REGS - ETF AI Analysis
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Columbia Large Cap Growth ETF (REGS)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past month, showing positive momentum.
Leading Growth Companies in Top Holdings
Many of the largest positions, such as major chipmakers, online retailers, and search companies, have shown strong or steady performance, helping drive the fund’s returns.
Focused but Still Sector-Diversified
While technology is the largest slice, the fund also holds meaningful exposure to consumer, communication, health care, and financial stocks, which helps spread risk across different parts of the economy.
Negative Factors
Heavy Tilt Toward Technology
With over half of the portfolio in technology stocks, the fund is highly sensitive to swings in the tech sector.
Concentration in a Few Big Names
A small group of large companies makes up a significant share of the fund, so weakness in any of these stocks could have an outsized impact on performance.
Limited Geographic Diversification
Almost all of the ETF’s holdings are in U.S. companies, offering little exposure to growth or diversification opportunities in other regions.
REGS vs. SPDR S&P 500 ETF (SPY)
AUM64.25M
RegionNorth America
Expense Ratio0.35%
Beta1.43
IssuerColumbia
Inception DateMar 16, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume14,362
30 Day Avg. Volume9,569
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
14.37Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering60
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
REGS Summary
Columbia Large Cap Growth ETF (REGS) is an actively managed fund that focuses on large U.S. companies with strong growth potential, rather than tracking a fixed index. It mainly invests in big, well-known names in technology and other sectors, with top holdings like Apple, Microsoft, Nvidia, and Amazon. Someone might consider this ETF if they want long-term growth from leading U.S. companies in one diversified investment instead of picking individual stocks. A key risk is that it is heavily tilted toward tech and other growth stocks, so its price can rise and fall more sharply than the overall market.
How much will it cost me?This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 you invest. That’s higher than the cost of many index (passively managed) ETFs, because this fund is actively managed and charges more for professional stock selection and research.
What would affect this ETF?This ETF is heavily invested in large U.S. technology and internet companies like Nvidia, Apple, Microsoft, and Alphabet, so it could benefit if innovation in areas such as artificial intelligence continues, the U.S. economy stays healthy, and interest rates stabilize or fall, which often supports growth stocks. On the other hand, it could be hurt by higher interest rates, stricter tech regulation, economic slowdowns that hit consumer and advertising spending, or a shift in market preference away from growth stocks, and its active management means results can differ meaningfully from the broader market.
REGS Top 10 Holdings
This ETF is riding a powerful tech wave, with Nvidia, Microsoft, and Broadcom doing most of the heavy lifting as their AI-driven stories keep pushing higher. Amazon is also pulling its weight, adding steady support from e-commerce and cloud. On the flip side, Meta and Alphabet have been wobbling lately, acting more like speed bumps than accelerators, while Apple feels more steady than exciting. With over half the fund in U.S. technology and communication names, and virtually all exposure in U.S. large caps, this is very much a homegrown Big Tech and AI-centric play.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 11.98% | $7.75M | $5.25T | 20.64% | 76 Outperform | |
| Apple | 8.44% | $5.46M | $4.54T | 35.82% | 79 Outperform | |
| Broadcom | 6.13% | $3.97M | $1.73T | 25.32% | 76 Outperform | |
| Alphabet Class C | 5.31% | $3.43M | $4.15T | 65.32% | 82 Outperform | |
| Microsoft | 5.15% | $3.33M | $3.57T | -4.73% | 79 Outperform | |
| Meta Platforms | 3.79% | $2.45M | $1.39T | -27.14% | 76 Outperform | |
| Eli Lilly & Co | 3.73% | $2.41M | $1.17T | 76.40% | 72 Outperform | |
| Advanced Micro Devices | 2.46% | $1.59M | $766.37B | 182.10% | 73 Outperform | |
| Amazon | 2.31% | $1.49M | $2.81T | 13.02% | 71 Outperform | |
| Alphabet Class A | 1.86% | $1.20M | $4.15T | 67.32% | 85 Outperform |
REGS Technical Analysis
Positive
―
Price Trends
11.31
Positive
11.15
Positive
Market Momentum
0.09
Positive
52.10
Neutral
8.25
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For REGS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 11.46, equal to the 50-day MA of 11.31, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.09 indicates Positive momentum. The RSI at 52.10 is Neutral, neither overbought nor oversold. The STOCH value of 8.25 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for REGS.
REGS Peer Comparison
Comparison Results
Performance Comparison
REGS
Columbia Large Cap Growth ETF
11.51
1.42
14.07%
PRMR
PeakShares RMR Prime Equity ETF
―
―
―
FCUS
Pinnacle Focused Opportunities ETF
―
―
―
HUSV
First Trust Horizon Managed Volatility Domestic ETF
―
―
―
EGGQ
NestYield Visionary ETF
―
―
―
RWLC
Rayliant Quantitative Developed Market Equity ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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