Umb Financial (UMBF) Long-Term Investments (2009 - 2026)

Umb Financial's (UMBF) quarterly Long-Term Investments came in at $685.6 million in Q1 2026, up 5.94% year-on-year from $647.2 million in Q1 2025, and down 96.59% quarter-over-quarter from $20.1 billion in Q4 2025.

Umb Financial (UMBF) Long-Term Investments (2009 - 2026) Analysis & Trends

Umb Financial has disclosed Long-Term Investments across 18 years of filings, most recently posting $685.6 million for Q1 2026.

  • Long-Term Investments for Q1 2026 came in at $685.6 million, up 5.94% year-over-year; the trailing twelve-month figure through Mar 2026 was $685.6 million (up 5.94% YoY), and the FY2025 annual result was $20.1 billion, up 4173.79% from the prior year.
  • Long-Term Investments came in at $685.6 million for Q1 2026 at Umb Financial, down from $20.1 billion in the prior quarter.
  • In the past five years, Long-Term Investments ranged from a high of $20.1 billion in Q4 2025 to a low of $332.1 million in Q1 2022.
  • The 5-year median for Long-Term Investments is $685.6 million (2026), against an average of $7.5 billion.
  • Peak annual rise in Long-Term Investments reached 4746.83% in 2022, while the deepest fall reached 97.08% in 2022.
  • Umb Financial's Long-Term Investments stood at $13.2 billion in 2022, then grew by 0.26% to $13.3 billion in 2023, then sank by 96.45% to $471.0 million in 2024, then surged by 4173.79% to $20.1 billion in 2025, then sank by 96.59% to $685.6 million in 2026.
  • The last three Long-Term Investments figures came in at $685.6 million (Q1 2026), $20.1 billion (Q4 2025), and $19.8 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Bank Of Chile 97,765.53 Bn 97,765.53 Bn - 87,651.00
2 Bank Bradesco 6,846.93 Bn 6,830.99 Bn - 2.46 Bn
3 Lloyds Banking 384.13 Bn 384.40 Bn - -
4 First Capital 215.78 Bn 215.63 Bn - -
5 Itau Unibanco Holding 202.78 Bn 202.78 Bn - -
6 Landmark Bancorp 180.37 Bn 180.34 Bn - -
7 NatWest 168.65 Bn -51.67 Bn - 705.86 Bn
8 Shinhan Financial 136.54 Bn 104.11 Bn - 1.73 Bn
9 Mizuho Financial 112.02 Bn 112.56 Bn - -
10 Umb Financial 10.29 Bn 2.11 Bn - 685.59 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 685.59 Mn
Dec 31, 2025 20.13 Bn
Sep 30, 2025 19.79 Bn
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 13.13 Bn
Mar 31, 2024 473.43 Mn
Dec 31, 2023 13.27 Bn
Sep 30, 2023 12.56 Bn
Jun 30, 2023 428.15 Mn
Mar 31, 2023 416.34 Mn
Dec 31, 2022 13.23 Bn
Sep 30, 2022 13.31 Bn
Jun 30, 2022 342.54 Mn
Mar 31, 2022 332.12 Mn
Dec 31, 2021 13.81 Bn
Sep 30, 2021 274.65 Mn
Jun 30, 2021 11.72 Bn