United Bank Portfolio Holdings

United Bank

  • $775 Million
  • Q1 2025

United Bank has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $775 Million distributed in 264 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hubbell Inc with a value of $94.9M, Ishares Inc Msci Emerging Mkts with a value of $41.4M, Ishares Core S&P Sm Cap ETF with a value of $41.4M, Apple Inc. with a value of $31.7M, and Ishares Core U.S. Aggregate Bo with a value of $31M.

Examining the 13F form we can see an decrease of $47.9M in the current position value, from $822M to 775M. Also it can be appreciated an additional of 10 stocks purchases and 8 closed positions.

United Bank is based out at Vienna, VA

Below you can find more details about United Bank portfolio as well as his latest detailed transactions.

Portfolio value $775 Million
ETFs: $190 Million
Industrials: $179 Million
Technology: $113 Million
Financial Services: $76.3 Million
Healthcare: $60.5 Million
Consumer Defensive: $40.4 Million
Energy: $39.4 Million
Consumer Cyclical: $24 Million
Other: $52.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.4B
$94.9 Million 12.25% of portfolio
286,822
Q2 2024 Reduced 4.38%
$3.39T
$31.7 Million 4.09% of portfolio
142,545
Q1 2025 Reduced 8.81%
$3.75T
$29.9 Million 3.86% of portfolio
79,669
Q1 2025 Reduced 5.19%
$5.13B
$24.7 Million 3.19% of portfolio
711,669
Q1 2025 Reduced 2.32%
$831B
$24.6 Million 3.18% of portfolio
100,447
Q1 2025 Reduced 0.66%
$300B
$18.7 Million 2.42% of portfolio
111,913
Q1 2025 Reduced 7.03%
$28.9B
$16.2 Million 2.09% of portfolio
188,175
Q1 2025 Reduced 12.1%
$284B
$15.7 Million 2.03% of portfolio
254,526
Q1 2025 Reduced 15.81%
$233B
$15.6 Million 2.02% of portfolio
117,947
Q1 2025 Reduced 14.02%
$373B
$15.4 Million 1.98% of portfolio
90,208
Q1 2025 Reduced 11.67%
$92.7B
$15.4 Million 1.98% of portfolio
66,392
Q1 2025 Reduced 14.95%
$216B
$15.3 Million 1.97% of portfolio
48,945
Q1 2025 Reduced 11.66%
$159B
$14.6 Million 1.88% of portfolio
46,804
Q1 2025 Reduced 13.76%
$44.5B
$14.1 Million 1.82% of portfolio
308,558
Q1 2025 Reduced 21.95%
$409B
$13.6 Million 1.76% of portfolio
82,069
Q1 2025 Reduced 11.1%
$177B
$13.3 Million 1.72% of portfolio
68,501
Q1 2025 Reduced 10.26%
$71.4B
$12.9 Million 1.67% of portfolio
100,927
Q1 2025 Reduced 9.15%
$65.3B
$12.9 Million 1.67% of portfolio
43,882
Q1 2025 Reduced 15.95%
$82.4B
$12.6 Million 1.63% of portfolio
46,364
Q1 2025 Reduced 9.3%
$47.2B
$11.3 Million 1.46% of portfolio
36,124
Q1 2025 Reduced 19.5%
$160B
$9.93 Million 1.28% of portfolio
46,881
Q1 2025 Added 633.2%
$185B
$9.49 Million 1.22% of portfolio
63,273
Q1 2025 Added 1,148.97%
$64.4B
$9.29 Million 1.2% of portfolio
83,593
Q1 2025 Added 2,470.51%
$99.1B
$9.02 Million 1.16% of portfolio
33,997
Q1 2025 New
$25.8B
$8.76 Million 1.13% of portfolio
59,408
Q1 2025 New
$23.8B
$8.59 Million 1.11% of portfolio
50,208
Q1 2025 New
$142B
$8.55 Million 1.1% of portfolio
76,319
Q1 2025 New
$79.8B
$8.35 Million 1.08% of portfolio
33,674
Q1 2025 Added 3,894.54%
$121B
$8.15 Million 1.05% of portfolio
18,252
Q1 2025 New
$474B
$7.77 Million 1.0% of portfolio
65,320
Q1 2025 Reduced 3.42%
$300B
$3.8 Million 0.49% of portfolio
53,116
Q1 2025 Reduced 0.21%
$2.27T
$2.94 Million 0.38% of portfolio
15,445
Q1 2025 Reduced 21.8%
$131B
$2.86 Million 0.37% of portfolio
4,207
Q1 2025 Reduced 12.17%
$585B
$2.55 Million 0.33% of portfolio
7,287
Q1 2025 Added 13.95%
$406B
$2.44 Million 0.31% of portfolio
22,489
Q1 2025 Added 12.06%
$1.07T
$2.14 Million 0.28% of portfolio
13,807
Q1 2025 Added 14.54%
$934B
$2.08 Million 0.27% of portfolio
8,020
Q1 2025 Added 2.57%
$1.62T
$2.1 Million 0.27% of portfolio
3,647
Q1 2025 Added 8.44%
$337B
$1.75 Million 0.23% of portfolio
8,336
Q4 2024 Reduced 4.32%
$748B
$1.62 Million 0.21% of portfolio
1,956
Q1 2025 Reduced 15.58%
$380B
$1.45 Million 0.19% of portfolio
3,952
Q1 2025 Reduced 2.03%
$263B
$1.43 Million 0.19% of portfolio
16,344
Q1 2025 Added 37.99%
$53.8B
$1.37 Million 0.18% of portfolio
12,509
Q3 2024 Reduced 17.47%
$200B
$1.32 Million 0.17% of portfolio
46,651
Q1 2025 Reduced 8.58%
$143B
$1.32 Million 0.17% of portfolio
52,074
Q1 2025 Reduced 88.77%
$179B
$1.34 Million 0.17% of portfolio
29,482
Q1 2025 Reduced 5.5%
$100B
$1.21 Million 0.16% of portfolio
13,150
Q1 2025 Reduced 0.94%
$101B
$1.16 Million 0.15% of portfolio
19,098
Q4 2024 Reduced 1.04%
$90.2B
$1.16 Million 0.15% of portfolio
9,545
Q4 2024 Reduced 0.95%

Summary

  • Portfolio
  • No. of Stocks 264
  • Current Value $775 Million
  • Prior Value $822 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 24 stocks
  • Sold out of 8 stocks
  • Reduced holdings in 57 stocks
Track This Portfolio

Track United Bank Portfolio

Follow United Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Bank, based on Form 13F filings with the SEC.

News

Stay updated on United Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email