First Citizens BancShares, Inc. Strategic Asset Allocation Index
First Citizens BancShares, Inc. strategic asset allocation index. First Citizens BancShares, Inc. (FCNCA) has a Strategic Asset Allocation Index of 212.1% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $46.45 Billion) total $46.45 Billion, measured against net assets of $21.90 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See FCNCA equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of First Citizens BancShares, Inc. (2000–2025)
Strategic asset allocation index of First Citizens BancShares, Inc. from 2000 to 2025. This chart shows how First Citizens BancShares, Inc.'s Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of June 2026, the index stands at 212.1%, representing strategic assets of $46.45 Billion against net assets of $21.90 Billion USD. Check FCNCA goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
First Citizens BancShares, Inc. Strategic Asset Allocation Index by Year (2000–2025)
First Citizens BancShares, Inc. strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for First Citizens BancShares, Inc. from 2000 to 2025, covering 26 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 FCNCA company net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 200.9% | $44.69 Billion | $- | $44.69 Billion | $22.24 Billion | ▼ -9.3 pp |
| 2024 | 210.2% | $46.73 Billion | $- | $46.73 Billion | $22.23 Billion | ▲ +59.0 pp |
| 2023 | 151.3% | $32.15 Billion | $- | $32.15 Billion | $21.25 Billion | ▲ +66.2 pp |
| 2022 | 85.0% | $8.22 Billion | $8.16 Billion | $60.00 Million | $9.66 Billion | ▲ +44.0 pp |
| 2021 | 41.1% | $23.46 Billion | $1.23 Billion | $22.23 Billion | $57.11 Billion | ▼ -48.9 pp |
| 2020 | 90.0% | $43.83 Billion | $1.25 Billion | $42.57 Billion | $48.71 Billion | ▼ -5.3 pp |
| 2019 | 95.3% | $37.11 Billion | $1.24 Billion | $35.86 Billion | $38.94 Billion | ▼ -860.3 pp |
| 2018 | 955.6% | $33.34 Billion | $1.20 Billion | $32.13 Billion | $3.49 Billion | ▲ +217.3 pp |
| 2017 | 738.3% | $24.62 Billion | $1.14 Billion | $23.48 Billion | $3.33 Billion | ▼ -18.2 pp |
| 2016 | 756.5% | $22.79 Billion | $1.13 Billion | $21.65 Billion | $3.01 Billion | ▲ +17.3 pp |
| 2015 | 739.2% | $21.23 Billion | $1.14 Billion | $20.09 Billion | $2.87 Billion | ▲ +4.1 pp |
| 2014 | 735.0% | $19.75 Billion | $1.13 Billion | $18.63 Billion | $2.69 Billion | ▲ +65.8 pp |
| 2013 | 669.2% | $13.86 Billion | $913.42 Million | $12.95 Billion | $2.07 Billion | ▼ -83.9 pp |
| 2012 | 753.0% | $14.04 Billion | $882.77 Million | $13.15 Billion | $1.86 Billion | ▼ -32.6 pp |
| 2011 | 785.7% | $14.62 Billion | $854.48 Million | $13.77 Billion | $1.86 Billion | ▼ -33.4 pp |
| 2010 | 819.1% | $14.19 Billion | $842.75 Million | $13.35 Billion | $1.73 Billion | ▲ +765.4 pp |
| 2009 | 53.7% | $837.08 Million | $837.08 Million | $- | $1.56 Billion | ▼ -1.7 pp |
| 2008 | 55.4% | $798.91 Million | $798.91 Million | $- | $1.44 Billion | ▲ +2.8 pp |
| 2007 | 52.6% | $757.69 Million | $757.69 Million | $- | $1.44 Billion | ▼ -1.1 pp |
| 2006 | 53.6% | $702.93 Million | $702.93 Million | $- | $1.31 Billion | ▼ -0.5 pp |
| 2005 | 54.1% | $639.47 Million | $639.47 Million | $- | $1.18 Billion | ▲ +1.8 pp |
| 2004 | 52.3% | $568.37 Million | $568.37 Million | $- | $1.09 Billion | ▼ -0.1 pp |
| 2003 | 52.4% | $539.62 Million | $539.62 Million | $- | $1.03 Billion | ▼ 0.0 pp |
| 2002 | 52.4% | $507.27 Million | $507.27 Million | $- | $967.29 Million | ▼ -2.1 pp |
| 2001 | 54.6% | $483.08 Million | $483.08 Million | $- | $885.04 Million | ▼ -0.3 pp |
| 2000 | 54.9% | $444.73 Million | $444.73 Million | $- | $810.73 Million | — |