Lloyds Banking Group PLC (LLOY) — Strategic Asset Allocation Index
Lloyds Banking Group PLC (LLOY) has a Strategic Asset Allocation Index of 1832.5% as of September 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX836.20 Billion) total GBX836.20 Billion, measured against net assets of GBX45.63 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Lloyds Banking Group PLC Strategic Asset Allocation Index (2000–2024)
This chart shows how Lloyds Banking Group PLC's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2025, the index stands at 1832.5%, representing strategic assets of GBX836.20 Billion against net assets of GBX45.63 Billion GBX. Explore Lloyds Banking Group PLC (LLOY) cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Lloyds Banking Group PLC (2000–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Lloyds Banking Group PLC from 2000 to 2024, covering 25 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see Lloyds Banking Group PLC stock valuation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 529.4% | GBX242.94 Billion | GBX- | GBX242.94 Billion | GBX45.89 Billion | ▼ -38.6 pp |
| 2023 | 568.0% | GBX269.02 Billion | GBX- | GBX269.02 Billion | GBX47.37 Billion | ▲ +87.1 pp |
| 2022 | 480.9% | GBX211.18 Billion | GBX8.13 Billion | GBX203.05 Billion | GBX43.91 Billion | ▼ -50.1 pp |
| 2021 | 531.0% | GBX271.96 Billion | GBX7.96 Billion | GBX263.99 Billion | GBX51.22 Billion | ▲ +96.9 pp |
| 2020 | 434.0% | GBX214.47 Billion | GBX8.41 Billion | GBX206.07 Billion | GBX49.41 Billion | ▲ +405.7 pp |
| 2019 | 28.3% | GBX203.57 Billion | GBX9.55 Billion | GBX194.02 Billion | GBX719.07 Billion | ▼ -330.1 pp |
| 2018 | 358.4% | GBX179.92 Billion | GBX8.53 Billion | GBX171.39 Billion | GBX50.20 Billion | ▼ -72.9 pp |
| 2017 | 431.3% | GBX211.96 Billion | GBX9.03 Billion | GBX202.93 Billion | GBX49.14 Billion | ▼ -26.4 pp |
| 2016 | 457.7% | GBX223.42 Billion | GBX9.21 Billion | GBX214.21 Billion | GBX48.81 Billion | ▲ +110.2 pp |
| 2015 | 347.5% | GBX163.25 Billion | GBX8.62 Billion | GBX154.63 Billion | GBX46.98 Billion | ▲ +9.1 pp |
| 2014 | 338.4% | GBX168.88 Billion | GBX8.05 Billion | GBX160.83 Billion | GBX49.90 Billion | ▼ -63.3 pp |
| 2013 | 401.7% | GBX158.01 Billion | GBX7.57 Billion | GBX150.44 Billion | GBX39.34 Billion | ▲ +384.5 pp |
| 2012 | 17.2% | GBX7.34 Billion | GBX7.34 Billion | GBX- | GBX42.58 Billion | ▲ +0.6 pp |
| 2011 | 16.6% | GBX7.67 Billion | GBX7.67 Billion | GBX- | GBX46.18 Billion | ▼ -1.8 pp |
| 2010 | 18.4% | GBX8.19 Billion | GBX8.19 Billion | GBX- | GBX44.57 Billion | ▼ -2.5 pp |
| 2009 | 20.9% | GBX9.22 Billion | GBX9.22 Billion | GBX- | GBX44.11 Billion | ▼ -9.7 pp |
| 2008 | 30.6% | GBX2.96 Billion | GBX2.96 Billion | GBX- | GBX9.70 Billion | ▲ +7.7 pp |
| 2007 | 22.8% | GBX2.84 Billion | GBX2.84 Billion | GBX- | GBX12.43 Billion | ▼ -14.1 pp |
| 2006 | 37.0% | GBX4.25 Billion | GBX4.25 Billion | GBX- | GBX11.51 Billion | ▼ -3.4 pp |
| 2005 | 40.4% | GBX4.29 Billion | GBX4.29 Billion | GBX- | GBX10.63 Billion | ▲ +4.6 pp |
| 2004 | 35.8% | GBX4.18 Billion | GBX4.18 Billion | GBX- | GBX11.68 Billion | ▼ -64.6 pp |
| 2003 | 100.4% | GBX10.39 Billion | GBX10.39 Billion | GBX- | GBX10.35 Billion | ▼ -30.6 pp |
| 2002 | 130.9% | GBX11.40 Billion | GBX11.40 Billion | GBX- | GBX8.70 Billion | ▲ +38.0 pp |
| 2001 | 92.9% | GBX10.95 Billion | GBX10.95 Billion | GBX- | GBX11.78 Billion | ▲ +64.2 pp |
| 2000 | 28.7% | GBX3.04 Billion | GBX3.04 Billion | GBX- | GBX10.58 Billion | — |