Union Bankshares Corp

Public Company

Union Bankshares Corp is a Public Company based in Glen Allen, VA led by Maria Tedesco, managing $5.3B across 1,639 long positions as of Q3 2025 with 35% ETF concentration.

CEOMaria Tedesco

Portfolio Value: $5.3B
Positions: 1,639
Top Holding: MSFT at 4.47%
Last Reported: Q3 2025

Address4300 Cox Road, Glen Allen, VA, 23060

Top Holdings

Largest long holdings in Union Bankshares Corp's portfolio (29.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$237.3M	4.47%	+$68.5M Bought	0.01% 458.1K shares	Q1 2014 Held for 11y 8m
2 Nvidia NVDA	Semiconductors Technology	$235.8M	4.44%	+$36.2M Bought	0.01% 1.3M shares	Q4 2019 Held for 5y 11m
3 Apple AAPL	Consumer Electronics Technology	$223.0M	4.20%	+$19.3M Bought	0.01% 875.7K shares	Q1 2014 Held for 11y 8m
4 iShares Core S&P 500 ETF IVV	ETF ETF	$173.8M	3.27%	-$419.7K Sold	— 259.7K shares	Q4 2015 Held for 9y 11m
5 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$161.9M	3.05%	+$24.1K Bought	— 2.5M shares	Q3 2024 Held for 1y 2m
6 iShares Russell Top 200 Growth IWY	ETF ETF	$137.1M	2.58%	+$7.4M Bought	— 501.1K shares	Q1 2018 Held for 7y 8m
7 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$106.2M	2.00%	+$491.1K Bought	— 893.7K shares	Q2 2020 Held for 5y 5m
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$97.5M	1.84%	+$10.1M Bought	0.00% 444.1K shares	Q1 2017 Held for 8y 8m
9 JPMorgan Chase JPM	Banks - Diversified Financial Services	$95.4M	1.80%	+$658.0K Bought	0.01% 302.5K shares	Q1 2014 Held for 11y 8m
10 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$86.3M	1.63%	+$20.6M Bought	0.00% 354.5K shares	Q4 2015 Held for 9y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Union Bankshares Corp's latest filing

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Market Value

$5.3B

Prior: $4.4B

Q/Q Change

+21.3%

+$932.4M

Net Flows % of MV

+11.53%

Turnover Ratio

6.84%

New Purchases

425 stocks

$50.0M

Added To

608 stocks

+$612.1M

Sold Out Of

55 stocks

$1.5M

Reduced Holdings

208 stocks

-$48.5M

Increased Positions

Position	Shares Δ	Change
1 HEICO HEI	New	0 → 19.9K +$6.4M
2 White Mountains Insurance Group WTM	New	0 → 1.8K +$3.0M
3 Trimble Inc. TRMB	New	0 → 27.2K +$2.2M
4 RBC Bearings RBC	New	0 → 5.6K +$2.2M
5 Idexx Laboratories IDXX	New	0 → 2.9K +$1.9M

Decreased Positions

Position	Shares Δ	Change
1 iShares National Muni Bond MUB	Sold	4.8K → 0 −$505.4K
2 Invesco BulletShares 2025 High Yield Corporate Bond BSJP	Sold	10.6K → 0 −$244.2K
3 SPDR NYSE Technology XNTK	Sold	950.0 → 0 −$225.4K
4 SPDR S&P Semiconductor ETF XSD	Sold	753.0 → 0 −$193.2K
5 SPDR Portfolio TIPS SPIP	Sold	1.7K → 0 −$44.6K

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Analytics

Portfolio insights and performance metrics for Union Bankshares Corp

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Sector Allocation

ETF

34.80%

Technology

21.30%

Financial Services

11.70%

Consumer Cyclical

6.50%

Industrials

5.80%

Healthcare

5.70%

Communication Services

5.20%

Consumer Defensive

2.90%

Energy

1.90%

Real Estate

1.40%

Utilities

0.80%

Basic Materials

0.70%

Market Cap Distribution

Mega Cap (> $200B)

37.25%

Large Cap ($10B - $200B)

23.55%

Mid Cap ($2B - $10B)

1.35%

Small Cap ($300M - $2B)

1.14%

Micro Cap ($50M - $300M)

0.19%

Nano Cap (< $50M)

0.16%

N/A (ETF or Unknown)

36.35%

Portfolio Concentration

Top 10 Holdings %

29.27%

Top 20 Holdings %

41.41%

Top 50 Holdings %

59.6%

Top 100 Holdings %

75.23%