Heritage Financial Corporation (HFWA) — 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 Heritage Financial Corporation (HFWA) balance sheet quality index to measure how much of total assets are equity-financed.
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 June 2026, the index stands at 147.2%, representing strategic assets of $1.63 Billion against net assets of $1.11 Billion USD. For live market cap and overall valuation, see market cap of Heritage Financial Corporation.
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. See HFWA book value for net asset value and shareholders' equity analysis.
| 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 | — |