Ultrapar Participações S.A (UGPA3) — Strategic Asset Allocation Index
Ultrapar Participações S.A (UGPA3) has a Strategic Asset Allocation Index of 13.8% as of March 2026. Strategic assets (PP&E of R$- plus long-term investments of R$2.55 Billion) total R$2.55 Billion, measured against net assets of R$18.51 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See UGPA3 net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Ultrapar Participações S.A Strategic Asset Allocation Index (2001–2025)
This chart shows how Ultrapar Participações S.A's Strategic Asset Allocation Index has evolved across 25 annual periods from 2001 to 2025. As of March 2026, the index stands at 13.8%, representing strategic assets of R$2.55 Billion against net assets of R$18.51 Billion BRL. For live market cap and overall valuation, see UGPA3 market cap.
Annual Strategic Asset Allocation Index for Ultrapar Participações S.A (2001–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Ultrapar Participações S.A from 2001 to 2025, covering 25 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 Ultrapar Participações S.A book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (BRL) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 95.9% | R$17.00 Billion | R$14.10 Billion | R$2.90 Billion | R$17.73 Billion | ▲ +5.1 pp |
| 2024 | 90.8% | R$14.36 Billion | R$8.81 Billion | R$5.56 Billion | R$15.82 Billion | ▲ +24.0 pp |
| 2023 | 66.8% | R$9.37 Billion | R$8.10 Billion | R$1.27 Billion | R$14.03 Billion | ▼ -0.6 pp |
| 2022 | 67.4% | R$8.21 Billion | R$7.65 Billion | R$554.23 Million | R$12.17 Billion | ▼ -5.5 pp |
| 2021 | 72.9% | R$7.63 Billion | R$7.17 Billion | R$457.87 Million | R$10.47 Billion | ▼ -41.2 pp |
| 2020 | 114.0% | R$11.30 Billion | R$10.16 Billion | R$1.14 Billion | R$9.91 Billion | ▲ +9.9 pp |
| 2019 | 104.1% | R$10.24 Billion | R$9.55 Billion | R$688.12 Million | R$9.84 Billion | ▲ +26.5 pp |
| 2018 | 77.7% | R$7.61 Billion | R$7.28 Billion | R$331.44 Million | R$9.80 Billion | ▲ +7.0 pp |
| 2017 | 70.7% | R$6.87 Billion | R$6.64 Billion | R$234.62 Million | R$9.72 Billion | ▲ +2.4 pp |
| 2016 | 68.3% | R$5.85 Billion | R$5.69 Billion | R$156.79 Million | R$8.56 Billion | ▼ -6.9 pp |
| 2015 | 75.2% | R$6.00 Billion | R$5.43 Billion | R$570.69 Million | R$7.97 Billion | ▲ +7.0 pp |
| 2014 | 68.3% | R$5.27 Billion | R$5.07 Billion | R$201.41 Million | R$7.73 Billion | ▼ -8.3 pp |
| 2013 | 76.5% | R$5.01 Billion | R$4.83 Billion | R$177.44 Million | R$6.55 Billion | ▼ -1.4 pp |
| 2012 | 77.9% | R$4.69 Billion | R$4.69 Billion | R$- | R$6.02 Billion | ▲ +1.4 pp |
| 2011 | 76.5% | R$4.27 Billion | R$4.27 Billion | R$- | R$5.58 Billion | ▼ -0.7 pp |
| 2010 | 77.2% | R$4.00 Billion | R$4.00 Billion | R$- | R$5.18 Billion | ▲ +33.5 pp |
| 2009 | 43.7% | R$3.71 Billion | R$3.71 Billion | R$- | R$8.49 Billion | ▼ -21.4 pp |
| 2008 | 65.2% | R$3.06 Billion | R$3.06 Billion | R$- | R$4.69 Billion | ▲ +17.9 pp |
| 2007 | 47.3% | R$2.19 Billion | R$2.19 Billion | R$- | R$4.64 Billion | ▼ -9.4 pp |
| 2006 | 56.7% | R$1.11 Billion | R$1.11 Billion | R$- | R$1.96 Billion | ▼ -2.3 pp |
| 2005 | 59.0% | R$1.07 Billion | R$1.07 Billion | R$- | R$1.82 Billion | ▼ -5.3 pp |
| 2004 | 64.3% | R$1.05 Billion | R$1.05 Billion | R$- | R$1.63 Billion | ▼ -5.7 pp |
| 2003 | 70.0% | R$968.55 Million | R$968.55 Million | R$- | R$1.38 Billion | ▲ +6.2 pp |
| 2002 | 63.8% | R$779.47 Million | R$779.47 Million | R$- | R$1.22 Billion | ▲ +6.6 pp |
| 2001 | 57.2% | R$707.87 Million | R$707.87 Million | R$- | R$1.24 Billion | — |