Bank Ozk Strategic Asset Allocation Index
Bank Ozk strategic asset allocation index. Bank Ozk (OZK) has a Strategic Asset Allocation Index of 67.5% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $4.24 Billion) total $4.24 Billion, measured against net assets of $6.28 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Bank Ozk's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Bank Ozk (2000–2025)
Strategic asset allocation index of Bank Ozk from 2000 to 2025. This chart shows how Bank Ozk's Strategic Asset Allocation Index has evolved across 24 annual periods from 2000 to 2025. As of June 2026, the index stands at 67.5%, representing strategic assets of $4.24 Billion against net assets of $6.28 Billion USD. Check Bank Ozk (OZK) tangible equity ratio to evaluate the tangible quality of the company's equity base.
Bank Ozk Strategic Asset Allocation Index by Year (2000–2025)
Bank Ozk strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Bank Ozk from 2000 to 2025, covering 24 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 OZK stock market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 42.6% | $2.61 Billion | $- | $2.61 Billion | $6.13 Billion | ▼ -7.1 pp |
| 2024 | 49.7% | $2.84 Billion | $- | $2.84 Billion | $5.71 Billion | ▼ -13.4 pp |
| 2023 | 63.1% | $3.24 Billion | $- | $3.24 Billion | $5.14 Billion | ▼ -26.0 pp |
| 2022 | 89.1% | $4.18 Billion | $678.40 Million | $3.50 Billion | $4.69 Billion | ▼ -6.5 pp |
| 2021 | 95.6% | $4.63 Billion | $695.86 Million | $3.93 Billion | $4.84 Billion | ▼ -1.3 pp |
| 2020 | 96.9% | $4.14 Billion | $738.84 Million | $3.41 Billion | $4.28 Billion | ▲ +25.0 pp |
| 2019 | 72.0% | $2.99 Billion | $711.54 Million | $2.28 Billion | $4.15 Billion | ▼ -18.9 pp |
| 2018 | 90.9% | $3.43 Billion | $567.19 Million | $2.86 Billion | $3.77 Billion | ▲ +0.2 pp |
| 2017 | 90.7% | $3.14 Billion | $519.81 Million | $2.62 Billion | $3.46 Billion | ▼ -445.6 pp |
| 2016 | 536.4% | $14.99 Billion | $504.09 Million | $14.49 Billion | $2.79 Billion | ▲ +497.3 pp |
| 2013 | 39.1% | $245.47 Million | $245.47 Million | $- | $628.43 Million | ▼ -5.1 pp |
| 2012 | 44.2% | $225.75 Million | $225.75 Million | $- | $511.11 Million | ▼ -624.7 pp |
| 2011 | 668.8% | $2.84 Billion | $186.53 Million | $2.65 Billion | $424.55 Million | ▲ +616.2 pp |
| 2010 | 52.7% | $170.50 Million | $170.50 Million | $- | $323.77 Million | ▼ -4.7 pp |
| 2009 | 57.3% | $156.20 Million | $156.20 Million | $- | $272.47 Million | ▲ +10.8 pp |
| 2008 | 46.6% | $152.59 Million | $152.59 Million | $- | $327.60 Million | ▼ -20.4 pp |
| 2007 | 66.9% | $130.05 Million | $130.05 Million | $- | $194.26 Million | ▲ +0.1 pp |
| 2006 | 66.8% | $116.68 Million | $116.68 Million | $- | $174.63 Million | ▲ +7.4 pp |
| 2005 | 59.4% | $88.79 Million | $88.79 Million | $- | $149.40 Million | ▲ +5.7 pp |
| 2004 | 53.7% | $65.18 Million | $65.18 Million | $- | $121.41 Million | ▲ +2.7 pp |
| 2003 | 51.0% | $50.25 Million | $50.25 Million | $- | $98.49 Million | ▲ +7.7 pp |
| 2002 | 43.3% | $39.05 Million | $39.05 Million | $- | $90.17 Million | ▼ -1.5 pp |
| 2001 | 44.8% | $33.12 Million | $33.12 Million | $- | $73.87 Million | ▼ -1.7 pp |
| 2000 | 46.5% | $30.54 Million | $30.54 Million | $- | $65.60 Million | — |