Union Bank and Trust Company
Minneapolis, MN FDIC 13421 $5B-$10B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.56% +0.14 1.41%
Return on Equity (%) 14.91% +0.49 14.42%
Net Interest Margin (%) 3.67% +0.13 3.54%
Efficiency Ratio (%) 55.67% -2.19 57.86%
Pre-Provision Profit ($M) $50 +6.16 $44
Cost of Funds (%) 2.25% -0.22 2.47%
Balance Sheet
Total Assets ($M) $9,189 +485.09 $8,703
Gross Loans ($M) $6,966 +443.95 $6,522
Loan Growth YoY (%) 90.29% +3.62 86.67%
Total Deposits ($M) $7,595 +188.28 $7,406
Shareholders Equity ($M) $956 +105.92 $850
Tang. Book Value ($M) $936 +105.66 $830
TBV excl. AOCI ($M)** $1,028 +107.63 $920
Loan / Deposit Ratio (%) 90.29% +3.62 86.67%
Credit Quality
NPA / Total Assets (%) 0.24% -0.04 0.28%
Allowance / Loans (%) 1.57% -0.02% 1.59%
Net Charge-Off Ratio (%) 0.31% -0.06 0.37%
Capital
Tier 1 Capital Ratio (%) 12.26% +0.61 11.64%
Noninterest income ($33.88M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▂▆▇███ Net Interest Margin (%) 3.22% 3.28% 3.31% 3.54% 3.57% 3.66% 3.68% 3.67%
▁▁▄▃▁▂█▇ Return on Assets (%) 1.34% 1.37% 1.45% 1.41% 1.36% 1.40% 1.60% 1.56%
██▆▅▄▄▁▁ Efficiency Ratio (%) 59.9% 60.2% 58.4% 57.9% 57.6% 57.5% 55.2% 55.7%
█▆▅▃▃▃▂▁ Cost of Funds (%) 2.92% 2.75% 2.65% 2.47% 2.49% 2.47% 2.36% 2.25%
▁▁▅▄▅██▃ NPA / Assets (%) 0.15% 0.15% 0.31% 0.28% 0.30% 0.42% 0.39% 0.24%
▁▁▆▄▅██▃ Net Charge-Off Ratio (%) 0.20% 0.21% 0.42% 0.37% 0.39% 0.55% 0.52% 0.31%
▂▁▃▂▄▆██ Tang. Book Value ($M) $834 $801 $843 $830 $855 $889 $936 $936
▁▁▂▃▅▆▇█ Gross Loans ($M) $6,297 $6,330 $6,426 $6,522 $6,666 $6,730 $6,855 $6,966
▁▃▇▆▆▆██ Total Deposits ($M) $6,589 $6,930 $7,495 $7,406 $7,353 $7,410 $7,734 $7,595
Portfolio Composition — Q1'26
Loan Mix%
Real Estate63%
C&I / Commercial19%
Agricultural2%
Consumer9%
Other6%
Deposit Mix%
Nonint.-Bearing Demand13%
Interest-Bearing (core)72%
Brokered / Other15%
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