UNITED CAPITAL FINANCIAL ADVISORS, LLC

Q4 2014 13F Combination Report, Stock Holdings

Signature - Title
Michael A. Herman - Chief Compliance Officer
Location
Irving, TX
Holdings as of
31 Dec 2014
Value $
$6,646,044,000
Num holdings
1,148
Filing time
13 Feb 2015, 14:59:17 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included AAPL, BSJF, IVV, MINT, and IEFA.
Previous filing
Q3 2014 - 13 Nov 2014
Next filing
Q1 2015 - 14 May 2015
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2014 Q4 compared to 2014 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Michael A. Herman Chief Compliance Officer Newport Beach, California 13 Feb 2015

List of Other Managers Reporting for UNITED CAPITAL FINANCIAL ADVISORS, LLC:

Name Holdings Value Location File Number
Invesco Advisers, Inc. Atlanta, GA 028-00255
MONTAG & CALDWELL, LLC $456,783,276 Atlanta, GA 028-00288
WHV Investments, Inc. $186,692,000 San Francisco, CA 028-01204
LOOMIS SAYLES & CO L P $82,426,381,383 Boston, MA 028-00398
GLENMEDE TRUST CO NA $21,099,359,249 Philadelphia, PA 028-00126
LORD, ABBETT & CO. LLC $32,591,719,000 Jersey City, NJ 028-00413
NEUBERGER BERMAN LLC New York, NY 028-00454
EAGLE ASSET MANAGEMENT INC St Petersburg, FL 028-01666
COHEN & STEERS CAPITAL MANAGEMENT INC New York, NY 028-02405
Winslow Capital Management, LLC $29,802,721,291 Minneapolis, MN 028-03676
ADVISORY RESEARCH INC $795,728,933 Chicago, IL 028-05637
MILLER HOWARD INVESTMENTS INC /NY $3,313,348,042 Kingston, NY 028-03692
PAYDEN & RYGEL $1,437,993,000 Los Angeles, CA 028-14013
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
FAYEZ SAROFIM & CO $41,664,282,828 Houston, TX 028-10991
AEW CAPITAL MANAGEMENT L P $1,381,679,073 Boston, MA 028-06538
KEELEY ASSET MANAGEMENT CORP $2,351,893,000 Chicago, IL 028-06810
SCHAFER CULLEN CAPITAL MANAGEMENT INC $490,554,000 New York, NY 028-04691
SOUTHERNSUN ASSET MANAGEMENT, LLC $716,373,607 Memphis, TN 028-03489
Western Asset Management Company, LLC $45,194,753 Pasadena, CA 028-10245
THORNBURG INVESTMENT MANAGEMENT INC $7,925,044,389 Santa Fe, NM 028-06605
LAZARD ASSET MANAGEMENT LLC $58,881,382,627 New York, NY 028-10469
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC Boston, MA 028-10477
LONDON CO OF VIRGINIA $17,332,760,892 Richmond, VA 028-10665
Advisors Asset Management, Inc. $5,956,750,788 Monument, CO 028-12578
BlackRock Investment Management, LLC Wilmington, DE 028-12016
Clearbridge Investments, LLC $124,899,232,438 New York, NY 028-11611
Redwood Investments, LLC Boston, MA 028-12234
Boston Partners $96,580,125,383 Boston, MA 028-12484
American Assets Investment Management, LLC $1,285,390,252 San Diego, CA 028-12131
Dana Investment Advisors, Inc. $3,437,315,537 Waukesha, WI 028-13023
NorthCoast Asset Management LLC $2,743,986,000 Greenwich, CT 028-13466
ACR Alpine Capital Research, LLC $6,413,298,180 St. Louis, MO 028-14059
Nuveen Asset Management, LLC Chicago, IL 028-14498
Good Harbor Financial, LLC Barrington, IL 028-14913