.3B
$257 Million 0.08% of portfolio
8,832
Q2 2025 Reduced 61.58%
$1.19B
$248 Million 0.08% of portfolio
4,476
Q2 2025 New
$133B
$270 Million 0.08% of portfolio
3,650
Q1 2025 New
$1.08T
$249 Million 0.08% of portfolio
836
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 290
  • Current Value $328 Billion
  • Prior Value $289 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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