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UBV

United Bank (Virginia) Portfolio holdings

AUM $853M
1-Year Est. Return 34.07%
This Fund
S&P 500
This Quarter Est. Return
+1.99%
1 Year Est. Return
+34.07%
3 Year Est. Return
+76.1%
5 Year Est. Return
+99.67%
10 Year Est. Return
+313.94%
AUM
$757M
AUM Growth
-$82M
Cap. Flow
-$95.4M
Cap. Flow %
-12.6%
Top 10 Hldgs %
50.35%
Holding
130
New
2
Increased
11
Reduced
50
Closed
2

Top Buys

Rank Stock Value
1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.74M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.22M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$968K
5
QTUM icon
Defiance Quantum ETF
QTUM
+$486K

Top Sells

Rank Stock Value
1
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$48.5M
2
GLW icon
Corning
GLW
+$3.95M
3
CMI icon
Cummins
CMI
+$2.59M
4
GD icon
General Dynamics
GD
+$2.33M
5
AAPL icon
Apple
AAPL
+$2.3M

Sector Composition

Rank Sector Weight
1 Industrials 26.45%
2 Technology 16.1%
3 Financials 12.13%
4 Healthcare 7.01%
5 Consumer Staples 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HUBB icon
1
Hubbell
HUBB
$26.5B
$127M 16.77%
285,888
– –
IJR icon
2
iShares Core S&P Small-Cap ETF
IJR
$113B
$47.2M 6.23%
392,478
+1,861
+0.5% +$223K
MSFT icon
3
Microsoft
MSFT
$3.66T
$33.2M 4.38%
68,565
-4,579
-6% -$2.29M
AAPL icon
4
Apple
AAPL
$4.52T
$32.7M 4.32%
120,296
-8,571
-7% -$2.3M
AGG icon
5
iShares Core US Aggregate Bond ETF
AGG
$138B
$31.8M 4.2%
318,214
+10,010
+3% +$1M
JPM icon
6
JPMorgan Chase
JPM
$950B
$31.7M 4.19%
98,401
-1,146
-1% -$355K
UBSI icon
7
United Bankshares
UBSI
$6.76B
$27.4M 3.62%
713,288
+1,556
+0.2% +$57.9K
GLW icon
8
Corning
GLW
$137B
$20.4M 2.7%
233,522
-45,867
-16% -$3.95M
CSCO icon
9
Cisco
CSCO
$480B
$15.3M 2.02%
198,552
-29,647
-13% -$2.2M
CVX icon
10
Chevron
CVX
$379B
$14.6M 1.93%
95,627
-8,777
-8% -$1.34M
IVW icon
11
iShares S&P 500 Growth ETF
IVW
$77.3B
$14.5M 1.91%
117,429
– –
CMI icon
12
Cummins
CMI
$87.8B
$14M 1.85%
27,381
-5,550
-17% -$2.59M
JNJ icon
13
Johnson & Johnson
JNJ
$614B
$13.1M 1.74%
63,479
-10,582
-14% -$2.09M
AMGN icon
14
Amgen
AMGN
$210B
$12.4M 1.64%
37,835
-5,048
-12% -$1.6M
IRM icon
15
Iron Mountain
IRM
$37.3B
$12.4M 1.63%
149,014
-18,506
-11% -$1.73M
ABT icon
16
Abbott
ABT
$182B
$12.1M 1.6%
96,819
-11,863
-11% -$1.51M
MCD icon
17
McDonald's
MCD
$191B
$11.9M 1.57%
38,791
-5,256
-12% -$1.61M
DOV icon
18
Dover
DOV
$28.3B
$11.8M 1.56%
60,541
-8,681
-13% -$1.58M
GD icon
19
General Dynamics
GD
$104B
$11.7M 1.55%
34,846
-6,831
-16% -$2.33M
WM icon
20
Waste Management
WM
$90B
$11.7M 1.55%
53,261
-6,941
-12% -$1.48M
PG icon
21
Procter & Gamble
PG
$345B
$10.6M 1.4%
74,114
-7,684
-9% -$1.13M
BLK icon
22
Blackrock
BLK
$175B
$10.3M 1.36%
9,620
-1,812
-16% -$1.98M
TXN icon
23
Texas Instruments
TXN
$259B
$9.25M 1.22%
53,290
-9,784
-16% -$1.68M
VO icon
24
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$8.5M 1.12%
117,116
– –
CME icon
25
CME Group
CME
$94.4B
$8.38M 1.11%
30,694
-4,851
-14% -$1.32M
1
2 3 4 5

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United Bank (Virginia)'s Q4 2025 Portfolio in Review

As of Q4 2025, United Bank (Virginia) held 130 positions worth $757M, down 9.8% from $839M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

United Bank (Virginia) withdrew a net $95.4M in Q4 2025, closing 2 positions and reducing 50 holdings. Its most notable exit was Oracle, an estimated $200K position sold in full.

By sector, the portfolio is most concentrated in Industrials at 26% of assets, up from 25% a quarter earlier, followed by Technology and Financials.

Against the trend, United Bank (Virginia) opened a new position in Defiance Quantum ETF worth $484K.

  • United Bank (Virginia)'s largest Q4 2025 buy was Defiance Quantum ETF: 4,413 shares worth $484K.
  • United Bank (Virginia) added most to iShares 0-1 Year Treasury Bond ETF in Q4 2025, an estimated $1.74M increase.
  • United Bank (Virginia)'s biggest Q4 2025 reduction was iShares MSCI Emerging Markets ex China ETF, cutting an estimated $48.5M.
  • United Bank (Virginia) fully exited Oracle in Q4 2025, selling an estimated $200K.
  • United Bank (Virginia)'s ten largest holdings make up 50% of its $757M portfolio in Q4 2025.
  • United Bank (Virginia) opened 2 new positions and closed 2 in Q4 2025.
  • United Bank (Virginia)'s portfolio value fell 9.8% quarter-over-quarter to $757M.

Based on United Bank (Virginia)'s 13F filing for Q4 2025, filed 13 Feb 2026.