First Business Financial Services (FBIZ) — Strategic Asset Allocation Index
First Business Financial Services (FBIZ) has a Strategic Asset Allocation Index of 131.3% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $498.93 Million) total $498.93 Million, measured against net assets of $380.08 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check First Business Financial Services asset resilience ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
First Business Financial Services Strategic Asset Allocation Index (2004–2025)
This chart shows how First Business Financial Services's Strategic Asset Allocation Index has evolved across 22 annual periods from 2004 to 2025. As of March 2026, the index stands at 131.3%, representing strategic assets of $498.93 Million against net assets of $380.08 Million USD. See how financially flexible is First Business Financial Services to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for First Business Financial Services (2004–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for First Business Financial Services 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 FBIZ company net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 133.4% | $495.66 Million | $- | $495.66 Million | $371.58 Million | ▲ +9.5 pp |
| 2024 | 123.9% | $407.20 Million | $- | $407.20 Million | $328.59 Million | ▲ +0.9 pp |
| 2023 | 123.0% | $356.23 Million | $- | $356.23 Million | $289.59 Million | ▼ -920.2 pp |
| 2022 | 1043.2% | $2.72 Billion | $4.34 Million | $2.71 Billion | $260.64 Million | ▲ +943.4 pp |
| 2021 | 99.8% | $232.05 Million | $6.60 Million | $225.45 Million | $232.42 Million | ▼ -1058.4 pp |
| 2020 | 1158.2% | $2.39 Billion | $2.00 Million | $2.39 Billion | $206.16 Million | ▲ +175.1 pp |
| 2019 | 983.1% | $1.91 Billion | $2.56 Million | $1.91 Billion | $194.16 Million | ▼ -3.0 pp |
| 2018 | 986.1% | $1.78 Billion | $3.28 Million | $1.78 Billion | $180.71 Million | ▲ +10.2 pp |
| 2017 | 975.9% | $1.65 Billion | $3.16 Million | $1.65 Billion | $169.28 Million | ▼ -25.8 pp |
| 2016 | 1001.6% | $1.62 Billion | $3.77 Million | $1.62 Billion | $161.65 Million | ▼ -58.6 pp |
| 2015 | 1060.2% | $1.60 Billion | $3.95 Million | $1.60 Billion | $150.83 Million | ▲ +2.7 pp |
| 2014 | 1057.5% | $1.46 Billion | $3.94 Million | $1.45 Billion | $137.75 Million | ▲ +6.6 pp |
| 2013 | 1050.9% | $1.15 Billion | $1.16 Million | $1.15 Billion | $109.28 Million | ▼ -52.4 pp |
| 2012 | 1103.2% | $1.10 Billion | $968.00K | $1.10 Billion | $99.54 Million | ▼ -466.7 pp |
| 2011 | 1569.9% | $1.01 Billion | $999.00K | $1.01 Billion | $64.21 Million | ▲ +1568.1 pp |
| 2010 | 1.8% | $974.00K | $974.00K | $- | $55.34 Million | ▼ -0.4 pp |
| 2009 | 2.2% | $1.19 Million | $1.19 Million | $- | $54.39 Million | ▼ -0.7 pp |
| 2008 | 2.9% | $1.53 Million | $1.53 Million | $- | $53.01 Million | ▼ -0.3 pp |
| 2007 | 3.2% | $1.55 Million | $1.55 Million | $- | $48.55 Million | ▲ +0.9 pp |
| 2006 | 2.3% | $1.05 Million | $1.05 Million | $- | $45.76 Million | ▼ -0.5 pp |
| 2005 | 2.8% | $1.16 Million | $1.16 Million | $- | $41.84 Million | ▼ -0.5 pp |
| 2004 | 3.3% | $1.25 Million | $1.25 Million | $- | $38.18 Million | — |