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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
SDY icon
201
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$224K 0.07%
+1,598
New +$223K
LPLA icon
202
LPL Financial
LPLA
$29.3B
$221K 0.07%
665
+95
+17% +$34.4K
PWR icon
203
Quanta Services
PWR
$99.4B
$215K 0.07%
519
-203
-28% -$78.9K
CASY icon
204
Casey's General Stores
CASY
$31.6B
$215K 0.07%
380
+55
+17% +$28.8K
AEM icon
205
Agnico Eagle Mines
AEM
$91.4B
$214K 0.07%
1,272
-55
-4% -$7.56K
MCD icon
206
McDonald's
MCD
$194B
$210K 0.07%
692
-203
-23% -$61.8K
CB icon
207
Chubb
CB
$134B
$209K 0.06%
741
+17
+2% +$4.68K
GEV icon
208
GE Vernova
GEV
$264B
$206K 0.06%
335
+286
+584% +$173K
HUBB icon
209
Hubbell
HUBB
$26.7B
$204K 0.06%
475
+60
+14% +$25.8K
SGOV icon
210
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$202K 0.06%
2,010
– –
EMB icon
211
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$201K 0.06%
+2,110
New +$198K
STRL icon
212
Sterling Infrastructure
STRL
$16.2B
$200K 0.06%
+590
New +$167K
STLD icon
213
Steel Dynamics
STLD
$38.5B
$192K 0.06%
1,378
+405
+42% +$53.2K
CWB icon
214
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.59B
$183K 0.06%
2,023
-75
-4% -$6.45K
VO icon
215
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$181K 0.06%
+2,460
New +$177K
SCHG icon
216
Schwab US Large-Cap Growth ETF
SCHG
$63B
$179K 0.06%
5,600
– –
ITOT icon
217
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$177K 0.05%
1,214
+771
+174% +$108K
UBER icon
218
Uber
UBER
$159B
$172K 0.05%
1,755
+1,575
+875% +$147K
MET icon
219
MetLife
MET
$61.7B
$170K 0.05%
2,061
-2,500
-55% -$197K
IWF icon
220
iShares Russell 1000 Growth ETF
IWF
$127B
$169K 0.05%
1,440
– –
NVS icon
221
Novartis
NVS
$298B
$166K 0.05%
1,296
-50
-4% -$6.1K
QUAL icon
222
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$166K 0.05%
851
+14
+2% +$2.63K
DECK icon
223
Deckers Outdoor
DECK
$13.3B
$165K 0.05%
1,630
+906
+125% +$98.8K
OEF icon
224
iShares S&P 100 ETF
OEF
$20.5B
$161K 0.05%
483
+8
+2% +$2.54K
ODFL icon
225
Old Dominion Freight Line
ODFL
$44.1B
$157K 0.05%
1,118
+173
+18% +$26.5K
7 8
9
10 11

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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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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.