Umb Financial (UMBF) Long-Term Investments (2009 - 2026)
Umb Financial (UMBF) posted Long-Term Investments of $19.9 billion for Q2 2026, down 0.65% sequentially from $20.1 billion in Q1 2026, and up 8.36% YoY from $18.4 billion in Q2 2025.
Umb Financial (UMBF) Long-Term Investments (2009 - 2026) Analysis & Trends
Umb Financial has reported Long-Term Investments for 18 years, with the latest figure at $19.9 billion in Q2 2026.
- Quarterly Long-Term Investments rose 8.36% year-over-year to $19.9 billion in Q2 2026, while the trailing twelve-month figure through Jun 2026 was $19.9 billion (up 8.36% YoY) and the FY2025 annual result came in at $20.1 billion, up 47.47% from the prior year.
- Long-Term Investments fell to $19.9 billion in Q2 2026 per UMBF's latest filing, from $20.1 billion in the prior quarter.
- Over five years, Long-Term Investments peaked at $20.1 billion in Q4 2025 and troughed at $12.6 billion in Q3 2023.
- A 5-year average of $15.2 billion and a median of $13.4 billion in 2022 frame the typical range for Long-Term Investments.
- The sharpest annual moves came in 2023 and 2025: Long-Term Investments declined 6.27% in 2023, then surged 52.29% in 2025.
- Over 5 years, Long-Term Investments stood at $13.2 billion in 2022, then rose by 0.26% to $13.3 billion in 2023, then increased by 2.88% to $13.7 billion in 2024, then surged by 47.47% to $20.1 billion in 2025, then decreased by 0.95% to $19.9 billion in 2026.
- According to Business Quant data, Long-Term Investments over the past three periods registered $19.9 billion, $20.1 billion, and $20.1 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Hdfc Bank | 120.66 Bn | 84.46 Bn | - | - |
| 2 | Pnc Financial Services | 97.86 Bn | 97.86 Bn | - | 11.74 Bn |
| 3 | Us Bancorp | 96.39 Bn | 96.39 Bn | - | - |
| 4 | Lloyds Banking | 93.61 Bn | 93.91 Bn | - | 54.24 Bn |
| 5 | NatWest | 74.92 Bn | -144.17 Bn | - | - |
| 6 | Deutsche Bank Aktiengesellschaft | 72.22 Bn | -81.10 Bn | - | 1.14 Bn |
| 7 | Nu Holdings | 70.34 Bn | 56.66 Bn | 2.35 Bn | 14.05 Bn |
| 8 | Truist Financial | 61.75 Bn | 61.75 Bn | - | - |
| 9 | Fifth Third Bancorp | 49.88 Bn | 26.16 Bn | - | - |
| 10 | Umb Financial | 11.03 Bn | -894.90 Mn | - | 19.94 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 19.94 Bn |
| Mar 31, 2026 | 20.07 Bn |
| Dec 31, 2025 | 20.13 Bn |
| Sep 30, 2025 | 719.58 Mn |
| Jun 30, 2025 | 18.40 Bn |
| Mar 31, 2025 | 647.15 Mn |
| Dec 31, 2024 | 471.02 Mn |
| Sep 30, 2024 | 465.48 Mn |
| Jun 30, 2024 | 447.65 Mn |
| Mar 31, 2024 | 12.68 Bn |
| Dec 31, 2023 | 13.27 Bn |
| Sep 30, 2023 | 12.56 Bn |
| Jun 30, 2023 | 428.15 Mn |
| Mar 31, 2023 | 13.20 Bn |
| Dec 31, 2022 | 349.76 Mn |
| Sep 30, 2022 | 333.73 Mn |
| Jun 30, 2022 | 342.54 Mn |
| Mar 31, 2022 | 332.12 Mn |
| Dec 31, 2021 | 13.81 Bn |
| Sep 30, 2021 | 12.59 Bn |