Bank Ozk (OZK) — Strategic Asset Allocation Index
Bank Ozk (OZK) has a Strategic Asset Allocation Index of 45.3% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $2.76 Billion) total $2.76 Billion, measured against net assets of $6.09 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Bank Ozk Strategic Asset Allocation Index (2000–2024)
This chart shows how Bank Ozk's Strategic Asset Allocation Index has evolved across 23 annual periods from 2000 to 2024. As of September 2025, the index stands at 45.3%, representing strategic assets of $2.76 Billion against net assets of $6.09 Billion USD. Explore how efficiently does Bank Ozk generate cash to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Bank Ozk (2000–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Bank Ozk from 2000 to 2024, covering 23 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 Bank Ozk market cap and net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (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 | — |