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Latest UMB BANK N A/MO Stock Portfolio

UMB BANK N A/MO Performance:
2025 Q3: 6.57%YTD: 8.35%2024: 16.21%
Performance for 2025 Q3 is 6.57%, and YTD is 8.35%, and 2024 is 16.21%.

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

In it's latest 13F Holdings report, UMB Bank, n.a. reported an equity portfolio of $6.8 Billions as of 30 Sep, 2025.

The top stock holdings of UMB Bank, n.a. are UMBF, IJR, AAPL. The fund has invested 7.5% of it's portfolio in UMB FINL CORP and 6.5% of portfolio in ISHARES TR.

The fund managers got completely rid off HESS CORP (HES), GOLDMAN SACHS ETF TR (GBUY) and SOUTHSTATE CORPORATION (SSB) stocks. They significantly reduced their stock positions in TRADEWEB MKTS INC (TW), AMERICAN CENTY ETF TR (AEMB) and CHOICE HOTELS INTL INC (CHH). UMB Bank, n.a. opened new stock positions in PALMER SQUARE CAPITAL BDC IN, J P MORGAN EXCHANGE TRADED F (BBAX) and ARIS WATER SOLUTIONS INC (ARIS). The fund showed a lot of confidence in some stocks as they added substantially to NUTANIX INC (NTNX), TRANSUNION (TRU) and TALEN ENERGY CORP.

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 6.57% in the last quarter. In trailing 12 months, it's portfolio return was 10.59%.

New Buys

Ticker$ Bought
palmer square capital bdc in1,000,280
j p morgan exchange traded f977,370
aris water solutions inc752,130
barrick mng corp593,727
vaneck etf trust568,170
New stocks bought by UMB BANK N A/MO

Additions

Ticker% Inc.
eqt corp2,764
monster beverage corp new2,436
marvell technology inc1,823
diageo plc1,447
constellation energy corp868
reddit inc772
ge vernova inc736
coinbase global inc541
Additions to existing portfolio by UMB BANK N A/MO

Reductions

Ticker% Reduced
copart inc-92.38
lpl finl hldgs inc-91.19
comcast corp new-71.88
american wtr wks co inc new-65.69
select sector spdr tr-55.12
accenture plc ireland-50.17
ecovyst inc-47.42
kodiak gas svcs inc-46.66
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 29.5% of it's holdings in Others sector.

Sector%
Others29.5
Technology19.6
Financial Services16.6
Consumer Cyclical7.5
Communication Services5.6
Industrials5.4
Healthcare5.1
Consumer Defensive4.5
Energy2.1
Utilities1.6
Basic Materials1.3
Real Estate1.2

Market Cap. Distribution

UMB Bank, n.a. has about 61.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP36.9
UNALLOCATED29.5
LARGE-CAP24.3
MID-CAP9

Stocks belong to which Index?

About 68.5% of the stocks held by UMB Bank, n.a. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50060.3
Others31.5
RUSSELL 20008.2
Top 5 Winners (%)%
LWLG
lightwave logic inc
180.8 %
ESPR
esperion therapeutics inc ne
169.2 %
SATS
echostar corp
107.3 %
APP
applovin corp
105.3 %
ZIMV
zimvie inc
103.1 %
Top 5 Winners ($)$
AAPL
apple inc
59.6 M
UMBF
umb finl corp
57.4 M
GOOG
alphabet inc
47.7 M
NVDA
nvidia corporation
39.5 M
IJR
ishares tr
32.0 M
Top 5 Losers (%)%
INSP
inspire med sys inc
-42.8 %
LGL
lgl group inc
-42.3 %
IRDM
iridium communications inc
-42.1 %
SABR
sabre corp
-42.1 %
GOGO
gogo inc
-39.3 %
Top 5 Losers ($)$
PGR
progressive corp
-8.6 M
COST
costco whsl corp new
-5.7 M
NFLX
netflix inc
-4.6 M
INTU
intuit
-4.0 M
TXN
texas instrs inc
-3.9 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 2145 stocks in it's portfolio. About 36.9% of the portfolio is in top 10 stocks. PGR proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for UMB Bank, n.a. last quarter.

Last Reported on: 04 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions