UMB Bank, n.a.

Q1 2025 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
3/31/2025
Date filed
4/14/2025
Form type
13F-HR
Num holdings
2,105
Total value ($000)
$6,068,853
Net value change ($000)
-253,813 (-4.0%)
New positions
134
Sold out positions
92
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2025 Next filing: 7/11/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BLK 34,106 NEW
BRK-B 23,553 16.2%
PGR 18,635 18.0%
XMHQ 15,363 138.2%
IVV 14,956 4.5%
PM 13,428 329.8%
QUAL 12,413 16.2%
ABT 11,843 40.8%
BRK-B 11,672 17.1%
V 11,008 23.8%
Top Reduces (Value $000, Stocks/ETFs)
UMBF -52,999 -10.7%
AAPL -42,441 -12.7%
NVDA -37,179 -19.7%
AVGO -35,409 -30.0%
GVI -31,325 -27.0%
MSFT -30,024 -13.5%
AMZN -29,350 -17.8%
GOOGL -29,247 -19.5%
TSLA -21,459 -35.1%
TRV -20,350 -75.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type