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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
EQIX icon
476
Equinix
EQIX
$103B
$7.84K ﹤0.01%
8
-10
-56% -$8.89K
SPYV icon
477
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$7.24K ﹤0.01%
128
-136
-52% -$7.89K
DELL icon
478
Dell
DELL
$276B
$7.22K ﹤0.01%
44
– –
AFL icon
479
Aflac
AFL
$64.4B
$7.02K ﹤0.01%
64
– –
KR icon
480
Kroger
KR
$35.5B
$6.8K ﹤0.01%
94
– –
WBD icon
481
Warner Bros
WBD
$63.4B
$6.59K ﹤0.01%
240
– –
VRTX icon
482
Vertex Pharmaceuticals
VRTX
$122B
$6.25K ﹤0.01%
14
-21
-60% -$9.79K
RSG icon
483
Republic Services
RSG
$66.7B
$6.13K ﹤0.01%
28
– –
NVO
484
Novo Nordisk
NVO
$220B
$5.22K ﹤0.01%
+142
New +$6.73K
ISRG icon
485
Intuitive Surgical
ISRG
$128B
$5.07K ﹤0.01%
11
-9
-45% -$4.55K
DECK icon
486
Deckers Outdoor
DECK
$13.6B
$4.5K ﹤0.01%
+45
New +$4.83K
NCLH icon
487
Norwegian Cruise Line
NCLH
$9.2B
$4.02K ﹤0.01%
+215
New +$4.7K
IRM icon
488
Iron Mountain
IRM
$37.8B
$3.78K ﹤0.01%
37
– –
FITB
489
Fifth Third Bancorp
FITB
$51.7B
$3.72K ﹤0.01%
80
+24
+43% +$1.18K
GEHC icon
490
GE HealthCare
GEHC
$27.8B
$3.56K ﹤0.01%
50
-1,360
-96% -$107K
STM icon
491
STMicroelectronics
STM
$47.7B
$3.46K ﹤0.01%
100
– –
TXT icon
492
Textron
TXT
$16.7B
$3.42K ﹤0.01%
39
– –
CLSK icon
493
CleanSpark
CLSK
$3.6B
$3.4K ﹤0.01%
400
– –
BA icon
494
Boeing
BA
$167B
$3.38K ﹤0.01%
17
– –
ETR icon
495
Entergy
ETR
$53.1B
$3.37K ﹤0.01%
30
-242
-89% -$24.3K
FANG icon
496
Diamondback Energy
FANG
$55.1B
$3.36K ﹤0.01%
17
-50
-75% -$8.5K
MRSH
497
Marsh
MRSH
$87.5B
$3.3K ﹤0.01%
19
-71
-79% -$12.8K
KHC icon
498
Kraft Heinz
KHC
$31.1B
$2.99K ﹤0.01%
133
-50
-27% -$1.18K
D icon
499
Dominion Energy
D
$61.8B
$2.97K ﹤0.01%
48
-407
-89% -$25.1K
SNPS icon
500
Synopsys
SNPS
$74.5B
$2.77K ﹤0.01%
7
-21
-75% -$9.49K
18 19
20
21 22

Similar funds

RP
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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
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RL
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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.