Bankwell Financial Group Inc Strategic Asset Allocation Index

Latest as of June 2026: 63.6%

Bankwell Financial Group Inc strategic asset allocation index. Bankwell Financial Group Inc (BWFG) has a Strategic Asset Allocation Index of 63.6% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $205.61 Million) total $205.61 Million, measured against net assets of $323.50 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Bankwell Financial Group Inc (BWFG) net asset quality to measure how much of total assets are equity-financed.

SAAI

63.6%
Strategic Assets / Net Assets

Strategic Assets

$205.61 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$323.50 Million
USD

Strategic Asset Allocation Index of Bankwell Financial Group Inc (2012–2025)

Strategic asset allocation index of Bankwell Financial Group Inc from 2012 to 2025. This chart shows how Bankwell Financial Group Inc's Strategic Asset Allocation Index has evolved across 14 annual periods from 2012 to 2025. As of June 2026, the index stands at 63.6%, representing strategic assets of $205.61 Million against net assets of $323.50 Million USD. Check tangible net worth ratio of Bankwell Financial Group Inc to evaluate the tangible quality of the company's equity base.

Bankwell Financial Group Inc Strategic Asset Allocation Index by Year (2012–2025)

Bankwell Financial Group Inc strategic asset allocation index by year from 2012 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Bankwell Financial Group Inc 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. For live market cap and overall valuation, see BWFG company net worth.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 63.7% $192.12 Million $- $192.12 Million $301.49 Million ▲ +9.7 pp
2024 54.0% $146.10 Million $- $146.10 Million $270.52 Million ▲ +6.0 pp
2023 48.0% $127.62 Million $- $127.62 Million $265.75 Million ▼ -14.4 pp
2022 62.4% $148.83 Million $27.20 Million $121.63 Million $238.47 Million ▲ +56.8 pp
2021 5.6% $134.00 Million $25.59 Million $108.41 Million $2.37 Billion ▼ -0.6 pp
2020 6.3% $128.65 Million $21.76 Million $106.89 Million $2.05 Billion ▼ -88.5 pp
2019 94.8% $1.62 Billion $28.52 Million $1.59 Billion $1.71 Billion ▼ -827.5 pp
2018 922.3% $1.61 Billion $19.77 Million $1.59 Billion $174.20 Million ▼ -33.5 pp
2017 955.8% $1.54 Billion $18.20 Million $1.52 Billion $161.03 Million ▲ +22.2 pp
2016 933.5% $1.36 Billion $17.84 Million $1.34 Billion $145.90 Million ▲ +67.7 pp
2015 865.8% $1.14 Billion $11.16 Million $1.13 Billion $131.77 Million ▲ +147.3 pp
2014 718.6% $928.48 Million $11.91 Million $916.57 Million $129.21 Million ▲ +708.4 pp
2013 10.2% $7.06 Million $7.06 Million $- $69.48 Million ▲ +5.3 pp
2012 4.9% $2.52 Million $2.52 Million $- $51.53 Million —
pp = percentage points