Itaú Unibanco Holding S.A. (ITUB3) — Strategic Asset Allocation Index
Itaú Unibanco Holding S.A. (ITUB3) has a Strategic Asset Allocation Index of 396.9% as of March 2026. Strategic assets (PP&E of R$- plus long-term investments of R$914.15 Billion) total R$914.15 Billion, measured against net assets of R$230.33 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check asset resilience ratio of Itaú Unibanco Holding S.A. to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Itaú Unibanco Holding S.A. Strategic Asset Allocation Index (2013–2025)
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 March 2026, the index stands at 396.9%, representing strategic assets of R$914.15 Billion against net assets of R$230.33 Billion BRL. See financial agility of Itaú Unibanco Holding S.A. to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Itaú Unibanco Holding S.A. (2013–2025)
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 the full company profile including market capitalisation, see Itaú Unibanco Holding S.A. (ITUB3) total market value.
| 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 | ▲ +49.4 pp |
| 2022 | 404.4% | R$717.24 Billion | R$7.77 Billion | R$709.47 Billion | R$177.34 Billion | ▲ +24.7 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 | ▲ +45.7 pp |
| 2017 | 291.5% | R$431.44 Billion | R$7.36 Billion | R$424.08 Billion | R$148.01 Billion | ▼ -6.4 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 | — |