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
$0
$29 Billion 14.17% of portfolio
437,167
Q1 2025 Added 12.64%
$477B
$25.6 Billion 12.49% of portfolio
32
Q2 2023 New
$0
$11.1 Billion 5.42% of portfolio
19,837
Q1 2025 Added 2.31%
$0
$9.26 Billion 4.53% of portfolio
158,738
Q1 2025 Reduced 5.89%
$2.92T
$6.27 Billion 3.06% of portfolio
16,705
Q1 2025 Added 1.42%
$0
$5.58 Billion 2.73% of portfolio
43,258
Q1 2025 Reduced 1.19%
$3.36T
$4.87 Billion 2.38% of portfolio
21,937
Q1 2025 Reduced 1.6%
$0
$4.29 Billion 2.1% of portfolio
21,490
Q1 2025 Added 0.89%
$0
$3.63 Billion 1.77% of portfolio
6,799
Q1 2025 Reduced 0.18%
$0
$3.6 Billion 1.76% of portfolio
33,930
Q1 2025 Added 19.99%
$714B
$3.15 Billion 1.54% of portfolio
12,853
Q1 2025 Added 1.09%
$0
$2.74 Billion 1.34% of portfolio
26,203
Q1 2025 Reduced 7.47%
$967B
$2.43 Billion 1.19% of portfolio
15,685
Q1 2025 Added 0.84%
$432B
$2.32 Billion 1.14% of portfolio
2,456
Q1 2025 Reduced 0.73%
$382B
$2.03 Billion 0.99% of portfolio
11,903
Q1 2025 Reduced 5.03%
$1.93T
$2.03 Billion 0.99% of portfolio
10,678
Q1 2025 Added 4.92%
$452B
$1.89 Billion 0.93% of portfolio
15,929
Q1 2025 Added 0.78%
$121B
$1.84 Billion 0.9% of portfolio
6,029
Q3 2024 Reduced 6.34%
$509B
$1.84 Billion 0.9% of portfolio
3,365
Q1 2025 Reduced 1.49%
$0
$1.78 Billion 0.87% of portfolio
13,248
Q1 2025 Reduced 0.56%
$277B
$1.78 Billion 0.87% of portfolio
16,451
Q1 2025 Added 5.63%
$36.4B
$1.68 Billion 0.82% of portfolio
4,000
Q4 2023 Reduced 9.83%
$840B
$1.59 Billion 0.78% of portfolio
1,923
Q1 2025 Reduced 2.29%
$0
$1.4 Billion 0.68% of portfolio
2,580
Q4 2024 Reduced 1.83%
$147B
$1.36 Billion 0.66% of portfolio
11,139
Q1 2025 Reduced 9.05%
$233B
$1.36 Billion 0.66% of portfolio
4,341
Q1 2025 Reduced 4.28%
$138B
$1.24 Billion 0.61% of portfolio
3,342
Q1 2025 Added 5.69%
$185B
$1.25 Billion 0.61% of portfolio
4,018
Q1 2025 Reduced 0.54%
$366B
$1.23 Billion 0.6% of portfolio
3,350
Q1 2025 Reduced 6.63%
$1.23T
$1.21 Billion 0.59% of portfolio
2,097
Q1 2025 Reduced 3.14%
$0
$1.17 Billion 0.57% of portfolio
22,874
Q1 2025 Reduced 17.51%
$94.2B
$1.15 Billion 0.56% of portfolio
8,193
Q1 2025 Added 8.07%
$226B
$1.15 Billion 0.56% of portfolio
8,645
Q1 2025 Reduced 3.05%
$0
$1.13 Billion 0.55% of portfolio
12,135
Q1 2025 Reduced 0.4%
$184B
$1.13 Billion 0.55% of portfolio
7,506
Q1 2025 Reduced 7.9%
$51.3B
$1.08 Billion 0.53% of portfolio
4,578
Q3 2024 Reduced 1.74%
$329B
$1.04 Billion 0.51% of portfolio
4,950
Q1 2025 Reduced 1.86%
$0
$1.01 Billion 0.5% of portfolio
5,228
Q1 2025 Reduced 7.5%
$373B
$993 Million 0.49% of portfolio
7,104
Q1 2025 Reduced 0.43%
$0
$998 Million 0.49% of portfolio
20,028
Q4 2024 Reduced 3.98%
$272B
$968 Million 0.47% of portfolio
5,787
Q1 2025 Reduced 14.76%
$144B
$932 Million 0.46% of portfolio
4,546
Q1 2025 Reduced 0.24%
$60.7B
$939 Million 0.46% of portfolio
3,552
Q1 2025 Reduced 21.81%
$93.5B
$927 Million 0.45% of portfolio
20,923
Q4 2024 Added 0.07%
$0
$893 Million 0.44% of portfolio
2,472
Q4 2024 Added 1.98%
$20B
$877 Million 0.43% of portfolio
14,114
Q4 2024 Reduced 5.45%
$0
$879 Million 0.43% of portfolio
16,792
Q4 2024 Added 94.69%
$404B
$886 Million 0.43% of portfolio
5,342
Q1 2025 Reduced 0.21%
$0
$856 Million 0.42% of portfolio
3,115
Q1 2025 Reduced 4.15%

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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