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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
ATO icon
526
Atmos Energy
ATO
$29.7B
$739 ﹤0.01%
4
-80
-95% -$14.1K
PNW icon
527
Pinnacle West Capital
PNW
$12.8B
$705 ﹤0.01%
7
– –
CNP icon
528
CenterPoint Energy
CNP
$28.8B
$691 ﹤0.01%
16
-481
-97% -$19.9K
RMD icon
529
ResMed
RMD
$29.5B
$673 ﹤0.01%
3
– –
CTVA icon
530
Corteva
CTVA
$58.6B
$670 ﹤0.01%
8
-1,713
-100% -$129K
AIZ icon
531
Assurant
AIZ
$13.7B
$653 ﹤0.01%
3
– –
LVS icon
532
Las Vegas Sands
LVS
$31.6B
$647 ﹤0.01%
12
– –
AME icon
533
Ametek
AME
$55.7B
$643 ﹤0.01%
3
– –
YUM icon
534
Yum! Brands
YUM
$40.7B
$622 ﹤0.01%
4
– –
EA icon
535
Electronic Arts
EA
$52.4B
$612 ﹤0.01%
3
– –
WRB icon
536
W.R. Berkley
WRB
$28.1B
$597 ﹤0.01%
9
– –
F icon
537
Ford
F
$58.5B
$565 ﹤0.01%
49
– –
IDXX icon
538
Idexx Laboratories
IDXX
$43.9B
$562 ﹤0.01%
1
-18
-95% -$11.5K
ES icon
539
Eversource Energy
ES
$28.1B
$554 ﹤0.01%
8
– –
TROW icon
540
T. Rowe Price
TROW
$25.5B
$541 ﹤0.01%
6
– –
EFX icon
541
Equifax
EFX
$20.8B
$540 ﹤0.01%
3
-20
-87% -$3.97K
PPG icon
542
PPG Industries
PPG
$26.4B
$534 ﹤0.01%
5
-86
-95% -$9.75K
CPRT icon
543
Copart
CPRT
$27.6B
$531 ﹤0.01%
16
– –
CTRA
544
DELISTED
Coterra Energy
CTRA
$527 ﹤0.01%
15
– –
ACGL icon
545
Arch Capital
ACGL
$36.3B
$480 ﹤0.01%
5
– –
A icon
546
Agilent Technologies
A
$38.9B
$456 ﹤0.01%
4
– –
AJG icon
547
Arthur J. Gallagher & Co
AJG
$65.1B
$433 ﹤0.01%
2
-81
-98% -$18.7K
AXON
548
Axon Enterprise
AXON
$42.4B
$425 ﹤0.01%
1
– –
CCI icon
549
Crown Castle
CCI
$32.4B
$407 ﹤0.01%
5
-66
-93% -$5.68K
BRO icon
550
Brown & Brown
BRO
$23.6B
$391 ﹤0.01%
6
– –
20 21
22
23 24

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.