DOSSIER · 13F-HR · Q1 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC
UNITED FINANCIAL's asset manager based in Greenwich, CT — $16.3B in tracked AUM across 1,632 positions as of Q1 2026.
UF
UNITED FINANCIAL·Greenwich, CT·Asset Manager
CIK 0001463217 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of UNITED CAPITAL FINANCIAL ADVISORS, LLC 13F Filing
Portfolio Overview
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages a substantial portfolio valued at approximately $13.93 billion as of September 30, 2025. This represents a robust growth of 12.4% from the previous quarter's value of $12.40 billion. The portfolio is highly diversified, comprising 1,203 individual holdings. The investment strategy is characterized by a "core-satellite" approach, utilizing a heavy fou...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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