Itaúsa - Investimentos Itaú SA (ITSA3) — 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.
SAAI
Strategic Assets
PP&E
Net Assets
Itaúsa - Investimentos Itaú SA Strategic Asset Allocation Index (2013–2024)
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. Explore Itaúsa - Investimentos Itaú SA cash conversion from operations to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Itaúsa - Investimentos Itaú SA (2013–2024)
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 the full company profile including market capitalisation, see ITSA3 market cap.
| 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 | — |