Umb Financial UMBF
NASDAQ UMBF
$145.14 -0.72 (-0.49%)
At close: Aug 21, 2026 · 4:00 PM EDT

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
DateValue
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