Umb Financial Corp (UMBF) Securities - Held-to-maturity (2009 - 2026)
Umb Financial (UMBF) posted Securities - Held-to-maturity of $5.71 billion for Q2 2026, up 4.0% from $5.5 billion a year earlier and up 0.2% from the prior quarter.
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Analysis
Umb Financial Corp (UMBF) Securities - Held-to-maturity (2009 - 2026) Analysis & Trends
At the end of FY2025, Umb Financial's Securities - Held-to-maturity came in at $5.72 billion, up 6.4% from FY2024.
- Annual Securities - Held-to-maturity shows a five-year compound annual growth rate of 41.4% (FY2020 to FY2025).
- In prior years, Umb Financial's Securities - Held-to-maturity was $5.38 billion in FY2024 (-5.5%), $5.69 billion in FY2023 (-2.9%), $5.86 billion in FY2022 (+296.3%) and $1.48 billion in FY2021 (+46.1%).
- Quarterly Securities - Held-to-maturity has run from a low of $1.09 billion in Q3 2021 to a high of $5.86 billion in Q1 2023 over five years.
- On a year-over-year basis, Securities - Held-to-maturity increased in four of the last eight quarters, with growth averaging 0.5%.
- The strongest year-over-year quarter for Securities - Held-to-maturity in the past five years was Q3 2022, with growth of 435.6%; the weakest was Q4 2024, with a decline of 5.5%.
- According to Business Quant data, Securities - Held-to-maturity for the three prior quarters was $5.7 billion (Q1 2026), $5.72 billion (Q4 2025) and $5.65 billion (Q3 2025).
Peer Set
Peer Comparison
Historic Data
Download Data
Historic 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 |
API Access
Umb Financial Corp Securities - Held-to-maturity 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=securities-held-to-maturity&ticker=UMBF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "securities-held-to-maturity", "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=securities-held-to-maturity&ticker=UMBF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();