Isabella Bank Corporation (ISBA) — Strategic Asset Allocation Index

Latest as of March 2026: 210.6%

Isabella Bank Corporation (ISBA) has a Strategic Asset Allocation Index of 210.6% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $492.74 Million) total $492.74 Million, measured against net assets of $233.96 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See financial agility of Isabella Bank Corporation to measure the company's free cash flow as a share of total liabilities.

SAAI

210.6%
Strategic Assets / Net Assets

Strategic Assets

$492.74 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$233.96 Million
USD

Isabella Bank Corporation Strategic Asset Allocation Index (2009–2025)

This chart shows how Isabella Bank Corporation's Strategic Asset Allocation Index has evolved across 17 annual periods from 2009 to 2025. As of March 2026, the index stands at 210.6%, representing strategic assets of $492.74 Million against net assets of $233.96 Million USD. Check Isabella Bank Corporation liquidity resilience to evaluate the company's liquid asset resilience ratio.

Annual Strategic Asset Allocation Index for Isabella Bank Corporation (2009–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Isabella Bank Corporation from 2009 to 2025, covering 17 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 market cap of Isabella Bank Corporation.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 215.1% $497.79 Million $- $497.79 Million $231.40 Million ▼ -17.4 pp
2024 232.6% $489.03 Million $- $489.03 Million $210.28 Million ▼ -36.2 pp
2023 268.8% $544.00 Million $- $544.00 Million $202.40 Million ▼ -730.5 pp
2022 999.3% $1.86 Billion $25.55 Million $1.84 Billion $186.21 Million ▲ +142.3 pp
2021 857.0% $1.81 Billion $24.42 Million $1.78 Billion $211.05 Million ▲ +682.4 pp
2020 174.6% $381.75 Million $25.14 Million $356.61 Million $218.59 Million ▼ -52.6 pp
2019 227.3% $477.71 Million $26.24 Million $451.47 Million $210.18 Million ▼ -52.8 pp
2018 280.1% $547.60 Million $27.82 Million $519.78 Million $195.52 Million ▼ -29.9 pp
2017 310.0% $604.21 Million $28.45 Million $575.76 Million $194.91 Million ▼ -14.2 pp
2016 324.2% $609.10 Million $29.31 Million $579.79 Million $187.90 Million ▼ -22.7 pp
2015 346.9% $638.20 Million $28.33 Million $609.87 Million $183.97 Million ▲ +50.8 pp
2014 296.1% $516.96 Million $25.88 Million $491.07 Million $174.59 Million ▲ +280.1 pp
2013 16.0% $25.72 Million $25.72 Million $- $160.61 Million ▲ +0.3 pp
2012 15.7% $25.79 Million $25.79 Million $- $164.49 Million ▼ -0.2 pp
2011 15.9% $24.63 Million $24.63 Million $- $154.78 Million ▼ -1.1 pp
2010 17.0% $24.63 Million $24.63 Million $- $145.16 Million ▼ 0.0 pp
2009 17.0% $23.92 Million $23.92 Million $- $140.80 Million
pp = percentage points