Itau Unibanco Banco Holding SA Strategic Asset Allocation Index
Itau Unibanco Banco Holding SA strategic asset allocation index. Itau Unibanco Banco Holding SA (ITUB) has a Strategic Asset Allocation Index of 401.8% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $914.15 Billion) total $914.15 Billion, measured against net assets of $227.50 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Itau Unibanco Banco Holding SA to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Itau Unibanco Banco Holding SA (2000–2025)
Strategic asset allocation index of Itau Unibanco Banco Holding SA from 2000 to 2025. This chart shows how Itau Unibanco Banco Holding SA's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 401.8%, representing strategic assets of $914.15 Billion against net assets of $227.50 Billion USD. Check ITUB goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
Itau Unibanco Banco Holding SA Strategic Asset Allocation Index by Year (2000–2025)
Itau Unibanco Banco Holding SA strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Itau Unibanco Banco Holding SA from 2000 to 2025, covering 26 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 ITUB market cap.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 508.0% | $1.09 Trillion | $- | $1.09 Trillion | $214.97 Billion | ▲ +54.0 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 | ▲ +42.1 pp |
| 2022 | 407.2% | $721.10 Billion | $11.63 Billion | $709.47 Billion | $177.11 Billion | ▲ +27.4 pp |
| 2021 | 379.8% | $624.63 Billion | $12.01 Billion | $612.62 Billion | $164.48 Billion | ▼ -34.9 pp |
| 2020 | 414.7% | $640.84 Billion | $11.77 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 | ▲ +38.4 pp |
| 2017 | 298.9% | $431.44 Billion | $7.36 Billion | $424.08 Billion | $144.36 Billion | ▲ +0.9 pp |
| 2016 | 297.9% | $401.64 Billion | $8.04 Billion | $393.60 Billion | $134.81 Billion | ▲ +288.8 pp |
| 2015 | 9.1% | $10.39 Billion | $8.54 Billion | $1.85 Billion | $114.06 Billion | ▼ -86.8 pp |
| 2014 | 95.9% | $96.51 Billion | $3.28 Billion | $93.23 Billion | $100.62 Billion | ▼ -13.4 pp |
| 2013 | 109.4% | $92.07 Billion | $2.76 Billion | $89.31 Billion | $84.19 Billion | ▲ +105.8 pp |
| 2012 | 3.6% | $2.72 Billion | $2.72 Billion | $- | $76.00 Billion | ▼ -0.2 pp |
| 2011 | 3.8% | $2.84 Billion | $2.84 Billion | $- | $75.34 Billion | ▼ -0.7 pp |
| 2010 | 4.5% | $3.02 Billion | $3.02 Billion | $- | $67.55 Billion | ▲ +1.4 pp |
| 2009 | 3.0% | $2.50 Billion | $2.50 Billion | $- | $82.03 Billion | ▼ -0.1 pp |
| 2008 | 3.1% | $1.11 Billion | $1.11 Billion | $- | $35.63 Billion | ▲ +0.3 pp |
| 2007 | 2.8% | $1.07 Billion | $1.07 Billion | $- | $37.61 Billion | ▼ -0.6 pp |
| 2006 | 3.4% | $977.61 Million | $977.61 Million | $- | $28.78 Billion | ▼ -0.6 pp |
| 2005 | 4.0% | $794.26 Million | $794.26 Million | $- | $19.72 Billion | ▼ -0.1 pp |
| 2004 | 4.2% | $740.07 Million | $740.07 Million | $- | $17.75 Billion | ▼ -0.6 pp |
| 2003 | 4.8% | $691.91 Million | $691.91 Million | $- | $14.39 Billion | ▼ -2.1 pp |
| 2002 | 6.9% | $785.59 Million | $785.59 Million | $- | $11.43 Billion | ▼ -6.9 pp |
| 2001 | 13.7% | $1.20 Billion | $1.20 Billion | $- | $8.77 Billion | ▼ -5.4 pp |
| 2000 | 19.1% | $1.38 Billion | $1.38 Billion | $- | $7.19 Billion | — |