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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
+2.63%
1 Year Est. Return
+14.66%
3 Year Est. Return
+59.98%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$268M
AUM Growth
+$11.5M
Cap. Flow
+$9.06M
Cap. Flow %
3.38%
Top 10 Hldgs %
33.87%
Holding
517
New
112
Increased
147
Reduced
111
Closed
30

Top Buys

Rank Stock Value
1
DUK icon
Duke Energy
DUK
+$2.05M
2
PNC icon
PNC Financial Services
PNC
+$2.03M
3
AMGN icon
Amgen
AMGN
+$2M
4
EMN icon
Eastman Chemical
EMN
+$1.96M
5
KMB icon
Kimberly-Clark
KMB
+$1.93M

Top Sells

Rank Stock Value
1
CAT icon
Caterpillar
CAT
+$2.35M
2
PAYX icon
Paychex
PAYX
+$2.16M
3
GIS icon
General Mills
GIS
+$1.94M
4
MCD icon
McDonald's
MCD
+$1.89M
5
KO icon
Coca-Cola
KO
+$1.79M

Sector Composition

Rank Sector Weight
1 Financials 21.65%
2 Technology 11.87%
3 Healthcare 7.19%
4 Consumer Discretionary 6.47%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KDP icon
276
Keurig Dr Pepper
KDP
$39.7B
$82.1K 0.03%
2,400
– –
LFUS icon
277
Littelfuse
LFUS
$11.5B
$81.1K 0.03%
412
-10
-2% -$2.29K
RDVY icon
278
First Trust Rising Dividend Achievers ETF
RDVY
$25.6B
$80.2K 0.03%
1,370
– –
DECK icon
279
Deckers Outdoor
DECK
$12.8B
$79.8K 0.03%
714
-20
-3% -$3.23K
SPLV icon
280
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$76.2K 0.03%
1,020
– –
FCPT icon
281
Four Corners Property Trust
FCPT
$2.69B
$76K 0.03%
2,648
– –
MO icon
282
Altria Group
MO
$109B
$74.5K 0.03%
1,242
-208
-14% -$11.4K
IBDR icon
283
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.38B
$74.3K 0.03%
3,070
+1,245
+68% +$30K
REGN icon
284
Regeneron Pharmaceuticals
REGN
$82.1B
$73.6K 0.03%
116
+20
+21% +$13.8K
LULU icon
285
lululemon athletica
LULU
$14.3B
$72.2K 0.03%
255
-5
-2% -$1.83K
IFF icon
286
International Flavors & Fragrances
IFF
$21.7B
$71.8K 0.03%
925
– –
FHLC icon
287
Fidelity MSCI Health Care Index ETF
FHLC
$3.41B
$69.2K 0.03%
1,013
– –
IWS icon
288
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$68.2K 0.03%
541
– –
UGI icon
289
UGI
UGI
$7.54B
$68K 0.03%
2,055
+1,210
+143% +$38.3K
DD icon
290
DuPont de Nemours
DD
$19.5B
$67.7K 0.03%
723
-423
-37% -$41.3K
PPL
291
PPL Corp
PPL
$26.5B
$67.3K 0.03%
1,865
– –
ED icon
292
Consolidated Edison
ED
$39.8B
$66.4K 0.02%
600
– –
IGM icon
293
iShares Expanded Tech Sector ETF
IGM
$10.7B
$65.3K 0.02%
720
– –
SDVY icon
294
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
$64.6K 0.02%
1,927
– –
IVZ icon
295
Invesco
IVZ
$13.8B
$63.4K 0.02%
4,178
+112
+3% +$1.91K
VOT icon
296
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
$61.2K 0.02%
250
-173
-41% -$45K
PANW icon
297
Palo Alto Networks
PANW
$313B
$59.7K 0.02%
+350
New +$64.7K
IDV icon
298
iShares International Select Dividend ETF
IDV
$8.52B
$58.4K 0.02%
1,884
– –
CALF icon
299
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.85B
$56.3K 0.02%
1,500
-905
-38% -$37.5K
HEDJ icon
300
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$56K 0.02%
1,180
– –
10 11
12
13 14

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SC
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FPCG
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RCA
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KEM
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I
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VIM
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United Community Bank's Q1 2025 Portfolio in Review

As of Q1 2025, United Community Bank held 517 positions worth $268M, up 4.5% from $257M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

United Community Bank deployed $9.06M of net new capital in Q1 2025, opening 112 new positions and adding to 147 existing holdings. Its largest new stake was Eastman Chemical: 20,732 shares worth $1.83M.

By sector, the portfolio is most concentrated in Financials at 22% of assets, up from 20% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Caterpillar, an estimated $2.35M trimmed.

  • United Community Bank's largest Q1 2025 buy was Eastman Chemical: 20,732 shares worth $1.83M.
  • United Community Bank added most to Duke Energy in Q1 2025, an estimated $2.05M increase.
  • United Community Bank's biggest Q1 2025 reduction was Caterpillar, cutting an estimated $2.35M.
  • United Community Bank fully exited Dow Inc in Q1 2025, selling an estimated $961K.
  • United Community Bank's ten largest holdings make up 34% of its $268M portfolio in Q1 2025.
  • United Community Bank opened 112 new positions and closed 30 in Q1 2025.
  • United Community Bank's portfolio value rose 4.5% quarter-over-quarter to $268M.

Based on United Community Bank's 13F filing for Q1 2025, filed 2 May 2025.