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Latest UMB BANK N A/MO Stock Portfolio

$7.16Billion– No. of Holdings #2277

UMB BANK N A/MO Performance:
2026 Q1: -2.74%YTD: -2.74%2025: 12.61%
Performance for 2026 Q1 is -2.74%, and YTD is -2.74%, and 2025 is 12.61%.

About UMB BANK N A/MO and 13F Hedge Fund Stock Holdings

On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, UMB Bank, n.a. reported an equity portfolio of $7.2 Billions as of 31 Mar, 2026.

The top stock holdings of UMB Bank, n.a. are UMBF, IJR, AAPL. The fund has invested 7.4% of it's portfolio in UMB FINL CORP and 6.6% of portfolio in ISHARES TR.

The fund managers got completely rid off ASTRAZENECA PLC (AZN), PALMER SQUARE CAPITAL BDC IN and BROOKFIELD INFRAST PARTNERS (BIP) stocks. They significantly reduced their stock positions in LIBERTY BROADBAND CORP (LBRDA), CELESTICA INC (CLS) and GITLAB INC (GTLB). UMB Bank, n.a. opened new stock positions in RILEY EXPLORATION PERMIAN IN (REPX), EA SERIES TRUST (BOB) and BLUEROCK PVT REAL ESTATE FD. The fund showed a lot of confidence in some stocks as they added substantially to BLUE OWL CAPITAL INC (OWL), STANDARDAERO INC and RITHM CAPITAL CORP (RITM).
UMB BANK N A/MO Equity Portfolio Value
Last Reported on: 11 May, 2026

UMB BANK N A/MO Annual Return Estimates Vs S&P 500

Our best estimate is that UMB Bank, n.a. made a return of -2.74% in the last quarter. In trailing 12 months, it's portfolio return was 13.1%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
riley exploration permian in4,723,120
ea series trust1,927,870
bluerock pvt real estate fd1,698,390
solstice advanced matls inc951,391
versant media group inc910,322
dimensional etf trust909,250
ishares tr670,984
nuveen s&p 500 dynamic overw640,021
New stocks bought by UMB BANK N A/MO

Additions

Ticker% Inc.
blue owl capital inc95,495
spdr index shs fds6,526
chipotle mexican grill inc5,408
interactive brokers group in4,735
cadence design system inc1,221
nike inc526
huntington ingalls inds inc427
idexx labs inc406
Additions to existing portfolio by UMB BANK N A/MO

Reductions

Ticker% Reduced
costar group inc-93.56
sei invts co-89.9
zoetis inc-86.38
uber technologies inc-81.77
spdr series trust-66.29
spdr series trust-63.44
ishares tr-61.64
ishares tr-60.59
UMB BANK N A/MO reduced stake in above stock

Sold off

None of the stocks were completely sold off by UMB BANK N A/MO

Sector Distribution

UMB Bank, n.a. has about 33.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Communication Services
  • Consumer Defensive
  • Energy
  • Utilities
  • Basic Materials
  • Real Estate
Sector%
Others33.3
Technology16.8
Financial Services15.3
Consumer Cyclical7.2
Healthcare5.6
Industrials5.4
Communication Services5
Consumer Defensive4.3
Energy2.9
Utilities1.7
Basic Materials1.3
Real Estate1.1

Market Cap. Distribution

UMB Bank, n.a. has about 57.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP38.1
UNALLOCATED33.3
LARGE-CAP19.4
MID-CAP8.8

Stocks belong to which Index?

About 65% of the stocks held by UMB Bank, n.a. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50056.8
Others35
RUSSELL 20008.2
Top 5 Winners (%)%
ICHR
ichor holdings
148.4 %
UCTT
ultra clean hldgs inc
143.8 %
sandisk corp
122.8 %
OXY
occidental pete corp
120.6 %
LWLG
lightwave logic inc
112.5 %
Top 5 Winners ($)$
CVX
chevron corporation
20.8 M
XOM
exxon mobil corp
19.9 M
JNJ
johnson & johnson
13.9 M
COST
costco wholesale corporation
12.0 M
CAT
caterpillar inc
9.1 M
Top 5 Losers (%)%
SLQT
selectquote inc
-55.4 %
VOD
vodafone group plc
-52.4 %
FVRR
fiverr intl ltd
-49.3 %
U
unity software inc
-48.2 %
VITL
vital farms inc
-46.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-58.9 M
IJR
ishares tr
-22.4 M
AAPL
apple inc
-22.0 M
GOOG
alphabet inc
-18.4 M
AVGO
broadcom inc
-17.8 M

UMB BANK N A/MO Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of UMB BANK N A/MO

UMB Bank, n.a. has 2277 stocks in it's portfolio. About 34.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for UMB Bank, n.a. last quarter.

Last Reported on: 11 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions