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 42 of 53
REINSURANCE GROUP OF AMERICA INC
RGA|759351604
Shares:
1892(+1.1%)
Value:
$372.5M(-6.8%)
46138J783
46138J783
Shares:
18935(-21.1%)
Value:
$370.9M(-20.6%)
78468R606
78468R606
Shares:
15823(+6.8%)
Value:
$370.6M(+6.5%)
46138J643
46138J643
Shares:
18205(-20.6%)
Value:
$370.5M(-19.7%)
PG&E Corp
PCG|69331C108
Shares:
21387(-34.9%)
Value:
$367.4M(-44.6%)
33740F763
33740F763
Shares:
7495
Value:
$365.7M
NetApp, Inc.
NTAP|64110D104
Shares:
4147(-8.8%)
Value:
$364.2M(-31.0%)
Okta, Inc.
OKTA|679295105
Shares:
3444(+2.6%)
Value:
$362.4M(+37.0%)
81369Y860
81369Y860
Shares:
8626(-14.8%)
Value:
$361.0M(-12.4%)
ASSURANT, INC.
AIZ|04621X108
Shares:
1719(-0.8%)
Value:
$360.5M(-2.4%)
INTERCONTINENTAL HOTELS GROUP PLC /NEW/
IHG|45857P806
Shares:
3267(+2.7%)
Value:
$358.0M(-9.9%)
APA Corp
APA|03743Q108
Shares:
16957(-20.6%)
Value:
$356.4M(-27.7%)
DAVITA INC.
DVA|23918K108
Shares:
2327(-3.7%)
Value:
$356.0M(-1.5%)
MIDDLEFIELD BANC CORP
MBCN|596304204
Shares:
12700(-15.3%)
Value:
$355.0M(-15.6%)
CF BANKSHARES INC.
CFBK|12520L109
Shares:
15999
Value:
$352.6M
GLOBAL PAYMENTS INC
GPN|37940X102
Shares:
3591(-22.8%)
Value:
$351.6M(-32.5%)
CENTENE CORP
CNC|15135B101
Shares:
5771(-40.4%)
Value:
$350.4M(-40.3%)
46428Q109
46428Q109
Shares:
11108(+29.5%)
Value:
$344.2M(+52.4%)
46138J791
46138J791
Shares:
17652(-23.4%)
Value:
$343.9M(-23.2%)
CF Industries Holdings, Inc.
CF|125269100
Shares:
4393(+1.6%)
Value:
$343.3M(-6.9%)