LYRICAL U.S. VALUE EQUITY FUND

LYRICAL U.S. VALUE EQUITY FUND is a registered fund series of Ultimus Managers Trust (series S000039711). Net assets $1.3B as of 2026-05-31.

Profile

Advisers

Top holdings (34 reported)

Showing 15 of 34 holdings by value.

HoldingTickerValue% of fund
FLEX LTD$120.7M956.19%
NETAPP INC$69.3M548.87%
EBAY INC$65.4M517.87%
NXP SEMICONDUCTORS NV$64.2M508.54%
JOHNSON CONTROLS INTERNATIONAL PLC$60.6M480.39%
EXPEDIA GROUP INC$54.1M428.63%
NRG ENERGY INC$54.0M427.63%
CORPAY INC$51.7M409.98%
IQVIA HOLDINGS INC$49.5M391.95%
F5 INC$47.1M373.35%
AERCAP HOLDINGS NV$46.6M368.98%
AMERIPRISE FINANCIAL INC$39.5M312.69%
WESCO INTERNATIONAL INC$37.4M296.53%
TD SYNNEX CORP$36.8M291.65%
UBER TECHNOLOGIES INC$36.4M288.29%

Net asset history

Report dateNet assets
2026-05-31$1.3B
2026-02-28$1.1B
2025-11-30$1.1B
2025-08-31$1.1B
2025-05-31$1.0B
2025-02-28$1.1B
2024-11-30$1.2B
2024-08-31$849.6M

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