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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
+5.98%
1 Year Est. Return
+14.66%
3 Year Est. Return
+59.98%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$323M
AUM Growth
+$30.6M
Cap. Flow
+$15.2M
Cap. Flow %
4.71%
Top 10 Hldgs %
36.22%
Holding
641
New
138
Increased
249
Reduced
107
Closed
49

Top Buys

Rank Stock Value
1
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$2.54M
2
MSFT icon
Microsoft
MSFT
+$1.83M
3
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.75M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.65M
5
OKE icon
Oneok
OKE
+$1.4M

Top Sells

Rank Stock Value
1
HPQ icon
HP
HPQ
+$1.62M
2
EMN icon
Eastman Chemical
EMN
+$1.61M
3
PGR icon
Progressive
PGR
+$1.54M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.46M
5
AVB icon
AvalonBay Communities
AVB
+$1.38M

Sector Composition

Rank Sector Weight
1 Financials 18.62%
2 Technology 12.32%
3 Healthcare 5.72%
4 Consumer Discretionary 5.4%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SMMU icon
276
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.17B
$94.1K 0.03%
+1,860
New +$93.7K
SPYM
277
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$93.6K 0.03%
+1,195
New +$90.1K
VTWO icon
278
Vanguard Russell 2000 ETF
VTWO
$17.3B
$93.5K 0.03%
+956
New +$88.7K
LNTH icon
279
Lantheus
LNTH
$6.59B
$93.1K 0.03%
1,815
+245
+16% +$15.3K
BSCU icon
280
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.68B
$93K 0.03%
5,500
– –
XLV icon
281
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$92.7K 0.03%
666
-35
-5% -$4.74K
IGM icon
282
iShares Expanded Tech Sector ETF
IGM
$10.7B
$90.7K 0.03%
720
– –
SYY icon
283
Sysco
SYY
$40.3B
$90.5K 0.03%
1,099
+124
+13% +$9.92K
CME icon
284
CME Group
CME
$93.9B
$88.9K 0.03%
329
+118
+56% +$32.1K
APH icon
285
Amphenol
APH
$209B
$87.9K 0.03%
710
+344
+94% +$37.7K
EFAV icon
286
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.47B
$87K 0.03%
+1,025
New +$86.5K
VCLT icon
287
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.76B
$86.7K 0.03%
1,117
+1,000
+855% +$76K
WAB icon
288
Wabtec
WAB
$49.9B
$85.8K 0.03%
428
-198
-32% -$39.1K
FBIN icon
289
Fortune Brands Innovations
FBIN
$5.98B
$85.4K 0.03%
1,600
– –
MUB icon
290
iShares National Muni Bond ETF
MUB
$45.8B
$85.2K 0.03%
800
-13,097
-94% -$1.37M
PEG icon
291
Public Service Enterprise Group
PEG
$37.4B
$84.4K 0.03%
1,011
-212
-17% -$17.8K
TMO icon
292
Thermo Fisher Scientific
TMO
$222B
$83.4K 0.03%
172
-22
-11% -$10.2K
PRU icon
293
Prudential Financial
PRU
$42.2B
$78.6K 0.02%
758
-27
-3% -$2.84K
STZ icon
294
Constellation Brands
STZ
$22.6B
$78.2K 0.02%
581
-133
-19% -$21.2K
INCY icon
295
Incyte
INCY
$24.6B
$77.5K 0.02%
914
-620
-40% -$49K
INTC icon
296
Intel
INTC
$492B
$77.5K 0.02%
2,310
+225
+11% +$5.45K
IWS icon
297
iShares Russell Mid-Cap Value ETF
IWS
$16B
$75.6K 0.02%
541
– –
SPLV icon
298
Invesco S&P 500 Low Volatility ETF
SPLV
$7.18B
$75K 0.02%
1,020
– –
FTGC icon
299
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.08B
$73.2K 0.02%
+2,825
New +$71.6K
ABT icon
300
Abbott
ABT
$189B
$69.9K 0.02%
522
+76
+17% +$9.98K
10 11
12
13 14

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FPCG
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RCA
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KEM
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United Community Bank's Q3 2025 Portfolio in Review

As of Q3 2025, United Community Bank held 641 positions worth $323M, up 10% from $292M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

United Community Bank deployed $15.2M of net new capital in Q3 2025, opening 138 new positions and adding to 249 existing holdings. Its largest new stake was Invesco S&P 500 Quality ETF: 35,250 shares worth $2.58M.

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

On the sell side, the largest reduction was HP, an estimated $1.62M trimmed.

  • United Community Bank's largest Q3 2025 buy was Invesco S&P 500 Quality ETF: 35,250 shares worth $2.58M.
  • United Community Bank added most to Microsoft in Q3 2025, an estimated $1.83M increase.
  • United Community Bank's biggest Q3 2025 reduction was HP, cutting an estimated $1.62M.
  • United Community Bank fully exited Eastman Chemical in Q3 2025, selling an estimated $1.61M.
  • United Community Bank's ten largest holdings make up 36% of its $323M portfolio in Q3 2025.
  • United Community Bank opened 138 new positions and closed 49 in Q3 2025.
  • United Community Bank's portfolio value rose 10% quarter-over-quarter to $323M.

Based on United Community Bank's 13F filing for Q3 2025, filed 4 Nov 2025.