ETF Holdings Breakdown of UBSI

Stock Name	United Bankshares Inc
Ticker	UBSI(USD) NASDAQ
TYPE	Common Stock
Country	USA
ISIN	US9099071071

News associated with UBSI

Oppenheimer Asset Management Inc. Boosts Holdings in United Bankshares, Inc. (NASDAQ:UBSI): Oppenheimer Asset Management Inc. raised its position in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 1.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 109,931 shares of the financial services provider’s stock after acquiring an additional 2,015 shares during […] - 2025-06-26 08:16:52
Retirement Systems of Alabama Raises Stock Holdings in United Bankshares, Inc. (NASDAQ:UBSI): Retirement Systems of Alabama increased its position in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 5.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 173,760 shares of the financial services provider’s stock after buying an additional 9,728 shares […] - 2025-06-25 08:08:59
Best Income Stocks to Buy for June 20th: UBSI, DNBBY and CABGY made it to the Zacks Rank #1 (Strong Buy) income stocks list on June 20, 2025. - 2025-06-20 08:50:00
NorthCrest Asset Manangement LLC Purchases New Stake in United Bankshares, Inc. (NASDAQ:UBSI): NorthCrest Asset Manangement LLC purchased a new stake in shares of United Bankshares, Inc. (NASDAQ:UBSI – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 8,742 shares of the financial services provider’s stock, valued at approximately $303,000. Several other large investors […] - 2025-06-16 08:36:52
UMB Bank n.a. Grows Stock Position in United Bankshares, Inc. (NASDAQ:UBSI): UMB Bank n.a. increased its stake in shares of United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 207.7% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,597 shares of the financial services provider’s stock after buying an additional 1,753 shares during […] - 2025-06-13 08:04:59
Rhumbline Advisers Has $15.91 Million Holdings in United Bankshares, Inc. (NASDAQ:UBSI): Rhumbline Advisers raised its holdings in shares of United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 0.8% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 458,823 shares of the financial services provider’s stock after purchasing an additional 3,666 shares during […] - 2025-06-08 08:38:53
Millennium Management LLC Has $914,000 Stake in United Bankshares, Inc. (NASDAQ:UBSI): Millennium Management LLC decreased its holdings in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 65.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 24,348 shares of the financial services provider’s stock after selling 45,131 shares during the period. Millennium Management LLC’s holdings in United Bankshares were worth $914,000 as of its most […] - 2025-06-06 07:52:54
United Bankshares (NASDAQ:UBSI) Downgraded by Wall Street Zen to Sell: United Bankshares (NASDAQ:UBSI – Get Free Report) was downgraded by Wall Street Zen from a “hold” rating to a “sell” rating in a research report issued to clients and investors on Wednesday. Several other analysts also recently commented on the company. Piper Sandler reaffirmed a “neutral” rating and set a $38.50 price objective on shares […] - 2025-05-23 05:26:47
Nuveen Asset Management LLC Has $30.28 Million Stock Position in United Bankshares, Inc. (NASDAQ:UBSI): Nuveen Asset Management LLC decreased its stake in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 8.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 806,304 shares of the financial services provider’s stock after selling 73,015 shares during the […] - 2025-05-22 08:59:01
Nomura Holdings Inc. Makes New Investment in United Bankshares, Inc. (NASDAQ:UBSI): Nomura Holdings Inc. acquired a new position in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor acquired 17,868 shares of the financial services provider’s stock, valued at approximately $671,000. Other large investors have also added to or reduced their stakes in the company. Truist Financial Corp boosted […] - 2025-05-21 09:32:47
United Bankshares, Inc. (NASDAQ:UBSI) Shares Acquired by Deutsche Bank AG: Deutsche Bank AG grew its stake in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 48.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 113,800 shares of the financial services provider’s stock after acquiring an additional 37,372 shares during the quarter. Deutsche Bank […] - 2025-05-20 08:14:50
Bank of America Corp DE Trims Stock Position in United Bankshares, Inc. (NASDAQ:UBSI): Bank of America Corp DE lowered its holdings in shares of United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 7.7% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,200,386 shares of the financial services provider’s stock after selling 100,331 shares during the quarter. […] - 2025-05-15 08:40:51
United Bankshares (NASDAQ:UBSI) Rating Increased to Hold at StockNews.com: United Bankshares (NASDAQ:UBSI – Get Free Report) was upgraded by equities research analysts at StockNews.com from a “sell” rating to a “hold” rating in a research report issued on Tuesday. UBSI has been the topic of a number of other research reports. Piper Sandler reissued a “neutral” rating and issued a $38.50 price target on […] - 2025-05-15 05:16:49
United Bankshares, Inc. (NASDAQ:UBSI) Shares Sold by The Manufacturers Life Insurance Company: The Manufacturers Life Insurance Company decreased its position in shares of United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 2.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 153,488 shares of the financial services provider’s stock after […] - 2025-05-08 08:30:58
Keefe, Bruyette & Woods Has Lowered Expectations for United Bankshares (NASDAQ:UBSI) Stock Price: United Bankshares (NASDAQ:UBSI – Free Report) had its price objective reduced by Keefe, Bruyette & Woods from $42.00 to $40.00 in a research report released on Monday morning,Benzinga reports. Keefe, Bruyette & Woods currently has a market perform rating on the financial services provider’s stock. A number of other analysts also recently issued reports on […] - 2025-04-29 07:28:58
United Bankshares, Inc. (NASDAQ:UBSI) Stake Raised by Barclays PLC: Barclays PLC increased its holdings in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 26.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 339,899 shares of the financial services provider’s stock after purchasing an additional 70,047 shares during the quarter. Barclays PLC’s holdings in United Bankshares were worth $12,762,000 as of its most […] - 2025-04-22 09:28:59
United Bankshares, Inc. (NASDAQ:UBSI) Shares Bought by Bank of Montreal Can: Bank of Montreal Can grew its position in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 5.6% during the 4th quarter, HoldingsChannel.com reports. The firm owned 42,371 shares of the financial services provider’s stock after acquiring an additional 2,255 shares during the quarter. Bank of Montreal Can’s holdings in United Bankshares were worth $1,591,000 at […] - 2025-04-18 08:42:54
Invesco Ltd. Grows Holdings in United Bankshares, Inc. (NASDAQ:UBSI): Invesco Ltd. increased its stake in shares of United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 7.3% in the fourth quarter, HoldingsChannel.com reports. The firm owned 900,377 shares of the financial services provider’s stock after buying an additional 61,109 shares during the period. Invesco Ltd.’s holdings in United Bankshares were worth $33,809,000 at the end […] - 2025-04-18 08:42:52
Cerity Partners LLC Has $1.56 Million Stake in United Bankshares, Inc. (NASDAQ:UBSI): Cerity Partners LLC reduced its position in shares of United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 5.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 41,865 shares of the financial services provider’s stock after selling 2,314 shares during the […] - 2025-04-18 08:00:55
Federated Hermes Inc. Sells 722 Shares of United Bankshares, Inc. (NASDAQ:UBSI): Federated Hermes Inc. decreased its position in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 4.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 16,904 shares of the financial services provider’s stock after selling 722 shares during the quarter. Federated Hermes Inc.’s holdings in […] - 2025-04-17 08:16:56
United Bankshares, Inc. (NASDAQ:UBSI) Shares Sold by Franklin Resources Inc.: Franklin Resources Inc. cut its stake in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 25.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 23,838 shares of the financial services provider’s stock after selling 8,156 shares during the period. Franklin Resources Inc.’s holdings in United […] - 2025-04-16 07:36:49
Wells Fargo & Company MN Increases Stock Holdings in United Bankshares, Inc. (NASDAQ:UBSI): Wells Fargo & Company MN increased its stake in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 3.9% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 433,497 shares of the financial services provider’s stock after acquiring an additional 16,127 shares during the quarter. […] - 2025-04-15 07:38:56
California Public Employees Retirement System Has $8.75 Million Stake in United Bankshares, Inc. (NASDAQ:UBSI): California Public Employees Retirement System decreased its holdings in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 2.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 233,049 shares of the financial services provider’s stock after selling 5,167 shares during the quarter. California Public […] - 2025-04-07 09:35:09
Pictet Asset Management Holding SA Acquires 4,004 Shares of United Bankshares, Inc. (NASDAQ:UBSI): Pictet Asset Management Holding SA lifted its holdings in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 19.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 24,943 shares of the financial services provider’s stock after acquiring an additional 4,004 shares […] - 2025-04-07 07:52:47
Cibc World Markets Corp Takes Position in United Bankshares, Inc. (NASDAQ:UBSI): Cibc World Markets Corp purchased a new stake in shares of United Bankshares, Inc. (NASDAQ:UBSI – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 12,374 shares of the financial services provider’s stock, valued at approximately $465,000. Several other hedge funds and […] - 2025-03-24 08:02:47
Zurcher Kantonalbank Zurich Cantonalbank Grows Position in United Bankshares, Inc. (NASDAQ:UBSI): Zurcher Kantonalbank Zurich Cantonalbank boosted its position in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 9.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 32,065 shares of the financial services provider’s stock after acquiring an additional 2,899 shares during […] - 2025-03-20 08:16:53
United Bankshares, Inc. (NASDAQ:UBSI) Shares Purchased by Arizona State Retirement System: Arizona State Retirement System increased its stake in shares of United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 0.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 39,225 shares of the financial services provider’s stock after acquiring an additional 296 shares during […] - 2025-03-13 07:42:50
Atria Investments Inc Increases Stake in United Bankshares, Inc. (NASDAQ:UBSI): Atria Investments Inc increased its position in shares of United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 1.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 37,478 shares of the financial services provider’s stock after buying an additional 659 shares during the period. Atria Investments […] - 2025-03-12 08:15:06
United Bankshares, Inc. (NASDAQ:UBSI) Shares Sold by Mutual of America Capital Management LLC: Mutual of America Capital Management LLC cut its holdings in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 2.3% during the fourth quarter, Holdings Channel reports. The institutional investor owned 71,262 shares of the financial services provider’s stock after selling 1,646 shares during the quarter. Mutual of America Capital Management LLC’s holdings in United Bankshares […] - 2025-03-07 10:04:49
UBSI Named Top 25 SAFE Dividend Stock Increasing Payments For Decades: United Bankshares Inc (Symbol: UBSI) has been named to the Dividend Channel ''S.A.F.E. 25'' list, signifying a stock with above-average ''DividendRank'' statistics including a strong 4.2% yield, as well as a superb track record of at least two decades of dividend growth, accordi - 2025-03-06 12:47:35

UBSI institutional holdings

The following institutional investment holdings of UBSI have been identified

Date ETF ISIN/Name Num Shares Book value
2025-06-26 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 87,744 USD 3,225,469 1.8%

2025-06-26 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 137,353 USD 5,049,096

2025-06-26 IE00BD3V0B10 (iShares S&P U.S. Banks UCITS ETF) 145,091 USD 5,333,545 1.8%

2025-06-26 IE000ZPUEP93 (iShares S&P U.S. Banks UCITS ETF (USD Dist)) 145,091 USD 5,333,545

2025-06-26 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 6,474 USD 237,984

Total = 521,753 USD 19,179,639
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	87,744	USD 3,225,469 1.8%
2025-06-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	137,353	USD 5,049,096
2025-06-26	IE00BD3V0B10 (iShares S&P U.S. Banks UCITS ETF)	145,091	USD 5,333,545 1.8%
2025-06-26	IE000ZPUEP93 (iShares S&P U.S. Banks UCITS ETF (USD Dist))	145,091	USD 5,333,545
2025-06-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	6,474	USD 237,984
Total =	521,753	USD 19,179,639

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