Itaú Unibanco Holding S.A Strategic Asset Allocation Index
Itaú Unibanco Holding S.A strategic asset allocation index. Itaú Unibanco Holding S.A (BVXB) has a Strategic Asset Allocation Index of 507.7% as of December 2025. Strategic assets (PP&E of €- plus long-term investments of €1.09 Trillion) total €1.09 Trillion, measured against net assets of €215.08 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Itaú Unibanco Holding S.A net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Itaú Unibanco Holding S.A (2017–2025)
Strategic asset allocation index of Itaú Unibanco Holding S.A from 2017 to 2025. This chart shows how Itaú Unibanco Holding S.A's Strategic Asset Allocation Index has evolved across 9 annual periods from 2017 to 2025. As of December 2025, the index stands at 507.7%, representing strategic assets of €1.09 Trillion against net assets of €215.08 Billion EUR. Check Itaú Unibanco Holding S.A tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Itaú Unibanco Holding S.A Strategic Asset Allocation Index by Year (2017–2025)
Itaú Unibanco Holding S.A strategic asset allocation index by year from 2017 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Itaú Unibanco Holding S.A from 2017 to 2025, covering 9 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see how much is Itaú Unibanco Holding S.A worth.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 507.7% | €1.09 Trillion | €- | €1.09 Trillion | €215.08 Billion | ▲ +53.8 pp |
| 2024 | 453.9% | €1.00 Trillion | €- | €1.00 Trillion | €221.28 Billion | ▲ +4.7 pp |
| 2023 | 449.3% | €894.31 Billion | €- | €894.31 Billion | €199.05 Billion | ▲ +42.7 pp |
| 2022 | 406.6% | €721.10 Billion | €11.63 Billion | €709.47 Billion | €177.34 Billion | ▲ +26.8 pp |
| 2021 | 379.8% | €624.63 Billion | €12.01 Billion | €612.62 Billion | €164.48 Billion | ▼ -35.0 pp |
| 2020 | 414.8% | €640.92 Billion | €11.85 Billion | €629.07 Billion | €154.53 Billion | ▲ +44.8 pp |
| 2019 | 370.0% | €552.95 Billion | €10.76 Billion | €542.19 Billion | €149.47 Billion | ▲ +32.7 pp |
| 2018 | 337.2% | €507.40 Billion | €7.30 Billion | €500.10 Billion | €150.47 Billion | ▲ +45.7 pp |
| 2017 | 291.5% | €431.44 Billion | €7.36 Billion | €424.08 Billion | €148.01 Billion | — |