UMB Bank, n.a. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
UB UMB Bank, n.a. | Institutional Filer | ▲ 10.22% | $7.90B | 2303 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 2303)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | UMBF | UMB Financial Corporation | Financial Services | 4.7M | $667.4M | 8.45% |
| 2 | IVV | ISHARES TR | — | 723K | $541.6M | 6.86% |
| 3 | AAPL | Apple Inc. | Technology | 1.2M | $335.9M | 4.25% |
| 4 | NVDA | NVIDIA Corporation | Technology | 1.3M | $263.3M | 3.34% |
| 5 | GOOGL | Alphabet Inc. | Communication Services | 705K | $252.1M | 3.19% |
| 6 | MSFT | Microsoft Corporation | Technology | 512K | $191.1M | 2.42% |
| 7 | AVGO | Broadcom Inc. | Technology | 467K | $176.5M | 2.24% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 721K | $172.0M | 2.18% |
| 9 | IEFA | ISHARES TR | — | 1.4M | $133.7M | 1.69% |
| 10 | IJH | ISHARES TR | — | 1.7M | $131.9M | 1.67% |
| 11 | JPM | JPMorgan Chase & Co. | Financial Services | 389K | $127.4M | 1.61% |
| 12 | IWR | ISHARES TR | — | 1.0M | $111.7M | 1.41% |
| 13 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 145 | $108.6M | 1.38% |
| 14 | PGR | The Progressive Corporation | Financial Services | 432K | $94.3M | 1.19% |
| 15 | JNJ | Johnson & Johnson | Healthcare | 365K | $92.8M | 1.18% |
Showing 1 to 15 of 1000 holdings