UMB Financial Corp.

UMB Financial Corp.

UMB Financial Corp.

Overview
Date Founded

1967

Headquarters

1010 Grand Boulevard, Kansas City, MO, 64106, USA

Type of Company

Public

Employees (Worldwide)

3,573

Industries

Retail & Commercial Banking
Holding Companies

Company Description

UMB Financial Corp. operates as a financial holding company, which engages in the provision of bank and asset services. It operates through the Commercial Banking, Institutional Banking, Personal Banking, and Healthcare Services. The Commercial Banking serves the commercial lending and leasing, capital markets, and treasury management needs of the company’s mid-market businesses and governmental entities by offering various products and services. The Institutional Banking is a combination of banking services, fund services, and asset management services provided to institutional clients. The Personal Banking combines consumer services and asset management provided to personal clients. The Healthcare Services provides healthcare payment solutions including custodial services for health savings accounts and private label, multipurpose debit cards to insurance carriers, third-party administrators, software companies, employers, and financial institutions. The company was founded was founded in 1967 and is headquartered in Kansas City, MO.

Contact Data
Trying to get in touch with decision makers at UMB Financial Corp.? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Executives & Employees

President & Chief Executive Officer

Chief Financial Officer & Executive Vice President

Chairman & Chief Executive Officer-Kansas Region

Chief Executive Officer, Arizona

Executive Vice President & Chief Credit Officer

Chairman & President-Oklahoma

President & Chief Executive Officer of the Bank

Executive Vice President & Chief Administrative Officer

Executive Vice President & Operations Director

President of Investment & Wealth Management

Board of Directors

President & Chief Executive Officer at UMB Financial Corp.

Chairman of the Board, Chief Executive Officer, Co-Founder at Pollen, Inc.

President at Metropolitan State University of Denver

President & Chief Executive Officer at JE Dunn Construction Company

Former Chairman, President & Chief Executive Officer at Burns & McDonnell, Inc.

Executive Vice President & Head of US Distribution at Janus Capital Management LLC

President at Sosland Publishing Co.

Former Vice President & Corporate Officer, Information Technology & Services at Ball Corporation

Chief Executive Officer at Murphy-Hoffman Co.

Operating Partner at Blackford Capital LLC

Paths to UMB Financial Corp.
Potential Connections via
Relationship Science
You
UMB Financial Corp.
Owners & Shareholders
Details Hidden

UMB focuses on investments in the stocks of US large-cap companies. The firm's Large Cap Equity Strategy emphasizes quality growth and is based on GARP methodology. The strategy seeks to add value through rigorous stock selection and active sector selection. It combines a fundamental, bottom-up stock selection approach with a top-down focus on the macro economy. It seeks to identify relative value within companies that have proven their ability to grow earnings and cash flow. The firm screens all publicly-traded companies with market-cap greater than $1 billion. UMB evaluates companies' five-year historical EPS growth, consistency of EPS growth, sales growth, return on equity and debt-to-total-capital ratio. Companies that meet these criteria are then screened for value characteristics including absolute p/e ratio, relative p/e ratio, and p/e ratio in relation to sector growth. This process results in a buy list of about 100 stocks. To construct portfolios, UMB employs internal and external economic research to determine overweighting or underweighting versus the economic sectors of the S&P 500 Index.

Details Hidden

CIP aims to generate attractive returns with less risk than the overall market by offering institutional separate accounts and pooled investment vehicles, including mutual funds, commingled funds, and a collective investment fund in both US small-cap and mid-cap equity strategies as well as emerging markets all-cap and small-cap equity strategies. The portfolio is comprised of companies that the firm believes have attractive long-term fundamentals, appreciation potential, and valuations.

Details Hidden

Nuance Investments is a classic value investment firm headquartered in Kansas City. Nuance was formed on the belief that the ability to outperform the broad stock market is predicated on a consistent and disciplined value investing approach. The Nuance investment team’s sole focus is generating investment returns for clients by diligently reviewing one company at a time on its own investment merits. Nuance Mid Cap Value Nuance Mid Cap Value seeks long-term capital appreciation primarily through investments in equity securities of companies organized in the United States that the investment team believes are high quality, though temporarily out of favor. The strategy typically invests in a portfolio of 50 to 100 companies with market capitalizations typically between $1.0 billion and $25 billion and is considered a mid-cap strategy. The primary benchmark for the strategy is the Russell Midcap Value Index. Clients may also be interested in comparing the strategy to the S&P MidCap 400 Value Index and the S&P 500 Index. Nuance Concentrated Value Nuance Concentrated Value seeks long-term capital appreciation primarily through companies organized in the United States that the investment team believes are high quality, though temporarily out of favor. The strategy typically invests in a portfolio of 15 to 35 companies of various market capitalizations and is considered an all-cap strategy. The primary benchmark for the strategy is the Russell 3000 Value Index. Clients may also be interested in comparing the strategy to the S&P 500 Index.

Recent Transactions
Details Hidden

UMB Financial Corp., UMB Bank & Trust, NA purchase Bankers Trust Co. /Des Moines Ia/ /CorporateTrust Bus from BTC Financial Corp.

Details Hidden

Raymond James Financial, Inc., Carillon Tower Advisers, Inc. purchase Scout Investments, Inc. from UMB Financial Corp.

Details Hidden

UMB Financial Corp., Baird & Warner Holding Co. purchase Kreuser & Seiler Ltd.

Insider Transactions
Details Hidden
Details Hidden
Transaction Advisors
Accountant

Advised onMarshall & Ilsley Corp. purchases UMB Bank NA /Employee Benefits Business from UMB Financial Corp.

Investment Advisor

Advised onUMB Financial Corp., Scout Investments, Inc. purchase Reams Asset Management Co., LLC

Legal Advisor

Advised onUMB Financial Corp. purchases Marquette Financial Companies

Legal Advisor

Advised onUMB Financial Corp. issued USD Common Stock

Head of Depository & Specialty Finance Investment Banking

Advised onUMB Financial Corp. issued USD Common Stock

Legal Advisor

Advised onUMB Financial Corp. purchases Marquette Financial Companies

Advisors & Consultants
Advisor

President, Retail at TD Ameritrade Holding Corp.

Clients

TO MAXIMIZE PRIVATE GIFT SUPPORT FOR PITTSBURG STATE UNIVERSITY, EXERCISE PROPER MANAGEMENT OF FOUNDATION ASSETS, LAY THE GROUNDWORK FOR FUTURE FUNDRAISING SUCCESS IN SUPPORT OF THE UNIVERSITY'S TEACHING, REASEARCH AND SERVICE /CIVIC ENGAGEMENT FUNCTIONS, AND TO DEVELOP AND MAINTAIN RELATIONSHIPS THROUGHOUT THE UNIVERSITY'S BROAD RANGE OF CONSTITUENCIES.

Key Stats and Financials As of 2019
Market Capitalization
$3.32B
Total Enterprise Value
$3.77B
Earnings Per Share
$4.96
Revenue
$1.29B
Net Profit
$244M
Total Equity
$2.61B
Total Debt
$2.07B
Enterprise Value / Sales
2.92x
Debt TEV
0.55x
TEVNet Income
15.47x
Three Year Compounded Annual Growth Rate Of Revenue
8.98%
Non-Profit Donations & Grants
Investments
Details Hidden

Bridge Financial Technology, Inc. provides investment advice. Its technology platform helps financial advisors in drift reporting, billing and performance reporting. The company was founded by Sanjay Sharma and Rasheed Hammouda in 2015 and is headquartered in Chicago, IL.

Details Hidden

Bandura Cyber, Inc. develops and manufactures cyber security software solutions and devices. Its products include PoliWall, an in-line internet protocol (IP) filter security appliance that is used to stop the noise generated by needless traffic, prevent malware and Trojans from exfiltrating sensitive data, and apply hyper-granular IP allow and deny policies based on geo-IP location and IP reputation threat intelligence feeds. The company was founded by Suzanne Magee, David Maestas and Andrea Johnson in 2013 and is headquartered in Tysons, VA.

Details Hidden

blooom, Inc. provides investment advisory services. It specializes in retirement plans. The company was founded by Chris Kyle Costello, AufDerHeide Randall, and Kevin Morris Conard in 2013 and is headquartered in Leawood, KS.

Competitors
Bank of America Corp. Retail & Commercial Banking - Charlotte, NC

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The Global Wealth and Investment Management provides client experience through a network of financial advisors focused on to meet their needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other.

Regions Financial Corporation Retail & Commercial Banking - Birmingham, AL

Regions Financial Corporation, with $125 billion in assets, is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, mortgage and insurance products and services. Regions serves customers across the South, Midwest and Texas, and through its subsidiary, Regions Bank, operates approximately 1,600 banking offices and 2,000 ATMs.

Simmons First National Corp. Retail & Commercial Banking - Pine Bluff, AR

Simmons First National Corp. is a financial holding company, which engages in the provision of banking and other financial products and services to individual and corporate customers. It conducts banking operations in communities throughout Arkansas, Colorado, Illinois, Kansas, Missouri, Oklahoma, Tennessee and Texas. The firm offers consumer, real estate and commercial loans; checking, savings and time deposits; and specialized products and services, such as credit cards, trust and fiduciary services, investments, agricultural finance lending, equipment lending, insurance and small business administration. The company was founded on March 23, 1903 and is headquartered in Pine Bluff, AR.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by UMB Financial Corp.. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of UMB Financial Corp.'s profile does not indicate a business or promotional relationship of any kind between RelSci and UMB Financial Corp..