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CIK: 0000933429
Total reported value
$7.9B
$7.9B
2105 檔
18.3%
As reported in its official Q1 2025 Form 13F filing, UMB Bank, n.a.'s tracked investment portfolio stood at $7.9B with 2105 total positions.
In Q1 2025, UMB Bank, n.a. displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including UMBF, IVV, AAPL) accounted for 18.3% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 2105 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UMBF | Umb Financial CORP | Stock-Financials | 7.33% | +1.01% | -0.26% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.68% | +0.29% | +9.52% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.83% | -0.04% | -1.53% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.16% | -0.25% | -2.92% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.79% | -0.07% | -0.93% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.50% | +0.10% | -0.49% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | +0.06% | -5.24% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.17% | +0.01% | -3.39% | |
| 9 | PGR | Progressive CORP | Stock-Financials | 2.01% | — | -0.09% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.99% | +0.30% | -1.49% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.76% | -0.19% | -8.90% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.55% | -0.03% | -11.02% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.47% | -0.07% | +21.09% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.42% | -0.20% | -4.24% | |
| 15 | GVI | Ishares Intermediate Governm | ETF-Other | 1.40% | -0.13% | -28.21% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.36% | +0.19% | -3.06% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.11% | -0.17% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.32% | -0.08% | -0.34% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.26% | +0.03% | -6.86% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.23% | +0.16% | -4.65% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.15% | +0.10% | +16.20% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.11% | -0.10% | -1.25% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.02% | -0.41% | -2.33% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.00% | -0.09% | -1.40% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.97% | -0.12% | +0.75% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | -0.02% | +11.64% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.91% | -0.21% | -3.51% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.07% | -0.80% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.84% | — | -11.38% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | -0.04% | -0.35% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.26% | -2.35% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | +0.02% | -3.55% | |
| 33 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.73% | -0.07% | -3.86% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.68% | -0.13% | -2.16% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.67% | -0.10% | +20.09% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.02% | +1.11% | |
| 37 | LIN | Linde plc | Stock-Materials | 0.62% | -0.03% | -0.50% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.58% | -0.09% | -18.06% | |
| 39 | WELL | Welltower Inc | Stock-Real Estate | 0.56% | — | +1.21% | |
| 40 | BLK | Blackrock Inc | Stock-Financials | 0.56% | -0.05% | — | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.14% | -2.42% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.52% | +0.09% | -6.21% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | +0.03% | -2.69% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.10% | +1.04% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.49% | +0.15% | -1.93% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.47% | +0.08% | -26.88% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.45% | — | -1.24% | |
| 48 | PH | Parker Hannifin CORP | Stock-Industrials | 0.44% | -0.13% | -23.61% | |
| 49 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.44% | +0.01% | — | |
| 50 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.44% | — | +156.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UMBF | Umb Financial CORP | — | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 6 | NVDA | Nvidia CORP | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 9 | PGR | Progressive CORP | — | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 12 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 13 | QUAL | Ishares Msci USA Quality Fac | — | NEW | New buy |
| 14 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 15 | GVI | Ishares Intermediate Governm | — | NEW | New buy |
| 16 | AVGO | Broadcom Inc | — | NEW | New buy |
| 17 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 19 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 20 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 21 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 22 | MA | Mastercard Inc - A | — | NEW | New buy |
| 23 | CVX | Chevron CORP | — | NEW | New buy |
| 24 | HD | Home Depot Inc | — | NEW | New buy |
| 25 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 26 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 27 | WMT | Walmart Inc | — | NEW | New buy |
| 28 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 29 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 30 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 31 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 32 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 33 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 34 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 35 | ABT | Abbott Laboratories | — | NEW | New buy |
| 36 | TSLA | Tesla Inc | — | NEW | New buy |
| 37 | LIN | Linde plc | — | NEW | New buy |
| 38 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 39 | WELL | Welltower Inc | — | NEW | New buy |
| 40 | BLK | Blackrock Inc | — | NEW | New buy |
| 41 | NFLX | Netflix Inc | — | NEW | New buy |
| 42 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 43 | BAC | Bank Of America CORP | — | NEW | New buy |
| 44 | ORCL | Oracle CORP | — | NEW | New buy |
| 45 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 46 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 47 | UNP | Union Pacific CORP | — | NEW | New buy |
| 48 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 49 | DFAC | Dimensional US Core Equity 2 | — | NEW | New buy |
| 50 | XMHQ | Invesco S&p Midcap Qual ETF | — | NEW | New buy |
According to official SEC Form 13F filings, UMB Bank, n.a. reported a total U.S. public equity portfolio value of $7.9B across 2105 disclosed positions in Q1 2025.
During Q1 2025, UMB Bank, n.a.'s top holdings by market value included UMBF (7.3%)、IVV (5.7%)、AAPL (4.8%). The largest single position, UMBF, represented 7.3% of total portfolio value.
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Top New Position Initiated
UMBF
市值: $444.6M
In Q1 2025, UMB Bank, n.a. made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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