Itaúsa - Investimentos Itaú SA Strategic Asset Allocation Index
Itaúsa - Investimentos Itaú SA strategic asset allocation index. Itaúsa - Investimentos Itaú SA (ITSA3) has a Strategic Asset Allocation Index of 5.6% as of September 2025. Strategic assets (PP&E of R$5.45 Billion plus long-term investments of R$-) total R$5.45 Billion, measured against net assets of R$96.86 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check ITSA3 tangible net assets ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Itaúsa - Investimentos Itaú SA (2013–2024)
Strategic asset allocation index of Itaúsa - Investimentos Itaú SA from 2013 to 2024. This chart shows how Itaúsa - Investimentos Itaú SA's Strategic Asset Allocation Index has evolved across 12 annual periods from 2013 to 2024. As of September 2025, the index stands at 5.6%, representing strategic assets of R$5.45 Billion against net assets of R$96.86 Billion BRL.
Itaúsa - Investimentos Itaú SA Strategic Asset Allocation Index by Year (2013–2024)
Itaúsa - Investimentos Itaú SA strategic asset allocation index by year from 2013 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Itaúsa - Investimentos Itaú SA from 2013 to 2024, covering 12 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 Itaúsa - Investimentos Itaú SA (ITSA3) market capitalisation.
| Year | SAAI | Strategic Assets (BRL) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 5.7% | R$5.42 Billion | R$5.42 Billion | R$- | R$95.00 Billion | ▼ -0.2 pp |
| 2023 | 5.9% | R$5.11 Billion | R$5.11 Billion | R$- | R$87.05 Billion | ▼ -0.2 pp |
| 2022 | 6.0% | R$4.62 Billion | R$4.62 Billion | R$- | R$76.53 Billion | ▼ -101.2 pp |
| 2021 | 107.3% | R$74.56 Billion | R$5.38 Billion | R$69.18 Billion | R$69.51 Billion | ▲ +3.7 pp |
| 2020 | 103.6% | R$62.82 Billion | R$3.96 Billion | R$58.85 Billion | R$60.63 Billion | ▲ +3.4 pp |
| 2019 | 100.2% | R$58.49 Billion | R$4.24 Billion | R$54.25 Billion | R$58.36 Billion | ▲ +1.7 pp |
| 2018 | 98.5% | R$57.23 Billion | R$3.34 Billion | R$53.90 Billion | R$58.08 Billion | ▼ -8.2 pp |
| 2017 | 106.7% | R$58.61 Billion | R$5.37 Billion | R$53.24 Billion | R$54.92 Billion | ▲ +8.0 pp |
| 2016 | 98.7% | R$49.13 Billion | R$3.74 Billion | R$45.38 Billion | R$49.75 Billion | ▲ +1.0 pp |
| 2015 | 97.8% | R$46.81 Billion | R$5.59 Billion | R$41.23 Billion | R$47.87 Billion | ▲ +0.1 pp |
| 2014 | 97.6% | R$41.25 Billion | R$5.44 Billion | R$35.81 Billion | R$42.24 Billion | ▲ +0.6 pp |
| 2013 | 97.0% | R$34.91 Billion | R$4.96 Billion | R$29.95 Billion | R$35.97 Billion | — |