First Business Financial Services Strategic Asset Allocation Index
First Business Financial Services strategic asset allocation index. First Business Financial Services (FBIZ) has a Strategic Asset Allocation Index of 123.9% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $489.81 Million) total $489.81 Million, measured against net assets of $395.31 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See First Business Financial Services (FBIZ) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of First Business Financial Services (2004–2025)
Strategic asset allocation index of First Business Financial Services from 2004 to 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 June 2026, the index stands at 123.9%, representing strategic assets of $489.81 Million against net assets of $395.31 Million USD. Check First Business Financial Services tangible book value ratio to evaluate the tangible quality of the company's equity base.
First Business Financial Services Strategic Asset Allocation Index by Year (2004–2025)
First Business Financial Services strategic asset allocation index by year from 2004 to 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 live market cap and overall valuation, see First Business Financial Services stock valuation.
| 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 | — |