Annual Total Assets
$4.40B$888.41M+25.28%
Summary
- Current Value
- As of today, UTG annual total assets is $4.40B, up +25.28% on
- Historical Performance
- UTG annual total assets is up +76.26% over the past 3 years, with unknown 5-year change
- All-Time High Comparison
- UTG annual total assets is currently at its all-time high
- 3-Year Low Comparison
- UTG annual total assets is +81.52% above its 3-year low of $2.43B reached on
- Sector Comparison
- UTG annual total assets is higher than 71.62% of companies in Financial Services sector
Total Assets Chart
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Series
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual Total Assets | $4.40B | +25.3% | +76.3% | – | – | |
| Quarterly Total Assets | $4.40B | +25.3% | +76.3% | +68.3% | +68.3% | |
| Price | $36.37 | +12.4% | +22.6% | +11.0% | +67.8% | |
| Annual Current Assets | - | – | – | – | – | |
| Annual Non Current Assets | - | – | – | – | – | |
| Annual Total Liabilities | $879.22M | +34.6% | +74.8% | – | – | |
| Annual Shareholders Equity | $3.52B | +23.2% | +76.6% | – | – | |
| Annual Revenue | $775.14M | -10.9% | +461.4% | – | – | |
| Annual EPS | - | – | – | – | – | |
| PE Ratio | - | – | – | – | – |
Total Assets Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | $4.40B | at high | |
| 5Y | $4.40B | at high | |
| All | $4.40B | at high |
Total Assets Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | $2.43B | +81.5% | |
| 5Y | $2.43B | +81.5% | |
| All | $2.43B | +81.5% |
Total Assets History
| Year | Value | Change |
|---|---|---|
| $4.40B | +25.3% | |
| $3.51B | +44.9% |
| Year | Value | Change |
|---|---|---|
| $2.43B | -2.9% | |
| $2.50B | - |
FAQ
What is the current annual total assets of UTG?
As of today, UTG annual total assets is $4.40B
What is 1-year change in UTG annual total assets?
UTG annual total assets is up +25.28% year-over-year
What is 3-year change in UTG annual total assets?
UTG annual total assets is up +76.26% over the past 3 years
How far is UTG annual total assets from its all-time high?
UTG annual total assets is currently at its all-time high
How does UTG annual total assets rank versus sector peers?
UTG annual total assets is higher than 71.62% of companies in Financial Services sector
When is UTG next annual earnings release?
As of today, the next annual earnings release for UTG has not been scheduled
Quarterly Total Assets
$4.40B$779.83M+21.53%
Summary
- Current Value
- As of today, UTG quarterly total assets is $4.40B, up +21.53% on
- Historical Performance
- UTG quarterly total assets is up +25.28% year-over-year, and up +76.26% over the past 3 years
- All-Time High Comparison
- UTG quarterly total assets is currently at its all-time high
- 3-Year Low Comparison
- UTG quarterly total assets is +81.52% above its 3-year low of $2.43B reached on
- Sector Comparison
- UTG quarterly total assets is higher than 71.30% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly Total Assets | $4.40B | 0.0% | +25.3% | +76.3% | +68.3% | |
| Annual Total Assets | $4.40B | – | +25.3% | +76.3% | – | |
| Price | $36.37 | -11.1% | +12.4% | +22.6% | +11.0% | |
| Quarterly Current Assets | - | – | – | – | – | |
| Quarterly Non Current Assets | - | – | – | – | – | |
| Quarterly Total Liabilities | $879.22M | 0.0% | +34.6% | +74.8% | +91.8% | |
| Quarterly Book Value | $3.52B | 0.0% | +23.2% | +76.6% | +63.3% | |
| Quarterly Revenue | - | – | – | – | – | |
| Quarterly EPS | - | – | – | – | – | |
| PE Ratio | - | – | – | – | – |
Quarterly Total Assets Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $4.40B | at high | |
| 3Y | $4.40B | at high | |
| 5Y | $4.40B | at high | |
| All | $4.40B | at high |
Quarterly Total Assets Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $3.51B | N/A | +25.3% |
| 3Y | $2.43B | +81.5% | |
| 5Y | $2.43B | +81.5% | |
| All | $2.43B | +81.5% |
Quarterly Total Assets History
| Month | Value | Change |
|---|---|---|
| $4.40B | +21.5% | |
| $3.62B | +3.1% | |
| $3.51B | +30.8% | |
| $2.69B | +10.8% | |
| $2.43B | -9.8% |
| Month | Value | Change |
|---|---|---|
| $2.69B | +7.6% | |
| $2.50B | -8.1% | |
| $2.72B | +3.9% | |
| $2.62B | - |
FAQ
What is the current quarterly total assets of UTG?
As of today, UTG quarterly total assets is $4.40B
What is UTG quarterly total assets most recent change?
UTG quarterly total assets was up +21.53% on October 31, 2025
What is 1-year change in UTG quarterly total assets?
UTG quarterly total assets is up +25.28% year-over-year
How far is UTG quarterly total assets from its all-time high?
UTG quarterly total assets is currently at its all-time high
How does UTG quarterly total assets rank versus sector peers?
UTG quarterly total assets is higher than 71.30% of companies in Financial Services sector
When is UTG next earnings release?
As of today, the next earnings release for UTG has not been scheduled
Total Assets Formula
Total Assets = +
Data Sources & References
- UTG Official Website www.utilityincomefund.com/
- UTG Profile on Yahoo Finance finance.yahoo.com/quote/UTG
- UTG Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/utg