Itaú Unibanco Holding S.A. (ITUB3) — Long-term Investment Intensity

Latest as of June 2026: 28.7%

Itaú Unibanco Holding S.A. (ITUB3) has a Long-term Investment Intensity of 28.7% as of June 2026. Long-term investments of R$919.11 Billion represent 28.7% of total assets of R$3.20 Trillion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check ITUB3 financial resilience to evaluate the company's liquid asset resilience ratio.

LT Investment Intensity

28.7%
LT Investments / Total Assets

Long-term Investments

R$919.11 Billion
BRL

Total Assets

R$3.20 Trillion
BRL

Country

Brazil
SA

Itaú Unibanco Holding S.A. Long-term Investment Intensity (2013–2025)

This chart shows how Itaú Unibanco Holding S.A.'s Long-term Investment Intensity has evolved across 13 annual periods from 2013 to 2025. As of June 2026, the intensity stands at 28.7%, reflecting long-term investments of R$919.11 Billion against total assets of R$3.20 Trillion BRL. For the complete balance sheet picture, see Itaú Unibanco Holding S.A. total assets.

Annual Long-term Investment Intensity for Itaú Unibanco Holding S.A. (2013–2025)

The table below presents the year-by-year Long-term Investment Intensity for Itaú Unibanco Holding S.A. from 2013 to 2025, covering 13 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. Read debt load of Itaú Unibanco Holding S.A. for a breakdown of total debt and financial obligations.

Year LT Investment Intensity LT Investments (BRL) Total Assets Change (pp)
2025 35.6% R$1.09 Trillion R$3.07 Trillion ▲ +0.4 pp
2024 35.2% R$1.00 Trillion R$2.85 Trillion ▲ +0.0 pp
2023 35.2% R$894.31 Billion R$2.54 Trillion ▲ +4.6 pp
2022 30.6% R$709.47 Billion R$2.32 Trillion ▲ +1.0 pp
2021 29.6% R$612.62 Billion R$2.07 Trillion ▼ -1.5 pp
2020 31.2% R$629.07 Billion R$2.02 Trillion ▼ -2.0 pp
2019 33.1% R$542.19 Billion R$1.64 Trillion ▲ +0.9 pp
2018 32.2% R$500.10 Billion R$1.55 Trillion ▲ +2.7 pp
2017 29.6% R$424.08 Billion R$1.43 Trillion ▲ +0.5 pp
2016 29.1% R$393.60 Billion R$1.35 Trillion ▲ +20.1 pp
2015 9.0% R$114.83 Billion R$1.28 Trillion ▲ +0.7 pp
2014 8.3% R$93.23 Billion R$1.13 Trillion ▼ -0.4 pp
2013 8.7% R$89.31 Billion R$1.03 Trillion
pp = percentage points