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UCB

United Community Bank Portfolio holdings

AUM $300M
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
+0.38%
1 Year Est. Return
+14.66%
3 Year Est. Return
+59.98%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$300M
AUM Growth
+$35.5M
Cap. Flow
+$38.4M
Cap. Flow %
12.81%
Top 10 Hldgs %
33.01%
Holding
639
New
87
Increased
151
Reduced
157
Closed
74

Top Buys

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.71M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.2M
3
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.82M
4
UCB
United Community Banks
UCB
+$2.77M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$2.69M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M
2
IAU icon
iShares Gold Trust
IAU
+$903K
3
JNJ icon
Johnson & Johnson
JNJ
+$794K
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$647K
5
HD icon
Home Depot
HD
+$515K

Sector Composition

Rank Sector Weight
1 Financials 17.18%
2 Technology 10.01%
3 Healthcare 5.2%
4 Consumer Discretionary 4.01%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTV icon
301
Vanguard Value ETF
VTV
$189B
$80.4K 0.03%
410
+135
+49% +$27K
IDV icon
302
iShares International Select Dividend ETF
IDV
$8.24B
$80.2K 0.03%
1,884
– –
IWS icon
303
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$78.8K 0.03%
541
– –
HPQ icon
304
HP
HPQ
$24.3B
$78.8K 0.03%
4,103
+809
+25% +$15.7K
TXN icon
305
Texas Instruments
TXN
$255B
$77.8K 0.03%
401
+242
+152% +$49K
SPLV icon
306
Invesco S&P 500 Low Volatility ETF
SPLV
$7.21B
$74.6K 0.02%
1,020
– –
KMI icon
307
Kinder Morgan
KMI
$70.6B
$74.5K 0.02%
2,222
-802
-27% -$25.1K
ECL icon
308
Ecolab
ECL
$76.4B
$74K 0.02%
278
-21
-7% -$5.93K
LIN icon
309
Linde
LIN
$234B
$73.4K 0.02%
148
+47
+47% +$22.2K
PRU icon
310
Prudential Financial
PRU
$42.3B
$72K 0.02%
737
-10
-1% -$1.04K
XLU icon
311
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$71.1K 0.02%
1,550
-242
-14% -$10.9K
STT icon
312
State Street
STT
$50.7B
$68.1K 0.02%
538
+296
+122% +$37.9K
IEMG icon
313
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$67.2K 0.02%
963
– –
COWZ icon
314
Pacer US Cash Cows 100 ETF
COWZ
$18.5B
$66.8K 0.02%
+1,067
New +$67K
STX icon
315
Seagate
STX
$185B
$66.2K 0.02%
169
– –
DIA icon
316
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.5B
$64.8K 0.02%
140
– –
EQWL icon
317
Invesco S&P 100 Equal Weight ETF
EQWL
$2.7B
$64K 0.02%
555
– –
FCPT icon
318
Four Corners Property Trust
FCPT
$2.83B
$62.6K 0.02%
2,648
– –
FBIN icon
319
Fortune Brands Innovations
FBIN
$6.14B
$62.4K 0.02%
1,600
– –
GS icon
320
Goldman Sachs
GS
$309B
$61.8K 0.02%
73
– –
HEDJ icon
321
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.82B
$61.7K 0.02%
1,180
– –
VEEV icon
322
Veeva Systems
VEEV
$31.6B
$61.5K 0.02%
350
+10
+3% +$1.97K
SPG icon
323
Simon Property Group
SPG
$75.1B
$60.8K 0.02%
326
– –
VST icon
324
Vistra
VST
$53B
$60.7K 0.02%
404
– –
CARR icon
325
Carrier Global
CARR
$57.6B
$59K 0.02%
1,048
+208
+25% +$12.3K
11 12
13
14 15

Similar funds

RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
FPCG
Forum Private Client Group Fishers, Indiana $300M AUM 12.15% 1-Year Est. Return
AFS
Amtrust Financial Services New York $300M AUM 12.98% 1-Year Est. Return
RCA
Riverview Capital Advisers Boston, Massachusetts $300M AUM 10.98% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return
RL
Rogco LP Claremore, Oklahoma $300M AUM 16.35% 1-Year Est. Return
JGIA
Jackson Grant Investment Advisers Stamford, Connecticut $300M AUM 13.94% 1-Year Est. Return

United Community Bank's Q1 2026 Portfolio in Review

As of Q1 2026, United Community Bank held 639 positions worth $300M, up 13% from $264M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

United Community Bank deployed $38.4M of net new capital in Q1 2026, opening 87 new positions and adding to 151 existing holdings. Its largest new stake was Vanguard Intermediate-Term Corporate Bond ETF: 44,289 shares worth $3.66M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 19% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $1.03M trimmed.

  • United Community Bank's largest Q1 2026 buy was Vanguard Intermediate-Term Corporate Bond ETF: 44,289 shares worth $3.66M.
  • United Community Bank added most to Vanguard Total Stock Market ETF in Q1 2026, an estimated $1.81M increase.
  • United Community Bank's biggest Q1 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.03M.
  • United Community Bank fully exited Trade Desk in Q1 2026, selling an estimated $127K.
  • United Community Bank's ten largest holdings make up 33% of its $300M portfolio in Q1 2026.
  • United Community Bank opened 87 new positions and closed 74 in Q1 2026.
  • United Community Bank's portfolio value rose 13% quarter-over-quarter to $300M.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.