Umb Financial (UMBF) Investment Gain (Loss) (2009 - 2026)
Umb Financial's Investment Gain (Loss) came in at $27.09 million for Q2 2026, down 28.1% from $37.69 million a year earlier but up 789.3% from the prior quarter.
Powered by 
Analysis
Umb Financial (UMBF) Investment Gain (Loss) (2009 - 2026) Analysis & Trends
Over the trailing twelve months to Jun 30, 2026, Umb Financial reported Investment Gain (Loss) of $28.2 million, down 21.9% year-over-year; for FY2025, it came in at $30.97 million, up 188.9% from FY2024.
- Investment Gain (Loss) carries a five-year compound annual growth rate of -23.8% (FY2020 to FY2025).
- Going back by year, Investment Gain (Loss) was $10.72 million in FY2024, -$3.14 million in FY2023, $58.44 million in FY2022 and $5.06 million in FY2021 (-95.8%).
- The five-year range for quarterly Investment Gain (Loss) is -$5.32 million (Q1 2023) to $60.72 million (Q2 2022).
- Year-over-year, Investment Gain (Loss) increased in two of the last four quarters, with growth averaging 265.5%.
- Business Quant data shows UMBF's Investment Gain (Loss) at $3.05 million (Q1 2026), $2.16 million (Q4 2025) and -$4.09 million (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | 3.21 Bn |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | - |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 4.28 Bn |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | - |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | 2.65 Bn |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | - |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | -219.81 Mn |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 3.40 Bn |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | 2.24 Bn |
| 10 | Umb Financial | 9.94 Bn | 3.29 Bn | - | 27.09 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 27.09 Mn |
| Mar 31, 2026 | 3.05 Mn |
| Dec 31, 2025 | 2.16 Mn |
| Sep 30, 2025 | -4.09 Mn |
| Jun 30, 2025 | 37.69 Mn |
| Mar 31, 2025 | -4.78 Mn |
| Dec 31, 2024 | 593,000.00 |
| Sep 30, 2024 | 2.62 Mn |
| Jun 30, 2024 | -1.87 Mn |
| Mar 31, 2024 | 9.37 Mn |
| Dec 31, 2023 | 1.01 Mn |
| Sep 30, 2023 | 271,000.00 |
| Jun 30, 2023 | 900,000.00 |
| Mar 31, 2023 | -5.32 Mn |
| Dec 31, 2022 | -409,000.00 |
| Sep 30, 2022 | -1.35 Mn |
| Jun 30, 2022 | 60.72 Mn |
| Mar 31, 2022 | -522,000.00 |
| Dec 31, 2021 | 1.45 Mn |
| Sep 30, 2021 | -3.51 Mn |
API Access
Umb Financial Investment Gain (Loss) API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=investment-gain-loss&ticker=UMBF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "investment-gain-loss", "ticker": "UMBF", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=investment-gain-loss&ticker=UMBF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();