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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
EMB icon
576
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
– –
-2,110
Closed -$201K
ESGD icon
577
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
– –
-26
Closed -$2.42K
FHLC icon
578
Fidelity MSCI Health Care Index ETF
FHLC
$3.42B
– –
-500
Closed -$33.4K
FLRN icon
579
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
– –
-100,539
Closed -$3.1M
FMC icon
580
FMC
FMC
$1.31B
– –
-421
Closed -$14.2K
FTGC icon
581
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.09B
– –
-2,825
Closed -$73.2K
GBIL icon
582
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
– –
-3,665
Closed -$367K
GVI icon
583
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
– –
-47
Closed -$5.05K
HWM icon
584
Howmet Aerospace
HWM
$113B
– –
-25
Closed -$4.91K
HYS icon
585
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
– –
-17
Closed -$1.63K
IBDQ
586
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-19,133
Closed -$482K
IBDR icon
587
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.38B
– –
-4,082
Closed -$99.2K
IBDS icon
588
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.86B
– –
-12,630
Closed -$307K
IBDT icon
589
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
– –
-2,343
Closed -$59.8K
IBDV icon
590
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.29B
– –
-2,270
Closed -$50.3K
IBDW icon
591
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.54B
– –
-1,885
Closed -$40K
IBDX icon
592
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.73B
– –
-1,570
Closed -$40.2K
IBDU icon
593
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.06B
– –
-13,200
Closed -$310K
IBDY icon
594
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
– –
-1,535
Closed -$40.3K
IBTG icon
595
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.21B
– –
-11,170
Closed -$256K
IBTI icon
596
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.93B
– –
-11,520
Closed -$258K
IBTK icon
597
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$999M
– –
-13,060
Closed -$260K
ICOW icon
598
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.85B
– –
-9
Closed -$328
IEF icon
599
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
– –
-35
Closed -$3.38K
IGLB icon
600
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.78B
– –
-153
Closed -$7.89K
22 23
24
25 26

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SC
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FPCG
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RCA
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KEM
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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.