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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
SKT icon
626
Tanger
SKT
$4.44B
– –
-355
Closed -$12K
SMG icon
627
ScottsMiracle-Gro
SMG
$3.63B
– –
-206
Closed -$11.7K
SMMU icon
628
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.17B
– –
-1,860
Closed -$94.1K
SNV
629
DELISTED
Synovus
SNV
– –
-350
Closed -$17.2K
SPDW icon
630
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.4B
– –
-94
Closed -$4.02K
SPSB icon
631
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
– –
-20,050
Closed -$607K
SPTL icon
632
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
– –
-125
Closed -$3.37K
SWK icon
633
Stanley Black & Decker
SWK
$15.5B
– –
-197
Closed -$14.6K
SWKS icon
634
Skyworks Solutions
SWKS
$10.4B
– –
-6
Closed -$462
TER icon
635
Teradyne
TER
$57.1B
– –
-6
Closed -$826
TOTL icon
636
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.99B
– –
-1,000
Closed -$40.6K
ULTA icon
637
Ulta Beauty
ULTA
$23.6B
– –
-2
Closed -$1.09K
USIG icon
638
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
– –
-12
Closed -$627
VCIT icon
639
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
– –
-41,100
Closed -$3.46M
VCLT icon
640
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.74B
– –
-1,117
Closed -$86.7K
VCSH icon
641
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.9B
– –
-3,019
Closed -$241K
VGIT icon
642
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.3B
– –
-15,355
Closed -$922K
VGLT icon
643
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
– –
-408
Closed -$23.2K
VGSH icon
644
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
– –
-19,867
Closed -$1.17M
VMBS icon
645
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
– –
-303
Closed -$14.2K
WDAY icon
646
Workday
WDAY
$45.5B
– –
-100
Closed -$24.1K
XENE icon
647
Xenon Pharmaceuticals
XENE
$6.21B
– –
-200
Closed -$8.03K
CNH
648
CNH Industrial
CNH
$16.9B
– –
-701
Closed -$7.61K
IBDZ
649
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$864M
– –
-1,515
Closed -$40.1K
SW
650
Smurfit Westrock
SW
$25B
– –
-8
Closed -$341
22 23 24 25
26

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RP
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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.