Apple Inc Strategic Asset Allocation Index
Apple Inc strategic asset allocation index. Apple Inc (AAPL) has a Strategic Asset Allocation Index of 145.2% as of December 2025. Strategic assets (PP&E of $50.16 Billion plus long-term investments of $77.89 Billion) total $128.05 Billion, measured against net assets of $88.19 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Apple Inc to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Apple Inc (1985–2025)
Strategic asset allocation index of Apple Inc from 1985 to 2025. This chart shows how Apple Inc's Strategic Asset Allocation Index has evolved across 41 annual periods from 1985 to 2025. As of December 2025, the index stands at 145.2%, representing strategic assets of $128.05 Billion against net assets of $88.19 Billion USD. Check Apple Inc (AAPL) tangible net worth to evaluate the tangible quality of the company's equity base.
Apple Inc Strategic Asset Allocation Index by Year (1985–2025)
Apple Inc strategic asset allocation index by year from 1985 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Apple Inc from 1985 to 2025, covering 41 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 live market cap and overall valuation, see Apple Inc market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 188.2% | $138.76 Billion | $61.04 Billion | $77.72 Billion | $73.73 Billion | ▼ -70.6 pp |
| 2024 | 258.8% | $147.39 Billion | $55.91 Billion | $91.48 Billion | $56.95 Billion | ▲ +26.7 pp |
| 2023 | 232.1% | $144.26 Billion | $43.72 Billion | $100.54 Billion | $62.15 Billion | ▼ -89.4 pp |
| 2022 | 321.5% | $162.92 Billion | $42.12 Billion | $120.81 Billion | $50.67 Billion | ▲ +56.3 pp |
| 2021 | 265.2% | $167.32 Billion | $39.44 Billion | $127.88 Billion | $63.09 Billion | ▲ +54.5 pp |
| 2020 | 210.7% | $137.65 Billion | $36.77 Billion | $100.89 Billion | $65.34 Billion | ▲ +53.0 pp |
| 2019 | 157.7% | $142.72 Billion | $37.38 Billion | $105.34 Billion | $90.49 Billion | ▼ -40.2 pp |
| 2018 | 198.0% | $212.10 Billion | $41.30 Billion | $170.80 Billion | $107.15 Billion | ▲ +27.5 pp |
| 2017 | 170.5% | $228.50 Billion | $33.78 Billion | $194.71 Billion | $134.05 Billion | ▲ +16.5 pp |
| 2016 | 154.0% | $197.44 Billion | $27.01 Billion | $170.43 Billion | $128.25 Billion | ▼ -2.3 pp |
| 2015 | 156.3% | $186.54 Billion | $22.47 Billion | $164.06 Billion | $119.36 Billion | ▲ +21.1 pp |
| 2014 | 135.2% | $150.79 Billion | $20.62 Billion | $130.16 Billion | $111.55 Billion | ▲ +35.8 pp |
| 2013 | 99.4% | $122.81 Billion | $16.60 Billion | $106.22 Billion | $123.55 Billion | ▲ +8.4 pp |
| 2012 | 91.0% | $107.57 Billion | $15.45 Billion | $92.12 Billion | $118.21 Billion | ▲ +8.3 pp |
| 2011 | 82.7% | $63.40 Billion | $7.78 Billion | $55.62 Billion | $76.61 Billion | ▲ +19.6 pp |
| 2010 | 63.1% | $30.16 Billion | $4.77 Billion | $25.39 Billion | $47.79 Billion | ▲ +14.7 pp |
| 2009 | 48.4% | $13.48 Billion | $2.95 Billion | $10.53 Billion | $27.83 Billion | ▲ +36.8 pp |
| 2008 | 11.7% | $2.46 Billion | $2.46 Billion | $- | $21.03 Billion | ▼ -0.9 pp |
| 2007 | 12.6% | $1.83 Billion | $1.83 Billion | $- | $14.53 Billion | ▼ -0.2 pp |
| 2006 | 12.8% | $1.28 Billion | $1.28 Billion | $- | $9.98 Billion | ▲ +1.9 pp |
| 2005 | 10.9% | $817.00 Million | $817.00 Million | $- | $7.47 Billion | ▼ -3.0 pp |
| 2004 | 13.9% | $707.00 Million | $707.00 Million | $- | $5.08 Billion | ▼ -1.9 pp |
| 2003 | 15.8% | $669.00 Million | $669.00 Million | $- | $4.22 Billion | ▲ +0.7 pp |
| 2002 | 15.2% | $621.00 Million | $621.00 Million | $- | $4.09 Billion | ▲ +0.8 pp |
| 2001 | 14.4% | $564.00 Million | $564.00 Million | $- | $3.92 Billion | ▲ +6.8 pp |
| 2000 | 7.6% | $313.00 Million | $313.00 Million | $- | $4.11 Billion | ▼ -2.6 pp |
| 1999 | 10.2% | $318.00 Million | $318.00 Million | $- | $3.10 Billion | ▼ -10.9 pp |
| 1998 | 21.2% | $348.00 Million | $348.00 Million | $- | $1.64 Billion | ▼ -19.3 pp |
| 1997 | 40.5% | $486.00 Million | $486.00 Million | $- | $1.20 Billion | ▲ +11.4 pp |
| 1996 | 29.1% | $598.00 Million | $598.00 Million | $- | $2.06 Billion | ▲ +4.5 pp |
| 1995 | 24.5% | $711.00 Million | $711.00 Million | $- | $2.90 Billion | ▼ -3.5 pp |
| 1994 | 28.0% | $667.10 Million | $667.10 Million | $- | $2.38 Billion | ▼ -4.6 pp |
| 1993 | 32.5% | $659.50 Million | $659.50 Million | $- | $2.03 Billion | ▲ +11.4 pp |
| 1992 | 21.1% | $462.20 Million | $462.20 Million | $- | $2.19 Billion | ▼ -4.2 pp |
| 1991 | 25.4% | $448.00 Million | $448.00 Million | $- | $1.77 Billion | ▼ -2.2 pp |
| 1990 | 27.5% | $398.20 Million | $398.20 Million | $- | $1.45 Billion | ▲ +5.0 pp |
| 1989 | 22.5% | $334.20 Million | $334.20 Million | $- | $1.49 Billion | ▲ +1.8 pp |
| 1988 | 20.7% | $207.40 Million | $207.40 Million | $- | $1.00 Billion | ▲ +5.1 pp |
| 1987 | 15.6% | $130.40 Million | $130.40 Million | $- | $836.50 Million | ▲ +0.1 pp |
| 1986 | 15.5% | $107.30 Million | $107.30 Million | $- | $694.10 Million | ▼ -1.0 pp |
| 1985 | 16.4% | $90.40 Million | $90.40 Million | $- | $550.50 Million | — |