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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
CRH icon
376
CRH
CRH
$67.4B
$28.7K 0.01%
239
+187
+360% +$19.7K
OTIS icon
377
Otis Worldwide
OTIS
$27.8B
$28.6K 0.01%
313
+13
+4% +$1.18K
STT icon
378
State Street
STT
$51.4B
$28.1K 0.01%
242
-27
-10% -$3.01K
KEY icon
379
KeyCorp
KEY
$24.3B
$26.8K 0.01%
+1,435
New +$26.6K
BSX icon
380
Boston Scientific
BSX
$74.2B
$26.8K 0.01%
274
+147
+116% +$15.2K
MSI icon
381
Motorola Solutions
MSI
$77.3B
$26.5K 0.01%
58
+26
+81% +$11.7K
CEG icon
382
Constellation Energy
CEG
$98.6B
$26K 0.01%
79
+51
+182% +$16.5K
PH icon
383
Parker-Hannifin
PH
$134B
$25.8K 0.01%
34
+5
+17% +$3.69K
CMA
384
DELISTED
Comerica
CMA
$25.7K 0.01%
+375
New +$25.2K
NOC icon
385
Northrop Grumman
NOC
$81.8B
$25K 0.01%
41
+5
+14% +$2.83K
TMUS icon
386
T-Mobile US
TMUS
$192B
$24.9K 0.01%
104
+59
+131% +$14.3K
WHR icon
387
Whirlpool
WHR
$2.84B
$24.8K 0.01%
316
+86
+37% +$7.89K
ANET icon
388
Arista Networks
ANET
$250B
$24.5K 0.01%
168
+32
+24% +$4.12K
VRTX icon
389
Vertex Pharmaceuticals
VRTX
$134B
$24.3K 0.01%
62
+34
+121% +$14.2K
LNC icon
390
Lincoln National
LNC
$8.51B
$24.1K 0.01%
+598
New +$23.1K
WDAY icon
391
Workday
WDAY
$44.8B
$24.1K 0.01%
100
– –
PFG icon
392
Principal Financial Group
PFG
$24.2B
$24K 0.01%
+290
New +$23.2K
NSC icon
393
Norfolk Southern
NSC
$75.2B
$24K 0.01%
80
-5
-6% -$1.39K
AOM icon
394
iShares Core Moderate Allocation ETF
AOM
$1.77B
$23.8K 0.01%
500
– –
VGLT icon
395
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$23.2K 0.01%
408
– –
BAX icon
396
Baxter International
BAX
$14.3B
$22.8K 0.01%
1,000
– –
LRCX icon
397
Lam Research
LRCX
$390B
$22.8K 0.01%
170
+60
+55% +$6.35K
DES icon
398
WisdomTree US SmallCap Dividend Fund
DES
$2.21B
$22.3K 0.01%
662
– –
VIG icon
399
Vanguard Dividend Appreciation ETF
VIG
$114B
$22.2K 0.01%
103
-92
-47% -$19.3K
NJR icon
400
New Jersey Resources
NJR
$5.55B
$22K 0.01%
+456
New +$21.3K
14 15
16
17 18

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SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
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 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.