13F-HR: Zions Bancorporation Discloses Q1 2025 Investment Portfolio in 13F Filing

Zions Bancorporation's latest 13F filing reveals a diverse investment portfolio totaling over $1.5 billion as of March 31, 2025.

Summary

• Zions Bancorporation, National Association /UT/ filed its Form 13F holdings report for the quarter ended March 31, 2025.
• The total value of the reported holdings amounts to $1,584,512,013.
• The filing includes 933 entries in the information table, detailing the institution's positions in various securities.
• The report confirms that all holdings of the reporting manager are included in this report.

Sentiment

Score: 6

Explanation: The document is a standard regulatory filing, presenting factual information about the company's investment holdings. The sentiment is neutral as it primarily reports data without expressing opinions or forecasts.

Positives

• The filing provides a comprehensive overview of Zions Bancorporation's investment positions.
• The detailed list of holdings allows for analysis of the institution's investment strategy and risk exposure.
• The filing confirms that all holdings of the reporting manager are included in this report.

Industry Context

13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their investment holdings and strategies. This filing allows investors and the public to understand Zions Bancorporation's investment decisions and portfolio composition relative to other financial institutions.

Comparison to Industry Standards

• Comparing Zions Bancorporation's portfolio composition to that of similar regional banks like KeyCorp or Regions Financial can provide insights into their relative investment strategies.
• Analyzing the allocation across different asset classes (equities, bonds, ETFs) against industry benchmarks like the S&P 500 or Bloomberg Barclays Aggregate Bond Index can reveal their risk appetite and performance relative to peers.
• Comparing the top holdings with those of larger asset managers like BlackRock or Vanguard can highlight any overlap or unique investment choices.

Stakeholder Impact

• Shareholders can use this information to assess the investment strategy and risk management practices of Zions Bancorporation.
• The filing provides transparency to the public regarding the institution's investment decisions.

Key Dates

Keywords

13F filing, Zions Bancorporation, investment portfolio, holdings, securities, institutional investment manager