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Swiss Life Asset Management’s Atlantic Union Bankshares AUB Stock Holding History

Swiss Life Asset Management’s Portfolio AUB Stock Details AUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$417K Buy
9,856
+869
+10% +$33.2K ﹤0.01% 1072
2026
Q1 		$321K Buy
8,987
+2,562
+40% +$96.5K ﹤0.01% 1089
2025
Q4 		$227K Hold
6,425
– – ﹤0.01% 1204
2025
Q3 		$227K Buy
+6,425
New +$219K ﹤0.01% 1054

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Swiss Life Asset Management's AUB Position: Q2 2026 in Review

Swiss Life Asset Management increased its Atlantic Union Bankshares (AUB) stake by 9.7% in Q2 2026, buying an estimated $33.2K and bringing the position to 9,856 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Swiss Life Asset Management first reported a position in AUB in Q3 2025 and has held it in 4 quarters since. 332 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Swiss Life Asset Management held 9,856 shares of Atlantic Union Bankshares worth $417K as of Q2 2026.
  • Swiss Life Asset Management bought 869 Atlantic Union Bankshares shares in Q2 2026, an estimated $33.2K.
  • Atlantic Union Bankshares made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1072 holding.
  • Swiss Life Asset Management first reported a position in Atlantic Union Bankshares in Q3 2025 and has held it in 4 quarters since.
  • 332 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.