Utg (UTGN) Return on Assets [ROA] (2009 - 2026)
Utg (UTGN) reported Return on Assets [ROA] of 6.19% for Q3 2026, up 0.26 percentage points from 5.92% a year earlier but down 0.62 percentage points from the prior quarter.
Powered by 
Analysis
Utg (UTGN) Return on Assets [ROA] (2009 - 2026) Analysis & Trends
For FY2025, Utg posted Return on Assets [ROA] of 3.55%, down 7.36 percentage points from FY2024.
- Return on Assets [ROA] has a five-year change of +3.02 percentage points (FY2020 to FY2025).
- By year, Return on Assets [ROA] came in at 10.91% in FY2024 (+10.29 pp), 0.62% in FY2023 (-7.13 pp), 7.76% in FY2022 (+5.48 pp) and 2.28% in FY2021 (+1.75 pp).
- Five-year quarterly Return on Assets [ROA] spans a low of 0.53% in Q2 2022 and a high of 11.12% in Q1 2025.
- Year over year, Return on Assets [ROA] gained in four of the last eight quarters, with an average year-over-year change of +0.14 percentage points.
- The high point for year-over-year Return on Assets [ROA] in five years was Q4 2024 (a gain of 9.90 percentage points); the low point was Q4 2023 (a drop of 7.32 percentage points).
- Per Business Quant data, the three quarters before Q3 2026 came in at 6.81% (Q2 2026), 5.46% (Q1 2026) and 3.46% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,268.35 Bn | -165.80 Bn | 56.71 Bn | 6.03% |
| 2 | Chubb | 143.74 Bn | 94.67 Bn | 8.67 Bn | 3.94% |
| 3 | Progressive | 136.59 Bn | 112.11 Bn | 8.29 Bn | 9.20% |
| 4 | Marsh & Mclennan Companies | 98.68 Bn | 91.07 Bn | - | 6.90% |
| 5 | Travelers Companies | 82.62 Bn | 60.10 Bn | 5.93 Bn | 5.83% |
| 6 | Manulife Financial | 75.03 Bn | -19.34 Bn | - | 0.77% |
| 7 | Arthur J. Gallagher | 72.55 Bn | 67.18 Bn | 3.33 Bn | 2.12% |
| 8 | Aon | 71.77 Bn | 51.00 Bn | - | 6.76% |
| 9 | Allstate | 66.66 Bn | 23.71 Bn | -9.85 Bn | 95.90% |
| 10 | Utg | 189.31 Mn | 16.25 Mn | - | 6.19% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 6.19% |
| Jun 30, 2026 | 6.87% |
| Mar 31, 2026 | 5.53% |
| Dec 31, 2025 | 3.53% |
| Sep 30, 2025 | 6.00% |
| Jun 30, 2025 | 9.57% |
| Mar 31, 2025 | 11.12% |
| Dec 31, 2024 | 10.55% |
| Sep 30, 2024 | 10.21% |
| Jun 30, 2024 | 5.58% |
| Mar 31, 2024 | 4.34% |
| Dec 31, 2023 | 0.65% |
| Sep 30, 2023 | 3.92% |
| Jun 30, 2023 | 4.59% |
| Mar 31, 2023 | 4.21% |
| Dec 31, 2022 | 7.96% |
| Sep 30, 2022 | 4.66% |
| Jun 30, 2022 | 0.53% |
| Mar 31, 2022 | 1.11% |
| Dec 31, 2021 | 2.29% |
API Access
Utg Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=UTGN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "UTGN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=UTGN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();