Heritage Financial Corporation (HFWA) — Strategic Asset Allocation Index
Heritage Financial Corporation (HFWA) has a Strategic Asset Allocation Index of 149.6% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $1.67 Billion) total $1.67 Billion, measured against net assets of $1.12 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check how resilient are Heritage Financial Corporation's assets to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Heritage Financial Corporation Strategic Asset Allocation Index (2000–2025)
This chart shows how Heritage Financial Corporation's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 149.6%, representing strategic assets of $1.67 Billion against net assets of $1.12 Billion USD. See Heritage Financial Corporation (HFWA) financial flexibility to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Heritage Financial Corporation (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Heritage Financial Corporation 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 the full company profile including market capitalisation, see HFWA market cap overview.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 139.1% | $1.28 Billion | $- | $1.28 Billion | $921.50 Million | ▼ -30.9 pp |
| 2024 | 170.0% | $1.47 Billion | $- | $1.47 Billion | $863.53 Million | ▼ -49.6 pp |
| 2023 | 219.6% | $1.87 Billion | $- | $1.87 Billion | $853.26 Million | ▲ +188.4 pp |
| 2022 | 31.3% | $2.17 Billion | $76.93 Million | $2.10 Billion | $6.96 Billion | ▲ +12.9 pp |
| 2021 | 18.3% | $1.36 Billion | $79.37 Million | $1.28 Billion | $7.41 Billion | ▼ -49.8 pp |
| 2020 | 68.1% | $4.49 Billion | $85.45 Million | $4.40 Billion | $6.59 Billion | ▼ -1.1 pp |
| 2019 | 69.2% | $3.83 Billion | $87.89 Million | $3.74 Billion | $5.53 Billion | ▼ -0.8 pp |
| 2018 | 69.9% | $3.70 Billion | $81.10 Million | $3.62 Billion | $5.30 Billion | ▼ -2.0 pp |
| 2017 | 72.0% | $2.88 Billion | $60.33 Million | $2.82 Billion | $4.00 Billion | ▲ +0.9 pp |
| 2016 | 71.0% | $2.69 Billion | $63.91 Million | $2.62 Billion | $3.78 Billion | ▲ +3.6 pp |
| 2015 | 67.4% | $2.45 Billion | $61.89 Million | $2.39 Billion | $3.63 Billion | ▲ +2.9 pp |
| 2014 | 64.5% | $2.22 Billion | $64.94 Million | $2.15 Billion | $3.44 Billion | ▼ -422.5 pp |
| 2013 | 487.0% | $1.05 Billion | $34.35 Million | $1.02 Billion | $215.76 Million | ▼ -36.0 pp |
| 2012 | 523.0% | $1.04 Billion | $24.75 Million | $1.02 Billion | $198.94 Million | ▲ +6.6 pp |
| 2011 | 516.4% | $1.05 Billion | $22.98 Million | $1.02 Billion | $202.52 Million | ▲ +505.7 pp |
| 2010 | 10.8% | $21.75 Million | $21.75 Million | $- | $202.28 Million | ▲ +0.4 pp |
| 2009 | 10.3% | $16.39 Million | $16.39 Million | $- | $158.50 Million | ▼ -3.6 pp |
| 2008 | 13.9% | $15.72 Million | $15.72 Million | $- | $113.15 Million | ▼ -3.5 pp |
| 2007 | 17.4% | $14.82 Million | $14.82 Million | $- | $84.97 Million | ▼ -2.5 pp |
| 2006 | 19.9% | $15.68 Million | $15.68 Million | $- | $78.64 Million | ▼ -4.0 pp |
| 2005 | 23.9% | $15.80 Million | $15.80 Million | $- | $66.12 Million | ▼ -3.8 pp |
| 2004 | 27.7% | $16.88 Million | $16.88 Million | $- | $60.94 Million | ▼ -0.3 pp |
| 2003 | 28.0% | $17.45 Million | $17.45 Million | $- | $62.23 Million | ▲ +3.1 pp |
| 2002 | 24.9% | $18.03 Million | $18.03 Million | $- | $72.40 Million | ▲ +0.7 pp |
| 2001 | 24.2% | $18.98 Million | $18.98 Million | $- | $78.53 Million | ▲ +0.7 pp |
| 2000 | 23.5% | $19.51 Million | $19.51 Million | $- | $83.00 Million | — |