Isabella Bank Corporation Strategic Asset Allocation Index
Isabella Bank Corporation strategic asset allocation index. Isabella Bank Corporation (ISBA) has a Strategic Asset Allocation Index of 176.6% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $439.29 Million) total $439.29 Million, measured against net assets of $248.70 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Isabella Bank Corporation balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Isabella Bank Corporation (2009–2025)
Strategic asset allocation index of Isabella Bank Corporation from 2009 to 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 June 2026, the index stands at 176.6%, representing strategic assets of $439.29 Million against net assets of $248.70 Million USD. Check tangible equity quality of Isabella Bank Corporation to evaluate the tangible quality of the company's equity base.
Isabella Bank Corporation Strategic Asset Allocation Index by Year (2009–2025)
Isabella Bank Corporation strategic asset allocation index by year from 2009 to 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 live market cap and overall valuation, see Isabella Bank Corporation (ISBA) market capitalisation.
| 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 | — |