UTG's Total Assets for the quarter that ended in Mar. 2026 was $521.39 Mil.
Warning Sign:
If a company builds assets at 20.6% a year, faster than its revenue growth rate of 11.9% over the past 5 years, it means that the company may be getting less efficient.
During the past 12 months, UTG's average Total Assets Growth Rate was -0.60% per year.
During the past 3 years, the average Total Assets Growth Rate was 13.70% per year.
During the past 5 years, the average Total Assets Growth Rate was 20.60% per year.
During the past 10 years, the average Total Assets Growth Rate was 11.80% per year.
During the past 13 years, UTG's highest 3-Year average Total Assets Growth Rate was 29.00%. The lowest was -24.50%. And the median was -0.05%.
Total Assets is connected with ROA %. UTG's annualizedROA % for the quarter that ended in Mar. 2026 was 0.00%. Total Assets is also linked to Revenue through Asset Turnover. UTG's Asset Turnover for the quarter that ended in Mar. 2026 was 0.00.
Note:
The Net Income data used here is four times the quarterly (Mar. 2026) data.
In the article Joining The Dark Side: Pirates, Spies and Short Sellers, James Montier reported that In their US sample covering the period 1968-2003, Cooper et al find that firms with low asset growth outperformed firms with high asset growth by an astounding 20% p.a. equally weighted. Even when controlling for market, size and style, low asset growth firms outperformed high asset growth firms by 13% p.a. Therefore a company with fast asset growth may underperform.
Total Assets is linked to total revenue through Asset Turnover.
UTG's Asset Turnover for the quarter that ended in Mar. 2026 is
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Therefore, if a company grows its Total Assets faster than its Revenue, the Asset Turnover will decline. This might be a warning sign for the business.
UTG Total Assets Related Terms
UTG Total Assets Historical Data
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The historical data trend for UTG's Total Assets can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
From the capital sources of the assets, some of the assets are funded through shareholder's paid in capital and retained earnings of the business. Others are funded through borrowed money.
UTG's Total Assets for the fiscal year that ended in Dec. 2025 is calculated as
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
UTG (UTGN) has a Total Assets of $521.39 Mil as of Mar. 2026. The total amount of assets as recorded on a company's balance sheet. View historical data on UTG and its competitors.
Is UTG's Total Assets too high?
UTG's current Total Assets is $521.39 Mil. Overall, UTG has a GF Score™ of 69/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does UTG's Total Assets compare to SNFCA and AAME?
UTG's Total Assets of $521.39 Mil can be compared against companies in the Insurance industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Total Assets for an Insurance company?
A good Total Assets depends on the Insurance industry context. However, Total Assets should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Total Assets mean?
A high Total Assets can signal that a stock is expensive relative to its fundamentals. The total amount of assets as recorded on a company's balance sheet. View historical data on UTG and its competitors. UTG's current Total Assets is $521.39 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is UTG stock overvalued right now?
Based on GuruFocus' analysis, UTG (UTGN) is currently considered Fairly Valued. The stock's GF Value™ is $51.60, compared to a current price of $55.00 — trading 6.6% above its estimated fair value. The current Total Assets is $521.39 Mil. UTG's overall GF Score™ is 69/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Total Assets calculated?
Total Assets is calculated from a company's financial statements. For UTG (UTGN), the current Total Assets is $521.39 Mil as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is UTG (UTGN) Overvalued in 2026?
Based on GuruFocus' analysis, UTG stock appears to be overvalued.
The current stock price of $55.00 is trading 6.6% above its estimated GF Value™ of $51.60.
GuruFocus considers UTG to be Fairly Valued.
Key valuation signals for UTGN:
Total Assets: $521.39 Mil
GF Value™: $51.60 vs. price of $55.00 (6.6% above fair value)
No single metric tells the full story. See the UTGN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
UTG Inc is a life insurance holding company. Along with its subsidiaries, its primary business is individual life insurance, which includes the servicing of existing insurance business in force, the acquisition of other companies in the insurance business, and the administration processing of life insurance business for other entities. Its product offering is the Tradition policy which is a fixed premium whole life insurance policy. Premiums are level and payable for life. Issue ages are 0-75. The second is the annuity product, which is a five-year, single premium product. The company's investment portfolio consists of fixed maturities, equity securities, trading securities, mortgage loans, notes receivable and real estate to provide funding for future policy contractual obligations.
69GF Score
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