UB
| |
UMB Bank, n.a.13F | |
| UMB Bank, n.a. | |
| Last update 2025-07-11 | 2125 Stocks (93 new) |
| Value $6.42 Bil | Turnover 3 % |
UMB Bank, n.a. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMBF | UMB Financial Corp | 4,353,205 | 457,783.0 | -1.00% | 7.130 | -0.07% | 5.730 | +26.70% | +0.01% | 8,503.3 | Banks | |
IVV | iShares Core S&P 500 ETF | 661,367 | 410,642.8 | +7.89% | 6.400 | +0.47% | 0.070 | +16.35% | +7.36% | 623,702.8 | ||
MSFT | Microsoft Corp | 501,626 | 249,513.8 | -1.81% | 3.890 | -0.06% | 0.010 | +29.91% | +19.77% | 3,737,752.0 | Software | |
AAPL | Apple Inc | 1,206,003 | 247,435.6 | -8.57% | 3.860 | -0.41% | 0.010 | +3.36% | -16.31% | 3,122,483.8 | Hardware | |
NVDA | NVIDIA Corp | 1,380,746 | 218,144.1 | -1.31% | 3.400 | -0.03% | 0.010 | +48.78% | +22.66% | 4,016,630.6 | Semiconductors | |
BRK.A | Berkshire Hathaway Inc | 212 | 154,505.6 | 0% | 2.410 | 0% | 0.010 | -9.97% | +4.96% | 1,028,720.5 | Insurance | |
AMZN | Amazon.com Inc | 666,933 | 146,318.4 | -6.23% | 2.280 | -0.14% | 0.010 | +23.78% | +2.75% | 2,393,138.2 | Retail - Cyclical | |
AVGO | Broadcom Inc | 484,171 | 133,461.7 | -1.91% | 2.080 | -0.03% | 0.010 | +54.93% | +19.55% | 1,296,652.9 | Semiconductors | |
IJH | iShares Core S&P Mid-Cap ETF | 2,114,781 | 131,158.7 | -6.31% | 2.040 | -0.14% | 0.140 | +15.95% | +2.75% | 97,315.4 | ||
GOOGL | Alphabet Inc | 712,849 | 125,625.4 | -8.54% | 1.960 | -0.17% | 0.010 | +14.41% | -3.75% | 2,211,962.3 | Interactive Media |
UMB Bank, n.a.'s Historical Top Holdings Breakdowns
UMB Bank, n.a.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.47% | 498.8 ($573.99) 620.9 | $627.99 | 9.41% | Add 7.89% | 661,367 | 48,350 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.41% | 172.42 ($202.27) 223.89 | $209.06 | 3.36% | Reduce -8.57% | 1,206,003 | -113,088 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Reduce Reduce | -0.37% | 274.35 ($384.44) 599.47 | $300.40 | -21.86% | Reduce -49.28% | 44,179 | -42,928 | |
GE | GE Aerospace | 2025-06-30 | Add Add | +0.20% | 166.81 ($219.12) 257.39 | $260.56 | 18.91% | Add 535.44% | 59,128 | 49,823 | |
DHR | Danaher Corp | 2025-06-30 | Reduce Reduce | -0.19% | 174.64 ($194.1) 205.16 | $199.55 | 2.81% | Reduce -53.62% | 49,392 | -57,097 | |
ROL | Rollins Inc | 2025-06-30 | Add Add | +0.18% | 50.65 ($56.07) 58.58 | $55.73 | -0.61% | Add 53037.66% | 208,831 | 208,438 | |
GOOGL | Alphabet Inc | 2025-06-30 | Reduce Reduce | -0.17% | 144.7 ($163.55) 178.6 | $181.70 | 11.10% | Reduce -8.54% | 712,849 | -66,556 | |
KO | Coca-Cola Co | 2025-06-30 | Add Add | +0.17% | 68.37 ($71.24) 73.9 | $69.53 | -2.39% | Add 145.41% | 259,703 | 153,880 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Reduce Reduce | -0.17% | 90.56 ($103.39) 109.49 | $113.04 | 9.33% | Reduce -13.51% | 632,380 | -98,794 | |
APO | Apollo Asset Management, Inc. | 2025-06-30 | Add Add | +0.15% | 108.68 ($132.68) 145.07 | $148.59 | 11.99% | Add 7489.15% | 68,530 | 67,627 |
UMB Bank, n.a. Total Holding History ($B)
UMB Bank, n.a.'s Asset Allocation
UMB Bank, n.a. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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UMB Bank, n.a.'s Hypothetical Growth since 2025-06-30
UMB Bank, n.a.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
UMB Bank, n.a.'s Holdings Heat Map
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UMB Bank, n.a.'s Holdings Bubble Chart
UMB Bank, n.a. News
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