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UCB

United Community Bank Portfolio holdings

AUM $300M
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
+4.8%
1 Year Est. Return
+14.66%
3 Year Est. Return
+59.98%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$292M
AUM Growth
+$23.9M
Cap. Flow
+$15M
Cap. Flow %
5.11%
Top 10 Hldgs %
36.54%
Holding
542
New
55
Increased
158
Reduced
134
Closed
39

Top Buys

Rank Stock Value
1
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$10.7M
2
IAUM icon
iShares Gold Trust Micro
IAUM
+$10.6M
3
PGR icon
Progressive
PGR
+$1.73M
4
AVB icon
AvalonBay Communities
AVB
+$1.58M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.56M

Top Sells

Rank Stock Value
1
TROW icon
T. Rowe Price
TROW
+$1.66M
2
TGT icon
Target
TGT
+$1.49M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.06M
4
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$813K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$686K

Sector Composition

Rank Sector Weight
1 Financials 19.24%
2 Technology 12.48%
3 Healthcare 6.47%
4 Consumer Discretionary 6.27%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSCT icon
251
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.93B
$103K 0.04%
5,500
– –
SPG icon
252
Simon Property Group
SPG
$71.5B
$100K 0.03%
622
– –
TSN icon
253
Tyson Foods
TSN
$20.1B
$100K 0.03%
1,787
-65
-4% -$3.74K
HSY icon
254
Hershey
HSY
$36.7B
$99.6K 0.03%
600
-2
-0.3% -$330
IBDR icon
255
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.38B
$99K 0.03%
4,082
+1,012
+33% +$24.4K
IWD icon
256
iShares Russell 1000 Value ETF
IWD
$84.2B
$95.6K 0.03%
492
– –
SCHD icon
257
Schwab US Dividend Equity ETF
SCHD
$107B
$95.4K 0.03%
3,600
– –
LFUS icon
258
Littelfuse
LFUS
$11.6B
$94.5K 0.03%
417
+5
+1% +$986
XLV icon
259
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$94.5K 0.03%
701
– –
GPK icon
260
Graphic Packaging
GPK
$3.53B
$93.8K 0.03%
4,450
+45
+1% +$1.04K
XLF icon
261
State Street Financial Select Sector SPDR ETF
XLF
$59B
$93.4K 0.03%
1,784
-205
-10% -$10.1K
BSCU icon
262
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.68B
$92.3K 0.03%
5,500
– –
CGW icon
263
Invesco S&P Global Water Index ETF
CGW
$1.07B
$92.2K 0.03%
1,475
– –
GEHC icon
264
GE HealthCare
GEHC
$32.9B
$87.2K 0.03%
1,177
+70
+6% +$4.87K
REGN icon
265
Regeneron Pharmaceuticals
REGN
$83.2B
$87.2K 0.03%
166
+50
+43% +$27.9K
RDVY icon
266
First Trust Rising Dividend Achievers ETF
RDVY
$25.5B
$86K 0.03%
1,370
– –
PRU icon
267
Prudential Financial
PRU
$42.1B
$84.3K 0.03%
785
-107
-12% -$11.1K
FBIN icon
268
Fortune Brands Innovations
FBIN
$5.73B
$82.4K 0.03%
1,600
– –
IGM icon
269
iShares Expanded Tech Sector ETF
IGM
$10.8B
$80.9K 0.03%
720
– –
JBL icon
270
Jabil
JBL
$35.3B
$80.7K 0.03%
370
– –
DTE icon
271
DTE Energy
DTE
$28.5B
$79.7K 0.03%
602
-50
-8% -$6.72K
TMO icon
272
Thermo Fisher Scientific
TMO
$222B
$78.7K 0.03%
194
-18
-8% -$7.53K
PANW icon
273
Palo Alto Networks
PANW
$314B
$77.6K 0.03%
379
+29
+8% +$5.38K
DECK icon
274
Deckers Outdoor
DECK
$13.3B
$74.6K 0.03%
724
+10
+1% +$1.11K
SPLV icon
275
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$74.3K 0.03%
1,020
– –
9 10
11
12 13

Similar funds

RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
FPCG
Forum Private Client Group Fishers, Indiana $300M AUM 12.15% 1-Year Est. Return
RCA
Riverview Capital Advisers Boston, Massachusetts $300M AUM 10.98% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
I
InterCapital Austin, Texas $299M AUM
VIM
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GCC
Game Creek Capital Boston, Massachusetts $301M AUM 48.93% 1-Year Est. Return

United Community Bank's Q2 2025 Portfolio in Review

As of Q2 2025, United Community Bank held 542 positions worth $292M, up 8.9% from $268M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

United Community Bank deployed $15M of net new capital in Q2 2025, opening 55 new positions and adding to 158 existing holdings. Its largest new stake was AvalonBay Communities: 7,725 shares worth $1.57M.

By sector, the portfolio is most concentrated in Financials at 19% of assets, down from 22% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Target, an estimated $1.49M trimmed.

  • United Community Bank's largest Q2 2025 buy was AvalonBay Communities: 7,725 shares worth $1.57M.
  • United Community Bank added most to Invesco S&P 500 BuyWrite ETF in Q2 2025, an estimated $10.7M increase.
  • United Community Bank's biggest Q2 2025 reduction was Target, cutting an estimated $1.49M.
  • United Community Bank fully exited T. Rowe Price in Q2 2025, selling an estimated $1.66M.
  • United Community Bank's ten largest holdings make up 37% of its $292M portfolio in Q2 2025.
  • United Community Bank opened 55 new positions and closed 39 in Q2 2025.
  • United Community Bank's portfolio value rose 8.9% quarter-over-quarter to $292M.

Based on United Community Bank's 13F filing for Q2 2025, filed 31 Jul 2025.