Northern Trust Corporation Strategic Asset Allocation Index
Northern Trust Corporation strategic asset allocation index. Northern Trust Corporation (NTRS) has a Strategic Asset Allocation Index of 459.8% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $61.62 Billion) total $61.62 Billion, measured against net assets of $13.40 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check NTRS tangible net worth ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Northern Trust Corporation (2000–2025)
Strategic asset allocation index of Northern Trust Corporation from 2000 to 2025. This chart shows how Northern Trust Corporation's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of June 2026, the index stands at 459.8%, representing strategic assets of $61.62 Billion against net assets of $13.40 Billion USD.
Northern Trust Corporation Strategic Asset Allocation Index by Year (2000–2025)
Northern Trust Corporation strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Northern Trust Corporation 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 Northern Trust Corporation (NTRS) total market value.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 443.5% | $57.47 Billion | $- | $57.47 Billion | $12.96 Billion | ▲ +42.4 pp |
| 2024 | 401.1% | $51.30 Billion | $- | $51.30 Billion | $12.79 Billion | ▼ -13.3 pp |
| 2023 | 414.5% | $49.31 Billion | $- | $49.31 Billion | $11.90 Billion | ▼ -70.3 pp |
| 2022 | 484.8% | $54.59 Billion | $985.30 Million | $53.60 Billion | $11.26 Billion | ▲ +449.0 pp |
| 2021 | 35.8% | $63.22 Billion | $488.70 Million | $62.74 Billion | $176.65 Billion | ▼ -2.4 pp |
| 2020 | 38.2% | $61.59 Billion | $514.90 Million | $61.08 Billion | $161.40 Billion | ▼ -427.5 pp |
| 2019 | 465.6% | $51.64 Billion | $483.30 Million | $51.16 Billion | $11.09 Billion | ▼ -26.1 pp |
| 2018 | 491.7% | $51.67 Billion | $428.20 Million | $51.24 Billion | $10.51 Billion | ▲ +29.2 pp |
| 2017 | 462.6% | $47.26 Billion | $464.60 Million | $46.79 Billion | $10.22 Billion | ▲ +2.3 pp |
| 2016 | 460.2% | $44.97 Billion | $466.60 Million | $44.50 Billion | $9.77 Billion | ▲ +29.3 pp |
| 2015 | 431.0% | $37.52 Billion | $446.90 Million | $37.07 Billion | $8.71 Billion | ▲ +35.0 pp |
| 2014 | 396.0% | $33.46 Billion | $444.30 Million | $33.01 Billion | $8.45 Billion | ▲ +390.2 pp |
| 2013 | 5.8% | $458.80 Million | $458.80 Million | $- | $7.91 Billion | ▼ -0.4 pp |
| 2012 | 6.2% | $469.90 Million | $469.90 Million | $- | $7.53 Billion | ▼ -0.7 pp |
| 2011 | 6.9% | $494.50 Million | $494.50 Million | $- | $7.12 Billion | ▼ -0.4 pp |
| 2010 | 7.4% | $504.50 Million | $504.50 Million | $- | $6.83 Billion | ▼ -1.2 pp |
| 2009 | 8.6% | $543.50 Million | $543.50 Million | $- | $6.31 Billion | ▲ +0.7 pp |
| 2008 | 7.9% | $506.60 Million | $506.60 Million | $- | $6.39 Billion | ▼ -3.0 pp |
| 2007 | 10.9% | $491.90 Million | $491.90 Million | $- | $4.51 Billion | ▼ -1.4 pp |
| 2006 | 12.4% | $487.20 Million | $487.20 Million | $- | $3.94 Billion | ▼ -0.7 pp |
| 2005 | 13.1% | $471.50 Million | $471.50 Million | $- | $3.60 Billion | ▼ -1.0 pp |
| 2004 | 14.1% | $465.10 Million | $465.10 Million | $- | $3.30 Billion | ▼ -2.2 pp |
| 2003 | 16.3% | $498.30 Million | $498.30 Million | $- | $3.06 Billion | ▼ -0.9 pp |
| 2002 | 17.2% | $515.00 Million | $515.00 Million | $- | $3.00 Billion | ▼ -0.5 pp |
| 2001 | 17.6% | $488.70 Million | $488.70 Million | $- | $2.77 Billion | ▼ -0.6 pp |
| 2000 | 18.2% | $448.10 Million | $448.10 Million | $- | $2.46 Billion | — |