U

UNITED BANK /VA/

UNITED BANK /VA/ is an institution, managing $839.1M across 128 long positions as of Q3 2025 with HUBB as the largest holding (15% allocation).

Portfolio Value
$839.1M
Positions
128
Top Holding
HUBB at 14.66%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in UNITED BANK /VA/'s portfolio (49.8% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
1
Hubbell logo
Electrical Equipment & Parts
Industrials
$123.0M
14.66%
-$401.9K
Sold
0.54%
285.9K shares
ETF
ETF
$48.8M
5.82%
-$1.7M
Sold
723.3K shares
ETF
ETF
$46.4M
5.53%
-$896.2K
Sold
390.6K shares
Software - Infrastructure
Technology
$37.9M
4.52%
-$2.4M
Sold
0.00%
73.1K shares
5
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$32.8M
3.91%
-$2.1M
Sold
0.00%
128.9K shares
Banks - Diversified
Financial Services
$31.4M
3.74%
-$10.4K
Sold
0.00%
99.5K shares
ETF
ETF
$30.9M
3.68%
-$562.2K
Sold
308.2K shares
Banks - Regional
Financial Services
$26.5M
3.16%
-$46.3K
Sold
0.50%
711.7K shares
Hardware, Equipment & Parts
Technology
$22.9M
2.73%
-$1.9M
Sold
0.03%
279.4K shares
REIT - Specialty
Real Estate
$17.1M
2.04%
-$1.4M
Sold
0.06%
167.5K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in UNITED BANK /VA/'s latest filing

See all changes
Market Value
$839.1M
Prior: $835.3M
Q/Q Change
+0.443%
+$3.7M
Net Flows % of MV
-6.0%
Turnover Ratio
3.2%
New Purchases
1 stocks
$227.2K
Added To
7 stocks
+$1.0M
Sold Out Of
14 stocks
$5.6M
Reduced Holdings
63 stocks
-$46.0M

Increased Positions

PositionShares Δ
New
+16.62%
+8.62%
+6.81%
+4.41%

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
4
Garmin logo
Garmin
GRMN
Sold
Sold

Analytics

Portfolio insights and performance metrics for UNITED BANK /VA/

View analytics

Sector Allocation

ETF: 24.70%ETFIndustrials: 24.60%IndustrialsTechnology: 15.80%TechnologyFinancial Services: 11.50%Financial ServicesHealthcare: 6.60%Consumer Defensive: 4.40%Energy: 4.00%Consumer Cyclical: 2.50%Real Estate: 2.00%Utilities: 1.70%Basic Materials: 1.30%Communication Services: 0.90%
ETF
24.70%
Industrials
24.60%
Technology
15.80%
Financial Services
11.50%
Healthcare
6.60%
Consumer Defensive
4.40%
Energy
4.00%
Consumer Cyclical
2.50%
Real Estate
2.00%
Utilities
1.70%
Basic Materials
1.30%
Communication Services
0.90%

Market Cap Distribution

Mega Cap (> $200B): 26.94%Mega Cap (> $200B)Large Cap ($10B - $200B): 45.01%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 3.24%Small Cap ($300M - $2B): 0.03%Micro Cap ($50M - $300M): 0.01%Nano Cap (< $50M): 0.05%N/A (ETF or Unknown): 24.71%N/A (ETF or Unknown)
Mega Cap (> $200B)
26.94%
Large Cap ($10B - $200B)
45.01%
Mid Cap ($2B - $10B)
3.24%
Small Cap ($300M - $2B)
0.03%
Micro Cap ($50M - $300M)
0.01%
Nano Cap (< $50M)
0.05%
N/A (ETF or Unknown)
24.71%

Portfolio Concentration

Top 10 Holdings %
49.79%
Top 20 Holdings %
66.76%
Top 50 Holdings %
93.34%
Top 100 Holdings %
99.15%

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.