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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
ITW icon
351
Illinois Tool Works
ITW
$83.6B
$26.1K 0.01%
106
-6
-5% -$1.5K
TSN icon
352
Tyson Foods
TSN
$19.9B
$25.8K 0.01%
440
-1,355
-75% -$74.4K
STLA icon
353
Stellantis
STLA
$20.6B
$25.8K 0.01%
+2,368
New +$25.5K
ETR icon
354
Entergy
ETR
$49.9B
$25.1K 0.01%
272
+242
+807% +$23K
PDBC icon
355
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.65B
$24.5K 0.01%
1,848
-2,988
-62% -$40.4K
NOC icon
356
Northrop Grumman
NOC
$81.8B
$23.4K 0.01%
41
– –
HAS icon
357
Hasbro
HAS
$13.7B
$23.4K 0.01%
285
– –
NSC icon
358
Norfolk Southern
NSC
$75.2B
$23.1K 0.01%
80
– –
VTRS icon
359
Viatris
VTRS
$18.7B
$23.1K 0.01%
1,854
– –
JCI icon
360
Johnson Controls International
JCI
$93.3B
$22.6K 0.01%
189
– –
DFAT icon
361
Dimensional US Targeted Value ETF
DFAT
$14.7B
$22.4K 0.01%
377
– –
INCY icon
362
Incyte
INCY
$24.5B
$22.3K 0.01%
226
-688
-75% -$66.6K
AMT icon
363
American Tower
AMT
$79.2B
$22.3K 0.01%
127
+112
+747% +$20.4K
DES icon
364
WisdomTree US SmallCap Dividend Fund
DES
$2.21B
$22.1K 0.01%
662
– –
VPL icon
365
Vanguard FTSE Pacific ETF
VPL
$8.41B
$22.1K 0.01%
+244
New +$22.1K
EUSA icon
366
iShares MSCI USA Equal Weighted ETF
EUSA
$1.94B
$22K 0.01%
+213
New +$21.9K
ANET icon
367
Arista Networks
ANET
$246B
$22K 0.01%
168
– –
EEMA icon
368
iShares MSCI Emerging Markets Asia ETF
EEMA
$858M
$22K 0.01%
+234
New +$21.9K
HCA icon
369
HCA Healthcare
HCA
$89.2B
$21.9K 0.01%
47
– –
AJG icon
370
Arthur J. Gallagher & Co
AJG
$65.5B
$21.5K 0.01%
83
+17
+26% +$4.5K
ASML icon
371
ASML
ASML
$686B
$21.4K 0.01%
20
– –
NFJ
372
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.44B
$21.3K 0.01%
1,650
– –
QQQH
373
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$384M
$20.6K 0.01%
+380
New +$20.8K
IWP icon
374
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$20.4K 0.01%
149
– –
TAP icon
375
Molson Coors Class B
TAP
$7.84B
$20.3K 0.01%
435
– –
13 14
15
16 17

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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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GCC
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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.