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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
AVGO icon
26
Broadcom
AVGO
$2.04T
$2.19M 0.83%
6,318
+204
+3% +$73K
ABBV icon
27
AbbVie
ABBV
$435B
$2.09M 0.79%
9,168
-1,142
-11% -$260K
T icon
28
AT&T
T
$163B
$2.07M 0.78%
83,311
-31,674
-28% -$802K
VYM icon
29
Vanguard High Dividend Yield ETF
VYM
$83.5B
$2.05M 0.77%
14,263
+3,412
+31% +$485K
VWO icon
30
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$2.02M 0.76%
37,573
-1,377
-4% -$74.8K
IBM icon
31
IBM
IBM
$224B
$1.97M 0.75%
6,654
-390
-6% -$117K
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$4.33T
$1.94M 0.73%
6,184
-5,092
-45% -$1.45M
KO icon
33
Coca-Cola
KO
$375B
$1.83M 0.69%
26,214
+389
+2% +$27.1K
BLK icon
34
Blackrock
BLK
$176B
$1.8M 0.68%
1,678
+23
+1% +$25.1K
DUK icon
35
Duke Energy
DUK
$97.3B
$1.77M 0.67%
15,108
-3,936
-21% -$481K
JNJ icon
36
Johnson & Johnson
JNJ
$625B
$1.74M 0.66%
8,415
-4,594
-35% -$908K
XLK icon
37
State Street Technology Select Sector SPDR ETF
XLK
$123B
$1.67M 0.63%
11,624
-604
-5% -$87.2K
WMT icon
38
Walmart Inc
WMT
$890B
$1.62M 0.61%
14,550
+4,583
+46% +$492K
NEE icon
39
NextEra Energy
NEE
$177B
$1.6M 0.6%
19,909
-28
-0.1% -$2.32K
BMY icon
40
Bristol-Myers Squibb
BMY
$132B
$1.51M 0.57%
27,919
-8,634
-24% -$415K
LLY icon
41
Eli Lilly
LLY
$1.06T
$1.5M 0.57%
1,400
-251
-15% -$240K
COST icon
42
Costco
COST
$420B
$1.5M 0.57%
1,744
-1
-0.1% -$906
PNC icon
43
PNC Financial Services
PNC
$101B
$1.41M 0.53%
6,758
-2,406
-26% -$464K
MRK icon
44
Merck
MRK
$318B
$1.4M 0.53%
13,265
-408
-3% -$38.3K
GILD icon
45
Gilead Sciences
GILD
$165B
$1.39M 0.53%
11,329
+467
+4% +$56.8K
ADP icon
46
Automatic Data Processing
ADP
$108B
$1.32M 0.5%
5,136
-92
-2% -$24.5K
XOM icon
47
ExxonMobil
XOM
$634B
$1.3M 0.49%
10,794
-44
-0.4% -$5.1K
V icon
48
Visa
V
$677B
$1.25M 0.47%
3,567
-1,274
-26% -$434K
OKE icon
49
Oneok
OKE
$54.5B
$1.25M 0.47%
16,996
-4,501
-21% -$319K
VZ icon
50
Verizon
VZ
$196B
$1.19M 0.45%
29,306
-5,093
-15% -$207K
1
2
3 4 5

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SC
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FPCG
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RCA
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KEM
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GB
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VIM
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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.