KPIs & Operating Metrics(New)

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

Umb Financial recorded quarterly Long-Term Investments of $685.6 million in Q1 2026, down 96.59% quarter-over-quarter from $20.1 billion in Q4 2025, and up 5.94% year-over-year from $647.2 million in Q1 2025.

Umb Financial's Long-Term Investments history runs 18 years deep, the most recent figure standing at $685.6 million for Q1 2026.

  • In Q1 2026, Long-Term Investments rose 5.94% year-over-year to $685.6 million; the TTM figure through Mar 2026 stood at $685.6 million (up 5.94% YoY), while the FY2025 annual figure 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.
  • A 5-year average of $7.5 billion and a median of $685.6 million in 2026 frame the typical range for Long-Term Investments.
  • On a YoY basis, Long-Term Investments climbed as much as 4746.83% in 2022 and fell as far as 97.08% in 2022.
  • Umb Financial's Long-Term Investments stood at $13.2 billion in 2022, then increased by 0.26% to $13.3 billion in 2023, then plunged by 96.45% to $471.0 million in 2024, then soared by 4173.79% to $20.1 billion in 2025, then plunged by 96.59% to $685.6 million in 2026.
  • According to Business Quant data, Long-Term Investments over the past three periods registered $685.6 million, $20.1 billion, and $19.8 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Bank Of Chile 90,891.20 Bn 90,891.20 Bn - -
2 Bank Bradesco 6,807.69 Bn 6,791.75 Bn - 2.46 Bn
3 Lloyds Banking 426.28 Bn 426.28 Bn - -
4 NatWest 184.56 Bn 184.56 Bn - 1.00 Bn
5 First Capital 181.18 Bn 181.03 Bn - -
6 Landmark Bancorp 164.67 Bn 164.64 Bn - -
7 Deutsche Bank Aktiengesellschaft 161.63 Bn -151,939.28 Bn - -
8 KB Financial 150.02 Bn 142.15 Bn - 700.02 Mn
9 Pnc Financial Services 88.79 Bn 88.84 Bn - 10.51 Bn
10 Umb Financial 9.98 Bn 1.79 Bn - 685.59 Mn

Historic Data

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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
Mar 31, 2021 11.12 Bn
Dec 31, 2020 10.64 Bn
Sep 30, 2020 159.99 Mn
Jun 30, 2020 9.80 Bn
Mar 31, 2020 135.19 Mn
Dec 31, 2019 108.42 Mn
Sep 30, 2019 88.18 Mn
Jun 30, 2019 8.46 Bn
Mar 31, 2019 75.36 Mn
Dec 31, 2018 7.85 Bn
Sep 30, 2018 7.28 Bn
Jun 30, 2018 7.35 Bn
Mar 31, 2018 67.41 Mn
Dec 31, 2017 7.64 Bn
Sep 30, 2017 7.25 Bn
Dec 31, 2016 7.69 Bn
Dec 31, 2015 7.57 Bn
Jun 30, 2015 27.49 Mn
Mar 31, 2015 6.30 Bn
Dec 31, 2014 7.29 Bn
Sep 30, 2014 26.75 Mn
Jun 30, 2014 6.75 Bn
Mar 31, 2014 6.80 Bn
Dec 31, 2013 7.05 Bn
Sep 30, 2013 566.23 Mn
Jun 30, 2013 13.07 Mn
Mar 31, 2013 6.34 Bn
Dec 31, 2012 7.13 Bn
Sep 30, 2012 6.54 Bn
Jun 30, 2012 6.39 Bn
Mar 31, 2012 6.27 Bn
Dec 31, 2011 6.28 Bn
Sep 30, 2011 5.83 Bn
Jun 30, 2011 5.55 Bn
Mar 31, 2011 6.17 Bn
Dec 31, 2010 5.66 Bn
Dec 31, 2009 5.00 Bn