NewtekOne, Inc. (NEWT) — Strategic Asset Allocation Index

Latest as of December 2025: 31.3%

NewtekOne, Inc. (NEWT) has a Strategic Asset Allocation Index of 31.3% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $124.42 Million) total $124.42 Million, measured against net assets of $397.57 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

31.3%
Strategic Assets / Net Assets

Strategic Assets

$124.42 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$397.57 Million
USD

NewtekOne, Inc. Strategic Asset Allocation Index (2000–2025)

This chart shows how NewtekOne, Inc.'s Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of December 2025, the index stands at 31.3%, representing strategic assets of $124.42 Million against net assets of $397.57 Million USD. Explore NEWT cash flow metrics to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for NewtekOne, Inc. (2000–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for NewtekOne, 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 the full company profile including market capitalisation, see NEWT market cap.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 31.3% $124.42 Million $- $124.42 Million $397.57 Million ▲ +11.8 pp
2024 19.5% $57.68 Million $- $57.68 Million $296.28 Million ▲ +2.2 pp
2023 17.3% $43.03 Million $- $43.03 Million $249.05 Million ▼ -199.7 pp
2022 217.0% $814.52 Million $6.48 Million $808.04 Million $375.36 Million ▲ +27.3 pp
2021 189.7% $766.10 Million $7.31 Million $758.78 Million $403.89 Million ▼ -10.1 pp
2020 199.8% $678.12 Million $6.93 Million $671.19 Million $339.35 Million ▼ -7.2 pp
2019 207.0% $667.03 Million $7.99 Million $659.04 Million $322.23 Million ▲ +18.8 pp
2018 188.2% $541.10 Million $- $541.10 Million $287.44 Million ▲ +24.2 pp
2017 164.1% $456.69 Million $- $456.69 Million $278.33 Million ▼ -1.0 pp
2016 165.1% $345.22 Million $- $345.22 Million $209.09 Million ▲ +34.3 pp
2015 130.8% $266.84 Million $- $266.84 Million $203.95 Million ▼ -7.8 pp
2014 138.7% $230.79 Million $329.00K $230.46 Million $166.42 Million ▲ +133.8 pp
2013 4.9% $3.74 Million $3.74 Million $- $77.01 Million ▼ -0.3 pp
2012 5.1% $3.52 Million $3.52 Million $- $68.90 Million ▲ +0.3 pp
2011 4.8% $2.85 Million $2.85 Million $- $59.15 Million ▼ -1.0 pp
2010 5.8% $3.21 Million $3.21 Million $- $55.59 Million ▼ -0.9 pp
2009 6.7% $3.63 Million $3.63 Million $- $54.03 Million ▼ -2.3 pp
2008 9.0% $5.06 Million $5.06 Million $- $56.08 Million ▲ +2.4 pp
2007 6.6% $5.43 Million $5.43 Million $- $81.80 Million ▼ -0.8 pp
2006 7.4% $4.46 Million $4.46 Million $- $60.20 Million ▼ -0.6 pp
2005 8.0% $6.59 Million $6.59 Million $- $82.49 Million ▲ +5.6 pp
2004 2.4% $1.96 Million $1.96 Million $- $82.82 Million ▲ +1.0 pp
2003 1.4% $671.00K $671.00K $- $48.64 Million ▼ -0.3 pp
2002 1.7% $546.00K $546.00K $- $31.95 Million ▲ +0.9 pp
2001 0.8% $128.00K $128.00K $- $16.47 Million ▲ +0.6 pp
2000 0.2% $31.00K $31.00K $- $13.79 Million
pp = percentage points