Union Savings Bank Portfolio Holdings

Union Savings Bank

  • $204 Billion
  • Q3 2024

Union Savings Bank has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $204 Billion distributed in 389 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 $23.3B, Berkshire Hathaway Inc with a value of $22.1B, Ishares Core S&P Mid Cap ETF with a value of $10.7B, Spdr S&P 500 ETF Trust with a value of $10.5B, and Microsoft Corp with a value of $7.35B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $190B to 204B.

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 $204 Billion
ETFs: $87.4 Billion
Financial Services: $33.6 Billion
Technology: $22.8 Billion
Healthcare: $15.2 Billion
Industrials: $9.88 Billion
Consumer Defensive: $9.25 Billion
Consumer Cyclical: $8.99 Billion
Communication Services: $5.42 Billion
Other: $10.5 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$145B
$5.33 Million 0.0% of portfolio
21
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 389
  • Current Value $204 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
Track This Portfolio

Track Union Savings Bank Portfolio

Follow Union Savings Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Union Savings Bank, based on Form 13F filings with the SEC.

News

Stay updated on Union Savings Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email