Isabella Bank Corporation (ISBA) — Strategic Asset Allocation Index
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 ISBA equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
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. For live market cap and overall valuation, see Isabella Bank Corporation market capitalisation.
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. See Isabella Bank Corporation (ISBA) shareholders funds for net asset value and shareholders' equity analysis.
| 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 | — |