Allianz Asset Management
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Allianz Asset Management’s United Bankshares UBSI Stock Holding History

Allianz Asset Management’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,100
Closed -$229K – 2369
2024
Q4 		$229K Sell
6,100
-4,400
-42% -$173K ﹤0.01% 2081
2024
Q3 		$390K Buy
+10,500
New +$383K ﹤0.01% 1917
2023
Q4 		– Sell
-10,000
Closed -$276K – 2239
2023
Q3 		$276K Buy
+10,000
New +$301K ﹤0.01% 2081
2022
Q3 		– Sell
-11,878
Closed -$417K – 2131
2022
Q2 		$417K Sell
11,878
-2,408
-17% -$84.5K ﹤0.01% 1939
2022
Q1 		$498K Sell
14,286
-269
-2% -$9.77K ﹤0.01% 2107
2021
Q4 		$528K Buy
14,555
+92
+0.6% +$3.39K ﹤0.01% 2174
2021
Q3 		$526K Buy
14,463
+602
+4% +$21K ﹤0.01% 2224
2021
Q2 		$506K Sell
13,861
-1,377
-9% -$54.1K ﹤0.01% 2030
2021
Q1 		$588K Sell
15,238
-73
-0.5% -$2.68K ﹤0.01% 1834
2020
Q4 		$496K Sell
15,311
-735
-5% -$20.8K ﹤0.01% 1635
2020
Q3 		$345K Sell
16,046
-4,471
-22% -$116K ﹤0.01% 1681
2020
Q2 		$568K Buy
+20,517
New +$551K ﹤0.01% 2016
2017
Q1 		– Sell
-5,191
Closed -$240K – 2662
2016
Q4 		$240K Sell
5,191
-2,048
-28% -$86.9K ﹤0.01% 2501
2016
Q3 		$268K Sell
7,239
-8,323
-53% -$319K ﹤0.01% 2477
2016
Q2 		$584K Hold
15,562
– – ﹤0.01% 2281
2016
Q1 		$571K Sell
15,562
-2,478
-14% -$87K ﹤0.01% 2231
2015
Q4 		$675K Sell
18,040
-8,270
-31% -$327K ﹤0.01% 2122
2015
Q3 		$1M Hold
26,310
– – ﹤0.01% 1833
2015
Q2 		$1.06M Buy
26,310
+9,070
+53% +$347K ﹤0.01% 1936
2015
Q1 		$648K Buy
+17,240
New +$630K ﹤0.01% 1920

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Allianz Asset Management's UBSI Position: Q1 2025 in Review

Allianz Asset Management sold out of United Bankshares (UBSI) in Q1 2025, closing a stake of 6,100 shares — an estimated $229K sold.

Allianz Asset Management first reported a position in UBSI in Q1 2015 and held it in 20 quarters. The position peaked at $1.06M in Q2 2015. 377 funds tracked by Wall St. Rank hold UBSI as of Q1 2025.

  • Allianz Asset Management reported no remaining United Bankshares position as of Q1 2025 after selling out during the quarter.
  • Allianz Asset Management sold 6,100 United Bankshares shares in Q1 2025, an estimated $229K.
  • Allianz Asset Management first reported a position in United Bankshares in Q1 2015 and held it in 20 quarters.
  • Allianz Asset Management's United Bankshares position peaked at $1.06M in Q2 2015.
  • 377 funds tracked by Wall St. Rank held United Bankshares as of Q1 2025.

Based on Allianz Asset Management's 13F filing for Q1 2025, filed 5 May 2025.