Itaú Unibanco Holding S.A. Strategic Asset Allocation Index
Itaú Unibanco Holding S.A. strategic asset allocation index. Itaú Unibanco Holding S.A. (ITUB3) has a Strategic Asset Allocation Index of 403.1% as of June 2026. Strategic assets (PP&E of R$- plus long-term investments of R$919.11 Billion) total R$919.11 Billion, measured against net assets of R$228.03 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Itaú Unibanco Holding S.A. balance sheet quality 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. (2013–2025)
Strategic asset allocation index of Itaú Unibanco Holding S.A. from 2013 to 2025. This chart shows how Itaú Unibanco Holding S.A.'s Strategic Asset Allocation Index has evolved across 13 annual periods from 2013 to 2025. As of June 2026, the index stands at 403.1%, representing strategic assets of R$919.11 Billion against net assets of R$228.03 Billion BRL. Check tangible net worth ratio of Itaú Unibanco Holding S.A. to evaluate the tangible quality of the company's equity base.
Itaú Unibanco Holding S.A. Strategic Asset Allocation Index by Year (2013–2025)
Itaú Unibanco Holding S.A. strategic asset allocation index by year from 2013 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Itaú Unibanco Holding S.A. from 2013 to 2025, covering 13 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 market cap of Itaú Unibanco Holding S.A..
| Year | SAAI | Strategic Assets (BRL) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 513.6% | R$1.10 Trillion | R$12.63 Billion | R$1.09 Trillion | R$215.08 Billion | ▲ +55.5 pp |
| 2024 | 458.1% | R$1.01 Trillion | R$9.19 Billion | R$1.00 Trillion | R$221.28 Billion | ▲ +4.2 pp |
| 2023 | 453.9% | R$903.45 Billion | R$9.13 Billion | R$894.31 Billion | R$199.05 Billion | ▲ +48.9 pp |
| 2022 | 405.0% | R$717.24 Billion | R$7.77 Billion | R$709.47 Billion | R$177.11 Billion | ▲ +25.2 pp |
| 2021 | 379.8% | R$624.63 Billion | R$12.01 Billion | R$612.62 Billion | R$164.48 Billion | ▼ -31.8 pp |
| 2020 | 411.6% | R$636.01 Billion | R$6.94 Billion | R$629.07 Billion | R$154.53 Billion | ▲ +44.0 pp |
| 2019 | 367.5% | R$549.35 Billion | R$7.17 Billion | R$542.19 Billion | R$149.47 Billion | ▲ +30.3 pp |
| 2018 | 337.2% | R$507.40 Billion | R$7.30 Billion | R$500.10 Billion | R$150.47 Billion | ▲ +38.4 pp |
| 2017 | 298.9% | R$431.44 Billion | R$7.36 Billion | R$424.08 Billion | R$144.36 Billion | ▲ +0.9 pp |
| 2016 | 297.9% | R$401.64 Billion | R$8.04 Billion | R$393.60 Billion | R$134.81 Billion | ▲ +189.8 pp |
| 2015 | 108.2% | R$123.37 Billion | R$8.54 Billion | R$114.83 Billion | R$114.06 Billion | ▲ +6.8 pp |
| 2014 | 101.3% | R$101.94 Billion | R$8.71 Billion | R$93.23 Billion | R$100.62 Billion | ▼ -12.6 pp |
| 2013 | 113.9% | R$95.88 Billion | R$6.56 Billion | R$89.31 Billion | R$84.19 Billion | — |