Union Bankshares Top Holdings and 13F Report (2026)

About Union Bankshares

Union Bankshares NASDAQ: UBSH has filed 13-F forms with the SEC as an investor. Union Bankshares is itself a publicly traded company. For more information on Union Bankshares stock, visit the Union Bankshares stock profile here.

Investment Activity

Union Bankshares has $5.33 billion in total holdings as of December 31, 2025.
Union Bankshares owns shares of 1,997 different stocks, but just 163 companies or ETFs make up 80% of its holdings.
Approximately 49.71% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Union Bankshares has purchased 1,951 new stocks and bought additional shares in 646 stocks.
Union Bankshares sold shares of 410 stocks and completely divested from 114 stocks this quarter.

Largest Holdings

Microsoft: $220,380,893
NVIDIA: $207,338,611
Apple: $190,989,615
iShares Core S&P Mid-Cap ETF: $155,072,077
iShares Core S&P 500 ETF: $145,339,093

Largest New Holdings this Quarter

904767803 - UNILEVER PLC: $4,269,835 Holding
46138J486 - Invesco BulletShares 2028 Municipal Bond ETF: $3,168,177 Holding
46139W767 - INVESCO EXCH TRD SLF IDX FD: $3,160,356 Holding
46138J353 - INVESCO EXCH TRD SLF IDX FD: $3,156,839 Holding
09631P102 - BLUEROCK PVT REAL ESTATE FD: $2,483,480 Holding

Largest Purchases this Quarter

NVIDIA: 970,933 shares (about $181.08M)
iShares Core S&P Mid-Cap ETF: 2,249,635 shares (about $148.48M)
Apple: 537,630 shares (about $146.16M)
iShares Russell Top 200 Growth ETF: 502,841 shares (about $139.26M)
iShares Core S&P 500 ETF: 164,654 shares (about $112.78M)

Largest Sales this Quarter

Invesco BulletShares 2027 Municipal Bond ETF: 333,706 shares (about $7.90M)
Invesco BulletShares 2032 Municipal Bond ETF: 283,030 shares (about $7.11M)
Invesco BulletShares 2030 Municipal Bond ETF: 185,758 shares (about $4.09M)
Invesco BulletShares 2026 Municipal Bond ETF: 172,326 shares (about $4.07M)
Invesco BulletShares 2029 Municipal Bond ETF: 175,234 shares (about $4.06M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$220,380,893	$1,182,935 ▼	-0.5%	455,690	4.1%	Computer and Technology
NVDA NVIDIA	$207,338,611	$181,078,871 ▲	689.6%	1,111,736	3.9%	Computer and Technology
AAPL Apple	$190,989,615	$146,160,154 ▲	326.0%	702,529	3.6%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$155,072,077	$148,475,905 ▲	2,250.9%	2,349,577	2.9%	ETF
IVV iShares Core S&P 500 ETF	$145,339,093	$112,778,347 ▲	346.4%	212,192	2.7%	ETF
IWY iShares Russell Top 200 Growth ETF	$139,517,111	$139,256,787 ▲	53,493.7%	503,781	2.6%	ETF
AMZN Amazon.com	$103,478,588	$966,445 ▲	0.9%	448,308	1.9%	Retail/Wholesale
GOOG Alphabet	$102,955,539	$95,555,824 ▲	1,291.3%	328,093	1.9%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$91,868,756	$77,350,645 ▲	532.8%	764,426	1.7%	ETF
IWR iShares Russell Mid-Cap ETF	$85,468,604	$85,210,312 ▲	32,989.9%	887,801	1.6%	ETF
SPY SPDR S&P 500 ETF Trust	$78,612,118	$76,844,588 ▲	4,347.6%	115,281	1.5%	Finance
JPM JPMorgan Chase & Co.	$74,100,738	$51,759,673 ▲	231.7%	229,970	1.4%	Finance
BRK.B Berkshire Hathaway	$73,285,915	$72,307,255 ▲	7,388.4%	145,799	1.4%	Finance
AVGO Broadcom	$65,848,251	$65,634,361 ▲	30,686.1%	190,258	1.2%	Computer and Technology
IQLT iShares MSCI Intl Quality Factor ETF	$58,756,552	$1,105,253 ▲	1.9%	1,292,773	1.1%	ETF
JEPI JPMorgan Equity Premium Income ETF	$58,229,802	$3,291,816 ▲	6.0%	1,017,292	1.1%	ETF
GOOGL Alphabet	$51,976,183	$18,029,749 ▲	53.1%	166,058	1.0%	Computer and Technology
META Meta Platforms	$51,771,136	$42,355,562 ▲	449.8%	78,430	1.0%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$50,698,100	$49,165,158 ▲	3,207.2%	84,037	1.0%	ETF
AAPL Apple	$43,771,091	$1,058,351 ▼	-2.4%	161,006	0.8%	Computer and Technology
GS The Goldman Sachs Group	$41,553,148	$186,349 ▲	0.5%	47,273	0.8%	Finance
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$37,321,543	$35,359,381 ▲	1,802.1%	2,205,765	0.7%	Manufacturing
BSCW Invesco BulletShares 2032 Corporate Bond ETF	$36,843,626	$34,971,201 ▲	1,867.7%	1,764,964	0.7%	ETF
IUSV iShares Core S&P U.S. Value ETF	$36,665,228	$36,556,433 ▲	33,601.2%	357,570	0.7%	Manufacturing
MA Mastercard	$35,405,302	$27,805,770 ▲	365.9%	62,019	0.7%	Business Services
JNJ Johnson & Johnson	$35,048,170	$888,021 ▼	-2.5%	169,356	0.7%	Medical
IUSG iShares Core S&P U.S. Growth ETF	$33,728,398	$33,156,562 ▲	5,798.3%	200,836	0.6%	Manufacturing
BSCV Invesco BulletShares 2031 Corporate Bond ETF	$33,546,134	$31,649,181 ▲	1,668.4%	2,009,352	0.6%	ETF
LLY Eli Lilly and Company	$33,401,457	$25,414,339 ▲	318.2%	31,080	0.6%	Medical
PANW Palo Alto Networks	$33,257,311	$99,284 ▲	0.3%	180,550	0.6%	Computer and Technology
GOOGL Alphabet	$32,637,762	$1,308,653 ▼	-3.9%	104,274	0.6%	Computer and Technology
LOW Lowe's Companies	$31,670,480	$30,605,513 ▲	2,873.8%	131,325	0.6%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$31,471,636	$30,618,233 ▲	3,587.8%	503,788	0.6%	ETF
VONG Vanguard Russell 1000 Growth ETF	$31,276,342	$3,499,946 ▲	12.6%	256,890	0.6%	ETF
RTX RTX	$30,576,193	$18,694,835 ▲	157.3%	166,719	0.6%	Aerospace
V Visa	$30,183,459	$20,209,983 ▲	202.6%	86,064	0.6%	Business Services
ABBV AbbVie	$29,878,417	$608,467 ▼	-2.0%	130,765	0.6%	Medical
IVV iShares Core S&P 500 ETF	$28,633,232	$3,927,446 ▼	-12.1%	41,804	0.5%	ETF
AXP American Express	$28,152,186	$437,282 ▼	-1.5%	76,097	0.5%	Finance
AUB Atlantic Union Bankshares	$26,003,967	$23,305,140 ▲	863.5%	736,656	0.5%	Finance
IBTO iShares iBonds Dec 2033 Term Treasury ETF	$25,713,605	$24,072,152 ▲	1,466.5%	1,047,184	0.5%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$25,709,423	$2,592,963 ▲	11.2%	251,020	0.5%	ETF
NVDA NVIDIA	$25,534,088	$725,672 ▼	-2.8%	136,912	0.5%	Computer and Technology
HD Home Depot	$25,434,028	$13,907,422 ▲	120.7%	73,915	0.5%	Retail/Wholesale
BKNG Booking	$25,409,281	$133,874 ▼	-0.5%	4,745	0.5%	Retail/Wholesale
ISHARES TR	$24,347,831	$22,341,994 ▲	1,113.8%	943,367	0.5%	IBONDS DEC 2034
KLAC KLA	$23,636,951	$948,977 ▼	-3.9%	19,453	0.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$21,833,949	$507,174 ▼	-2.3%	67,761	0.4%	Finance
ETN Eaton	$21,815,388	$95,872 ▼	-0.4%	68,492	0.4%	Industrials
GILD Gilead Sciences	$21,535,838	$21,369,525 ▲	12,849.0%	175,459	0.4%	Medical
VUG Vanguard Growth ETF	$21,004,208	$18,935,693 ▲	915.4%	43,054	0.4%	ETF
TJX TJX Companies	$20,433,510	$8,588,335 ▲	72.5%	133,022	0.4%	Retail/Wholesale
MRK Merck & Co., Inc.	$20,371,770	$142,943 ▼	-0.7%	193,538	0.4%	Medical
IJK iShares S&P Mid-Cap 400 Growth ETF	$20,184,957	$19,960,873 ▲	8,907.8%	208,350	0.4%	ETF
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$20,121,515	$18,987,373 ▲	1,674.2%	1,019,327	0.4%	ETF
XOM ExxonMobil	$19,559,525	$10,094,152 ▲	106.6%	162,535	0.4%	Energy
ISHARES TR	$19,360,520	$16,545,473 ▲	587.8%	783,500	0.4%	IBONDS DEC 2044
QCOM Qualcomm	$19,300,521	$12,673,386 ▲	191.2%	112,836	0.4%	Computer and Technology
TMO Thermo Fisher Scientific	$19,076,427	$13,841,158 ▲	264.4%	32,922	0.4%	Medical
COST Costco Wholesale	$18,260,911	$11,567,428 ▲	172.8%	21,176	0.3%	Retail/Wholesale
BLACKROCK INC	$18,072,252	$164,828 ▼	-0.9%	16,885	0.3%	COM
NEE NextEra Energy	$17,829,980	$14,441,852 ▲	426.2%	222,098	0.3%	Utilities
WALMART INC	$17,631,619	$2,289,473 ▲	14.9%	158,259	0.3%	COM
LMT Lockheed Martin	$17,515,915	$386,448 ▼	-2.2%	36,215	0.3%	Aerospace
ABT Abbott Laboratories	$17,490,025	$12,087,671 ▲	223.7%	139,597	0.3%	Medical
PM Philip Morris International	$17,481,178	$16,382,439 ▲	1,491.0%	108,985	0.3%	Consumer Staples
DFAT Dimensional U.S. Targeted Value ETF	$17,456,262	$610,584 ▼	-3.4%	293,185	0.3%	ETF
C Citigroup	$17,283,890	$172,818 ▲	1.0%	148,118	0.3%	Financial Services
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$16,478,556	$15,666,730 ▲	1,929.8%	874,890	0.3%	ETF
CSCO Cisco Systems	$16,456,195	$9,417,747 ▲	133.8%	213,634	0.3%	Computer and Technology
WFC Wells Fargo & Company	$16,447,349	$15,695,972 ▲	2,089.0%	176,474	0.3%	Finance
BX Blackstone	$16,107,634	$230,131 ▲	1.4%	104,500	0.3%	Finance
TSLA Tesla	$15,559,035	$642,203 ▲	4.3%	34,597	0.3%	Auto/Tires/Trucks
JPST JPMorgan Ultra-Short Income ETF	$15,504,716	$486,271 ▲	3.2%	306,478	0.3%	ETF
DON WisdomTree U.S. MidCap Dividend Fund	$15,074,528	$2,499,040 ▼	-14.2%	292,142	0.3%	Finance
CVX Chevron	$15,058,756	$12,145,431 ▲	416.9%	98,804	0.3%	Energy
WAL-MART STORES, INC	$14,906,769	$435,390 ▼	-2.8%	133,801	0.3%	COM
IJR iShares Core S&P Small-Cap ETF	$14,734,429	$216,324 ▲	1.5%	122,603	0.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$14,254,264	$12,385,948 ▲	662.9%	46,906	0.3%	Computer and Technology
DFUV Dimensional US Marketwide Value ETF	$14,239,795	$237,562 ▼	-1.6%	305,641	0.3%	ETF
MCD McDonald's	$14,180,996	$2,709,423 ▲	23.6%	46,399	0.3%	Retail/Wholesale
ACWX iShares MSCI ACWI ex U.S. ETF	$13,878,725	$13,832,607 ▲	29,993.7%	206,744	0.3%	Manufacturing
CAT Caterpillar	$13,426,411	$269,811 ▼	-2.0%	23,438	0.3%	Industrials
ISRG Intuitive Surgical	$13,353,071	$463,283 ▲	3.6%	23,577	0.3%	Medical
ORCL Oracle	$12,667,270	$2,019,832 ▲	19.0%	64,991	0.2%	Computer and Technology
DHI D.R. Horton	$12,543,337	$289,213 ▼	-2.3%	87,088	0.2%	Construction
COST Costco Wholesale	$12,406,086	$5,712,818 ▲	85.4%	14,387	0.2%	Retail/Wholesale
COF Capital One Financial	$12,237,483	$991,737 ▲	8.8%	50,493	0.2%	Finance
SPGI S&P Global	$12,146,286	$162,006 ▲	1.4%	23,242	0.2%	Finance
RDVY First Trust Rising Dividend Achievers ETF	$11,988,388	$1,981,079 ▲	19.8%	172,569	0.2%	Manufacturing
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$11,747,567	$10,937,397 ▲	1,350.0%	600,131	0.2%	ETF
RTX RTX	$11,744,753	$136,633 ▼	-1.1%	64,039	0.2%	Aerospace
MO Altria Group	$11,700,478	$11,599,573 ▲	11,495.5%	202,922	0.2%	Consumer Staples
TJX TJX Companies	$11,671,749	$173,426 ▼	-1.5%	75,983	0.2%	Retail/Wholesale
HD Home Depot	$11,602,020	$75,358 ▲	0.7%	33,717	0.2%	Retail/Wholesale
MCD McDonald's	$11,512,776	$41,260 ▲	0.4%	37,669	0.2%	Retail/Wholesale
BA Boeing	$11,424,491	$10,930,323 ▲	2,211.9%	52,618	0.2%	Aerospace
COF Capital One Financial	$11,303,439	$57,682 ▲	0.5%	46,639	0.2%	Finance
ASML ASML	$11,258,138	$11,253,859 ▲	262,975.0%	10,523	0.2%	Computer and Technology
IYW iShares U.S. Technology ETF	$11,214,029	$9,590,431 ▲	590.7%	56,160	0.2%	Manufacturing

Showing largest 100 holdings. View all holdings.

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Union Bankshares Top Holdings and 13F Report (2026)

About Union Bankshares

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Union Bankshares Top Holdings and 13F Report (2026)

About Union Bankshares

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofUnion Bankshares

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools