Casa de Bolsa Finamex S.A.B. de C.V (FINAMEXO) — Long-term Investment Intensity

Latest as of March 2026: 63.7%

Casa de Bolsa Finamex S.A.B. de C.V (FINAMEXO) has a Long-term Investment Intensity of 63.7% as of March 2026. Long-term investments of MX$98.62 Billion represent 63.7% of total assets of MX$154.83 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See Casa de Bolsa Finamex S.A.B. de C.V shareholders equity for net asset value and shareholders' equity analysis.

LT Investment Intensity

63.7%
LT Investments / Total Assets

Long-term Investments

MX$98.62 Billion
MXN

Total Assets

MX$154.83 Billion
MXN

Country

Mexico
MX

Casa de Bolsa Finamex S.A.B. de C.V Long-term Investment Intensity (2013–2025)

This chart shows how Casa de Bolsa Finamex S.A.B. de C.V's Long-term Investment Intensity has evolved across 12 annual periods from 2013 to 2025. As of March 2026, the intensity stands at 63.7%, reflecting long-term investments of MX$98.62 Billion against total assets of MX$154.83 Billion MXN. Also explore Casa de Bolsa Finamex S.A.B. de C.V balance sheet assets for the complete picture of this company's asset base.

Annual Long-term Investment Intensity for Casa de Bolsa Finamex S.A.B. de C.V (2013–2025)

The table below presents the year-by-year Long-term Investment Intensity for Casa de Bolsa Finamex S.A.B. de C.V from 2013 to 2025, covering 12 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For market capitalisation and broader financial context, see Casa de Bolsa Finamex S.A.B. de C.V stock valuation.

Year LT Investment Intensity LT Investments (MXN) Total Assets Change (pp)
2025 67.9% MX$144.36 Billion MX$212.59 Billion ▲ +54.5 pp
2024 13.4% MX$17.97 Billion MX$134.41 Billion ▲ +3.4 pp
2023 10.0% MX$9.71 Billion MX$97.48 Billion ▲ +6.2 pp
2022 3.7% MX$3.23 Billion MX$86.78 Billion ▲ +0.6 pp
2021 3.1% MX$1.94 Billion MX$61.47 Billion ▼ -3.3 pp
2020 6.4% MX$5.98 Billion MX$93.44 Billion ▼ -67.9 pp
2019 74.3% MX$80.34 Billion MX$108.11 Billion ▲ +65.1 pp
2018 9.2% MX$9.50 Billion MX$102.74 Billion ▼ -7.7 pp
2017 17.0% MX$8.43 Billion MX$49.61 Billion ▼ -51.2 pp
2016 68.2% MX$32.60 Billion MX$47.80 Billion ▲ +67.8 pp
2015 0.4% MX$178.00 Million MX$42.49 Billion ▼ -0.9 pp
2013 1.3% MX$629.00 Million MX$47.37 Billion
pp = percentage points