Union Bankshares (UNB) Invested Capital (2020 - 2026)
Union Bankshares' Invested Capital was $106.73 million in Q2 2026, up 21.9% from $87.55 million a year earlier and up 10.2% from the prior quarter.
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Analysis
Union Bankshares (UNB) Invested Capital (2020 - 2026) Analysis & Trends
For FY2025, Invested Capital at Union Bankshares came in at $97.17 million, up 17.4% from FY2024.
- Invested Capital has now increased for three consecutive years, with a five-year compound annual growth rate of 2.0% (FY2020 to FY2025).
- In earlier years, Invested Capital was $82.75 million in FY2024 (+0.9%), $82.05 million in FY2023 (+14.9%), $71.43 million in FY2022 (-28.9%) and $100.51 million in FY2021 (+14.1%).
- The Q2 2026 figure marks the highest quarterly Invested Capital since Q3 2023.
- Compared with a year earlier, Invested Capital has increased for seven straight quarters, with growth averaging 4.8% over the last eight quarters.
- The best year-over-year quarter for Invested Capital over five years was Q2 2023 (growth of 135.9%); the worst was Q2 2024 (a decline of 55.3%).
- Per Business Quant data, UNB's Invested Capital in the three quarters before Q2 2026 was $96.88 million (Q1 2026), $97.17 million (Q4 2025) and $93.98 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | 447.03 Bn |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | 9,394.86 Bn |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 361.07 Bn |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | - |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | 147.26 Bn |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | 490.36 Bn |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | 224.49 Bn |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 560.62 Bn |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | 207.49 Bn |
| 10 | Union Bankshares | 113.90 Mn | 5.32 Mn | - | 106.73 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 106.73 Mn |
| Mar 31, 2026 | 96.88 Mn |
| Dec 31, 2025 | 97.17 Mn |
| Sep 30, 2025 | 93.98 Mn |
| Jun 30, 2025 | 87.55 Mn |
| Mar 31, 2025 | 86.36 Mn |
| Dec 31, 2024 | 82.75 Mn |
| Sep 30, 2024 | 88.57 Mn |
| Jun 30, 2024 | 80.30 Mn |
| Mar 31, 2024 | 80.07 Mn |
| Dec 31, 2023 | 82.05 Mn |
| Sep 30, 2023 | 139.94 Mn |
| Jun 30, 2023 | 179.60 Mn |
| Mar 31, 2023 | 105.70 Mn |
| Dec 31, 2022 | 71.43 Mn |
| Sep 30, 2022 | 74.73 Mn |
| Jun 30, 2022 | 76.13 Mn |
| Mar 31, 2022 | 85.60 Mn |
| Dec 31, 2021 | 100.51 Mn |
| Sep 30, 2021 | 99.91 Mn |
API Access
Union Bankshares Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=UNB&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "UNB", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=UNB&period=max&api_key=YOUR_API_KEY");
const data = await res.json();