Umb Financial (UMBF) Securities - Held-to-maturity (2009 - 2026)
Umb Financial (UMBF) posted Securities - Held-to-maturity of $5.7 billion for Q2 2026, little changed sequentially from $5.7 billion in Q1 2026, and up 3.95% YoY from $5.5 billion in Q2 2025.
Umb Financial (UMBF) Securities - Held-to-maturity (2009 - 2026) Analysis & Trends
Umb Financial has reported Securities - Held-to-maturity for 18 years, with the latest figure at $5.7 billion in Q2 2026.
- Quarterly Securities - Held-to-maturity rose 3.95% year-over-year to $5.7 billion in Q2 2026, while the trailing twelve-month figure through Jun 2026 was $5.7 billion (up 3.95% YoY) and the FY2025 annual result came in at $5.7 billion, up 6.44% from the prior year.
- Securities - Held-to-maturity held at $5.7 billion in Q2 2026 per UMBF's latest filing, from $5.7 billion in the prior quarter.
- Over five years, Securities - Held-to-maturity peaked at $5.9 billion in Q1 2023 and troughed at $4.6 billion in Q1 2022.
- A 5-year average of $5.6 billion and a median of $5.7 billion in 2022 frame the typical range for Securities - Held-to-maturity.
- The sharpest annual moves came in 2022 and 2024: Securities - Held-to-maturity soared 435.62% in 2022, then retreated 5.49% in 2024.
- Over 5 years, Securities - Held-to-maturity stood at $5.9 billion in 2022, then dropped by 2.91% to $5.7 billion in 2023, then slipped by 5.49% to $5.4 billion in 2024, then gained by 6.44% to $5.7 billion in 2025, then decreased by 0.18% to $5.7 billion in 2026.
- According to Business Quant data, Securities - Held-to-maturity over the past three periods registered $5.7 billion, $5.7 billion, and $5.7 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Hdfc Bank | 120.66 Bn | 84.46 Bn | - |
| 2 | Pnc Financial Services | 97.86 Bn | 97.86 Bn | - |
| 3 | Us Bancorp | 96.39 Bn | 96.39 Bn | - |
| 4 | Lloyds Banking | 93.61 Bn | 93.91 Bn | - |
| 5 | NatWest | 74.92 Bn | -144.17 Bn | - |
| 6 | Deutsche Bank Aktiengesellschaft | 72.22 Bn | -81.10 Bn | - |
| 7 | Nu Holdings | 70.34 Bn | 56.66 Bn | 2.35 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 | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 5.71 Bn |
| Mar 31, 2026 | 5.70 Bn |
| Dec 31, 2025 | 5.72 Bn |
| Sep 30, 2025 | 5.65 Bn |
| Jun 30, 2025 | 5.50 Bn |
| Mar 31, 2025 | 5.71 Bn |
| Dec 31, 2024 | 5.38 Bn |
| Sep 30, 2024 | 5.47 Bn |
| Jun 30, 2024 | 5.55 Bn |
| Mar 31, 2024 | 5.62 Bn |
| Dec 31, 2023 | 5.69 Bn |
| Sep 30, 2023 | 5.73 Bn |
| Jun 30, 2023 | 5.81 Bn |
| Mar 31, 2023 | 5.86 Bn |
| Dec 31, 2022 | 5.86 Bn |
| Sep 30, 2022 | 5.84 Bn |
| Jun 30, 2022 | 5.71 Bn |
| Mar 31, 2022 | 4.60 Bn |
| Dec 31, 2021 | 1.48 Bn |
| Sep 30, 2021 | 1.09 Bn |