Nu Holdings Ltd (NU) Return on Investment ROI from the first quarter of 2026 to first quarter of 2025 and for the year 2026, average high and low, overall ranking from Mar 31 2026 to 0 - CSIMarket
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Nu Holdings Ltd   (NYSE: NU)


Nu Holdings Ltd's ROI from its first quarter of 2026 to the first quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Nu Holdings Ltd's ROI in the first quarter of 2026?
Nu Holdings Ltd achieved a return on average invested assets (ROI) of 4.5 % in its first quarter of 2026, this is above NU's average return on investment of 1.57%.
Nu Holdings Ltd s investments during the 12 months ending in the first quarter of 2026 are valued at $70 billion

Despite the deterioration in its net income, company has improved ROI compared to the fourth quarter of 2025.

Within the Financial sector 466 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the fourth quarter of 2025 from to 2023.

Definition and Formula of Return on Investment


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Return On Investment (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 0
III. Quarter		 0
II. Quarter		 0
I. Quarter
Y / Y Investment Change TTM 39.47 % 31.32 % 22.69 % 17.32 % 14 %
Y / Y Net Income Change TTM -10.76 % -15.33 % 178.2 % 329.48 % 842.41 %
Investment (TTM) in Millions 77,459 74,924 68,364 62,731 54,194
Return On Investment (TTM) 4.5 % 4.41 % 6.72 % 6.86 % 7.03 %
NU's Overall Ranking # 2023 # # # # 1752
Seq. Investment Change TTM 8.94 % 10.63 % 8.5 % 6.65 % 2.58 %
Seq. Net Income Change TTM 10.94 % -27.28 % 6.16 % 4.19 % 5.26 %
Net Income (TTM) in Millions 3,186 2,872 3,949 3,720 3,570

NU Company Profile >> Back to NU Roi Comparisons >> See Annual NU Return On Investment



Return On Investment NU's Ranking
Within: No.
Industry # 15
Sector # 467
Overall # 2023

Return On Investment Statistics
High Average Low
3.84 %
1.57 %
-1.19 %
(Dec 31 2024)  







Financial Statements
Nu Holdings Ltd's I. Quarter Investments $ 77,459 Millions NU's Balance sheet
Nu Holdings Ltd's I. Quarter Income $ 871 Millions Quarterly NU's Income Statement
NU's Income by Division See NU's Income by Division


NU Annual Return On Investment (Dec 31 2025)
2025		 (Dec 31 2024)
2024		 (Dec 31 2023)
2023		 (Dec 31 2022)
2022		 (Dec 31 2021)
2021
Total Investments in Millions 74,894 49,931 43,498 29,935 19,859
Y / Y Investment Growth 49.99 % 14.79 % 45.31 % 50.74 % -25.47 %
Net Income in Millions 2,872 1,972 1,031 -365 -165
Y / Y Net Income Growth 45.61 % 91.37 % - - -
Annual Return On Investment 3.83 % 3.95 % 2.37 % -1.22 % -0.83 %


Annual Roi Comment
In the fiscal year 2025 ROI deteriorated to 3.83 %, despite net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Miscellaneous Financial Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
NU's Roi Ratio versus Miscellaneous Financial Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for NU's Competitors
Subscribers only: Roi for Nu Holdings Ltd's Suppliers
Subscribers only: Return On Investment for NU's Customers

Other Ratios
NU's Roa NU's Inventory Turnover Ratio NU's Growth Rates NU's Dividend Statistics
NU's Profitability Ratios NU's Asset Turnover Ratio NU's Dividend Growth
NU's Roe NU's Valuation Ratios NU's Financial Strength Ratios NU's Dividend Payout Ratio



Companies with similar Return On Investment at Mar 31 2026, within Financial Sector ROI
Greenidge Generation Holdings Inc   12.26 %
Red River Bancshares Inc   12.18 %
Simon Property Group inc   12.17 %
Globe Life Inc   12.15 %
Cullen  12.13 %
Miami International Holdings Inc   12.05 %
International Bancshares Corporation  11.97 %
Mgic Investment Corp  11.80 %
Bancfirst Corporation  11.77 %
American Coastal Insurance Corporation  11.73 %
Tradeweb Markets Inc   11.68 %
East West Bancorp inc   11.65 %
Optimumbank Holdings Inc   11.64 %
Investors Title Co  11.63 %
Westamerica Bancorporation  11.59 %
Fidelity D and D Bancorp Inc  11.58 %
Capital Bancorp Inc  11.51 %
Peoples Bancorp Of North Carolina Inc   11.49 %
Jefferson Capital Inc   11.46 %
Ofg Bancorp  11.41 %
Marsh and Mclennan Companies Inc   11.36 %
Park National Corporation  11.29 %
Amalgamated Financial Corp   11.27 %
Burke and Herbert Financial Services Corp   11.25 %
Rayonier Inc   11.25 %
Plumas Bancorp  11.19 %
First Northern Community Bancorp  11.13 %
Consumers Bancorp Inc   11.13 %
Tompkins Financial Corp  11.12 %
Csb Bancorp Inc  11.12 %

Date modified: 2026-10-01T11:17:49+00:00



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