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Swiss Life Asset Management’s United Bankshares UBSI Stock Holding History

Swiss Life 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
2026
Q2 		$452K Buy
9,858
+920
+10% +$40.2K ﹤0.01% 1019
2026
Q1 		$370K Buy
8,938
+2,497
+39% +$104K ﹤0.01% 1009
2025
Q4 		$247K Hold
6,441
– – ﹤0.01% 1139
2025
Q3 		$240K Buy
+6,441
New +$240K ﹤0.01% 1027

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Swiss Life Asset Management increased its United Bankshares (UBSI) stake by 10% in Q2 2026, buying an estimated $40.2K and bringing the position to 9,858 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Swiss Life Asset Management first reported a position in UBSI in Q3 2025 and has held it in 4 quarters since. 340 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Swiss Life Asset Management held 9,858 shares of United Bankshares worth $452K as of Q2 2026.
  • Swiss Life Asset Management bought 920 United Bankshares shares in Q2 2026, an estimated $40.2K.
  • United Bankshares made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1019 holding.
  • Swiss Life Asset Management first reported a position in United Bankshares in Q3 2025 and has held it in 4 quarters since.
  • 340 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

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