UMB Discloses $6.4 Billion in Q2 Holdings

The Kansas City-based bank continues its expansive institutional investment strategy with wide asset diversification.

July 11, 2025


Q2 Holdings Reflect Broad Market Positioning


UMB Bank just released its second-quarter holdings report, showing more than $6.4 billion in managed assets spread across 2,950 securities. The update covers all equity positions held through June 30, 2025, offering a clear view into the firm’s investment footprint at quarter-end.



This is a routine but important disclosure. UMB’s filings give investors, counterparties, and regulators a direct look at how capital is being allocated across public markets. Whether you’re tracking shifts in institutional ownership or monitoring sector-level trends, these updates are one way to stay grounded in the facts.



The bank's reporting approach is straightforward. All holdings are disclosed in full—no redactions, no confidential treatment requests, and no outside managers reporting on their behalf. That means what you see here reflects the firm’s complete equity book as of the end of June.

Oversight and Transparency Remain a Priority


At the center of the process is Jessica Salas, UMB’s SVP of Compliance and Oversight. Her team is responsible for making sure every line item meets SEC requirements, from securities tables to summary totals. The filing confirms that the firm continues to manage its book directly and that all data submitted has been reviewed for accuracy.



For institutional investors, filings like this help contextualize market positioning. For UMB’s clients, they reinforce transparency and ongoing oversight. With nearly 3,000 separate entries in this quarter’s report, the bank’s exposure remains broad, diversified, and in line with the scale of its business.



These reports don’t predict where the market’s going, but they do show where capital is today. That’s a key input when you’re making allocation decisions, evaluating counterparties, or looking for patterns in institutional flows.

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