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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
FCX icon
501
Freeport-McMoran
FCX
$90.2B
$2.59K ﹤0.01%
44
– –
ROST icon
502
Ross Stores
ROST
$78.1B
$2.38K ﹤0.01%
11
– –
HPE icon
503
Hewlett Packard
HPE
$63.8B
$2.38K ﹤0.01%
100
– –
MCO icon
504
Moody's
MCO
$84.2B
$2.18K ﹤0.01%
5
-22
-81% -$10.4K
TEL icon
505
TE Connectivity
TEL
$60.2B
$2.09K ﹤0.01%
10
– –
CRWD icon
506
CrowdStrike
CRWD
$183B
$1.95K ﹤0.01%
20
– –
RCL icon
507
Royal Caribbean
RCL
$81.8B
$1.93K ﹤0.01%
7
– –
EXC icon
508
Exelon
EXC
$48.2B
$1.86K ﹤0.01%
38
-371
-91% -$17.3K
WELL icon
509
Welltower
WELL
$175B
$1.78K ﹤0.01%
9
– –
NUE icon
510
Nucor
NUE
$56.4B
$1.69K ﹤0.01%
10
– –
MSCI icon
511
MSCI
MSCI
$41.5B
$1.62K ﹤0.01%
3
– –
PYPL icon
512
PayPal
PYPL
$49.5B
$1.54K ﹤0.01%
34
– –
AWK icon
513
American Water Works
AWK
$26.3B
$1.36K ﹤0.01%
10
-63
-86% -$8.33K
O icon
514
Realty Income
O
$61.1B
$1.35K ﹤0.01%
22
– –
NEM icon
515
Newmont
NEM
$98.5B
$1.19K ﹤0.01%
11
– –
SLB icon
516
SLB Ltd
SLB
$76.5B
$1.13K ﹤0.01%
22
-196
-90% -$9.51K
CHD icon
517
Church & Dwight Co
CHD
$23.4B
$1.12K ﹤0.01%
12
– –
MICC
518
The Magnum Ice Cream Company N.V.
MICC
$11B
$1.05K ﹤0.01%
70
– –
GM icon
519
General Motors
GM
$78.7B
$894 ﹤0.01%
12
– –
BG icon
520
Bunge Global
BG
$22.8B
$890 ﹤0.01%
7
– –
LUMN icon
521
Lumen
LUMN
$6.45B
$876 ﹤0.01%
126
– –
MSI icon
522
Motorola Solutions
MSI
$70.3B
$868 ﹤0.01%
2
-24
-92% -$10.4K
CFG icon
523
Citizens Financial Group
CFG
$30.1B
$840 ﹤0.01%
14
– –
CDNS icon
524
Cadence Design Systems
CDNS
$93.4B
$834 ﹤0.01%
3
-37
-93% -$11K
OMC icon
525
Omnicom Group
OMC
$23.5B
$828 ﹤0.01%
11
-135
-92% -$10.5K
19 20
21
22 23

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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
Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return
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.