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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
+2.84%
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
GS icon
276
Goldman Sachs
GS
$300B
$64.2K 0.02%
73
– –
EMXC icon
277
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.1B
$64.1K 0.02%
+882
New +$62.6K
HEDJ icon
278
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
$62.6K 0.02%
1,180
– –
DOX icon
279
Amdocs
DOX
$6.22B
$62.4K 0.02%
+775
New +$62.3K
FCPT icon
280
Four Corners Property Trust
FCPT
$2.69B
$61.1K 0.02%
2,648
– –
SPG icon
281
Simon Property Group
SPG
$71.8B
$60.3K 0.02%
326
-6
-2% -$1.09K
WM icon
282
Waste Management
WM
$91.2B
$60.2K 0.02%
274
+81
+42% +$17.3K
ED icon
283
Consolidated Edison
ED
$39.4B
$60K 0.02%
604
-7
-1% -$695
AOK icon
284
iShares Core Conservative Allocation ETF
AOK
$792M
$57.2K 0.02%
1,425
– –
NOBL icon
285
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$54.6K 0.02%
1,050
– –
BX icon
286
Blackstone
BX
$117B
$52.9K 0.02%
343
– –
VTV icon
287
Vanguard Morningstar Value ETF
VTV
$192B
$52.5K 0.02%
275
+75
+38% +$14.1K
ALL icon
288
Allstate
ALL
$66.9B
$52.5K 0.02%
252
– –
XLP icon
289
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$52.4K 0.02%
675
+255
+61% +$19.9K
IWN icon
290
iShares Russell 2000 Value ETF
IWN
$14.6B
$49.5K 0.02%
273
– –
NDAQ icon
291
Nasdaq
NDAQ
$53.4B
$49.1K 0.02%
506
– –
FHN icon
292
First Horizon
FHN
$12B
$48.2K 0.02%
2,017
– –
ET icon
293
Energy Transfer Partners
ET
$71.2B
$47.6K 0.02%
2,888
– –
STX icon
294
Seagate
STX
$182B
$46.5K 0.02%
169
– –
JBL icon
295
Jabil
JBL
$37.2B
$45.6K 0.02%
200
– –
WES icon
296
Western Midstream Partners
WES
$19.7B
$45.4K 0.02%
+1,150
New +$44.6K
FNCL icon
297
Fidelity MSCI Financials Index ETF
FNCL
$2.42B
$45.2K 0.02%
582
– –
CACI icon
298
CACI
CACI
$14.6B
$44.8K 0.02%
84
– –
XLC icon
299
State Street Communication Services Select Sector SPDR ETF
XLC
$22.7B
$44.7K 0.02%
380
+256
+206% +$29.5K
VIG icon
300
Vanguard Dividend Appreciation ETF
VIG
$115B
$44.6K 0.02%
203
+100
+97% +$21.8K
10 11
12
13 14

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.