Citizens Community Bancorp Inc (CZWI) — Strategic Asset Allocation Index

Latest as of December 2025: 118.8%

Citizens Community Bancorp Inc (CZWI) has a Strategic Asset Allocation Index of 118.8% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $223.22 Million) total $223.22 Million, measured against net assets of $187.94 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

118.8%
Strategic Assets / Net Assets

Strategic Assets

$223.22 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$187.94 Million
USD

Citizens Community Bancorp Inc Strategic Asset Allocation Index (2004–2025)

This chart shows how Citizens Community Bancorp Inc's Strategic Asset Allocation Index has evolved across 22 annual periods from 2004 to 2025. As of December 2025, the index stands at 118.8%, representing strategic assets of $223.22 Million against net assets of $187.94 Million USD. Explore CZWI cash flow metrics to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Citizens Community Bancorp Inc (2004–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Citizens Community Bancorp Inc from 2004 to 2025, covering 22 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 Citizens Community Bancorp Inc market capitalisation.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 118.8% $223.22 Million $- $223.22 Million $187.94 Million ▼ -13.0 pp
2024 131.8% $235.97 Million $- $235.97 Million $179.08 Million ▼ -14.2 pp
2023 145.9% $252.98 Million $- $252.98 Million $173.33 Million ▼ -33.9 pp
2022 179.8% $300.49 Million $20.49 Million $280.00 Million $167.09 Million ▼ -2.8 pp
2021 182.6% $312.01 Million $21.17 Million $290.84 Million $170.87 Million ▲ +62.5 pp
2020 120.1% $192.82 Million $21.16 Million $171.66 Million $160.56 Million ▼ -33.7 pp
2019 153.8% $231.60 Million $21.11 Million $210.50 Million $150.55 Million ▲ +137.4 pp
2018 16.4% $22.73 Million $10.03 Million $12.70 Million $138.19 Million ▼ -15.4 pp
2017 31.9% $23.42 Million $9.64 Million $13.77 Million $73.48 Million ▲ +19.2 pp
2016 12.7% $8.12 Million $5.34 Million $2.78 Million $63.83 Million ▲ +0.9 pp
2015 11.8% $7.24 Million $2.67 Million $4.57 Million $61.24 Million ▲ +2.3 pp
2014 9.5% $5.45 Million $3.73 Million $1.72 Million $57.29 Million ▼ -5.8 pp
2013 15.3% $8.29 Million $4.83 Million $3.46 Million $54.19 Million ▲ +2.4 pp
2012 12.9% $7.10 Million $5.53 Million $1.57 Million $55.10 Million ▲ +0.2 pp
2011 12.7% $6.70 Million $6.70 Million $- $52.89 Million ▼ -1.8 pp
2010 14.5% $7.22 Million $7.22 Million $- $49.88 Million ▼ 0.0 pp
2009 14.5% $8.03 Million $8.03 Million $- $55.37 Million ▲ +5.9 pp
2008 8.6% $5.92 Million $5.92 Million $- $68.48 Million ▲ +4.1 pp
2007 4.6% $3.46 Million $3.46 Million $- $75.77 Million ▼ -0.2 pp
2006 4.7% $3.68 Million $3.68 Million $- $77.59 Million ▼ -5.1 pp
2005 9.9% $2.92 Million $2.92 Million $- $29.55 Million ▼ -1.3 pp
2004 11.2% $2.20 Million $2.20 Million $- $19.61 Million
pp = percentage points