Heritage Financial Corporation Strategic Asset Allocation Index
Heritage Financial Corporation strategic asset allocation index. Heritage Financial Corporation (HFWA) has a Strategic Asset Allocation Index of 147.2% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $1.63 Billion) total $1.63 Billion, measured against net assets of $1.11 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Heritage Financial Corporation to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Heritage Financial Corporation (2000–2025)
Strategic asset allocation index of Heritage Financial Corporation from 2000 to 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 June 2026, the index stands at 147.2%, representing strategic assets of $1.63 Billion against net assets of $1.11 Billion USD. Check HFWA intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
Heritage Financial Corporation Strategic Asset Allocation Index by Year (2000–2025)
Heritage Financial Corporation strategic asset allocation index by year from 2000 to 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 live market cap and overall valuation, see Heritage Financial Corporation (HFWA) market capitalisation.
| 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 | — |