IES Holdings Inc Strategic Asset Allocation Index

Latest as of June 2026: 5.2%

IES Holdings Inc strategic asset allocation index. IES Holdings Inc (IESC) has a Strategic Asset Allocation Index of 5.2% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $63.89 Million) total $63.89 Million, measured against net assets of $1.23 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See IESC net asset quality score to measure how much of total assets are equity-financed.

SAAI

5.2%
Strategic Assets / Net Assets

Strategic Assets

$63.89 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$1.23 Billion
USD

Strategic Asset Allocation Index of IES Holdings Inc (2000–2025)

Strategic asset allocation index of IES Holdings Inc from 2000 to 2025. This chart shows how IES Holdings Inc's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of June 2026, the index stands at 5.2%, representing strategic assets of $63.89 Million against net assets of $1.23 Billion USD. Check IESC intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.

IES Holdings Inc Strategic Asset Allocation Index by Year (2000–2025)

IES Holdings Inc strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for IES Holdings 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. For live market cap and overall valuation, see IESC market cap overview.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 6.7% $59.66 Million $- $59.66 Million $887.96 Million ▲ +6.7 pp
2024 0.0% $0.00 $- $0.00 $652.11 Million ▼ -0.1 pp
2023 0.1% $675.00K $- $675.00K $499.94 Million ▼ -14.4 pp
2022 14.6% $56.87 Million $54.43 Million $2.45 Million $390.48 Million ▲ +5.0 pp
2021 9.6% $35.46 Million $35.45 Million $10.00K $370.55 Million ▲ +0.9 pp
2020 8.6% $24.59 Million $24.59 Million $0.00 $285.12 Million ▼ -1.9 pp
2019 10.5% $26.15 Million $25.75 Million $408.00K $249.54 Million ▼ -1.1 pp
2018 11.6% $25.92 Million $25.36 Million $558.00K $223.64 Million ▲ +1.1 pp
2017 10.5% $25.20 Million $24.64 Million $558.00K $240.00 Million ▲ +3.1 pp
2016 7.4% $16.61 Million $15.69 Million $919.00K $225.10 Million ▼ -5.0 pp
2015 12.4% $12.60 Million $11.68 Million $919.00K $101.41 Million ▲ +0.8 pp
2014 11.6% $10.19 Million $10.19 Million $- $87.97 Million ▼ -5.1 pp
2013 16.7% $10.45 Million $10.41 Million $35.00K $62.49 Million ▲ +4.0 pp
2012 12.7% $6.74 Million $6.48 Million $259.00K $53.16 Million ▼ -0.1 pp
2011 12.8% $8.22 Million $8.02 Million $200.00K $64.30 Million ▼ -6.8 pp
2010 19.6% $19.85 Million $19.85 Million $- $101.20 Million ▲ +1.2 pp
2009 18.4% $24.37 Million $24.37 Million $- $132.55 Million ▲ +0.6 pp
2008 17.8% $26.12 Million $26.12 Million $- $147.11 Million ▲ +3.4 pp
2007 14.4% $22.09 Million $22.09 Million $- $153.93 Million ▼ -3.0 pp
2006 17.4% $26.90 Million $26.90 Million $- $154.64 Million ▼ -141.5 pp
2005 158.9% $25.19 Million $25.19 Million $- $15.86 Million ▲ +127.5 pp
2004 31.3% $44.86 Million $44.86 Million $- $143.17 Million ▲ +11.4 pp
2003 19.9% $52.70 Million $52.70 Million $- $264.91 Million ▼ -4.5 pp
2002 24.4% $61.58 Million $61.58 Million $- $252.78 Million ▲ +11.1 pp
2001 13.3% $70.34 Million $70.34 Million $- $528.64 Million ▲ +1.2 pp
2000 12.1% $61.37 Million $61.37 Million $- $507.75 Million —
pp = percentage points