US Global Investors Inc (GROW) — Strategic Asset Allocation Index
US Global Investors Inc (GROW) has a Strategic Asset Allocation Index of 17.3% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $7.96 Million) total $7.96 Million, measured against net assets of $46.05 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See US Global Investors Inc balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
US Global Investors Inc Strategic Asset Allocation Index (2000–2025)
This chart shows how US Global Investors Inc's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 17.3%, representing strategic assets of $7.96 Million against net assets of $46.05 Million USD. For live market cap and overall valuation, see US Global Investors Inc stock valuation.
Annual Strategic Asset Allocation Index for US Global Investors Inc (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for US Global Investors 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. See US Global Investors Inc book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 14.1% | $6.37 Million | $- | $6.37 Million | $45.21 Million | ▼ -3.1 pp |
| 2024 | 17.2% | $8.42 Million | $- | $8.42 Million | $49.01 Million | ▼ -5.8 pp |
| 2023 | 23.0% | $11.96 Million | $- | $11.96 Million | $52.02 Million | ▼ -18.0 pp |
| 2022 | 41.0% | $22.19 Million | $1.46 Million | $20.73 Million | $54.16 Million | ▼ -24.2 pp |
| 2021 | 65.1% | $35.39 Million | $1.42 Million | $33.97 Million | $54.32 Million | ▲ +16.3 pp |
| 2020 | 48.8% | $8.18 Million | $1.60 Million | $6.58 Million | $16.76 Million | ▲ +0.9 pp |
| 2019 | 47.9% | $10.62 Million | $1.75 Million | $8.88 Million | $22.18 Million | ▲ +3.6 pp |
| 2018 | 44.3% | $11.55 Million | $1.97 Million | $9.58 Million | $26.06 Million | ▲ +12.5 pp |
| 2017 | 31.8% | $7.74 Million | $2.21 Million | $5.53 Million | $24.35 Million | ▼ -0.5 pp |
| 2016 | 32.3% | $8.08 Million | $2.47 Million | $5.62 Million | $25.05 Million | ▲ +0.4 pp |
| 2015 | 31.9% | $9.30 Million | $2.74 Million | $6.57 Million | $29.14 Million | ▲ +2.1 pp |
| 2014 | 29.8% | $10.63 Million | $3.02 Million | $7.61 Million | $35.70 Million | ▼ -3.3 pp |
| 2013 | 33.0% | $12.18 Million | $3.12 Million | $9.05 Million | $36.85 Million | ▲ +24.4 pp |
| 2012 | 8.7% | $3.36 Million | $3.36 Million | $- | $38.71 Million | ▲ +0.0 pp |
| 2011 | 8.6% | $3.55 Million | $3.55 Million | $- | $41.06 Million | ▼ -2.2 pp |
| 2010 | 10.8% | $3.91 Million | $3.91 Million | $- | $36.19 Million | ▼ -0.1 pp |
| 2009 | 10.9% | $3.77 Million | $3.77 Million | $- | $34.63 Million | ▲ +4.8 pp |
| 2008 | 6.1% | $2.38 Million | $2.38 Million | $- | $39.23 Million | ▼ -1.2 pp |
| 2007 | 7.3% | $2.26 Million | $2.26 Million | $- | $31.10 Million | ▼ -3.1 pp |
| 2006 | 10.3% | $2.12 Million | $2.12 Million | $- | $20.54 Million | ▼ -7.5 pp |
| 2005 | 17.9% | $1.77 Million | $1.77 Million | $- | $9.90 Million | ▼ -3.5 pp |
| 2004 | 21.3% | $1.81 Million | $1.81 Million | $- | $8.49 Million | ▼ -10.0 pp |
| 2003 | 31.4% | $1.78 Million | $1.78 Million | $- | $5.67 Million | ▼ -2.2 pp |
| 2002 | 33.5% | $1.87 Million | $1.87 Million | $- | $5.58 Million | ▼ -2.0 pp |
| 2001 | 35.5% | $2.03 Million | $2.03 Million | $- | $5.72 Million | ▲ +0.4 pp |
| 2000 | 35.1% | $2.28 Million | $2.28 Million | $- | $6.48 Million | — |