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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
IBTI icon
176
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.88B
$257K 0.09%
+11,520
New +$257K
LOW icon
177
Lowe's Companies
LOW
$119B
$256K 0.09%
1,082
+224
+26% +$58.4K
ORI icon
178
Old Republic International
ORI
$10.5B
$255K 0.09%
6,395
-2,050
-24% -$84.3K
VRT icon
179
Vertiv
VRT
$110B
$254K 0.08%
+1,015
New +$225K
OTEX icon
180
Open Text
OTEX
$5.73B
$252K 0.08%
+11,340
New +$294K
PAAA icon
181
PGIM AAA CLO ETF
PAAA
$11B
$252K 0.08%
+4,926
New +$253K
VB icon
182
Vanguard Small-Cap ETF
VB
$79.9B
$251K 0.08%
958
+34
+4% +$9.2K
SGOV icon
183
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.3B
$247K 0.08%
+2,449
New +$246K
VCSH icon
184
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$241K 0.08%
+3,044
New +$243K
USMV icon
185
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$239K 0.08%
2,575
– –
CB icon
186
Chubb
CB
$139B
$233K 0.08%
715
-57
-7% -$18.3K
UL icon
187
Unilever
UL
$132B
$230K 0.08%
4,037
-383
-9% -$25.7K
MAR icon
188
Marriott International
MAR
$101B
$229K 0.08%
701
+35
+5% +$11.5K
ENS icon
189
EnerSys
ENS
$6.94B
$228K 0.08%
+1,315
New +$223K
IUSB icon
190
iShares Core Universal USD Bond ETF
IUSB
$43B
$225K 0.07%
+4,866
New +$227K
SCHD icon
191
Schwab US Dividend Equity ETF
SCHD
$103B
$219K 0.07%
7,141
+1,478
+26% +$44.8K
WTW icon
192
Willis Towers Watson
WTW
$28.6B
$215K 0.07%
+738
New +$226K
URI icon
193
United Rentals
URI
$70.2B
$213K 0.07%
293
+30
+11% +$25.2K
APD icon
194
Air Products & Chemicals
APD
$65.2B
$213K 0.07%
732
+53
+8% +$14.6K
VO icon
195
Vanguard Mid-Cap ETF
VO
$107B
$206K 0.07%
2,876
+208
+8% +$15.5K
LKQ icon
196
LKQ Corp
LKQ
$6.69B
$206K 0.07%
7,012
+6,127
+692% +$197K
GIS icon
197
General Mills
GIS
$19.5B
$205K 0.07%
5,500
– –
EMB icon
198
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$198K 0.07%
+2,110
New +$203K
PWR icon
199
Quanta Services
PWR
$93.1B
$196K 0.07%
357
– –
HUBB icon
200
Hubbell
HUBB
$26.3B
$195K 0.07%
397
+10
+3% +$4.91K
6 7
8
9 10

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.