Alerus Financial Corp (ALRS) — Strategic Asset Allocation Index

Latest as of June 2026: 133.3%

Alerus Financial Corp (ALRS) has a Strategic Asset Allocation Index of 133.3% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $777.21 Million) total $777.21 Million, measured against net assets of $583.14 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See ALRS equity financing ratio to measure how much of total assets are equity-financed.

SAAI

133.3%
Strategic Assets / Net Assets

Strategic Assets

$777.21 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$583.14 Million
USD

Alerus Financial Corp Strategic Asset Allocation Index (2012–2025)

This chart shows how Alerus Financial Corp's Strategic Asset Allocation Index has evolved across 14 annual periods from 2012 to 2025. As of June 2026, the index stands at 133.3%, representing strategic assets of $777.21 Million against net assets of $583.14 Million USD. For live market cap and overall valuation, see Alerus Financial Corp (ALRS) total market value.

Annual Strategic Asset Allocation Index for Alerus Financial Corp (2012–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Alerus Financial Corp from 2012 to 2025, covering 14 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. See Alerus Financial Corp (ALRS) shareholders funds for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 136.4% $770.30 Million $- $770.30 Million $564.93 Million ▼ -38.6 pp
2024 175.0% $866.96 Million $- $866.96 Million $495.41 Million ▼ -38.0 pp
2023 213.0% $786.26 Million $- $786.26 Million $369.13 Million ▼ -84.6 pp
2022 297.6% $1.06 Billion $22.71 Million $1.04 Billion $356.87 Million ▼ -44.1 pp
2021 341.6% $1.23 Billion $22.10 Million $1.21 Billion $359.40 Million ▼ -470.2 pp
2020 811.8% $2.68 Billion $20.29 Million $2.66 Billion $330.16 Million ▲ +692.0 pp
2019 119.7% $342.14 Million $28.97 Million $313.17 Million $285.73 Million ▼ -20.7 pp
2018 140.5% $276.70 Million $21.74 Million $254.95 Million $196.95 Million ▼ -23.5 pp
2017 163.9% $296.03 Million $21.23 Million $274.80 Million $180.57 Million ▼ -16.0 pp
2016 179.9% $303.63 Million $24.26 Million $279.37 Million $168.78 Million ▲ +63.5 pp
2015 116.4% $212.81 Million $22.42 Million $190.40 Million $182.82 Million ▼ -15.5 pp
2014 131.9% $225.60 Million $21.46 Million $204.14 Million $171.09 Million ▲ +117.1 pp
2013 14.7% $22.56 Million $22.56 Million $- $153.31 Million ▼ -0.9 pp
2012 15.6% $22.07 Million $22.07 Million $- $141.28 Million
pp = percentage points