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United Community Banks, Inc. (UCB)
USD36.17
+0.56 (+1.57%)
US NYSE Financial Services Banks - Regional
Address
125 Highway 515 East 30512
Blairsville, GA, US
Blairsville, GA, US
CEO
Herbert Lynn Harton
Website
ucbi.com
IPO
2000-01-04
CIK 857855 ISIN US90984P3038
Also trades on
NASDAQ Global Select · UCBI (USD)
NASDAQ Global Select · UCBIO (USD)
New York Stock Exchange · UCB (USD)
Description
United Community Banks, Inc. functions as the parent entity for United Community Bank, through which it delivers a comprehensive array of financial solutions. These offerings cater to a diverse clientele, encompassing commercial enterprises, individual consumers, governmental bodies, educational institutions, and entities within the energy, healthcare, and real estate industries. Its core banking activities include accepting various deposit accounts, such as checking, savings, and money market options. The institution extends a broad spectrum of lending products, including real estate, consumer, and commercial loans. These are provided to individuals, small and mid-sized businesses, and non-profit organizations, encompassing both secured and unsecured options, as well as specialized mortgage financing. Furthermore, it originates loans partially backed by government initiatives like the Small Business Administration (SBA) and U.S. Department of Agriculture (USDA) programs. Beyond traditional banking, United Community Banks offers robust wealth management services, covering financial planning, bespoke portfolio management, and expert investment guidance. This is complemented by trust services for fiduciary asset administration, non-deposit investment alternatives, and a suite of insurance products, including life, long-term care, and tax-deferred annuities. The company also strategically invests its own capital in a range of securities, including residential and commercial mortgage-backed securities, asset-backed securities, U.S. Treasury and agency obligations, and municipal bonds. Additionally, the firm provides an extensive suite of supplementary financial tools, such as treasury management, credit and debit card services, diverse payment and commerce solutions, equipment financing, and dedicated investment advisory and brokerage services. It also facilitates reinsurance for property contracts, operates as an insurance agency, and offers specialized services like payment processing, merchant services, wire transfers, and private banking. Established in 1950, United Community Banks, Inc. maintains its corporate headquarters in Blairsville, Georgia.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD36.17
+0.56 (+1.57%)
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Volume Profile
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Liquidity & share structure
Average Volume
925.2K
Beta
0.84
Float Shares
118.85M
Free Float %
99.3%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.45% | -0.96% | -1.14% | +2.42% | +7.82% | +5.54% | +16.02% | +45.73% | -5.10% | +63.69% | +5,783.93% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (7 ratings, all time)
Hold
Price Targets & DCF
Current price
36.17
Low
39.00
+7.8%
Consensus
39.50
+9.2%
Median
39.50
+9.2%
High
40.00
+10.6%
DCF (Unlevered)
19.86
-45.1%
DCF (Levered)
29.00
-19.8%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
43% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 2 | 0 |
| Hold | 4 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
40.00
+10.6%
|
| Last Year | 3 |
39.33
+8.7%
|
| All Time | 4 |
37.50
+3.7%
|
Quality scores
Altman Z-Score
-0.76
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
-
Revenue growth+3.8% Q1'26: +3.1% (vs Q1'25)
-
EPS growth+28.4% Q1'26: +19.0% (vs Q1'25)
-
FCF margin— Q1'26: +16.5% (vs Q1'25)
-
EBIT margin— Q1'26: +28.7% (vs Q1'25)
-
ROIC— Q1'26: +1,428.9% (vs Q1'25)
-
Share dilution+1.6% Q1'26: +0.4% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 0.28× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 5 EPS Ana. |
Dec 2027 3 Rev. Ana. 5 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
351.06M
est: 327.40M (+7.2%)
|
428.72M
est: 403.15M (+6.3%)
|
463.98M
est: 444.25M (+4.4%)
|
577.72M
est: 533.33M (+8.3%)
|
640.98M
est: 574.35M (+11.6%)
|
695.60M
est: 653.77M (+6.4%)
|
716.27M
est: 712.79M (+0.5%)
|
928.93M
est: 888.58M (+4.5%)
|
1.29B
est: 942.05M (+37.1%)
|
1.48B
est: 971.82M (+52.3%)
|
1.54B
est: 1.06B (+45.0%)
|
1.14B
1.13B – 1.15B
+7.8% YoY
|
1.23B
1.21B – 1.24B
+7.2% YoY
|
| EBITDA |
137.67M
est: 109.07M (+26.2%)
|
192.97M
est: 134.30M (+43.7%)
|
200.33M
est: 147.99M (+35.4%)
|
246.90M
est: 177.67M (+39.0%)
|
262.66M
est: 191.33M (+37.3%)
|
200.86M
est: 217.79M (-7.8%)
|
345.70M
est: 237.45M (+45.6%)
|
402.70M
est: 296.01M (+36.0%)
|
277.51M
est: 313.83M (-11.6%)
|
363.94M
est: 325.35M (+11.9%)
|
456.52M
est: 354.98M (+28.6%)
|
382.64M
379.29M – 386.00M
+7.8% YoY
|
410.23M
403.45M – 413.62M
+7.2% YoY
|
| EBIT |
115.01M
est: 102.68M (+12.0%)
|
162.99M
est: 126.44M (+28.9%)
|
172.83M
est: 139.33M (+24.0%)
|
215.93M
est: 167.27M (+29.1%)
|
238.71M
est: 180.13M (+32.5%)
|
209.45M
est: 205.04M (+2.1%)
|
347.76M
est: 223.55M (+55.6%)
|
356.00M
est: 278.68M (+27.7%)
|
232.55M
est: 295.45M (-21.3%)
|
323.01M
est: 299.68M (+7.8%)
|
422.41M
est: 326.98M (+29.2%)
|
352.46M
349.36M – 355.55M
+7.8% YoY
|
377.87M
371.62M – 380.99M
+7.2% YoY
|
| Net Income |
71.58M
est: 152.04M (-52.9%)
|
100.66M
est: 175.43M (-42.6%)
|
67.82M
est: 194.32M (-65.1%)
|
166.11M
est: 255.61M (-35.0%)
|
185.72M
est: 282.92M (-34.4%)
|
164.09M
est: 227.16M (-27.8%)
|
269.80M
est: 366.88M (-26.5%)
|
277.47M
est: 333.03M (-16.7%)
|
187.54M
est: 256.85M (-27.0%)
|
252.40M
est: 272.90M (-7.5%)
|
328.15M
est: 329.81M (-0.5%)
|
364.27M
360.62M – 367.93M
+10.4% YoY
|
404.90M
393.82M – 415.97M
+11.2% YoY
|
| SGA |
125.46M
est: 101.50M (+23.6%)
|
149.08M
est: 124.98M (+19.3%)
|
163.87M
est: 137.73M (+19.0%)
|
195.50M
est: 165.34M (+18.2%)
|
207.51M
est: 178.06M (+16.5%)
|
245.25M
est: 202.68M (+21.0%)
|
254.75M
est: 220.98M (+15.3%)
|
294.48M
est: 275.48M (+6.9%)
|
355.39M
est: 292.06M (+21.7%)
|
369.57M
est: 281.64M (+31.2%)
|
386.52M
est: 307.29M (+25.8%)
|
331.23M
328.33M – 334.14M
+7.8% YoY
|
355.11M
349.24M – 358.05M
+7.2% YoY
|
| EPS |
1.09
est: 1.27 (-14.0%)
|
1.40
est: 1.46 (-4.3%)
|
0.92
est: 1.62 (-43.2%)
|
2.07
est: 2.13 (-2.9%)
|
2.31
est: 2.36 (-2.1%)
|
1.91
est: 1.89 (+0.9%)
|
2.97
est: 3.06 (-2.9%)
|
2.52
est: 2.78 (-9.2%)
|
1.54
est: 2.14 (-28.1%)
|
2.04
est: 2.24 (-8.9%)
|
2.63
est: 2.71 (-2.8%)
|
2.99
2.96 – 3.02
+10.4% YoY
|
3.31
3.23 – 3.41
+10.8% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-28 | Stephens & Co. | Overweight | Overweight | Maintain |
| 2026-04-22 | DA Davidson | Buy | Buy | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-15 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-14 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-13 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-12 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
397.33M
OE per share TTM
3.26
Owner's Yield
10.01%
Maintenance CapEx ratio
4.22%
Maint CapEx / Avg PPE
29.4%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
349
Total invested
3.19B
Insider transactions (90d)
13
Beneficial owners (>5%)
36
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 13.12M | 14.70% | 12.88M | — | 13.12M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | Corsair Capital LLC | 10.30M | 18.01% | — | — | — | 10.00 | OO | Delaware | 2015-02-09 | ↗ |
| 3 | Corsair Georgia, L.P. | 10.30M | 18.01% | — | 3.27M | — | 10.00 | PN | Delaware | 2015-02-09 | ↗ |
| 4 | Corsair IV Financial Services Capital Partners, L.P. | 10.30M | 18.01% | — | — | — | 10.00 | PN | Cayman Islands | 2015-02-09 | ↗ |
| 5 | Corsair IV Management GP, Ltd. | 10.30M | 18.01% | — | 3.27M | — | 10.00 | OO | Cayman Islands | 2015-02-09 | ↗ |
| 6 | Corsair IV Management, L.P. | 10.30M | 18.01% | — | — | — | 10.00 | PN | Cayman Islands | 2015-02-09 | ↗ |
| 7 | Nicholas B. Paumgarten | 10.30M | 18.01% | — | 3.27M | — | 10.00 | IN | United States | 2015-02-09 | ↗ |
| 8 | Abigail P. Johnson | 9.02M | 7.58% | — | — | 9.02M | — | IN | United States of America | 2024-02-09 | ↗ |
| 9 | FMR LLC | 9.02M | 7.58% | 9.02M | — | 9.02M | — | HC | Delaware | 2024-02-09 | ↗ |
| 10 | Wellington Group Holdings LLP | 6.26M | 9.90% | — | 5.47M | — | — | HC | Massachusetts | 2016-02-11 | ↗ |
| 11 | Wellington Investment Advisors Holdings LLP | 6.26M | 9.90% | — | 5.47M | — | — | HC | Massachusetts | 2016-02-11 | ↗ |
| 12 | Wellington Management Group LLP | 6.26M | 9.90% | — | 5.47M | — | — | HC | Massachusetts | 2016-02-11 | ↗ |
| 13 | Wellington Management Company LLP | 5.56M | 8.80% | — | 5.09M | — | — | IA | Massachusetts | 2016-02-11 | ↗ |
| 14 | STATE STREET CORPORATION | 4.65M | 5.20% | — | 4.47M | — | 4.65M | HC | BOSTON, MASSACHUSETTS | 2022-02-10 | ↗ |
| 15 | 04-2683227 | 4.20M | 9.90% | — | 4.20M | — | — | IA | Massachusetts | 2013-02-14 | ↗ |
| 16 | John P. Sullivan | 3.99M | 6.00% | 970.00 | 3.99M | 970.00 | — | IN | UNITED STATES | 2016-02-12 | ↗ |
| 17 | Robert B. Goldstein | 3.99M | 6.00% | 970.00 | 3.99M | 970.00 | — | IN | UNITED STATES | 2016-02-12 | ↗ |
| 18 | CapGen Capital Group V LLC | 3.99M | 6.00% | 3.99M | — | 3.99M | — | OO | DELAWARE | 2016-02-12 | ↗ |
| 19 | CapGen Capital Group V LP | 3.99M | 6.00% | 3.99M | — | 3.99M | — | PN | DELAWARE | 2016-02-12 | ↗ |
| 20 | Eugene A. Ludwig | 3.99M | 6.00% | — | 3.99M | — | — | IN | UNITED STATES | 2016-02-12 | ↗ |
| 21 | Second Curve Capital, LLC | 2.05M | 4.76% | — | 2.05M | — | 2.05M | IA, OO | United States | 2013-05-16 | ↗ |
| 22 | Thomas K. Brown | 2.05M | 4.76% | — | 2.05M | — | 2.05M | HC, IN | United States | 2013-05-16 | ↗ |
| 23 | Brian J. Higgins | 1.73M | 4.10% | — | 1.73M | — | 1.73M | IN | United States of America | 2013-02-14 | ↗ |
| 24 | King Street Capital Management GP, L.L.C. | 1.73M | 4.10% | — | 1.73M | — | 1.73M | OO | Delaware | 2013-02-14 | ↗ |
| 25 | King Street Capital Management, L.P. | 1.73M | 4.10% | — | 1.73M | — | 1.73M | PN | Delaware | 2013-02-14 | ↗ |
| 26 | O. Francis Biondi, Jr. | 1.73M | 4.10% | — | 1.73M | — | 1.73M | IN | United States of America | 2013-02-14 | ↗ |
| 27 | Alphonse Fletcher, Jr. | 1.70M | 2.85% | — | — | — | — | HC | United States | 2013-02-15 | ↗ |
| 28 | Fletcher Asset Management, Inc. | 1.70M | 2.85% | 1.70M | — | 1.70M | — | IA | Delaware | 2013-02-15 | ↗ |
| 29 | Fletcher International, Inc. | 1.70M | 2.85% | — | — | — | — | CO | Delaware | 2013-02-15 | ↗ |
| 30 | King Street Capital Master Fund, Ltd. | 1.08M | 2.60% | — | 1.08M | — | 1.08M | CO | British Virgin Islands | 2013-02-14 | ↗ |
| 31 | King Street Capital, Ltd. | 1.08M | 2.60% | — | 1.08M | — | 1.08M | CO | British Virgin Islands | 2013-02-14 | ↗ |
| 32 | Maycomb Holdings III, LLC 26-4437045 | 238.3K | 0.53% | 238.3K | — | 238.3K | — | OO | Delaware | 2013-11-18 | ↗ |
| 33 | Maycomb Holdings IV, LLC 27-2948920 | 172.7K | 0.38% | 172.7K | — | 172.7K | — | OO | Delaware | 2013-11-18 | ↗ |
| 34 | Maycomb Holdings II, LLC 27-2508972 | 172.7K | 0.38% | 172.7K | — | 172.7K | — | OO | Delaware | 2013-11-18 | ↗ |
| 35 | Maycomb RE, LLC 27-5269013 | 155.7K | 0.34% | 155.7K | — | 155.7K | — | OO | Delaware | 2013-11-18 | ↗ |
| 36 | Siguler Guff Hearst Opportunities Fund, L.P. 27-3471245 | 51.9K | 0.11% | 51.9K | — | 51.9K | — | PN | Delaware | 2013-11-18 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
349
+13 vs prev Q
New positions
53
Closed positions
40
Increased
178
Reduced
107
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 1.97M +2.0M (+100.0%) | 61.45B +61.4B (+100.0%) | 1.62% +1.618 pp | 0.09% +0.093 pp | USD31.22 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 17.95M +296.8K (+1.7%) | 560.45M +7.0M (+1.3%) | 14.75% +0.209 pp | 0.01% 0.000 pp | USD29.15 +7.1% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 14.51M +120.2K (+0.8%) | 453.15M +1.9M (+0.4%) | 11.93% +0.070 pp | 0.01% 0.000 pp | USD26.27 +18.8% | 59 qtrs — |
| 4 | FMR LLC | 9.11M +201.9K (+2.3%) | 284.31M +5.1M (+1.8%) | 7.48% +0.148 pp | 0.01% +0.000 pp | USD28.04 +11.3% | 50 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 6.34M +211.0 (+0.0%) | 197.87M -813.6K (-0.4%) | 5.21% -0.013 pp | 0.04% -0.001 pp | USD23.64 +32.1% | 51 qtrs — |
| 6 | STATE STREET CORP | 5.97M -17.1K (-0.3%) | 187.87M -1.3M (-0.7%) | 4.91% -0.026 pp | 0.01% 0.000 pp | USD29.50 +5.8% | 51 qtrs — |
| 7 | NEUBERGER BERMAN GROUP LLC | 4.96M -295.6K (-5.6%) | 154.94M -9.9M (-6.0%) | 4.08% -0.253 pp | 0.12% -0.005 pp | USD31.82 -1.9% | 14 qtrs — |
| 8 | EARNEST PARTNERS LLC | 3.45M -209.2K (-5.7%) | 107.68M -7.0M (-6.1%) | 2.83% -0.179 pp | 0.46% -0.036 pp | USD31.97 -2.3% | 15 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.90M +1.7K (+0.1%) | 90.48M -321.5K (-0.4%) | 2.38% -0.004 pp | 0.01% 0.000 pp | USD26.53 +17.7% | 59 qtrs — |
| 10 | INVESCO LTD. | 1.81M +124.3K (+7.4%) | 56.36M +3.7M (+7.0%) | 1.48% +0.099 pp | 0.01% +0.000 pp | USD28.37 +10.0% | 57 qtrs — |
| 11 | SNYDER CAPITAL MANAGEMENT L P | 1.64M -73.9K (-4.3%) | 51.05M -2.5M (-4.7%) | 1.34% -0.064 pp | 0.95% -0.062 pp | USD28.46 +9.7% | 38 qtrs — |
| 12 | NORGES BANK | 1.55M +1.6M (+100.0%) | 48.45M +48.5M (+100.0%) | 1.28% +1.276 pp | 0.01% +0.005 pp | USD31.22 +0.0% | 1 qtrs NEW |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.46M -1.9K (-0.1%) | 45.69M -250.0K (-0.5%) | 1.20% -0.005 pp | 0.01% 0.000 pp | USD26.10 +19.6% | 58 qtrs — |
| 14 | GOLDMAN SACHS GROUP INC | 1.38M +571.3K (+70.6%) | 43.10M +17.7M (+69.9%) | 1.13% +0.468 pp | 0.01% +0.002 pp | USD30.73 +1.6% | 57 qtrs — |
| 15 | NORTHERN TRUST CORP | 1.24M -76.9K (-5.8%) | 38.74M -2.6M (-6.2%) | 1.02% -0.066 pp | 0.00% 0.000 pp | USD23.45 +33.1% | 51 qtrs — |
| 16 | BANK OF NEW YORK MELLON CORP | 1.21M +8.9K (+0.7%) | 37.85M +121.9K (+0.3%) | 1.00% +0.005 pp | 0.01% -0.001 pp | USD20.97 +48.9% | 58 qtrs — |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.20M -77.3K (-6.1%) | 37.32M -2.6M (-6.5%) | 0.98% -0.066 pp | 0.01% 0.000 pp | USD30.57 +2.1% | 20 qtrs — |
| 18 | MORGAN STANLEY | 1.08M +162.4K (+17.8%) | 33.58M +5.0M (+17.3%) | 0.88% +0.132 pp | 0.00% +0.000 pp | USD29.03 +7.5% | 51 qtrs — |
| 19 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 1.02M +278.3K (+37.3%) | 31.95M +8.6M (+36.8%) | 0.84% +0.227 pp | 0.04% -0.024 pp | USD29.30 +6.6% | 29 qtrs — |
| 20 | FISHER ASSET MANAGEMENT, LLC | 990.2K -58.0K (-5.5%) | 30.91M -1.9M (-5.9%) | 0.81% -0.050 pp | 0.01% -0.001 pp | USD30.73 +1.6% | 13 qtrs — |
| 21 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 900.3K -328.0 (0.0%) | 28.11M -127.3K (-0.5%) | 0.74% -0.002 pp | 0.66% -0.024 pp | USD23.87 +30.8% | 50 qtrs — |
| 22 | NUVEEN, LLC | 864.4K -23.7K (-2.7%) | 26.99M -856.6K (-3.1%) | 0.71% -0.021 pp | 0.01% 0.000 pp | USD29.22 +6.8% | 4 qtrs — |
| 23 | WELLINGTON MANAGEMENT GROUP LLP | 767.2K -7.5K (-1.0%) | 23.95M -334.8K (-1.4%) | 0.63% -0.008 pp | 0.00% 0.000 pp | USD30.54 +2.2% | 32 qtrs — |
| 24 | SEGALL BRYANT & HAMILL, LLC | 765.4K -55.0K (-6.7%) | 23.90M -1.8M (-7.1%) | 0.63% -0.047 pp | 0.32% -0.019 pp | USD27.02 +15.5% | 33 qtrs — |
| 25 | QUBE RESEARCH & TECHNOLOGIES LTD | 700.0K -66.6K (-8.7%) | 21.85M -2.2M (-9.1%) | 0.58% -0.056 pp | 0.02% -0.003 pp | USD29.97 +4.2% | 9 qtrs — |
| 26 | BANK OF AMERICA CORP /DE/ | 585.7K -118.2K (-16.8%) | 18.29M -3.8M (-17.1%) | 0.48% -0.099 pp | 0.00% 0.000 pp | USD27.71 +12.7% | 52 qtrs — |
| 27 | PRINCIPAL FINANCIAL GROUP INC | 579.4K -7.2K (-1.2%) | 18.09M -302.4K (-1.6%) | 0.48% -0.007 pp | 0.01% +0.000 pp | USD27.58 +13.2% | 58 qtrs — |
| 28 | METLIFE INVESTMENT MANAGEMENT, LLC | 508.8K -3.9K (-0.8%) | 15.89M -188.3K (-1.2%) | 0.42% -0.004 pp | 0.08% 0.000 pp | USD28.37 +10.0% | 33 qtrs — |
| 29 | ARISTOTLE CAPITAL BOSTON, LLC | 472.3K -49.4K (-9.5%) | 14.75M -1.6M (-9.8%) | 0.39% -0.042 pp | 0.81% -0.033 pp | USD33.73 -7.4% | 17 qtrs — |
| 30 | CITADEL ADVISORS LLC | 440.0K -450.8K (-50.6%) | 13.74M -14.2M (-50.8%) | 0.36% -0.372 pp | 0.00% -0.002 pp | USD28.99 +7.7% | 11 qtrs — |
| 31 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 421.0K -52.9K (-11.2%) | 13.14M -1.7M (-11.5%) | 0.35% -0.044 pp | 0.04% -0.010 pp | USD28.46 +9.7% | 58 qtrs — |
| 32 | SEI INVESTMENTS CO | 405.5K -18.5K (-4.4%) | 12.66M -631.3K (-4.7%) | 0.33% -0.016 pp | 0.01% -0.002 pp | USD30.83 +1.3% | 42 qtrs — |
| 33 | RHUMBLINE ADVISERS | 346.9K -17.3K (-4.8%) | 10.83M -588.5K (-5.2%) | 0.29% -0.015 pp | 0.01% 0.000 pp | USD25.89 +20.6% | 52 qtrs — |
| 34 | JPMORGAN CHASE & CO | 334.7K -112.4K (-25.1%) | 10.45M -3.6M (-25.4%) | 0.28% -0.093 pp | 0.00% 0.000 pp | USD31.23 0.0% | 51 qtrs — |
| 35 | SCHRODER INVESTMENT MANAGEMENT GROUP | 325.0K -83.3K (-20.4%) | 10.29M -2.6M (-19.9%) | 0.27% -0.069 pp | 0.01% -0.002 pp | USD28.65 +9.0% | 37 qtrs — |
| 36 | UBS ASSET MANAGEMENT AMERICAS INC | 326.3K +94.5K (+40.8%) | 10.19M +2.9M (+40.2%) | 0.27% +0.077 pp | 0.00% +0.001 pp | USD29.16 +7.1% | 44 qtrs — |
| 37 | LEGAL & GENERAL GROUP PLC | 301.5K -15.9K (-5.0%) | 9.42M -535.7K (-5.4%) | 0.25% -0.014 pp | 0.00% 0.000 pp | USD28.12 +11.0% | 46 qtrs — |
| 38 | AMERIPRISE FINANCIAL INC | 301.4K -26.9K (-8.2%) | 9.41M -882.6K (-8.6%) | 0.25% -0.023 pp | 0.00% 0.000 pp | USD23.09 +35.2% | 55 qtrs — |
| 39 | ALGEBRIS (UK) LTD | 297.6K +297.6K (+100.0%) | 9.29M +9.3M (+100.0%) | 0.24% +0.245 pp | 0.73% +0.729 pp | USD31.22 +0.0% | 1 qtrs NEW |
| 40 | RAYMOND JAMES FINANCIAL INC | 296.2K -7.6K (-2.5%) | 9.25M -275.8K (-2.9%) | 0.24% -0.007 pp | 0.00% 0.000 pp | USD31.68 -1.5% | 5 qtrs — |
| 41 | CRESSET ASSET MANAGEMENT, LLC | 286.8K +241.6K (+534.3%) | 9.03M +7.6M (+531.7%) | 0.24% +0.199 pp | 0.04% +0.032 pp | USD31.39 -0.5% | 5 qtrs — |
| 42 | WELLS FARGO & COMPANY/MN | 271.1K +38.8K (+16.7%) | 8.46M +1.2M (+16.2%) | 0.22% +0.031 pp | 0.00% +0.000 pp | USD27.42 +13.9% | 57 qtrs — |
| 43 | PRUDENTIAL FINANCIAL INC | 262.2K -23.0K (-8.1%) | 8.18M -753.8K (-8.4%) | 0.22% -0.019 pp | 0.01% -0.001 pp | USD30.13 +3.6% | 58 qtrs — |
| 44 | TREXQUANT INVESTMENT LP | 242.7K -8.7K (-3.5%) | 7.58M -305.4K (-3.9%) | 0.20% -0.008 pp | 0.07% -0.014 pp | USD30.13 +3.6% | 3 qtrs — |
| 45 | SWISS NATIONAL BANK | 239.5K +3.9K (+1.7%) | 7.48M +91.1K (+1.2%) | 0.20% +0.003 pp | 0.00% +0.000 pp | USD25.29 +23.4% | 51 qtrs — |
| 46 | BARCLAYS PLC | 234.4K -7.7K (-3.2%) | 7.32M +276.4K (+3.9%) | 0.19% -0.007 pp | 0.00% 0.000 pp | USD29.31 +6.5% | 51 qtrs — |
| 47 | VOYA INVESTMENT MANAGEMENT LLC | 228.3K -25.5K (-10.0%) | 7.13M -829.2K (-10.4%) | 0.19% -0.022 pp | 0.01% -0.001 pp | USD28.63 +9.0% | 51 qtrs — |
| 48 | BLAIR WILLIAM & CO/IL | 217.7K -37.0 (0.0%) | 6.80M -29.5K (-0.4%) | 0.18% -0.001 pp | 0.02% +0.000 pp | USD25.39 +23.0% | 10 qtrs — |
| 49 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 215.4K +2.2K (+1.0%) | 6.72M +42.1K (+0.6%) | 0.18% +0.001 pp | 0.00% 0.000 pp | USD32.79 -4.8% | 16 qtrs — |
| 50 | PROSHARE ADVISORS LLC | 214.1K +4.3K (+2.0%) | 6.69M +105.8K (+1.6%) | 0.18% +0.003 pp | 0.01% -0.002 pp | USD25.37 +23.1% | 54 qtrs — |
| 51 | POINT72 ASSET MANAGEMENT, L.P. | 205.2K +133.7K (+186.8%) | 6.41M +4.2M (+185.6%) | 0.17% +0.110 pp | 0.01% +0.003 pp | USD30.86 +1.2% | 3 qtrs — |
| 52 | PANAGORA ASSET MANAGEMENT INC | 204.8K +204.8K (+100.0%) | 6.39M +6.4M (+100.0%) | 0.17% +0.168 pp | 0.02% +0.023 pp | USD31.22 +0.0% | 1 qtrs NEW |
| 53 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 200.3K +— (+0.0%) | 6.25M -26.0K (-0.4%) | 0.16% 0.000 pp | 0.02% -0.001 pp | USD31.35 -0.4% | 2 qtrs — |
| 54 | ENVESTNET ASSET MANAGEMENT INC | 188.2K -51.2K (-21.4%) | 5.87M -1.6M (-21.7%) | 0.15% -0.043 pp | 0.00% 0.000 pp | USD27.02 +15.5% | 42 qtrs — |
| 55 | AQR CAPITAL MANAGEMENT LLC | 188.0K +24.7K (+15.1%) | 5.87M +750.4K (+14.7%) | 0.15% +0.020 pp | 0.00% 0.000 pp | USD30.15 +3.5% | 5 qtrs — |
| 56 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 185.5K +185.5K (+100.0%) | 5.79M +5.8M (+100.0%) | 0.15% +0.153 pp | 0.05% +0.045 pp | USD31.22 +0.0% | 1 qtrs NEW |
| 57 | UBS GROUP AG | 185.4K +8.6K (+4.9%) | 5.79M +245.4K (+4.4%) | 0.15% +0.007 pp | 0.00% +0.000 pp | USD29.99 +4.1% | 45 qtrs — |
| 58 | PEREGRINE CAPITAL MANAGEMENT LLC | 184.2K -9.1K (-4.7%) | 5.75M -308.1K (-5.1%) | 0.15% -0.008 pp | 0.18% -0.006 pp | USD24.01 +30.0% | 23 qtrs — |
| 59 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | 179.5K +— (+0.0%) | 5.60M -23.3K (-0.4%) | 0.15% 0.000 pp | 0.03% -0.012 pp | USD31.35 -0.4% | 2 qtrs — |
| 60 | ALLIANCEBERNSTEIN L.P. | 162.9K +7.8K (+5.0%) | 5.08M +223.2K (+4.6%) | 0.13% +0.006 pp | 0.00% +0.000 pp | USD27.34 +14.2% | 58 qtrs — |
| 61 | FIRST TRUST ADVISORS LP | 155.3K -4.8K (-3.0%) | 4.85M -169.3K (-3.4%) | 0.13% -0.004 pp | 0.00% 0.000 pp | USD27.89 +11.9% | 50 qtrs — |
| 62 | CAPTRUST FINANCIAL ADVISORS | 153.0K +882.0 (+0.6%) | 4.78M +7.8K (+0.2%) | 0.13% +0.000 pp | 0.01% -0.001 pp | USD31.65 -1.4% | 23 qtrs — |
| 63 | AMERICAN CENTURY COMPANIES INC | 133.0K +43.1K (+48.0%) | 4.15M +1.3M (+47.4%) | 0.11% +0.035 pp | 0.00% +0.001 pp | USD31.47 -0.8% | 34 qtrs — |
| 64 | VERITION FUND MANAGEMENT LLC | 130.6K -82.1K (-38.6%) | 4.08M -2.6M (-38.9%) | 0.11% -0.068 pp | 0.02% -0.012 pp | USD31.48 -0.8% | 8 qtrs — |
| 65 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 117.9K +7.0K (+6.3%) | 3.68M +205.0K (+5.9%) | 0.10% +0.006 pp | 0.01% +0.000 pp | USD17.97 +73.7% | 51 qtrs — |
| 66 | WAVERLY ADVISORS, LLC | 115.8K -1.6K (-1.4%) | 3.61M -66.6K (-1.8%) | 0.10% -0.002 pp | 0.03% -0.007 pp | USD28.86 +8.2% | 17 qtrs — |
| 67 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 115.3K -8.3K (-6.7%) | 3.60M -271.9K (-7.0%) | 0.09% -0.007 pp | 0.01% -0.001 pp | USD28.14 +10.9% | 4 qtrs — |
| 68 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 115.1K +4.8K (+4.4%) | 3.59M +136.5K (+3.9%) | 0.09% +0.004 pp | 0.00% +0.000 pp | USD20.45 +52.7% | 52 qtrs — |
| 69 | THRIVENT FINANCIAL FOR LUTHERANS | 113.4K -5.8K (-4.8%) | 3.54M -196.0K (-5.2%) | 0.09% -0.005 pp | 0.01% -0.001 pp | USD27.06 +15.4% | 54 qtrs — |
| 70 | CITIGROUP INC | 112.0K -2.5K (-2.2%) | 3.50M -92.6K (-2.6%) | 0.09% -0.002 pp | 0.00% 0.000 pp | USD28.56 +9.3% | 54 qtrs — |
| 71 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 110.6K -25.2K (-18.6%) | 3.45M -816.0K (-19.1%) | 0.09% -0.021 pp | 0.01% 0.000 pp | USD29.52 +5.8% | 44 qtrs — |
| 72 | PRICE T ROWE ASSOCIATES INC /MD/ | 108.6K +3.3K (+3.2%) | 3.39M +90.0K (+2.7%) | 0.09% +0.003 pp | 0.00% +0.000 pp | USD26.83 +16.4% | 53 qtrs — |
| 73 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 103.4K -3.7K (-3.5%) | 3.23M -130.5K (-3.9%) | 0.09% -0.003 pp | 0.02% -0.001 pp | USD27.62 +13.0% | 8 qtrs — |
| 74 | BESSEMER GROUP INC | 103.3K +103.0K (+28,367.8%) | 3.23M +3.2M (+29,227.3%) | 0.08% +0.085 pp | 0.01% +0.005 pp | USD31.21 +0.0% | 13 qtrs — |
| 75 | QUEST PARTNERS LLC | 99.4K -23.3K (-19.0%) | 3.10M -742.1K (-19.3%) | 0.08% -0.019 pp | 0.17% -0.078 pp | USD30.49 +2.4% | 8 qtrs — |
| 76 | RUFFER LLP | 97.6K +97.6K (+100.0%) | 3.05M +3.1M (+100.0%) | 0.08% +0.080 pp | 0.14% +0.139 pp | USD31.22 +0.0% | 1 qtrs NEW |
| 77 | DEUTSCHE BANK AG\ | 97.5K +3.7K (+4.0%) | 3.04M +104.3K (+3.5%) | 0.08% +0.003 pp | 0.00% +0.000 pp | USD31.76 -1.7% | 50 qtrs — |
| 78 | RAFFERTY ASSET MANAGEMENT, LLC | 97.5K -19.5K (-16.7%) | 3.04M -625.3K (-17.0%) | 0.08% -0.016 pp | 0.01% -0.001 pp | USD28.63 +9.0% | 23 qtrs — |
| 79 | QUANTINNO CAPITAL MANAGEMENT LP | 93.3K -5.9K (-5.9%) | 2.91M -196.0K (-6.3%) | 0.08% -0.005 pp | 0.01% -0.003 pp | USD32.19 -3.0% | 5 qtrs — |
| 80 | STATE OF TENNESSEE, TREASURY DEPARTMENT | 82.7K +13.4K (+19.4%) | 2.85M +675.8K (+31.1%) | 0.07% +0.011 pp | 0.01% +0.002 pp | USD29.61 +5.4% | 50 qtrs — |
| 81 | RUSSELL INVESTMENTS GROUP, LTD. | 82.4K -2.0K (-2.4%) | 2.57M -74.7K (-2.8%) | 0.07% -0.002 pp | 0.00% 0.000 pp | USD28.07 +11.2% | 37 qtrs — |
| 82 | GREAT LAKES ADVISORS, LLC | 81.2K -14.0 (0.0%) | 2.54M -11.0K (-0.4%) | 0.07% 0.000 pp | 0.02% -0.001 pp | USD27.77 +12.4% | 12 qtrs — |
| 83 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 79.4K +79.4K (+100.0%) | 2.48M +2.5M (+100.0%) | 0.07% +0.065 pp | 0.00% +0.004 pp | USD31.22 +0.0% | 1 qtrs NEW |
| 84 | INTECH INVESTMENT MANAGEMENT LLC | 76.7K -22.8K (-22.9%) | 2.39M -726.0K (-23.3%) | 0.06% -0.019 pp | 0.02% -0.006 pp | USD29.98 +4.1% | 7 qtrs — |
| 85 | STATE OF NEW JERSEY COMMON PENSION FUND D | 73.5K +5.5K (+8.1%) | 2.29M +163.2K (+7.7%) | 0.06% +0.004 pp | 0.01% +0.001 pp | USD30.65 +1.9% | 26 qtrs — |
| 86 | EDGESTREAM PARTNERS, L.P. | 68.3K +4.0K (+6.3%) | 2.13M +117.2K (+5.8%) | 0.06% +0.003 pp | 0.06% +0.001 pp | USD31.34 -0.4% | 2 qtrs — |
| 87 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 67.4K +1.2K (+1.9%) | 2.10M +29.0K (+1.4%) | 0.06% +0.001 pp | 0.02% +0.001 pp | USD28.28 +10.4% | 37 qtrs — |
| 88 | GSA CAPITAL PARTNERS LLP | 62.2K +62.2K (+100.0%) | 1.94M +1.9M (+100.0%) | 0.05% +0.051 pp | 0.17% +0.167 pp | USD31.22 +0.0% | 1 qtrs NEW |
| 89 | ILLINOIS MUNICIPAL RETIREMENT FUND | 62.1K -3.1K (-4.8%) | 1.94M -106.3K (-5.2%) | 0.05% -0.003 pp | 0.02% -0.002 pp | USD25.78 +21.1% | 10 qtrs — |
| 90 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 61.3K -44.3K (-41.9%) | 1.91M -1.4M (-42.2%) | 0.05% -0.037 pp | 0.00% -0.001 pp | USD31.35 -0.4% | 8 qtrs — |
| 91 | HOLOCENE ADVISORS, LP | 60.6K -9.9K (-14.1%) | 1.89M -319.1K (-14.4%) | 0.05% -0.008 pp | 0.00% -0.001 pp | USD28.27 +10.4% | 8 qtrs — |
| 92 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 58.8K -2.0K (-3.3%) | 1.84M -70.6K (-3.7%) | 0.05% -0.002 pp | 0.00% 0.000 pp | USD25.72 +21.4% | 51 qtrs — |
| 93 | WESBANCO BANK INC | 58.4K +— (+0.0%) | 1.82M -7.6K (-0.4%) | 0.05% 0.000 pp | 0.05% -0.001 pp | USD31.35 -0.4% | 2 qtrs — |
| 94 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 56.9K -45.0 (-0.1%) | 1.78M -8.8K (-0.5%) | 0.05% 0.000 pp | 0.00% 0.000 pp | USD25.88 +20.6% | 7 qtrs — |
| 95 | SG AMERICAS SECURITIES, LLC | 56.2K +34.9K (+163.9%) | 1.76M +1.1M (+162.9%) | 0.05% +0.029 pp | 0.00% +0.000 pp | USD30.14 +3.6% | 9 qtrs — |
| 96 | HIGHTOWER ADVISORS, LLC | 56.2K -6.5K (-10.4%) | 1.75M -211.3K (-10.8%) | 0.05% -0.006 pp | 0.00% 0.000 pp | USD27.26 +14.5% | 14 qtrs — |
| 97 | LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | 55.7K -100.0 (-0.2%) | 1.74M -10.4K (-0.6%) | 0.05% 0.000 pp | 0.03% +0.001 pp | USD23.09 +35.2% | 49 qtrs — |
| 98 | OPPENHEIMER ASSET MANAGEMENT INC. | 54.5K -5.4K (-9.0%) | 1.70M -176.4K (-9.4%) | 0.04% -0.005 pp | 0.02% +0.000 pp | USD29.39 +6.2% | 15 qtrs — |
| 99 | CAMBIAR INVESTORS LLC | 54.3K -11.1K (-17.0%) | 1.69M -355.1K (-17.3%) | 0.04% -0.009 pp | 0.08% -0.018 pp | USD26.26 +18.9% | 37 qtrs — |
| 100 | MARINER, LLC | 53.2K -1.3K (-2.3%) | 1.66M -47.0K (-2.8%) | 0.04% -0.001 pp | 0.00% 0.000 pp | USD34.37 -9.2% | 16 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 167 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | ProShares - MSCI EAFE Dividend Growers ETF EFAD | 1.29% | 794.7K | 0.50% |
| 2 | ProShares - Russell 2000 Dividend Growers ETF SMDV | 1.00% | 6.90M | 0.40% |
| 3 | State Street SPDR S&P Bank ETF KBE | 0.97% | 14.84M | 0.35% |
| 4 | Invesco S&P SmallCap Financials ETF PSCF | 0.93% | 249.1K | 0.29% |
| 5 | State Street SPDR S&P Regional Banking ETF KRE | 0.92% | 45.70M | 0.35% |
| 6 | OneAscent Small Cap Core ETF OASC | 0.86% | 725.6K | 0.64% |
| 7 | Invesco S&P SmallCap Low Volatility ETF XSLV | 0.79% | 1.93M | 0.25% |
| 8 | Invesco S&P SmallCap Value with Momentum ETF XSVM | 0.77% | 5.06M | 0.37% |
| 9 | State Street SPDR S&P 600 Small Cap Value ETF SLYV | 0.47% | 22.58M | 0.15% |
| 10 | Vanguard S&P Small-Cap 600 Value ETF VIOV | 0.46% | 8.79M | 0.10% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
11.00
Bullish
Ratio by volume
3.00
Bullish
Buys
11
Sells
1
Shares acquired
25.6K
Shares disposed
1.5K
Cash buys
—
Cash sales
1.00
Net activity
+24,120
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | KUMLER ALAN H | Officer | F-InKind | D | Common Stock | 113 | 32.06 | 3.6K | 21,094 | D | ↗ |
| 2026-05-13 | WILKINS DAVID H | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 21,476 | D | ↗ |
| 2026-05-13 | WALLIS TIM | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 30,385 | D | ↗ |
| 2026-05-13 | RICHLOVSKY THOMAS A | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 4,856 | D | ↗ |
| 2026-05-13 | Mann Jennifer | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 18,849 | D | ↗ |
| 2026-05-13 | JAMES JOHN MARC | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 4,856 | D | ↗ |
| 2026-05-13 | Drummond Lance F. | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 18,849 | D | ↗ |
| 2026-05-13 | Davis Sally Pope | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 8,120 | D | ↗ |
| 2026-05-13 | DANIELS KENNETH L | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 4,856 | D | ↗ |
| 2026-05-13 | CLEMENTS JAMES P | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 15,600 | D | ↗ |
| 2026-05-13 | Bazante Jennifer M. | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 7,345 | D | ↗ |
| 2026-05-13 | BELL GEORGE B. | Director | A-Award | A | Common Stock | 2,330 | 0.00 | — | 11,393 | D | ↗ |
| 2026-04-27 | BRADSHAW RICHARD | Officer | S-Sale | D | Common Stock | 1,510 | 33.09 | 50.0K | 84,497 | D | ↗ |
| 2026-02-18 | HARTON H LYNN | Director / Officer | S-Sale | D | Common Stock | 25,000 | 34.64 | 865.9K | 84,123 | I | ↗ |
| 2026-02-15 | Terry Mark Aaron | Officer | F-InKind | D | Common Stock | 523 | 34.56 | 18.1K | 26,200 | D | ↗ |
| 2026-02-15 | HARTON H LYNN | Director / Officer | F-InKind | D | Common Stock | 9,755 | 34.56 | 337.1K | 252,705 | D | ↗ |
| 2026-02-15 | HARRALSON JEFFERSON L | Officer | F-InKind | D | Common Stock | 1,583 | 34.56 | 54.7K | 62,433 | D | ↗ |
| 2026-02-15 | EDWARDS ROBERT A. | Officer | F-InKind | D | Common Stock | 1,006 | 34.56 | 34.8K | 59,377 | D | ↗ |
| 2026-02-15 | DAVIS LUX MELINDA | Officer | A-Award | A | Common Stock | 5,012 | 0.00 | — | 46,389 | D | ↗ |
| 2026-02-15 | COX ABRAHAM | Officer | A-Award | A | Common Stock | 1,707 | 0.00 | — | 18,820 | D | ↗ |
| 2026-02-15 | Berry Holly N | Officer | F-InKind | D | Common Stock | 588 | 34.56 | 20.3K | 10,552 | D | ↗ |
| 2026-02-15 | BRADSHAW RICHARD | Officer | F-InKind | D | Common Stock | 1,374 | 34.56 | 47.5K | 85,837 | D | ↗ |
| 2026-02-12 | Terry Mark Aaron | Officer | A-Award | A | Common Stock | 3,561 | 0.00 | — | 25,276 | D | ↗ |
| 2026-02-12 | HARTON H LYNN | Director / Officer | A-Award | A | Common Stock | 33,584 | 0.00 | — | 249,540 | D | ↗ |
| 2026-02-12 | HARRALSON JEFFERSON L | Officer | A-Award | A | Common Stock | 6,659 | 0.00 | — | 59,768 | D | ↗ |
| 2026-02-12 | EDWARDS ROBERT A. | Officer | A-Award | A | Common Stock | 5,848 | 0.00 | — | 57,195 | D | ↗ |
| 2026-02-12 | DAVIS LUX MELINDA | Officer | A-Award | A | Common Stock | 6,659 | 0.00 | — | 41,377 | D | ↗ |
| 2026-02-12 | COX ABRAHAM | Officer | A-Award | A | Common Stock | 3,561 | 0.00 | — | 17,113 | D | ↗ |
| 2026-02-12 | Berry Holly N | Officer | A-Award | A | Common Stock | 2,403 | 0.00 | — | 10,093 | D | ↗ |
| 2026-02-12 | BRADSHAW RICHARD | Officer | A-Award | A | Common Stock | 10,350 | 0.00 | — | 82,353 | D | ↗ |
| 2026-02-02 | BRADSHAW RICHARD | Officer | S-Sale | D | Common Stock | 1,460 | 34.17 | 49.9K | 72,003 | D | ↗ |
| 2026-01-30 | EDWARDS ROBERT A. | Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 52,347 | D | ↗ |
| 2026-01-29 | EDWARDS ROBERT A. | Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 53,347 | D | ↗ |
| 2026-01-28 | Bazante Jennifer M. | Director | G-Gift | D | Common Stock | 1,916 | 0.00 | — | 4,996 | D | ↗ |
| 2026-01-23 | KUMLER ALAN H | Officer | S-Sale | D | Common Stock | 12,043 | 35.36 | 425.8K | 21,096 | D | ↗ |
| 2026-01-23 | BRADSHAW RICHARD | Officer | G-Gift | D | Common Stock | 303 | 0.00 | — | 73,917 | D | ↗ |
| 2026-01-22 | BRADSHAW RICHARD | Officer | G-Gift | D | Common Stock | 303 | 0.00 | — | 74,220 | D | ↗ |
| 2025-11-15 | KUMLER ALAN H | Officer | F-InKind | D | Common Stock | 207 | 30.24 | 6.3K | 33,029 | D | ↗ |
| 2025-10-30 | BRADSHAW RICHARD | Officer | G-Gift | D | Common Stock | 530 | 0.00 | — | 74,696 | D | ↗ |
| 2025-10-27 | BRADSHAW RICHARD | Officer | S-Sale | D | Common Stock | 1,654 | 30.23 | 50.0K | 75,226 | D | ↗ |
| 2025-09-15 | RICHLOVSKY THOMAS A | Director | J-Other | D | Depositary Shares | 4,000 | 25.00 | 100.0K | 0 | D | ↗ |
| 2025-09-15 | HARRALSON JEFFERSON L | Officer | J-Other | D | Depositary Shares | 1,000 | 25.00 | 25.0K | 0 | D | ↗ |
| 2025-09-03 | EDWARDS ROBERT A. | Officer | G-Gift | D | Common Stock | 200 | 0.00 | — | 54,347 | D | ↗ |
| 2025-09-01 | KUMLER ALAN H | Officer | A-Award | A | Common Stock | 2,001 | 0.00 | — | 33,125 | D | ↗ |
| 2025-08-15 | Terry Mark Aaron | Officer | F-InKind | D | Common Stock | 53 | 31.21 | 1.7K | 21,715 | D | ↗ |
| 2025-08-15 | KUMLER ALAN H | Officer | F-InKind | D | Common Stock | 572 | 31.21 | 17.9K | 31,124 | D | ↗ |
| 2025-08-15 | HARTON H LYNN | Director / Officer | F-InKind | D | Common Stock | 1,090 | 31.21 | 34.0K | 213,734 | D | ↗ |
| 2025-08-15 | HARRALSON JEFFERSON L | Officer | F-InKind | D | Common Stock | 227 | 31.21 | 7.1K | 53,109 | D | ↗ |
| 2025-08-15 | EDWARDS ROBERT A. | Officer | F-InKind | D | Common Stock | 214 | 31.21 | 6.7K | 54,547 | D | ↗ |
| 2025-08-15 | DAVIS LUX MELINDA | Officer | F-InKind | D | Common Stock | 187 | 31.21 | 5.8K | 34,575 | D | ↗ |
| 2025-08-15 | BRADSHAW RICHARD | Officer | F-InKind | D | Common Stock | 178 | 31.21 | 5.6K | 76,749 | D | ↗ |
| 2025-08-06 | BRADSHAW RICHARD | Officer | G-Gift | D | Common Stock | 328 | 0.00 | — | 76,928 | D | ↗ |
| 2025-08-05 | BRADSHAW RICHARD | Officer | G-Gift | D | Common Stock | 328 | 0.00 | — | 77,256 | D | ↗ |
| 2025-07-31 | BRADSHAW RICHARD | Officer | G-Gift | D | Common Stock | 483 | 0.00 | — | 77,912 | D | ↗ |
| 2025-07-28 | BRADSHAW RICHARD | Officer | S-Sale | D | Common Stock | 1,594 | 30.94 | 49.3K | 78,417 | D | ↗ |
| 2025-06-02 | DANIELS KENNETH L | Director | G-Gift | D | Common Stock | 6,390 | 0.00 | — | 2,526 | D | ↗ |
| 2025-05-29 | DANIELS KENNETH L | Director | G-Gift | A | Common Stock | 11,678 | 0.00 | — | 14,178 | I | ↗ |
| 2025-05-28 | JAMES JOHN MARC | Director | G-Gift | D | Common Stock | 3,446 | 0.00 | — | 2,526 | D | ↗ |
| 2025-05-27 | RICHLOVSKY THOMAS A | Director | G-Gift | D | Common Stock | 2,413 | 0.00 | — | 2,526 | D | ↗ |
| 2025-05-14 | WILKINS DAVID H | Director | A-Award | A | Common Stock | 2,526 | 0.00 | — | 19,146 | D | ↗ |
| 2025-05-14 | WALLIS TIM | Director | A-Award | A | Common Stock | 2,526 | 0.00 | — | 28,055 | D | ↗ |
| 2025-05-14 | RICHLOVSKY THOMAS A | Director | A-Award | A | Common Stock | 2,526 | 0.00 | — | 4,939 | D | ↗ |
| 2025-05-14 | Mann Jennifer | Director | A-Award | A | Common Stock | 2,526 | 0.00 | — | 16,519 | D | ↗ |
| 2025-05-14 | JAMES JOHN MARC | Director | A-Award | A | Common Stock | 2,526 | 0.00 | — | 5,972 | D | ↗ |
| 2025-05-14 | Drummond Lance F. | Director | A-Award | A | Common Stock | 2,526 | 0.00 | — | 16,519 | D | ↗ |
| 2025-05-14 | Davis Sally Pope | Director | A-Award | A | Common Stock | 2,526 | 0.00 | — | 5,790 | D | ↗ |
| 2025-05-14 | DANIELS KENNETH L | Director | A-Award | A | Common Stock | 2,526 | 0.00 | — | 20,594 | D | ↗ |
| 2025-05-14 | CLEMENTS JAMES P | Director | A-Award | A | Common Stock | 2,526 | 0.00 | — | 13,270 | D | ↗ |
| 2025-05-14 | Bazante Jennifer M. | Director | A-Award | A | Common Stock | 2,526 | 0.00 | — | 6,812 | D | ↗ |
| 2025-05-14 | BELL GEORGE B. | Director | A-Award | A | Common Stock | 2,526 | 0.00 | — | 9,063 | D | ↗ |
| 2025-05-05 | BRADSHAW RICHARD | Officer | S-Sale | D | Common Stock | 35 | 28.16 | 985.60 | 79,890 | D | ↗ |
| 2025-05-02 | BRADSHAW RICHARD | Officer | S-Sale | D | Common Stock | 1,750 | 28.00 | 49.0K | 79,925 | D | ↗ |
| 2025-04-28 | DANIELS KENNETH L | Director | P-Purchase | A | Common Stock | 500 | 27.23 | 13.6K | 2,500 | I | ↗ |
| 2025-03-14 | EDWARDS ROBERT A. | Officer | G-Gift | D | Common Stock | 930 | 0.00 | — | 54,760 | D | ↗ |
| 2025-03-11 | Davis Sally Pope | Director | P-Purchase | A | Common Stock | 1,800 | 28.19 | 50.7K | 3,264 | D | ↗ |
| 2025-03-07 | EDWARDS ROBERT A. | Officer | G-Gift | D | Common Stock | 3,400 | 0.00 | — | 56,620 | D | ↗ |
| 2025-02-19 | HARTON H LYNN | Director / Officer | S-Sale | D | Common Stock | 3,321 | 33.29 | 110.6K | 109,123 | I | ↗ |
| 2025-02-15 | Terry Mark Aaron | Officer | F-InKind | D | Common Stock | 384 | 33.47 | 12.9K | 21,767 | D | ↗ |
| 2025-02-15 | HARTON H LYNN | Director / Officer | A-Award | A | Common Stock | 19,610 | 0.00 | — | 218,829 | D | ↗ |
| 2025-02-15 | HARRALSON JEFFERSON L | Officer | F-InKind | D | Common Stock | 1,020 | 33.47 | 34.1K | 53,335 | D | ↗ |
| 2025-02-15 | EDWARDS ROBERT A. | Officer | F-InKind | D | Common Stock | 671 | 33.47 | 22.5K | 60,020 | D | ↗ |
| 2025-02-15 | DAVIS LUX MELINDA | Officer | F-InKind | D | Common Stock | 1,376 | 33.47 | 46.1K | 35,435 | D | ↗ |
| 2025-02-15 | COX ABRAHAM | Officer | A-Award | A | Common Stock | 1,015 | 0.00 | — | 14,308 | D | ↗ |
| 2025-02-15 | Berry Holly N | Officer | F-InKind | D | Common Stock | 494 | 33.47 | 16.5K | 7,689 | D | ↗ |
| 2025-02-15 | BRADSHAW RICHARD | Officer | F-InKind | D | Common Stock | 1,019 | 33.47 | 34.1K | 81,518 | D | ↗ |
| 2025-02-10 | Terry Mark Aaron | Officer | A-Award | A | Common Stock | 2,598 | 0.00 | — | 21,083 | D | ↗ |
| 2025-02-10 | HARTON H LYNN | Director / Officer | A-Award | A | Common Stock | 33,215 | 0.00 | — | 199,219 | D | ↗ |
| 2025-02-10 | HARRALSON JEFFERSON L | Officer | A-Award | A | Common Stock | 6,495 | 0.00 | — | 50,486 | D | ↗ |
| 2025-02-10 | EDWARDS ROBERT A. | Officer | A-Award | A | Common Stock | 5,314 | 0.00 | — | 57,870 | D | ↗ |
| 2025-02-10 | DAVIS LUX MELINDA | Officer | A-Award | A | Common Stock | 6,495 | 0.00 | — | 32,562 | D | ↗ |
| 2025-02-10 | COX ABRAHAM | Officer | A-Award | A | Common Stock | 2,598 | 0.00 | — | 13,293 | D | ↗ |
| 2025-02-10 | Berry Holly N | Officer | A-Award | A | Common Stock | 2,214 | 0.00 | — | 7,610 | D | ↗ |
| 2025-02-10 | BRADSHAW RICHARD | Officer | A-Award | A | Common Stock | 9,965 | 0.00 | — | 77,841 | D | ↗ |
| 2025-01-27 | BRADSHAW RICHARD | Officer | S-Sale | D | Common Stock | 1,524 | 32.72 | 49.9K | 67,879 | D | ↗ |
| 2024-12-10 | HARTON H LYNN | Director / Officer | G-Gift | D | Common Stock | 611 | 0.00 | — | 165,111 | D | ↗ |
| 2024-11-15 | KUMLER ALAN H | Officer | F-InKind | D | Common Stock | 173 | 32.79 | 5.7K | 31,342 | D | ↗ |
| 2024-11-15 | HARTON H LYNN | Director / Officer | F-InKind | D | Common Stock | 560 | 32.79 | 18.4K | 165,722 | D | ↗ |
| 2024-11-15 | EDWARDS ROBERT A. | Officer | F-InKind | D | Common Stock | 119 | 32.79 | 3.9K | 52,756 | D | ↗ |
| 2024-11-15 | BRADSHAW RICHARD | Officer | G-Gift | D | Common Stock | 305 | 0.00 | — | 69,319 | D | ↗ |
| 2024-11-14 | Bazante Jennifer M. | Director | G-Gift | A | Common Stock | 4,104 | 0.00 | — | 4,104 | I | ↗ |
| 2024-11-14 | BRADSHAW RICHARD | Officer | G-Gift | D | Common Stock | 475 | 0.00 | — | 69,624 | D | ↗ |
| 2024-11-13 | BRADSHAW RICHARD | Officer | G-Gift | D | Common Stock | 80 | 0.00 | — | 70,099 | D | ↗ |
| 2024-11-12 | BRADSHAW RICHARD | Officer | G-Gift | D | Common Stock | 322 | 0.00 | — | 70,179 | D | ↗ |
| 2024-11-08 | EDWARDS ROBERT A. | Officer | G-Gift | D | Common Stock | 200 | 0.00 | — | 52,875 | D | ↗ |
| 2024-10-29 | HARTON H LYNN | Director / Officer | G-Gift | D | Common Stock | 2,866 | 0.00 | — | 166,282 | D | ↗ |
| 2024-10-28 | RICHLOVSKY THOMAS A | Director | G-Gift | D | Common Stock | 2,856 | 0.00 | — | 2,413 | D | ↗ |
| 2024-10-28 | HARRALSON JEFFERSON L | Officer | S-Sale | D | Common Stock | 10,203 | 27.75 | 283.1K | 44,063 | D | ↗ |
| 2024-09-10 | EDWARDS ROBERT A. | Officer | G-Gift | D | Common Stock | 1,100 | 0.00 | — | 53,075 | — | ↗ |
| 2024-09-04 | Davis Sally Pope | Director | A-Award | A | Common Stock | 1,464 | 0.00 | — | 1,464 | — | ↗ |
| 2024-09-01 | KUMLER ALAN H | Officer | A-Award | A | Common Stock | 2,790 | 0.00 | — | 31,389 | — | ↗ |
| 2024-08-15 | Terry Mark Aaron | Officer | F-InKind | D | Common Stock | 138 | 28.46 | 3.9K | 18,485 | — | ↗ |
| 2024-08-15 | KUMLER ALAN H | Officer | F-InKind | D | Common Stock | 507 | 28.46 | 14.4K | 28,599 | — | ↗ |
| 2024-08-15 | HARTON H LYNN | Director / Officer | F-InKind | D | Common Stock | 2,621 | 28.46 | 74.6K | 168,157 | — | ↗ |
| 2024-08-15 | HARRALSON JEFFERSON L | Officer | F-InKind | D | Common Stock | 583 | 28.46 | 16.6K | 54,266 | — | ↗ |
| 2024-08-15 | EDWARDS ROBERT A. | Officer | F-InKind | D | Common Stock | 507 | 28.46 | 14.4K | 54,175 | — | ↗ |
| 2024-08-15 | DAVIS LUX MELINDA | Officer | F-InKind | D | Common Stock | 206 | 28.46 | 5.9K | 25,926 | — | ↗ |
| 2024-08-15 | BRADSHAW RICHARD | Officer | F-InKind | D | Common Stock | 416 | 28.46 | 11.8K | 71,204 | — | ↗ |
Executive team
Top executives
EBIT / Employee
141.7K
Shares Outstanding
119.69M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Herbert Lynn Harton | President, Chairman & CEO | 3M | male |
| Richard William Bradshaw | President & Chief Banking Officer | 2M | male |
| Jefferson Lee Harralson | Executive Vice President & Chief Financial Officer | 1M | male |
| Melinda Davis Lux | Chief Administrative Officer, General Counsel & Corporate Secretary | 1M | female |
| Robert A. Edwards | Executive Vice President & Chief Risk Officer | 1M | male |
| Holly Berry | Chief Human Resources Officer | — | female |
| Mark Aaron Terry | Chief Information Officer | — | male |
| Carol A. Chastain | Chief Compliance Officer | — | female |
| Mitch Ralston | President of United Community Bank of Hall County | — | male |
| Alan H. Kumler | Chief Accounting Officer, Senior Vice President & Controller | — | male |
| Abraham A. Cox | Chief Consumer and Small Business Banking Officer | — | male |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for UCB
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
