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. See how leveraged is Itaúsa - Investimentos Itaú SA's balance sheet to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see Itaúsa - Investimentos Itaú SA market capitalisation.
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. See ITSA3 book value for net asset value and shareholders' equity analysis.
| 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 | — |