Fiserv Inc. Strategic Asset Allocation Index

Latest as of March 2023: 14.1%

Fiserv Inc. strategic asset allocation index. Fiserv Inc. (FISV) has a Strategic Asset Allocation Index of 14.1% as of March 2023. Strategic assets (PP&E of $2.00 Billion plus long-term investments of $2.36 Billion) total $4.36 Billion, measured against net assets of $30.95 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Fiserv Inc.'s balance sheet to measure how much of total assets are equity-financed.

SAAI

14.1%
Strategic Assets / Net Assets

Strategic Assets

$4.36 Billion
PP&E + LT Investments

PP&E

$2.00 Billion
USD

Net Assets

$30.95 Billion
USD

Strategic Asset Allocation Index of Fiserv Inc. (2000–2022)

Strategic asset allocation index of Fiserv Inc. from 2000 to 2022. This chart shows how Fiserv Inc.'s Strategic Asset Allocation Index has evolved across 23 annual periods from 2000 to 2022. As of March 2023, the index stands at 14.1%, representing strategic assets of $4.36 Billion against net assets of $30.95 Billion USD. Check Fiserv Inc. (FISV) tangible net worth to evaluate the tangible quality of the company's equity base.

Fiserv Inc. Strategic Asset Allocation Index by Year (2000–2022)

Fiserv Inc. strategic asset allocation index by year from 2000 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Fiserv Inc. from 2000 to 2022, covering 23 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 market cap of Fiserv Inc..

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2022 15.6% $4.95 Billion $2.54 Billion $2.40 Billion $31.69 Billion ▲ +2.1 pp
2021 13.5% $4.30 Billion $1.74 Billion $2.56 Billion $31.95 Billion ▲ +0.3 pp
2020 13.2% $4.38 Billion $1.63 Billion $2.76 Billion $33.33 Billion ▲ +0.7 pp
2019 12.4% $4.33 Billion $1.61 Billion $2.72 Billion $34.86 Billion ▼ -7.8 pp
2018 20.2% $463.00 Million $398.00 Million $65.00 Million $2.29 Billion ▲ +5.9 pp
2017 14.3% $390.00 Million $390.00 Million $- $2.73 Billion ▼ -2.2 pp
2016 16.5% $419.00 Million $405.00 Million $14.00 Million $2.54 Billion ▲ +1.0 pp
2015 15.5% $413.00 Million $396.00 Million $17.00 Million $2.66 Billion ▲ +5.3 pp
2014 10.3% $338.00 Million $317.00 Million $21.00 Million $3.29 Billion ▲ +2.8 pp
2013 7.4% $266.00 Million $266.00 Million $- $3.58 Billion ▲ +0.1 pp
2012 7.3% $249.00 Million $249.00 Million $- $3.42 Billion ▼ -0.6 pp
2011 7.9% $258.00 Million $258.00 Million $- $3.26 Billion ▼ -0.3 pp
2010 8.3% $267.00 Million $267.00 Million $- $3.23 Billion ▼ -1.4 pp
2009 9.7% $293.00 Million $293.00 Million $- $3.03 Billion ▼ -2.0 pp
2008 11.7% $303.00 Million $303.00 Million $- $2.59 Billion ▼ -3.4 pp
2007 15.1% $372.00 Million $372.00 Million $- $2.47 Billion ▲ +4.9 pp
2006 10.2% $248.04 Million $248.04 Million $- $2.43 Billion ▲ +1.1 pp
2005 9.2% $226.01 Million $226.01 Million $- $2.47 Billion ▲ +0.8 pp
2004 8.3% $213.80 Million $213.80 Million $- $2.56 Billion ▼ -1.0 pp
2003 9.4% $206.08 Million $206.08 Million $- $2.20 Billion ▼ -2.8 pp
2002 12.2% $223.07 Million $223.07 Million $- $1.83 Billion ▼ -3.2 pp
2001 15.4% $247.75 Million $247.75 Million $- $1.60 Billion ▼ -1.0 pp
2000 16.4% $205.56 Million $205.56 Million $- $1.25 Billion —
pp = percentage points