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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
CI icon
176
Cigna
CI
$73.6B
$176K 0.07%
640
-248
-28% -$69.5K
FAST icon
177
Fastenal
FAST
$59.8B
$174K 0.07%
4,326
+1,592
+58% +$67K
HUBB icon
178
Hubbell
HUBB
$26.7B
$172K 0.07%
387
-88
-19% -$38.6K
NXPI icon
179
NXP Semiconductors
NXPI
$58.9B
$169K 0.06%
780
+218
+39% +$46.7K
KKR icon
180
KKR & Co
KKR
$93.2B
$168K 0.06%
1,318
-746
-36% -$92.8K
APD icon
181
Air Products & Chemicals
APD
$68.6B
$168K 0.06%
679
-773
-53% -$196K
QUAL icon
182
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$166K 0.06%
837
-14
-2% -$2.75K
PCAR icon
183
PACCAR
PCAR
$69.1B
$163K 0.06%
1,493
-9
-0.6% -$922
CHKP icon
184
Check Point Software Technologies
CHKP
$13.4B
$163K 0.06%
879
-690
-44% -$133K
OEF icon
185
iShares S&P 100 ETF
OEF
$20.5B
$163K 0.06%
475
-8
-2% -$2.72K
MCD icon
186
McDonald's
MCD
$194B
$156K 0.06%
509
-183
-26% -$56K
SCHD icon
187
Schwab US Dividend Equity ETF
SCHD
$107B
$155K 0.06%
5,663
+113
+2% +$3.07K
IBKR icon
188
Interactive Brokers
IBKR
$41.1B
$152K 0.06%
+2,370
New +$159K
TJX icon
189
TJX Companies
TJX
$175B
$152K 0.06%
990
+646
+188% +$95.5K
PWR icon
190
Quanta Services
PWR
$99.4B
$151K 0.06%
357
-162
-31% -$71.2K
CTSH icon
191
Cognizant
CTSH
$26.3B
$151K 0.06%
1,814
+1,138
+168% +$85.1K
ABNB icon
192
Airbnb
ABNB
$111B
$151K 0.06%
1,109
-2,020
-65% -$252K
VDC icon
193
Vanguard Consumer Staples ETF
VDC
$7.94B
$150K 0.06%
710
– –
LPLA icon
194
LPL Financial
LPLA
$29.3B
$148K 0.06%
415
-250
-38% -$88.4K
ADSK icon
195
Autodesk
ADSK
$54.1B
$148K 0.06%
500
-931
-65% -$282K
IJT icon
196
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.36B
$148K 0.06%
1,047
– –
PRI icon
197
Primerica
PRI
$9.65B
$143K 0.05%
554
-305
-36% -$79.6K
PSX icon
198
Phillips 66
PSX
$86B
$142K 0.05%
1,099
– –
STRL icon
199
Sterling Infrastructure
STRL
$16.2B
$141K 0.05%
460
-130
-22% -$44.8K
GEV icon
200
GE Vernova
GEV
$264B
$141K 0.05%
215
-120
-36% -$73.1K
6 7
8
9 10

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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.