Arrowmark Financial Corp (BANX) — Strategic Asset Allocation Index

Latest as of December 2025: 114.5%

Arrowmark Financial Corp (BANX) has a Strategic Asset Allocation Index of 114.5% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $196.36 Million) total $196.36 Million, measured against net assets of $171.54 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See BANX equity financing ratio to measure how much of total assets are equity-financed.

SAAI

114.5%
Strategic Assets / Net Assets

Strategic Assets

$196.36 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$171.54 Million
USD

Arrowmark Financial Corp Strategic Asset Allocation Index (2016–2025)

This chart shows how Arrowmark Financial Corp's Strategic Asset Allocation Index has evolved across 10 annual periods from 2016 to 2025. As of December 2025, the index stands at 114.5%, representing strategic assets of $196.36 Million against net assets of $171.54 Million USD. For live market cap and overall valuation, see how much is Arrowmark Financial Corp worth.

Annual Strategic Asset Allocation Index for Arrowmark Financial Corp (2016–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Arrowmark Financial Corp from 2016 to 2025, covering 10 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 BANX book value for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 114.5% $196.36 Million $- $196.36 Million $171.54 Million ▼ -15.6 pp
2024 130.0% $201.66 Million $- $201.66 Million $155.10 Million ▲ +0.8 pp
2023 129.2% $196.91 Million $- $196.91 Million $152.44 Million ▼ -8.7 pp
2022 137.9% $203.64 Million $- $203.64 Million $147.66 Million ▼ -2.4 pp
2021 140.4% $215.44 Million $- $215.44 Million $153.50 Million ▲ +13.6 pp
2020 126.8% $178.50 Million $- $178.50 Million $140.79 Million ▲ +13.5 pp
2019 113.3% $162.26 Million $- $162.26 Million $143.20 Million ▼ -21.4 pp
2018 134.7% $189.07 Million $- $189.07 Million $140.38 Million ▲ +16.3 pp
2017 118.3% $166.91 Million $- $166.91 Million $141.05 Million ▼ -24.2 pp
2016 142.5% $197.48 Million $- $197.48 Million $138.56 Million
pp = percentage points