We are live on ! Find out more
UCB

United Community Bank Portfolio holdings

AUM $300M
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
+2.84%
1 Year Est. Return
+14.66%
3 Year Est. Return
+59.98%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$264M
AUM Growth
-$58.5M
Cap. Flow
-$63.8M
Cap. Flow %
-24.12%
Top 10 Hldgs %
38.35%
Holding
655
New
63
Increased
110
Reduced
226
Closed
103

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$924K
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$820K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$722K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$701K

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.69M
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.46M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.88M

Sector Composition

Rank Sector Weight
1 Financials 19.18%
2 Technology 12.64%
3 Healthcare 5.67%
4 Consumer Discretionary 4.63%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LFUS icon
251
Littelfuse
LFUS
$11.6B
$78.9K 0.03%
312
-183
-37% -$46.6K
ECL icon
252
Ecolab
ECL
$79.7B
$78.5K 0.03%
299
-539
-64% -$144K
UGI icon
253
UGI
UGI
$7.29B
$77.7K 0.03%
2,075
+130
+7% +$4.6K
AMP icon
254
Ameriprise Financial
AMP
$49.2B
$77.5K 0.03%
158
-118
-43% -$56K
XLU icon
255
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$76.5K 0.03%
1,792
+218
+14% +$9.65K
IWS icon
256
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$76.3K 0.03%
541
– –
ROL icon
257
Rollins
ROL
$17.9B
$76.1K 0.03%
+1,268
New +$74.5K
VEEV icon
258
Veeva Systems
VEEV
$38.1B
$75.9K 0.03%
340
-631
-65% -$167K
BR icon
259
Broadridge
BR
$19.8B
$74.5K 0.03%
334
-184
-36% -$42K
IDV icon
260
iShares International Select Dividend ETF
IDV
$8.53B
$74.3K 0.03%
1,884
– –
HPQ icon
261
HP
HPQ
$27.3B
$73.4K 0.03%
3,294
-5,118
-61% -$130K
LNTH icon
262
Lantheus
LNTH
$6.59B
$73.2K 0.03%
1,100
-715
-39% -$41.6K
SPLV icon
263
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$72.8K 0.03%
1,020
– –
KMX icon
264
CarMax
KMX
$8.34B
$70.3K 0.03%
1,820
-4,605
-72% -$184K
SRE icon
265
Sempra
SRE
$55.1B
$69.7K 0.03%
789
+198
+34% +$18K
DIA icon
266
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$67.3K 0.03%
140
– –
ZBRA icon
267
Zebra Technologies
ZBRA
$17.9B
$67K 0.03%
276
-172
-38% -$46K
CCL icon
268
Carnival Corporation Ltd
CCL
$38B
$66.9K 0.03%
2,189
+2,000
+1,058% +$55.8K
ADI icon
269
Analog Devices
ADI
$187B
$66.4K 0.03%
245
– –
EQWL icon
270
Invesco S&P 100 Equal Weight ETF
EQWL
$2.78B
$65.6K 0.02%
555
– –
ABT icon
271
Abbott
ABT
$188B
$65.4K 0.02%
522
– –
VST icon
272
Vistra
VST
$48B
$65.2K 0.02%
404
+393
+3,573% +$71.6K
IEX icon
273
IDEX
IEX
$17.2B
$64.9K 0.02%
365
+20
+6% +$3.42K
LECO icon
274
Lincoln Electric
LECO
$15.1B
$64.9K 0.02%
+271
New +$64.2K
IEMG icon
275
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$64.7K 0.02%
963
– –
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
Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return
GCC
Game Creek Capital Boston, Massachusetts $301M AUM 48.93% 1-Year Est. Return

United Community Bank's Q4 2025 Portfolio in Review

As of Q4 2025, United Community Bank held 655 positions worth $264M, down 18% from $323M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

United Community Bank withdrew a net $63.8M in Q4 2025, closing 103 positions and reducing 226 holdings. Its most notable exit was Vanguard Intermediate-Term Corporate Bond ETF, an estimated $3.46M position sold in full.

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

Against the trend, United Community Bank opened a new position in Interactive Brokers worth $152K.

  • United Community Bank's largest Q4 2025 buy was Interactive Brokers: 2,370 shares worth $152K.
  • United Community Bank added most to Vanguard FTSE Developed Markets ETF in Q4 2025, an estimated $1.52M increase.
  • United Community Bank's biggest Q4 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $10.2M.
  • United Community Bank fully exited Vanguard Intermediate-Term Corporate Bond ETF in Q4 2025, selling an estimated $3.46M.
  • United Community Bank's ten largest holdings make up 38% of its $264M portfolio in Q4 2025.
  • United Community Bank opened 63 new positions and closed 103 in Q4 2025.
  • United Community Bank's portfolio value fell 18% quarter-over-quarter to $264M.

Based on United Community Bank's 13F filing for Q4 2025, filed 30 Jan 2026.