United Capital Financial Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
1,055
Total Value
10893381476
Accession Number
0001463217-25-000003
Form Type
13F-HR
CIK
0001463217
Manager Name
United Capital Financial Advisors, LLC
Data Enrichment
77% identified
814 identified241 unidentified

Holdings

1,055 positions
Manager:
SEC
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Page 39 of 53
Lloyds Banking Group plc
LYG|539439109
Shares:
121364(+0.6%)
Value:
$463.6M(+41.2%)
08579W103
08579W103
Shares:
6630(-4.5%)
Value:
$462.8M(+3.1%)
BIOGEN INC.
BIIB|09062X103
Shares:
3378(-30.7%)
Value:
$462.3M(-38.0%)
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
ZION|989701107
Shares:
9221(-0.4%)
Value:
$459.8M(-8.5%)
HONDA MOTOR CO LTD
HMC|438128308
Shares:
16841(+6.3%)
Value:
$456.9M(+1.0%)
97717W604
97717W604
Shares:
14123(-12.3%)
Value:
$451.4M(-18.4%)
PPL Corp
PPL|69351T106
Shares:
12499(+6.6%)
Value:
$451.4M(+18.6%)
66538H641
66538H641
Shares:
13221(+109.0%)
Value:
$451.1M(+90.0%)
464287838
464287838
Shares:
3343(+0.0%)
Value:
$450.6M(+3.7%)
WEC ENERGY GROUP, INC.
WEC|92939U106
Shares:
4127(+11.9%)
Value:
$449.8M(+29.7%)
33740U307
33740U307
Shares:
10079(+4.6%)
Value:
$449.0M(+1.9%)
JABIL INC
JBL|466313103
Shares:
3262(+3.0%)
Value:
$443.8M(-2.6%)
EASTGROUP PROPERTIES INC
EGP|277276101
Shares:
2517(+6.2%)
Value:
$443.3M(+16.5%)
American Homes 4 Rent
AMH|02665T306
Shares:
11685(+7.7%)
Value:
$441.8M(+8.8%)
Avery Dennison Corp
AVY|053611109
Shares:
2478(-1.7%)
Value:
$441.0M(-6.5%)
GARMIN LTD
GRMN|H2906T109
Shares:
2029(+1.9%)
Value:
$440.5M(+7.2%)
78463X871
78463X871
Shares:
13723(+0.0%)
Value:
$438.6M(+3.1%)
FIRST HORIZON CORP
FHN|320517105
Shares:
22573(-15.1%)
Value:
$438.4M(-18.1%)
46138G870
46138G870
Shares:
17957(+50.3%)
Value:
$435.3M(+50.6%)
BROWN & BROWN, INC.
BRO|115236101
Shares:
3498(+6.8%)
Value:
$435.2M(+30.2%)