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. Check UGPA3 financial resilience to evaluate the company's liquid asset resilience ratio.
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. See financial flexibility index of Ultrapar Participações S.A to measure the company's free cash flow as a share of total liabilities.
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. For the full company profile including market capitalisation, see Ultrapar Participações S.A market cap and net worth.
| 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 | — |