UMB Bank Reports Over $6 Billion in Equity Holdings for Q1 2025
The firm disclosed nearly 3,000 securities in its latest institutional portfolio, reflecting a broad market exposure.
April 15, 2025
Quarter-End Snapshot
UMB Bank just released its latest holdings report, and the numbers are big. As of March 31, 2025, the Kansas City-based institution reported more than $6 billion in managed equities, spanning nearly 3,000 individual positions. That’s not just a wide footprint—it’s a signal of how actively the bank is allocating across the public markets.
The filing, submitted through the SEC’s Form 13F, gives a clear view into what UMB held at the end of Q1. No other managers are listed on the report, which means these positions reflect the firm’s own investment strategies, not those of any sub-advisors. Jessica Salas, the SVP managing compliance and oversight at the bank , signed the document, confirming the data’s accuracy and completeness.
What the Numbers Say
Here’s what stands out: UMB reported 2,921 individual equity holdings, with a total market value of $6,068,852,577. These are long-only positions—there’s no mention of options, short strategies, or alternative instruments. It’s a straight view into what the bank owns, not what it’s betting against.
The report also notes that one or more holdings are being kept confidential under SEC rules. That’s standard practice when a firm wants to temporarily shield part of its strategy, whether for competitive or strategic reasons. But the rest of the positions are open for review, giving analysts and counterparties a chance to align portfolios, monitor concentration risk, or benchmark their own exposures against a real-time institutional snapshot.
Why It Matters
UMB files these reports quarterly, and they matter. Asset managers, institutional investors, and even data vendors use this information to track capital flow, identify investment themes, and monitor how large firms like UMB are positioning around market trends. With nearly 3,000 names in the mix, this latest report shows a portfolio that’s diverse, deliberate, and built to scale.
If you’re watching the institutional landscape or need to stay aligned with the market’s broader movements, reports like this one help you stay in sync. And with this latest update from UMB Bank, you now have a timely look at how one large manager is approaching 2025.
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