Umb Financial Corp (UMBF) Long-Term Investments (2009 - 2026)
Umb Financial's Long-Term Investments was $19.94 billion in Q2 2026, up 8.4% from $18.4 billion a year earlier but down 0.7% from the prior quarter.
Umb Financial Corp (UMBF) Long-Term Investments (2009 - 2026) Analysis & Trends
At the end of FY2025, Long-Term Investments at Umb Financial came in at $20.13 billion, up 47.5% from FY2024.
- Long-Term Investments has now increased for three consecutive years, with a five-year compound annual growth rate of 13.6% (FY2020 to FY2025).
- In earlier years, Long-Term Investments was $13.65 billion in FY2024 (+2.9%), $13.27 billion in FY2023 (+0.3%), $13.23 billion in FY2022 (-4.2%) and $13.81 billion in FY2021 (+29.8%).
- Quarterly Long-Term Investments has moved between $12.56 billion (Q3 2023) and $20.13 billion (Q4 2025) over five years.
- Compared with a year earlier, Long-Term Investments has increased for nine straight quarters, with growth averaging 25.9% over the last eight quarters.
- The best year-over-year quarter for Long-Term Investments over five years was Q3 2025 (growth of 52.3%); the worst was Q2 2023 (a decline of 6.3%).
- Per Business Quant data, UMBF's Long-Term Investments in the three quarters before Q2 2026 was $20.07 billion (Q1 2026), $20.13 billion (Q4 2025) and $19.79 billion (Q3 2025).
Peer Comparison
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 19.94 Bn |
| Mar 31, 2026 | 20.07 Bn |
| Dec 31, 2025 | 20.13 Bn |
| Sep 30, 2025 | 19.79 Bn |
| Jun 30, 2025 | 18.40 Bn |
| Mar 31, 2025 | 17.29 Bn |
| Dec 31, 2024 | 13.65 Bn |
| Sep 30, 2024 | 12.99 Bn |
| Jun 30, 2024 | 13.13 Bn |
| Mar 31, 2024 | 12.68 Bn |
| Dec 31, 2023 | 13.27 Bn |
| Sep 30, 2023 | 12.56 Bn |
| Jun 30, 2023 | 12.93 Bn |
| Mar 31, 2023 | 13.20 Bn |
| Dec 31, 2022 | 13.23 Bn |
| Sep 30, 2022 | 13.31 Bn |
| Jun 30, 2022 | 13.80 Bn |
| Mar 31, 2022 | 13.50 Bn |
| Dec 31, 2021 | 13.81 Bn |
| Sep 30, 2021 | 12.59 Bn |
Umb Financial Corp Long-Term Investments 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=long-term-investments&ticker=UMBF&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "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=long-term-investments&ticker=UMBF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();