Peoples Fin (PFIS) — Strategic Asset Allocation Index
Peoples Fin (PFIS) has a Strategic Asset Allocation Index of 104.3% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $559.10 Million) total $559.10 Million, measured against net assets of $536.18 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Peoples Fin's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Peoples Fin Strategic Asset Allocation Index (2011–2025)
This chart shows how Peoples Fin's Strategic Asset Allocation Index has evolved across 15 annual periods from 2011 to 2025. As of June 2026, the index stands at 104.3%, representing strategic assets of $559.10 Million against net assets of $536.18 Million USD. For live market cap and overall valuation, see Peoples Fin market capitalisation.
Annual Strategic Asset Allocation Index for Peoples Fin (2011–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Peoples Fin from 2011 to 2025, covering 15 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 shareholders equity of Peoples Fin for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 116.9% | $607.57 Million | $- | $607.57 Million | $519.85 Million | ▼ -17.4 pp |
| 2024 | 134.3% | $629.91 Million | $- | $629.91 Million | $468.95 Million | ▼ -9.3 pp |
| 2023 | 143.6% | $488.89 Million | $- | $488.89 Million | $340.42 Million | ▼ -54.5 pp |
| 2022 | 198.1% | $624.66 Million | $55.67 Million | $568.99 Million | $315.35 Million | ▲ +9.9 pp |
| 2021 | 188.2% | $640.18 Million | $51.50 Million | $588.67 Million | $340.13 Million | ▲ +77.7 pp |
| 2020 | 110.6% | $350.32 Million | $47.05 Million | $303.27 Million | $316.88 Million | ▼ -546.4 pp |
| 2019 | 657.0% | $1.96 Billion | $47.93 Million | $1.92 Billion | $299.01 Million | ▼ -2.9 pp |
| 2018 | 659.9% | $1.84 Billion | $38.89 Million | $1.80 Billion | $279.08 Million | ▲ +13.8 pp |
| 2017 | 646.0% | $1.71 Billion | $37.56 Million | $1.67 Billion | $264.98 Million | ▲ +41.9 pp |
| 2016 | 604.1% | $1.55 Billion | $33.26 Million | $1.52 Billion | $256.62 Million | ▲ +59.0 pp |
| 2015 | 545.1% | $1.36 Billion | $28.16 Million | $1.33 Billion | $248.77 Million | ▲ +47.3 pp |
| 2014 | 497.8% | $1.23 Billion | $25.43 Million | $1.20 Billion | $246.78 Million | ▼ -3.5 pp |
| 2013 | 501.3% | $1.20 Billion | $26.12 Million | $1.17 Billion | $238.53 Million | ▲ +489.9 pp |
| 2012 | 11.4% | $15.14 Million | $15.14 Million | $- | $132.45 Million | ▼ -740.5 pp |
| 2011 | 751.9% | $448.24 Million | $7.92 Million | $440.32 Million | $59.61 Million | — |