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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
SPGI icon
101
S&P Global
SPGI
$130B
$535K 0.18%
1,258
+375
+42% +$174K
VGT icon
102
Vanguard Information Technology ETF
VGT
$138B
$534K 0.18%
6,120
+640
+12% +$58.9K
AMGN icon
103
Amgen
AMGN
$203B
$529K 0.18%
1,503
-347
-19% -$124K
PHM icon
104
Pultegroup
PHM
$24.9B
$520K 0.17%
4,421
+110
+3% +$14.1K
IWR icon
105
iShares Russell Mid-Cap ETF
IWR
$56.1B
$516K 0.17%
5,303
– –
TMO icon
106
Thermo Fisher Scientific
TMO
$208B
$514K 0.17%
1,046
+979
+1,461% +$531K
IJK icon
107
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$508K 0.17%
5,046
-2,356
-32% -$242K
APH icon
108
Amphenol
APH
$184B
$502K 0.17%
3,975
+2,370
+148% +$334K
TRV icon
109
Travelers Companies
TRV
$81.4B
$496K 0.17%
1,699
-329
-16% -$96.4K
DAL icon
110
Delta Air Lines
DAL
$57B
$485K 0.16%
7,297
+35
+0.5% +$2.36K
PGR icon
111
Progressive
PGR
$125B
$483K 0.16%
2,434
-7
-0.3% -$1.45K
IP icon
112
International Paper
IP
$22.5B
$482K 0.16%
13,508
+1,580
+13% +$65.7K
AEP icon
113
American Electric Power
AEP
$72.7B
$475K 0.16%
3,627
-856
-19% -$107K
SYK icon
114
Stryker
SYK
$129B
$470K 0.16%
1,431
+304
+27% +$109K
VONG icon
115
Vanguard Russell 1000 Growth ETF
VONG
$42.3B
$469K 0.16%
4,277
– –
NRG icon
116
NRG Energy
NRG
$28.8B
$456K 0.15%
3,120
+719
+30% +$113K
ZBRA icon
117
Zebra Technologies
ZBRA
$12.6B
$446K 0.15%
2,133
+1,857
+673% +$436K
TNL icon
118
Travel + Leisure Co
TNL
$4.68B
$436K 0.15%
6,308
+340
+6% +$24.5K
FDX icon
119
FedEx
FDX
$73.5B
$436K 0.15%
1,224
+1,194
+3,980% +$414K
RPRX icon
120
Royalty Pharma
RPRX
$26B
$435K 0.14%
+9,060
New +$397K
DLR icon
121
Digital Realty Trust
DLR
$72.4B
$415K 0.14%
2,301
+160
+7% +$27.3K
TSLA icon
122
Tesla
TSLA
$1.22T
$405K 0.14%
1,089
+5
+0.5% +$2.06K
MCK icon
123
McKesson
MCK
$99.5B
$402K 0.13%
464
-10
-2% -$8.93K
PG icon
124
Procter & Gamble
PG
$346B
$387K 0.13%
2,679
-1,424
-35% -$216K
LDUR icon
125
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.37B
$383K 0.13%
+3,992
New +$383K
3 4
5
6 7

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.