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Union Investment Management Group
Ryan Sailer · Asset Manager · Multi-Strategy
Union Investment Management Group (UIMG) is the specialized investment division of Union Bank & Trust, a family-owned financial institution based in Lincoln, Nebraska. Established within a trust department that dates back to 1959, UIMG has been providing institutional-grade asset management services since 1966. The firm serves high-net-worth individuals, families, and institutional clients, operating under a fiduciary standard. UIMG is known for its collaborative, team-based approach to portfolio management, utilizing a dedicated internal research team to drive its investment decisions. The group manages a wide array of asset classes, including individual equities, fixed-income securities, and specialized mutual fund and ETF strategies. With a strong Midwest heritage, the institution emphasizes long-term client relationships and personalized financial solutions while maintaining a robust presence in the Nebraska and Kansas City wealth management markets.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +25.5% |
| YTD return | +17.1% |
| Sharpe ratio | 3.86 |
| Win rate | 74% |
| AUM | $1.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.ubt.com/wealth |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 11.8% | +24.0% |
| GOOGL | Alphabet Inc Class A | 9.3% | +33.3% |
| MSFT | Microsoft Corporation | 8.7% | +2.7% |
| AMD | Advanced Micro Devices Inc | 7.9% | +140.3% |
| BRK-A | Berkshire Hathaway Inc | 6.8% | +2.1% |
| AVGO | Broadcom Inc | 6.4% | +5.6% |
| WCC | WESCO International Inc | 4.7% | +53.6% |
| APH | Amphenol Corporation | 4.5% | +31.3% |
| LLY | Eli Lilly and Company | 4.3% | +31.4% |
| JPM | JPMorgan Chase & Co | 4.3% | +16.3% |
| WMT | Walmart Inc. Common Stock | 3.9% | +3.3% |
| AMZN | Amazon.com Inc | 3.3% | +16.4% |
| JNJ | Johnson & Johnson | 3.2% | +42.0% |
| DELL | Dell Technologies Inc | 3.2% | +26.2% |
| XOM | Exxon Mobil Corp | 3.2% | +37.9% |
| NVDA | NVIDIA Corporation | 3.1% | +21.6% |
| TSM | Taiwan Semiconductor Manufacturing | 3.1% | +42.6% |
| GS | Goldman Sachs Group Inc | 2.8% | +27.3% |
| CSCO | Cisco Systems Inc | 2.8% | -7.6% |
| PANW | Palo Alto Networks Inc | 2.8% | -6.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 20, 2026 | BUY | CSCO | 2.9% → 2.8% |
| Jul 20, 2026 | BUY | BRK-A | 6.6% → 6.8% |
| Jul 20, 2026 | BUY | LLY | 4.3% → 4.3% |
| Jul 20, 2026 | SELL | APH | 4.6% → 4.5% |
| Jul 20, 2026 | SELL | NVDA | 3.1% → 3.1% |
Investment Style Analysis
Union Investment Management Group is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $1.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 20, Union Investment Management Group made a significant move by increasing exposure to CSCO. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Union Investment Management Group (UIMG) employs a research-driven and fiduciary-focused investment philosophy aimed at long-term capital preservation and consistent growth. The firm’s strategy is rooted in modern portfolio theory, seeking to mitigate risk and volatility through broad global diversification. UIMG utilizes a committee-driven 'whole-team' approach where a strategy group sets capital market expectations and asset allocation targets across various portfolios. This collaborative process integrates detailed equity research and fixed-income expertise with both active and passive management techniques, including the use of individual stocks and low-cost ETFs. By aligning every portfolio with the specific financial goals and risk tolerances of their clients, UIMG focuses on delivering disciplined, goal-based outcomes through various market environments while adhering to a conservative, relationship-centric management ethos.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Union Investment Management Group.
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Frequently asked questions
How is the simulated portfolio for Union Investment Management Group constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Union Investment Management Group's largest holding?
As of the latest filing, Union Investment Management Group's top position is Apple Inc (AAPL), representing 11.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Union Investment Management Group's historical performance and risk profile?
Our simulation indicates a total return of +25.5% with a win rate of 74%. Notably, the portfolio maintains a Sharpe Ratio of 3.86, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Union Investment Management Group primarily invest in?
Union Investment Management Group has a strong preference for the Semiconductors sector, which makes up 20.4% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Union Investment Management Group's portfolio concentrated or diversified?
Union Investment Management Group runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 29.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Union Investment Management Group performed in 2026?
Our AI-simulated model portfolio for Union Investment Management Group tracks a Year-to-Date (YTD) return of +17.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ryan Sailer manage Union Investment Management Group directly?
Yes, Ryan Sailer serves as the key portfolio manager for Union Investment Management Group, overseeing the investment strategy and final capital allocation decisions.