ETF Holdings Breakdown of UBSI

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

UBSI institutional holdings

The following institutional investment holdings of UBSI have been identified

Date ETF ISIN/Name Num Shares Book value
2025-10-17 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 163,109 USD 5,746,330

2025-10-17 IE00BD3V0B10 (iShares S&P U.S. Banks UCITS ETF) 230,870 USD 8,133,550

2025-10-17 IE000ZPUEP93 (iShares S&P U.S. Banks UCITS ETF (USD Dist)) 230,870 USD 8,133,550

2025-10-17 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 93,359 USD 3,289,038

2025-10-17 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 13,508 USD 475,887

Total = 731,716 USD 25,778,355
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-10-17	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	163,109	USD 5,746,330
2025-10-17	IE00BD3V0B10 (iShares S&P U.S. Banks UCITS ETF)	230,870	USD 8,133,550
2025-10-17	IE000ZPUEP93 (iShares S&P U.S. Banks UCITS ETF (USD Dist))	230,870	USD 8,133,550
2025-10-17	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	93,359	USD 3,289,038
2025-10-17	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	13,508	USD 475,887
Total =	731,716	USD 25,778,355

News associated with UBSI

Critical Contrast: United Bankshares (NASDAQ:UBSI) versus First Guaranty Bancshares (NASDAQ:FGBI): United Bankshares (NASDAQ:UBSI – Get Free Report) and First Guaranty Bancshares (NASDAQ:FGBI – Get Free Report) are both finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their risk, earnings, analyst recommendations, dividends, valuation, profitability and institutional ownership. Risk and Volatility United Bankshares has a […] - 2025-09-05 05:11:05
Why United Bankshares is a Top 25 SAFE Dividend Stock (UBSI): 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 3.9% yield, as well as a superb track record of at least two decades of dividend growth, accordi - 2025-09-04 08:35:06
Daily Dividend Report: LZB,GEF,MSI,TER,UBSI: La-Z-Boy, a global leader in the retail and manufacture of residential furniture, today declared a quarterly cash dividend of $0.22 per share on the common stock of the company. The dividend will be paid on September 15, 2025, to shareholders of record on September 4, 2025. Gre - 2025-08-26 15:18:42
PNC Financial Services Group Inc. Acquires 1,432 Shares of United Bankshares, Inc. (NASDAQ:UBSI): PNC Financial Services Group Inc. lifted its holdings in shares of United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 4.0% in the 1st quarter, HoldingsChannel reports. The fund owned 37,482 shares of the financial services provider’s stock after purchasing an additional 1,432 shares during the period. PNC Financial Services Group Inc.’s holdings in United Bankshares […] - 2025-08-11 06:24:55
Zurcher Kantonalbank Zurich Cantonalbank Boosts Holdings in United Bankshares, Inc. (NASDAQ:UBSI): Zurcher Kantonalbank Zurich Cantonalbank raised its stake in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 4.8% during the first quarter, Holdings Channel.com reports. The institutional investor owned 33,619 shares of the financial services provider’s stock after purchasing an additional 1,554 shares during the quarter. Zurcher Kantonalbank Zurich Cantonalbank’s holdings in United Bankshares were worth […] - 2025-08-05 05:06:52
Eastern Bank Buys New Position in United Bankshares, Inc. (NASDAQ:UBSI): Eastern Bank purchased a new stake in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) during the 1st quarter, HoldingsChannel reports. The firm purchased 5,337 shares of the financial services provider’s stock, valued at approximately $185,000. Other hedge funds have also added to or reduced their stakes in the company. Farther Finance Advisors LLC lifted its […] - 2025-08-01 04:12:50
KLP Kapitalforvaltning AS Has $920,000 Stock Position in United Bankshares, Inc. (NASDAQ:UBSI): KLP Kapitalforvaltning AS lessened its holdings in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 6.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 26,303 shares of the financial services provider’s stock after selling 1,700 shares during the period. KLP Kapitalforvaltning AS’s […] - 2025-07-29 05:28:57
Envestnet Asset Management Inc. Cuts Stake in United Bankshares, Inc. (NASDAQ:UBSI): Envestnet Asset Management Inc. reduced its stake in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 4.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 249,711 shares of the financial services provider’s stock after selling 11,241 shares during the […] - 2025-07-22 09:38:50
Cerity Partners LLC Boosts Holdings in United Bankshares, Inc. (NASDAQ:UBSI): Cerity Partners LLC raised its holdings in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 0.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 42,211 shares of the financial services provider’s stock after purchasing an additional 346 shares during the quarter. Cerity […] - 2025-07-22 09:38:50
Xponance Inc. Has $684,000 Holdings in United Bankshares, Inc. (NASDAQ:UBSI): Xponance Inc. raised its holdings in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 4.2% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 19,739 shares of the financial services provider’s stock after buying an additional 788 shares during the period. Xponance Inc.’s holdings […] - 2025-07-18 05:02:50
Teacher Retirement System of Texas Increases Stock Holdings in United Bankshares, Inc. (NASDAQ:UBSI): Teacher Retirement System of Texas boosted its position in shares of United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 1.8% during the first quarter, Holdings Channel.com reports. The firm owned 20,813 shares of the financial services provider’s stock after buying an additional 371 shares during the quarter. Teacher Retirement System of Texas’ holdings in United […] - 2025-07-16 04:32:53
Principal Financial Group Inc. Has $11.45 Million Holdings in United Bankshares, Inc. (NASDAQ:UBSI): Principal Financial Group Inc. increased its holdings in shares of United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 6.7% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 330,223 shares of the financial services provider’s stock after acquiring an additional 20,600 shares during the quarter. Principal Financial Group Inc.’s holdings in United Bankshares were […] - 2025-07-14 04:54:52
Cambridge Investment Research Advisors Inc. Sells 3,073 Shares of United Bankshares, Inc. (NASDAQ:UBSI): Cambridge Investment Research Advisors Inc. reduced its position in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) by 11.2% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 24,368 shares of the financial services provider’s stock after selling 3,073 shares during the quarter. Cambridge Investment Research […] - 2025-07-07 04:36:51
Sequoia Financial Advisors LLC Purchases New Holdings in United Bankshares, Inc. (NASDAQ:UBSI): Sequoia Financial Advisors LLC bought a new stake in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 24,518 shares of the financial services provider’s stock, valued at approximately $850,000. A number of other institutional investors have also […] - 2025-07-01 05:22:57
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 05:16:52
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 05:08:59
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 05:50:00
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 05:36:52
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 05:04:59
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 05:38:53
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 04:52:54
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 02:26:47
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 05:59:01
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 06:32:47
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 05:14:50
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 05:40:51
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 02:16:49
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 05:30:58
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 04:28:58
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 06:28:59

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